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Tariff Talks 2025: Expana's Weekly Rundown #17
Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #17."
This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text...
This week, reciprocal tariffs were re-announced in the form of letters from the US Trump administration to trading partners who could not reach a trade deal within the previously granted 90-day pause...
Navigating the Trump Tariff Turbulence: A Comprehensive Timeline
US President Donald Trump and his administration have paused reciprocal tariffs on most countries.
“Based on the lack of respect that China has shown... I am hereby raising the [tariff] charged to China by the [USA] to 125%, effective immediately,” wrote Trump on Truth Social at 1:18 pm ET.
It’s not clear if this 125% is in addition to the 20% imposed on Chinese imports to the US. In early March, Trump noted that he would add another 10% tariff on Chinese goods...
Tariff Talks 2025: Expana's Weekly Rundown #16
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #16."
US–China Trade Framework Advances, but Final Terms Still in Flux; Lutnick Hints at More Deals
The United States and China have inked a new trade agreement, President Donald Trump said on June 26.
Commerce Secretary Howard Lutnick mirrored the news during an interview with Bloomberg TV, stating that the deal was signed in recent days. Neither Trump nor Lutnick shared further details.
Expana reported on June 11 that Lutnick said the US and China agreed to a trade framework, and the latest comments from both Lutnick and Trump don’t seem to add much...
China’s New Hope Outlines Focus on Feed and Hog Farming
New Hope Liuhe reported profitability in the first quarter of 2025, driven by a renewed focus on its two core businesses: feed and hog farming. This marks the company’s first profitable quarter in three years. The company has undergone significant structural adjustments, with the pig farming division concentrating on improving breeding stock and reducing production costs. The feed division is targeting a return to competitiveness through stable and sustainable growth, the company said.
“We’ve largely emerged from the downturn, and the company is seeing an overall positive trajectory,”..
Tariff Talks 2025: Expana's Weekly Rundown #14
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #14."
Australian Beef Producer Kilcoy Global Foods Files for $100 Million IPO
The Australian meat producer Kilcoy Global Foods filed for initial public offering (IPO) with the US Securities and Exchange Commission (SEC). The company plans to raise up to $100 million.
Kilcoy is specialised in elaborated meat and protein products and reported $2.2 billion in sales for the 12 months ended March 31, 2025, up by 17% on the year. Its largest revenue was the US market, followed by Australia and China.
The company initially filed confidentially on January 10, 2025...
Tariff Talks 2025: Expana's Weekly Rundown #13
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #13."
Commerce Secretary Lutnick: US-China Trade Deal Framework Finalized
United States Commerce Secretary Howard Lutnick announced that the US and China have agreed to a trade framework after two days of negotiations in London.
After what reports described as “intense negotiations,” Lutnick told reporters that the framework builds upon an agreement made last month to ease triple-digit retaliatory tariffs.
In a social media post on June 11, President Trump said that a deal with China was done and called the trade relationship with China “excellent.” However, further details regarding the deal were not made public...
ANALYSIS: China’s May 2025 Meat Imports Stagnate MOM at 512,582 mt
China in May 2025 imported 512,582 metric tons (mt) of meat, including variety meats, nearly flat month-on-month (MOM), according to preliminary figures from China’s General Administration of Customs (GACC).
Slipping just 0.1% MOM, the decline came as China continued to expand market access across the chicken, venison segments from New Zealand, France and Russia.
However, export licenses of American beef plants were in limbo. The expiration of United States (US) plant licenses in China’s Import Food Enterprise Registration (CIFER) system, placed downward pressure...
Tariff Talks 2025: Expana's Weekly Rundown #12
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #12."
US Arrests Chinese Nationals for Allegedly Smuggling Dangerous Fungus in “Agroterrorism” Attempt
The United States Federal Bureau of Investigation (FBI) arrested two citizens of the People’s Republic of China for allegedly smuggling a fungus called Fusarium graminearum, which is a potential agroterrorism weapon, according to the Department of Justice (DoJ).
Yunqing Jian, 33, and Zunyong Liu, 34, are suspected of alleged conspiracy, smuggling goods into the US, false statements, and visa fraud.
The fungus can cause a disease called “head blight” in wheat, barley, maize, and rice, according to US FBI Director, Kash Patel on X.com...
Tariff Talks 2025: Expana's Weekly Rundown #11
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #11."
Tariff Talks 2025: Expana's Weekly Rundown #9
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #9."
Brazil Confirms First Bird Flu Outbreak on Commercial Poultry Farm in Nearly 20 Years
Brazil’s Ministry of Agriculture and Livestock (Mapa) confirmed on Friday, May 16 an outbreak of highly pathogenic avian influenza (HPAI) virus in a breeder facility for commercial poultry. The outbreak was detected on May 15 in the municipality of Montenegro, in the state of Rio Grande do Sul, where one of the largest poultry production facilities in the country is located.
“This is the first HPAI outbreak detected in Brazil’s commercial poultry farming system,” Mapa said, and added that containment and eradication measures...
Tariff Talks 2025: Expana's Weekly Rundown #8
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #8."
49th Executive Conference Highlights Resilience and Future Outlook of Animal Protein Sector
This year’s Executive Conference held in Las Vegas from May 5–7 for senior leaders in the animal protein sector, was an informative show of the industry’s and what we can expect from the protein sector in the coming years.
“We feed the ever-growing needs of the entire population,” said Russ Whitman, Expana’s Director of Market Reporting, in his opening remarks.
Despite challenges related to animal health, regulatory shifts, and geopolitical tensions, the industry has demonstrated remarkable perseverance.
Tariff Talks 2025: Expana's Weekly Rundown #7
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #7."
China Capable of Ensuring Food, Energy Supply Even Without U.S. Imports: Official
China is able to ensure its grain and energy security even if it stops purchasing commodities from the United States, an official said Monday.
China's domestic grain reserves are abundant and its grain imports from the United States only accounted for a very small proportion of domestic consumption last year, said Zhao Chenxin, deputy head of the National Development and Reform Commission, in response to a media question on the impact of U.S. tariffs.
Zhao added that the grain imports from the United States were...
Australian Meat Industry Welcomes New and Expanded Access to China
The Australian Meat Industry Council (AMIC) welcomes new approvals for seventeen Australian sheep, lamb and goat export establishments to access the China market. This outcome is a significant win for Australian sheep, lamb and goat processing and export businesses that will have benefits across the red meat supply chain.
The approvals published by the General Administration of Customs China include access for chilled and frozen sheep and goat meat, and includes new access for ten establishments, and expanded access for new product categories for seven establishments...
Tariff Talks 2025: Expana's Weekly Rundown #6
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #6."
Exclusive International Trade Centre Interview: Implications of Trump’s Tariff Regime
Julia Spies is the Chief of Trade and Market Intelligence for the International Trade Centre (ITC) in Switzerland. Spies and team analyze trade information and publish findings about market-specific trade intelligence on multiple online platforms, like Tradebriefs.intracen.org.
Recent shifts in the world of trade, including the latest round of United States tariffs and trade measures by other countries, has kept Spies and company busy, to say the least.
However, ITC members have watched trade measures, and in particular their impact on developing countries, long before these recent changes...
Tariff Talks 2025: Expana's Weekly Rundown #5
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #5."
Tariff Talks 2025: Expana's Weekly Rundown #4
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #4."
FEATURED STORIES
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ANALYSIS: Growth of Brazilian Beef Exports to the Mexican Market
ANALYSIS: US Retail Ground Beef Prices the Week Before the Fourth of July Year-Over-Year
ANALYSIS: Brazil’s Latest Tariff Blitz Set to Redraw US Beef Import Landscape