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...

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...

JM Smucker Raises Coffee Prices Amongst Tariff Uncertainty; Canadian Supermarket Drops Folgers

On June 10, the JM Smucker Company held their earnings question-and-answer session after releasing earnings for the fourth quarter of their fiscal year ending April 30, 2025. Leaders from JM Smucker cited high coffee price struggles and tariff-related costs in the earnings call while officials running a Canadian supermarket dropped Folgers coffee from their shelves.

On the earnings call, the main topics covered were coffee prices and trade uncertainty due to the US tariff agenda. Days prior, leaders at the Canadian grocery store, Loblaw...

Tariff Talks 2025: Expana's Weekly Rundown #12

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 #12."

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...

Secretary Rollins Secures Greater Market Access with Costa Rica for US Dairy Industry

Under U.S. Secretary of Agriculture Brooke L. Rollins’ leadership, American dairy producers will have greater market access as Costa Rica has approved the first U.S. dairy facility to be registered under their new streamlined approval process. The Trump Administration continues to break down non-tariff barriers, and this latest action is the first of many wins ahead for American dairy producers.

“Under President Trump’s leadership, USDA is putting Farmers First. Securing greater market access for American dairy farmers is a much-needed win for the U.S. dairy industry and will give our...

Tariff Talks 2025: Expana's Weekly Rundown #11

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 #11."

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...

71% of Canadian and 43% of Mexican Consumers Intend to Buy Fewer US Grocery Products, Study Reveals

Seventy-one percent of Canadian and 43% of Mexican consumers report they will buy fewer U.S. grocery products in 2025 according to the tenth wave of the dunnhumby Consumer Trends Tracker (CTT) released today. Canada and Mexico are the two largest agricultural trading partners of the U.S. According to the USDA, in 2024 the U.S. exported 33% of its agricultural products to Canada and Mexico, totaling over $58 billion out of $176 billion of total U.S. agricultural...

Sugar On the Chopping Block for SNAP Program Following MAHA Commission

On May 22, US President Donald Trump spoke alongside Agriculture Secretary, Brooke Rollins, HHS Secretary Robert F. Kennedy Jr., and others during a MAHA [Make America Healthy Again] Commission Event. 

“We’re on track to sign multiples of SNAP waivers to get junk food and sugary drinks out of our food stamp system,” said the USDA’s Rollins. Rollins signed the first waivers to amend the statutory definition of food for purchase for Supplemental Nutrition Assistance Programs (SNAP) in Nebraska, Indiana, and Iowa, she said during her speech...

Tariff Talks 2025: Expana's Weekly Rundown #10

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 #10."

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...

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...