Coffee, Cocoa, Tea, and More Added to List of Potential Tariff Adjustments for Aligned Partners

As of September 5, products like coffee, cocoa, and tea (along with hundreds more) may be exempt from US reciprocal tariffs if a country’s leaders make a deal with the US trade team, according to a White House fact sheet that specifies exemptions for trading partners that make substantial, reciprocal commitments to mitigate the national emergency-inducing trade-deficit.

To date, market participants watched as deals with the European Union and Indonesia provided a vague mention towards exemptions for “natural resources” like EU cork...

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...

Canada Unveils CAD 5 Billion Rescue Plan to Help Agriculture, Other Sectors Weather US Tariffs

Canadian Prime Minister Mark Carney on Sept. 5 unveiled a CAD 5 billion ($3.6 billion) support package and a suite of trade and industrial measures, including a "Buy Canadian" procurement policy, CAD 1 billion in expanded SME lending and CAD 75 million for AgriMarketing, aimed at shielding farmers, fishers and other sectors hit by new US tariffs while reskilling 50,000 workers for a more resilient domestic economy.

The agricultural and seafood industries landed in the spotlight. The federal government announced...

US Implements Japanese Trade Deal; 15% Tariffs, Billions in Investments, Ag Purchases

Later on September 4, the US implemented a previously announced trade deal with Japan–setting a 15% baseline tariff on almost all Japanese goods imported to the US, according to a White House statement about a presidential order. This comes almost a week after tariffs were again disputed in the US judicial system.

The now-implemented deal also created sector-specific carve-outs and outlined commitments on both sides that will affect demand for US agricultural commodities and beyond (namely, for US rice).

Plus, the order carves...

Tariff Talks 2025: Expana's Weekly Rundown #25

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 #25."

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.

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In the States, a federal appeals court ruled that US President Trump’s use of global tariffs exceeded presidential authority, but they remain active until at least October 14, 2025...

NCBA Testifies at Trade Hearing Investigation on Brazil

Urges US Trade Officials to Hold Brazil Accountable for Unfair Practices

National Cattlemen’s Beef Association (NCBA) Executive Director of Government Affairs Kent Bacus testified at a Section 301 investigation hearing regarding Brazil’s trade practices. The hearing, convened by the Office of the U.S. Trade Representative and held at the U.S. International Trade Commission, examined the Brazilian government’s trade policies and actions for unreasonable, discriminatory harm to U.S. commerce. NCBA focused attention on Brazil’s restrictions on U.S. beef and our long-standing concerns with the...

FMI Finds Shoppers Forming New Fall Routines Amid Tariff, Price Concerns

FMI – The Food Industry Association, unveiled its new ‘US Grocery Shopper Trends: New Routines’ report that highlights how shoppers are looking to create new routines this fall, while remaining concerned about food prices and the impact of tariffs.

FMI said that the majority of shoppers “show acceptance” to the current state of grocery prices.

“While shoppers' confidence about managing their food expenses was softer in February than last August, it has recovered somewhat over the past six months (79% feel they have at least some control...

Tariff Talks 2025: Expana's Weekly Rundown #24

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 #24."

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.

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On August 22, Canadian Prime Minister Carney dropped most retaliatory tariffs on US products, beginning September 1, reported Expana in an article that suggested the move may help soothe trade relations...

Trump Announces US-Indonesia Trade Agreement; New Details Emerge

UPDATE: July 22, 2025 4:37 PM ET

This afternoon, US President Trump posted to Truth Social after revealing a similar 19% trade deal with the Philippines, reported Expana.

"It is my Great Honor to announce our Trade Agreement with the Republic of Indonesia, as represented by their Highly Respected President, Prabowo Subianto. It is agreed that Indonesia will be Open Market to American Industrial and Tech Products, and Agricultural Goods, by eliminating 99% of their Tariff Barriers. The United States of America will now sell American Made products to Indonesia..."

Canada Drops Most Retaliatory Tariffs on US Goods

Canadian Prime Minister Mark Carney announced on August 22 that Canada will drop most retaliatory tariffs on US products, with the changes taking effect September 1. Carney clarified during a press conference that tariffs on US autos, steel, and aluminum will remain for now, but asserted that Canada now holds the best trade deal of all US trading partners.

Under the new policy, tariffs on US goods will be lifted if the products are exempt under the United States-Mexico-Canada Agreement (USMCA)...

Tariff Talks 2025: Expana's Weekly Rundown #23

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 #23."

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.

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This week, tariff news took a bit of a backseat to US President Trump’s dealings with Russian President Putin in Alaska—along with President Trump’s meeting with many European leaders...

The Retail Rundown: Retailers See Early Back-to-School Spending Amid Price Concerns

While some students are already back in class, others are squeezing in the last stretch of summer before Labor Day. Either way, grocers are bracing for busy aisles as parents juggle back-to-school supplies and grocery lists. This week’s ads highlight plenty of lunchbox staples, including snacks and deli items. 

The National Retail Federation (NRF) reports that two-thirds of shoppers had already begun back-to-school purchases by early July, with more than half starting earlier than last year. Concerns about higher prices linked to tariffs...

Tariff Talks 2025: Expana's Weekly Rundown #22

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 #22."

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.

...

The timeline for tariff negotiations between the US and China trade teams has been extended for another 90 days—moving the deadline to November 10, according to a White House fact sheet...