Tariff Talks 2025: Expana's Weekly Rundown #20

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 #20."

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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As of July 27, the United States and the European Union reached a trade agreement: The US will charge a 15% tariff on all imports across-the-board from the coalition of countries...

US-EU Trade Announcement: Markets Open to American Food and Beverage Producers

As of July 27, the United States and the European Union reached a trade agreement: The US will charge a 15% tariff on all imports across-the-board (including sector-specific rates like those on autos) from the coalition of countries, according to a joint announcement between US President Trump and European Commission President von der Leyen. 

The trade deal will contain agreements whereby the EU will purchase $750 billion in energy from the US, invest an additional $600 billion into the US, open markets to...

Coca-Cola Puerto Rico Bottlers’ Parent Company Buys Dairy Firm Gloria’s Assets in Puerto Rico

Peru-based Gloria Group has announced that it has divested from non-core markets like Puerto Rico to focus on regional efficiency. Its Puerto Rico business has been purchased by CC1’s subsidiary, Suiza Caribe. CC1 is also the parent company of Coca-Cola Puerto Rico Bottlers, Gloria Group announced to the Peruvian Stock Exchange.

Gloria Group is a Peruvian firm best known for its dairy brand Leche Gloria, which produces milk, yogurt, cheese, and other dairy products distributed mainly in South America...

President Trump Securing Market Access in Australia for US Beef Draws Praise

President Trump secured expanded access to Australia’s market for U.S. fresh and frozen beef, scoring a historic win for American ranchers. For over two decades, Australia imposed non-scientific barriers on U.S. beef, closing off a critical market. Thanks to President Trump’s leadership, Australia opened its market to U.S. beef, scoring a major win for U.S. ranchers.

The announcement was immediately met with praise from American ranchers, stakeholders, and lawmakers:

National Cattlemen’s Beef Association President and Nebraska Cattleman Buck Wehrbein: For 20 years... 

What's in the EU's Countermeasures to US tariffs?

The European Union could hit the United States with counter-tariffs on 93 billion euros ($109 billion) worth of U.S. goods if the two sides fail to reach a trade deal by Washington's August 1 deadline for imposing import levies.

The European Commission has prepared two sets of possible counter-tariffs, which would be combined into one and submitted for approval to EU members. They would not be imposed until August 7.

Here is a breakdown of the two packages:

EU COUNTERMEASURES TO STEEL, ALUMINIUM TARIFFS...

The New "Coke of America”? 

Call it bipartisan, call it good taste... US President Donald Trump’s latest truth may be exciting nostalgic beverage enthusiasts from left, to center, and right. The President is calling for cane sugar in US Coke cans and bottles going forward. 

“I have been speaking to Coca-Cola about using REAL Cane Sugar in Coke in the United States, and they have agreed to do so,” wrote Trump. “I’d like to thank all of those in authority at Coca-Cola. This will be a very good move by them — You’ll see. It’s just better!” 

US Tariffs on Brazilian Imports Spark Cross-Commodity Concerns

On July 9, US President Donald Trump moved to raise tariffs on Brazilian imports to 50% starting August 1—up sharply from the 10% rate imposed in early April—sparking concerns in global markets, with potential ripple effects across commodities like orange juice, beef, coffee, sugar, and seafood.

These trade measures are raising alarms in export-dependent sectors and among US importers, with market participants saying the implications could be wide-ranging.

Brazilian President Luiz Inácio Lula da Silva said the country would respond to the newly announced tariff...

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...