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11 results for “exports”

Traders on an energy trading floor watch steep falling price charts on large curved monitors

Oil's 7.6% Plunge Tests the Iran Peace Rally

Brent settled $8.66 lower at $104.77 on Monday — its biggest daily drop since July — as a US-Iran peace plan draft circulated. WTI bounced 1.65% by Tuesday.

Amara OkaforNovember 3, 20268 min read

An oil tanker crossing calm dark waters at dawn

Energy

Oil Falls Below $112 as Iran Talks Shift the War Premium

Brent fell $1.51 to $111.92 a barrel as Iran peace talks unwind the war premium. The arithmetic says roughly $43 of every barrel is still fear.

Amara OkaforNovember 2, 20268 min read

Container ship loaded by gantry cranes at a US port at dusk, an American flag flying over the terminal

Trade

US Extends China Tariff Truce for Two More Months

USTR's proposed two-month Section 301 China tariff suspension extension pushes the deadline past November 9 — what importers must fix before January.

James WhitfieldOctober 31, 20268 min read

Trade

Trump Ends Tariffs on Some Canadian Goods as the Counter-Tariff Standoff Thaws

The U.S. has lifted tariffs on selected Canadian imports, signaling a potential thaw in the trade standoff that began in August, though a comprehensive deal remains elusive.

James WhitfieldOctober 30, 20268 min read

A row of new electric cars parked outside a modern automotive factory, with a sleek sedan in the foreground and loading trucks visible along the building

Energy

BYD Misses Earnings Estimates as China's EV Price War Squeezes Margins

BYD's earnings missed estimates, per OilPrice, as China's EV price war compresses margins across the sector. What the miss reveals about margin math, export pressure and the battery supply chain's ripple effects.

James WhitfieldOctober 29, 202612 min read

Oil tankers anchored off a European port at dusk, with cranes and refinery towers silhouetted against an orange sky.

Trade

Iran War Adds $11 Billion a Month to Europe's Oil Import Bill

The Iran war is adding $11 billion a month to Europe's oil import bill, per OilPrice, as tanker flows reroute and Europe readies a release of 42 million barrels. Inside the eurozone's growing terms-of-trade problem.

Amara OkaforOctober 29, 202613 min read

A split image showing a tangled web of global trade connections on one side and a focused spotlight on specific trade routes on the other.

TradeAnalysis

Universal Tariffs vs. Targeted Tariffs: What Actually Changes

Understanding the fundamental differences between universal and targeted tariffs reveals their distinct impacts on global trade, consumer prices, and international relations.

James WhitfieldOctober 24, 20268 min read

A world map with glowing lines connecting manufacturing hubs across different continents, highlighting the shift in global supply chain connections.

TradeAnalysis

Nearshoring vs. Friendshoring: The New Map of Global Manufacturing

Global supply chains are undergoing a fundamental transformation as companies rebalance between cost efficiency and risk mitigation.

Amara OkaforOctober 23, 20268 min read

Aerial view of container ships navigating through a narrow strait with land visible on both sides

TradeAnalysis

Chokepoint Economics: How a Few Sea Lanes Shape Global Trade

Maritime chokepoints like the Suez Canal and Strait of Hormuz serve as critical arteries for global commerce, with disruptions creating ripple effects that can last for months.

Amara OkaforOctober 23, 20268 min read

A globe with mineral resource distribution patterns overlaid with trade route lines connecting major economic regions.

TradeAnalysis

Critical Minerals and Trade Policy: The New Geopolitical Chessboard

The global race for critical minerals is reshaping international trade relations as nations compete for resources essential to modern technology and clean energy transitions.

James WhitfieldOctober 23, 20268 min read