Tariff war

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A weak dollar, La Niña risk and geopolitics are driving a broad commodity rally, with cotton and corn the exceptions.

30 January6 min read

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Tariff war essentials

Multilateral Trade Under Strain as Western Economies Turn Protectionist

New farm tariffs from the EU, US and Mexico aimed at Asian exporters, India above all, are straining the WTO system.

December 15, 2025

US Tariffs: 5 Critical Ways Trade Wars are Devastating American Farmers’ Profits

US soybean and corn farmers are losing about $100 an acre as China's tariffs shut their biggest market.

May 14, 2025

US Reciprocal Tariffs: Reshaping Global Agricultural Trade

Trump's reciprocal tariffs drew three responses: China hit back with 34% tariffs, India and Vietnam negotiated, Thailand diversified.

April 8, 2025

Global Commodities Rally as Geopolitics, Currency Moves and Weather Risks Align

A weak dollar, La Niña risk and geopolitics are driving a broad commodity rally, with cotton and corn the exceptions.

January 30, 2026

Sino-Canada Deal Could Lift Pulse Prices

A Canada-China deal cutting duties on canola, peas and seafood could let Canadian exporters raise prices and lift pulses.

January 19, 2026

Marine Export Resilience: How India Overcame US Tariffs Through Smart Diversification

Indian marine exports rose 16% in H1 FY2025 despite US tariffs, as exporters sent 57% of their shrimp to other markets.

December 8, 2025

US Tariffs Reshape Global Agricultural Trade as July 9 Deadline Looms

With the July 9 tariff deadline near, Vietnam secured a 20% US rate while India and the EU are still negotiating.

July 7, 2025

US-China Trade Breakthrough: 6 Key Impacts Transforming Global Agri Markets

Talks in Geneva moved US-China trade forward, and a deal could reopen China's 105 mt soybean market to US farmers.

May 15, 2025

Global Agricultural Trade in the Crossfire: Navigating the New Tariff Wars

US tariffs of 145% and China's 125% reply have stalled US soybean and corn sales to China, shifting trade to Brazil and Argentina.

April 14, 2025

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