Chip Dealmaking and 232 Investigations

On this episode of the Trade Guys, we react to the recent decision from the Federal Court of Appeals on the use of IEEPA for tariffs, look at a rare pocket rescission targeting the World Trade Organization, and talk about the revocation of export licenses to China for TSMC, SK Hynix, and Samsung. Trade continues to be the hottest policy topic in Washington, which is why we’re bringing back our ⁠Crash Course: Trade Policy with the Trade Guys⁠ this fall. If you missed our spring course, now is the perfect time to register. The course runs from October 8-9 at CSIS Headquarters or via Zoom. Registration is open until October 3.

On this special crossover episode of the Trade Guys, Bill and Scott are joined by Lalo Solorzano and Andy Shiles of the Simply Trade Podcast to talk de minimis and current trade policy.  Check out the Simply Trade Podcast from the Global Training Center wherever you find your podcasts. Trade continues to be the hottest policy topic in Washington, which is why we’re bringing back our Crash Course: Trade Policy with the Trade Guys this fall. If you missed our spring course, now is the perfect time to register. The course runs from October 8-9 at CSIS Headquarters or via Zoom. Registration is open until October 3.

On this episode of the Trade Guys, we discuss the Trump administration’s latest deals with respect to AI chips going to China, and we also get into the growing list of Section 232 investigations and where they may be headed.

The Trade Guys welcome Rick Woldenberg, CEO of hand2mind and Learning Resources, whose companies are plaintiffs in a lawsuit challenging the Trump administration’s use of the International Emergency Economic Powers Act. They explore the case, its broader implications, and how tariffs are affecting American businesses.

On this episode of the Trade Guys, we bring in Dr. Philip Luck to talk about the 50% tariffs the Trump administration has applied to Brazil and India and why they may represent a new frontier. We also reflect on how U.S. tariffs on third countries and sanctions (or lack thereof) are impacting Russia and China.

On this episode of the Trade Guys, we examine two recent tariff and investment deals that the Trump administration has made with the European Union and the Republic of Korea. We also give an update on how trade negotiations with China are progressing.

On this episode of the Trade Guys, we look at efforts from the President and Congress to use tariffs to put pressure on Russia. We also talk through several new announced deals and those on the horizon, including with Indonesia, Japan, the Philippines, and the EU.

On this episode of the Trade Guys, we talk through a range of new tariff announcements and where negotiations may be headed. We also look at the role of the dollar in the international monetary system and what scenarios could lead to de-dollarization. We also pay tribute to our friend and colleague Andrew Schwartz.

On this episode of the Trade Guys, we welcome Altana CEO Evan Smith to tell us about the leading-edge work his company does to drive resilience, compliance, and efficiency across the global supply chain. We also talk through the impacts of recent tariffs on supply chains and where U.S. trade negotiations stand.

On this episode of the Trade Guys, we discuss why the G7 Summit in Canada failed to produce progress on trade and how negotiations with key trade partners are going. We also look at the implications of the Iran-Israel-U.S. conflict for oil markets and whether closing the Strait of Hormuz could be a viable path for Iran.