Economic Impacts of Iran Conflict, Tariff Refund Update, and Colombia-Ecuador Trade War

09/03/2026

The Trade Guys

0:00

25:51

On this episode of the Trade Guys, Bill and Scott dive into the impacts of the Iran Conflict on world trade, especially for energy markets. Bill then gives an update on the Court of International Trade's efforts to implement the Supreme Court's IEEPA decision. They conclude by unpacking an escalating trade war between Ecuador and Colombia.

Mais episódios de "The Trade Guys"

Economic Impacts of Iran Conflict, Tariff Refund Update, and Colombia-Ecuador Trade War
há um dia
25:51
On this episode of the Trade Guys, Bill and Scott dive into the impacts of the Iran Conflict on world trade, especially for energy markets. Bill then gives an update on the Court of International Trade's efforts to implement the Supreme Court's IEEPA decision. They conclude by unpacking an escalating trade war between Ecuador and Colombia.
SCOTUS Decision Fallout & the EU-China Relationship
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33:31
The Trade Guys make sense of the initial fallout from the SCOTUS decision, including refunds, potential tariff stacking, and impacts on industries and the international community. They also discuss potential changes in the EU-China relationship following German chancellor Merz's visit to Beijing.
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Steel & Aluminum Tariffs, "First Sale", and U.S.-Taiwan Deal
23/02/2026
28:25
On this episode of the Trade Guys, Bill and Scott discuss the current status of U.S. tariffs on steel and aluminum and also unpack a Senate bill proposing to revise the "First Sale" rule governing how tariffs are collected. They close with a look at the recent trade deal between the United States and Taiwan.
Emergency Trade Guys: Supreme Court Strikes Down IEEPA Tariffs
20/02/2026
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On this emergency episode of the Trade Guys, Bill and Scott break down the Supreme Court’s 6-3 decision striking down President Trump’s use of the International Emergency Economic Powers Act (IEEPA) for broad tariffs and discuss the implications of the decision for global trade.
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30:03
On this episode of the Trade Guys, Bill and Scott unpack why House members voted to override President Trump's tariffs on Canada and what will come next. They also look at recent Indian dealmaking with the U.S. and EU, rising trade tensions between the EU and China, and the return of shipping commerce to the Suez Canal route.
Critical Minerals Moves, Cuba in the Crosshairs, and EU-Russia Sanctions Update
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32:39
On this episode of the Trade Guys, Bill and Scott react to the recently announced U.S. critical minerals stockpile and a broader effort to work with allies on price floors. They also discuss plummeting oil shipments to Cuba under Trump administration pressure, as well as continued efforts in the EU to sanction and decouple from Russia.
Canada Tariff Threats, Davos Roundup, and WTO Reform Proposals
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On this episode of the Trade Guys, Bill and Scott react to President Trump's threat to impose 100 percent tariffs on Canada. They also discuss their takeaways from the aftermath of the World Economic Forum in Davos and several proposals to reform the World Trade Organization.
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31:53
On this episode of the Trade Guys, Bill and Scott discuss President Trump's tariff threats surrounding Greenland and the outcomes of the World Economic Forum in Davos. They also look at a series of new trade agreements, including a deal between China and Canada, and close by unpacking Trump's deals on pharmaceutical pricing.
China vs. the World, Chips Tariffs, and Global Minimum Tax
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31:40
On this episode of the Trade Guys, Bill and Scott discuss the carveout for U.S. multinationals from key parts of the OECD’s 15% global minimum tax framework. They also unpack the unconventional announced semiconductor 232 tariffs and escalating diplomatic and economic tension between China and Japan.
The Trade Guys x Simply Trade: One Messy Trade Year
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40:48
The Trade Guys kick off 2026 with a special crossover episode featuring the Simply Trade podcast’s Lalo Solorzano and Andy Shiles. Together, the group explores what’s ahead for 2026, focusing on major global trade battlefronts including the Supreme Court, WTO, and USMCA.

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Economic Impacts of Iran Conflict, Tariff Refund Update, and Colombia-Ecuador Trade War

The Trade Guys

Mais episódios de "The Trade Guys"

Economic Impacts of Iran Conflict, Tariff Refund Update, and Colombia-Ecuador Trade War

SCOTUS Decision Fallout & the EU-China Relationship

Steel & Aluminum Tariffs, "First Sale", and U.S.-Taiwan Deal

Emergency Trade Guys: Supreme Court Strikes Down IEEPA Tariffs

House Tariff Override, India Deals, EU-China Tension, and the Return of the Suez

Critical Minerals Moves, Cuba in the Crosshairs, and EU-Russia Sanctions Update

Canada Tariff Threats, Davos Roundup, and WTO Reform Proposals

The Greenland Trade War That Almost Was, China-Canada Détente, and Pharma Deals

China vs. the World, Chips Tariffs, and Global Minimum Tax

The Trade Guys x Simply Trade: One Messy Trade Year