Posts by Oliver Ward
Ag exporters applaud appeals court ruling, more sympathetic maritime body
www.agri-pulse.com/articles/245...
In an interview on Wednesday, the president said the United States had given the U.K. a “good trade deal” that was “better than I had to,” adding that it could “always be changed.”
www.politico.eu/article/dona...
This week, State confirmed our reporting when it announced the US pick to lead the World Food Programme would be USDA Undersecretary for Trade & Foreign Ag Affairs Luke Lindberg. We had reported in February that he was the leading candidate.
Write up here: www.agri-pulse.com/articles/244...
Britain is weighing EU-style “trade bazooka” powers to counter economic coercion, as the government warns that trade is increasingly being used as a geopolitical weapon.
pro.politico.eu/news/216302
One year on from "Liberation Day," Trump’s tariffs have altered supply chains — just not in the way he envisioned.
Read more: bloom.bg/41E9GFE
Officials miss sugar import quota deadline to importers’ annoyance
www.agri-pulse.com/articles/244...
New trade investigations shed light on updated tariff strategy, analysts say
www.agri-pulse.com/articles/244...
Taiwan won’t be at this week’s WTO ministerial and blames host country Cameroon
The war in Iran could trigger a global food shock
• More than 1.1mn tonnes of fertiliser and fertiliser inputs is currently stuck in the Gulf
• Shortages are starting during northern hemisphere’s planting season, raising the risk of lower harvests for staples like rice
www.ft.com/content/1054...
"Swaths of the public in Canada, Germany, France and U.K. have soured on the U.S. They see the 21st century more likely to belong to Beijing than to Washington, driven by President Donald Trump’s foreign policy decisions" via @politico.com @jordyndahl.bsky.social www.politico.com/news/2026/03...
US dairy sees Indonesian school meals program as model for exports
www.agri-pulse.com/articles/243...
Trade policy really is the gift that keeps on giving for us trade hacks. If it's not the US or China, it's Mercosur. EC "launched" provisional application today, but this won't happen overnight - plan for a few months time, maybe longer. borderlex.net/2026/02/27/e...
Brazil's Ag Powerhouse: Soy industry goes on sustainability offensive
www.agri-pulse.com/articles/242...
Global cotton trade flows are shifting. The US is gaining in Vietnam, as China clearly prefers Australia's product. From Southern Ag Today based on USDA data.
House Ways & Means Chair Jason Smith tells me he's not anticipating congressional votes on Sec. 122 tariffs. "We won't have to worry about that, because the president is going to do enough 301s, 232s to implement his [trade] strategy by then."
Note the pushback from Lange as well.
BASH: Let's start with the big question -- will you refund the roughly $134 billion taken by these tariffs?
BESSENT: That's not the big question. That's bad framing
BASH: Refunds are clearly gonna be up to you
BESSENT: No no no. It's not up to me or the administration. It's up to the lower court
Looks like the new 10% tariff will have similar ag input & food product carveouts as the reciprocal tariffs, as well as exempt USMCA-covered goods.
There is a lot for US ag to digest in this Indonesia deal, with some longstanding trade barriers that have been addressed. But the minimum purchase commitments may not be as robust as they seem. This says as long as Indonesia isn't erecting trade barriers, it won't be held to those quantities.
USDA chief economist: Economic headwinds to ease slightly in 2026
www.agri-pulse.com/articles/242...
The bottom line: There is no quick fix. Best-case scenario, Mato Grosso is years away from significantly reducing its soybean & corn export costs. But the US can't afford to be complacent. Investment interest is there. If Brazil can address the issue, shipping costs could fall by 30%, some say. 5/6