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Navigating the Trump Tariff Turbulence: A Comprehensive Timeline
US President Donald Trump and his administration have paused reciprocal tariffs on most countries.
“Based on the lack of respect that China has shown... I am hereby raising the [tariff] charged to China by the [USA] to 125%, effective immediately,” wrote Trump on Truth Social at 1:18 pm ET.
It’s not clear if this 125% is in addition to the 20% imposed on Chinese imports to the US. In early March, Trump noted that he would add another 10% tariff on Chinese goods...
ANALYSIS: China’s July 2025 Beef Imports Jump 15.5% MOM to 250,292 MT
China’s total beef imports climbed for the second consecutive month, up 15.5% month-on-month (MOM) to 250,292 metric tons (mt) in July, according to the latest data from the General Administration of Customs of China (GACC).
In-bound shipments increased by 33,591 mt, driven mainly by gains from Brazil, Argentina, Australia, and New Zealand. Bolivia and Uruguay were the exception, posting declines as it partially offsetting the overall increase.
On a year-on-year (YOY) basis, July’s beef imports...
Tariff Talks 2025: Expana's Weekly Rundown #22
Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #22."
This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.
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The timeline for tariff negotiations between the US and China trade teams has been extended for another 90 days—moving the deadline to November 10, according to a White House fact sheet...
China Confirms African Swine Fever Outbreak in Sichuan
China has reported 210 confirmed and 795 susceptible cases of African Swine Fever (ASF) in Napo County, in the Sichuan Province, a World Organisation for Animal Health (WOAH) report showed.
The Guangxi Department of Agriculture and Rural Affairs reported the outbreak on July 25. "Following the outbreak, local authorities immediately implemented emergency response measures in accordance with the contingency plan, including lockdowns of infected and threatened areas, culling of pigs, harmless disposal, and disinfection,” the Department said.
As of time of reporting, inspections found no new cases...
China Extends Antidumping Investigation on Imported Beef to November 2025
China’s antidumping investigation into imported beef will be extended until November 26, 2025, the latest announcement by China’s Ministry of Commerce (MOFCOM) stated.
Originally set to conclude in August, it will now be extended by three months “due to the large workload and complex case,” as per Announcement No. 38.
The MOFCOM began the investigation on December 27, 2024, following a request from China’s Animal Agriculture Association and nine industry associations representing major beef-producing areas on behalf of the domestic beef sector...
Triple Typhoon Impact Disrupts Southeast Asian Agricultural and Aquaculture Supply Chains
A rare convergence of three powerful typhoons in July has battered key agricultural and aquaculture regions across China, Vietnam, Taiwan, and the Philippines. Typhoons Wipha, Danas, and Co-May have collectively caused hundreds of millions in damages.
Typhoon Wipha Deals Blow to Vietnam’s Rice and Shrimp Exports
Typhoon Wipha formed on July 18 near the northern Philippines and intensified to Category 1 before making landfall in Guangzhou, China, and later striking northern Vietnam. Wipha lashed southern China with winds up to 75 mph, triggering floods and landslides
Tariff Talks 2025: Expana's Weekly Rundown #20
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #20."
As of July 27, the United States and the European Union reached a trade agreement: The US will charge a 15% tariff on all imports across-the-board from the coalition of countries...
UK Meat Producer Cranswick Reports 9.7% Revenue Growth in Q1
UK’s Cranswick has reported a 9.7% increase in revenue for the 13 weeks up to 28 June 2025, or the first quarter in its financial year. Like-for-like revenue rose by 7.9%, driven by volume growth, the company said.
The recently acquired food service sausage manufacturer Blakemans on 16 May 2025, also contributed to growth, the trading report showed. And export revenue and volume increased following the reinstatement of the Norfolk site’s China export licence in December 2024.
The new retail business and strong demand at the cooked...
Tariff Talks 2025: Expana's Weekly Rundown #19
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #19."
China’s Australian Beef Safeguard Kicks in 75 Days Earlier This Year Following Record Exports
China’s imports of Australian beef have triggered the 2025 Special Agricultural Safeguard (SSG) as of July 24, according to the latest announcement posted on the China International Trade Single Window, a website led by China’s National Ports Administration Office.
Despite the higher annual quota volume for this year, this means the safeguard quota was exhausted in 205 days, 75 days earlier than in 2024. The safeguard limit was activated last year on October 6.
The China-Australia Free Trade Agreement (ChAFTA) took effect in...
US-Philippines Trade Relations Televised; 19% Tariff Rate Reached
On July 22, US President Trump participated in a bilateral meeting with Philippines President Ferdinand Marcos Jr.
“... We concluded our Trade Deal, whereby The Philippines is going OPEN MARKET with the United States, and ZERO Tariffs,” wrote President Trump on Truth Social after the meeting. “The Philippines will pay a 19% Tariff. In addition, we will work together Militarily. It was a Great Honor to be with the President. He is Highly Respected in his Country, as he should be. He is also a very good, and tough, negotiator..."
ANALYSIS: China’s Meat Imports Pull Back 2.8% YOY to 3.20M mt in 1H 2025
China imported 3,201,497 metric tons (mt) of meat, including variety meats, in the first half of 2025, down 2.84% (93,721 mt) from the same period last year, according to preliminary data from the General Administration of Customs (GACC).
China’s uneven economic recovery kept pressure on consumer spending, with sluggish demand in the dining sector continuing to weigh on import growth. Rising domestic production also contributed to limiting import volumes.
Government efforts to rein in extravagant official spending have cast a shadow over premium dining...
ANALYSIS: China’s 1H 2025 Beef Imports Slumps 9.5% YOY to 1.30M mt
China’s total beef imports shrunk 9.5% to 1,302,197 metric tons (mt) in the first half of the 2025 calendar year, according to the latest data from the General Administration of Customs of China (GACC).
Shipments declined by 136,640 mt, led by lower volumes from most major suppliers. Australia was the exception, partially offsetting the overall drop.
The decline stemmed from a combination of rising domestic production and soft consumer demand amid a challenging macroeconomic backdrop. Trade tensions and a weakened dining sector further...
Tariff Talks 2025: Expana's Weekly Rundown #17
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #17."
This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text...
This week, reciprocal tariffs were re-announced in the form of letters from the US Trump administration to trading partners who could not reach a trade deal within the previously granted 90-day pause...
Tariff Talks 2025: Expana's Weekly Rundown #16
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #16."
US–China Trade Framework Advances, but Final Terms Still in Flux; Lutnick Hints at More Deals
The United States and China have inked a new trade agreement, President Donald Trump said on June 26.
Commerce Secretary Howard Lutnick mirrored the news during an interview with Bloomberg TV, stating that the deal was signed in recent days. Neither Trump nor Lutnick shared further details.
Expana reported on June 11 that Lutnick said the US and China agreed to a trade framework, and the latest comments from both Lutnick and Trump don’t seem to add much...
China’s New Hope Outlines Focus on Feed and Hog Farming
New Hope Liuhe reported profitability in the first quarter of 2025, driven by a renewed focus on its two core businesses: feed and hog farming. This marks the company’s first profitable quarter in three years. The company has undergone significant structural adjustments, with the pig farming division concentrating on improving breeding stock and reducing production costs. The feed division is targeting a return to competitiveness through stable and sustainable growth, the company said.
“We’ve largely emerged from the downturn, and the company is seeing an overall positive trajectory,”..
Tariff Talks 2025: Expana's Weekly Rundown #14
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #14."
Australian Beef Producer Kilcoy Global Foods Files for $100 Million IPO
The Australian meat producer Kilcoy Global Foods filed for initial public offering (IPO) with the US Securities and Exchange Commission (SEC). The company plans to raise up to $100 million.
Kilcoy is specialised in elaborated meat and protein products and reported $2.2 billion in sales for the 12 months ended March 31, 2025, up by 17% on the year. Its largest revenue was the US market, followed by Australia and China.
The company initially filed confidentially on January 10, 2025...
Tariff Talks 2025: Expana's Weekly Rundown #13
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #13."
Commerce Secretary Lutnick: US-China Trade Deal Framework Finalized
United States Commerce Secretary Howard Lutnick announced that the US and China have agreed to a trade framework after two days of negotiations in London.
After what reports described as “intense negotiations,” Lutnick told reporters that the framework builds upon an agreement made last month to ease triple-digit retaliatory tariffs.
In a social media post on June 11, President Trump said that a deal with China was done and called the trade relationship with China “excellent.” However, further details regarding the deal were not made public...
ANALYSIS: China’s May 2025 Meat Imports Stagnate MOM at 512,582 mt
China in May 2025 imported 512,582 metric tons (mt) of meat, including variety meats, nearly flat month-on-month (MOM), according to preliminary figures from China’s General Administration of Customs (GACC).
Slipping just 0.1% MOM, the decline came as China continued to expand market access across the chicken, venison segments from New Zealand, France and Russia.
However, export licenses of American beef plants were in limbo. The expiration of United States (US) plant licenses in China’s Import Food Enterprise Registration (CIFER) system, placed downward pressure...
Tariff Talks 2025: Expana's Weekly Rundown #12
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #12."
US Arrests Chinese Nationals for Allegedly Smuggling Dangerous Fungus in “Agroterrorism” Attempt
The United States Federal Bureau of Investigation (FBI) arrested two citizens of the People’s Republic of China for allegedly smuggling a fungus called Fusarium graminearum, which is a potential agroterrorism weapon, according to the Department of Justice (DoJ).
Yunqing Jian, 33, and Zunyong Liu, 34, are suspected of alleged conspiracy, smuggling goods into the US, false statements, and visa fraud.
The fungus can cause a disease called “head blight” in wheat, barley, maize, and rice, according to US FBI Director, Kash Patel on X.com...
Tariff Talks 2025: Expana's Weekly Rundown #11
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #11."
Tariff Talks 2025: Expana's Weekly Rundown #9
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #9."
Brazil Confirms First Bird Flu Outbreak on Commercial Poultry Farm in Nearly 20 Years
Brazil’s Ministry of Agriculture and Livestock (Mapa) confirmed on Friday, May 16 an outbreak of highly pathogenic avian influenza (HPAI) virus in a breeder facility for commercial poultry. The outbreak was detected on May 15 in the municipality of Montenegro, in the state of Rio Grande do Sul, where one of the largest poultry production facilities in the country is located.
“This is the first HPAI outbreak detected in Brazil’s commercial poultry farming system,” Mapa said, and added that containment and eradication measures...
Tariff Talks 2025: Expana's Weekly Rundown #8
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #8."
Exclusive International Trade Centre Interview: Implications of Trump’s Tariff Regime
Julia Spies is the Chief of Trade and Market Intelligence for the International Trade Centre (ITC) in Switzerland. Spies and team analyze trade information and publish findings about market-specific trade intelligence on multiple online platforms, like Tradebriefs.intracen.org.
Recent shifts in the world of trade, including the latest round of United States tariffs and trade measures by other countries, has kept Spies and company busy, to say the least.
However, ITC members have watched trade measures, and in particular their impact on developing countries, long before these recent changes...
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