tariffs

Donald Trump shook the world with his reciprocal tariffs. The Trade Court has just been thrown away

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On Wednesday the United States International Trade Court He ruled That the president of the country, Donald Trump, does not have the necessary authority to impose the reciprocal tariffs he has announced worldwide. The consequences of the decision are enormous. The chaos of tariffs. THE GLOBAL COMMERCIAL WAR that Trump announced during his candidacy and that he began to execute a few months ago has made him issue executive orders with which imposed tariffs a practically all The countries of the world, which had a Immediate impact in the economy world. Are imports to imports were reason of one absurd Reciprocal climbing of the tariffs that the US applied to China and vice versa. Trump ended postponing either relaxing those measures with view to future negotiations. Illegal tariffs. Donald Trump imposed these tariffs taking advantage of an emergency powers but there was clear opposition to these measures. In fact, a group of companies on the one hand and several Democratic states for another They sued Trump To block those tariffs, and that lawsuit has ended up causing this decision of the Trade Court. According to this jurisdictional body specialized in this area, using said law for such measures is illegal. The controversial IEEPA law. Trump took advantage of the so -called international emergency economic powers of 1977 (IEEPA). Theoretically authorizes the president to regulate international trade after declaring a national emergency if there is an unusual or extraordinary threat to the country. However, the 49 pages sentence indicates that “the court does not interpret that the IEEPA confers such an unlimited authority and annuls the challenged tariffs taxes under it.” Trump’s government will resort. The global leaders of the Donald Trump government have already issued An appeal to the decision of the Trade Court. This process will make this case reach a Federal Court of Appeals, but as they point out in the country, they could end up arriving at the Supreme Court, with a majority of conservative judges against progressives (or liberals). That would give Trump advantage in the final decision. What tariffs have been canceled. Among the declared tariffs are 25% taxes to Canada and Mexico or those of 20% to China with the excuse of fentanyl. According to the sentence, the reciprocal tariffs that Trump announced may not be applied. These rates affected almost all countries in the world, although the US president reduced them to 10% after the 90 -day temporary truce. The sentence, issued by three judges, is unanimous: “The challenged tariff orders will be annulled and their application will be permanently prohibited. It is not a precautionary measure strictly adapted to the circumstances; if the challenged tariff orders are illegal for the plaintiffs, they are for all.” But others do not. Tariffs imposed under another legal authority called Section 232, and which includes car, steel and aluminum imports, have not been affected by the decision and will remain in force. And now what. Although this tariff nullity has immediate effectiveness, the Trade Court indicates in a attached resolution that a period of 10 days is given for the administrative orders to be issued to make the sentence effective. It remains to be seen how those responsible for the US government and also the governments of other countries act. Image | WIRESTOCK | The White House In Xataka | The US threatens Apple with a 25% tariff if you do not manufacture the iPhone there. It would continue to be more profitable in India

The United States national dish faces a worrying future if tariffs are maintained: hamburgers

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The commercial war between China and the United States showed a problem for Beijing: they like, much, the American soybeans, to the point that each year they import Millions of tons With the direction of Asia. Of commercial conflict a Unexpected winner: Brazil. Now, the actors themselves appear in another scenario derived from the commercial war. Americans can pass For many things, but do not take away a good barbecue. The commercial war has opened an uncertain scenario for devour meat. Global hamburger in war. Told this weekend The New York Times that, curiously, most of the hamburgers consumed in the United States are not thence. Despite his image as a national emblem, the American hamburger is, in fact, the result of a very wide international supply chain. The ground meat that feeds barbecues, school canteens and fast food chains usually combine local meat with imports, especially and first of Brazil, today The greatest exporter of beef in the world. This interdependence has been exposed after the imposition of generalized tariffs by Trump, whose measures have reconfigured the World Meat Trade And the basic products that millions of Americans consume daily. Brazil, between two giants. In the midst of this commercial war, Brazil emerges (again) as a great beneficiary. Its meat, produced at low cost thanks to huge extensions of grass and cheap labor, has seen shoot your demand both in the United States and China, two economies that alone fail to satisfy the appetite Growing for lean proteins. The imports of Brazilian meat by Washington grew more than 50% In a single year, reaching a record of 1.3 billion dollars, even despite the 10% tariff that raises the final price for consumers. Meanwhile, China, also facing US tariffs, has reduced your purchases There and redoubled his commitment to Brazil, where almost half of his beef is already from the South American country. Molina meat in the eye of the hurricane. This (re) accommodation of commercial flows has caused a Price increase In the global market: Brazilian flesh has become more expensive about 20% Only since April. American meat companies, trapped between the need to maintain affordable prices and the rise in costs, have begun to Mix pork In their hamburgers to reduce the impact to the consumer. Meanwhile, Brazilian producers such as Grupo Fribal plan expand your herds In tens of thousands of heads to take advantage of a demand that, although buoyant, demands time and resources to materialize, in a context of recurrent droughts and logistic saturation in Brazilian ports. Usa dependence. The key in everything is that, although the United States remains a great producer of beef, its specialization is In the premium cuts like him Rib-Eye or the Filet Mignonnot in the type of lean and economic flesh that feeds mass consumption. Therefore, to make their hamburgers, US processors need to mix local meat more fat with imported lean varieties, and Brazil appears. As The economist explains Agrícola Glynn Tonsor in the Times, “in the United States we consume more ground meat than we produce.” The problem? That this structural dependence leaves exposed consumers: ground meat prices have increased 43% in five yearsand they are expected to continue going up while inflation forces homes to leave expensive cuts and return to the basics. All this, at a time when the American livestock census is in minimum of 73 years for droughts and rise in the price of the feed. Brazil and the consumer. Explained the NYT That while China reinforces its ties with Brazil after revoking licenses of more than 390 US processors in retaliation, President Lula tries to maintain diplomatic balances between his two main commercial partners. However, his advisor Celso Amorim Lets meridianly clear: China today offers “more opportunities and less risks” than the United States. Before the new scenario, Brazilian producers prepare to Fill the void left by Americans, although they recognize that expanding production requires time. With a Chinese middle class increasingly fond of the steak and The Hot Pots of beef, and an American demand that does not find substitutes on the same scale, Brazil is positioned as the winning epicenter of a meat trade in full transformation. Of course, with a “but” in the result that summarize very well The president of the Brazilian Association of Meat Exporters, Roberto Perosa: the ranchers are winning, but it will be US consumers who literally “eat the invoice.” Image | Pxhere In Xataka | The price of beef has shot. And that threatens to turn hamburgers into the new seafood In Xataka | The great crisis of “false flesh”: McDonald’s has renounced the McPlant and Beyond Meat is sinking

Apple deal with tariffs, but wants not to be noticed. I consider up the price of the iPhone without mentioning them, according to WSJ

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September appears again in the calendar as the month of the iPhone. And if everything follows the usual pattern, Apple will take advantage of those dates to present its new family of smartphones, the iPhone 17. They are expected to arrive with design news and some relevant technical changes. But there is another aspect that begins to take strength: the price could rise, and not necessarily for obvious reasons. An increase on the table … with nuances. According to The Wall Street JournalApple is valuing a price increase in its next iPhone. The information, attributed to familiar sources with the company’s plans, points to a strategy that would combine this increase with the new functionalities and a redesign of the product. It is still not clear what these improvements would be exactly, but It has long been talking about an ultrafine model. The question of tariffs, the elephant in the room. The same sources assure that within the company there is a clear intention to prevent this possible rise from being publicly associated with American tariffs on products from China, where most iPhone are still manufactured. The reason is evident: in April, An article that hinted that Amazon It would show the impact of tariffs on the final price was enough for The White House considered it a hostile gesture. Bezos’ company had to deny that possibility quickly. A difficult climb to justify only with cuts. The context is not easy for Apple. According to the sources cited by WSJ, the margin of maneuver to cut costs through the suppliers is limited. That means that, if there is no price increase, the impact of tariffs would result in a direct reduction in benefits. Hence, according to these internal voices, the company is considering what they describe as “the less bad option”: to raise prices and present the changes as a natural evolution of the product. India progresses, but China is still essential. In parallel, Apple continues its geographical diversification process. Tim Cook already advanced that A significant part of the iPhone sold in the US during the second quarter will leave India. However, the production of high -end models – the Pro and Pro Max – will continue to depend mainly on China, sources say. Although India has also begun to assemble pro versions, apparently its technical infrastructure is not yet at the necessary level for equivalent mass production. The commercial agreement and what is still standing. This Monday, USA and China announced an agreement to suspend much of mutual tariffs. Even so, some remain active. Among them, a 20% tariff that reaches smartphones, linked to the conflict over fentanyl, and another of 10% that remains as a base rate. The truce is partial and temporary, which adds relief, but also uncertainty to the global board. And Europe, how does it fit this story?. At the moment, the focus is in the US market. But if the price increase is justified in product improvements and not in external factors such as tariffs, it cannot be ruled out that new prices are also transferred to Europe. For now, Apple has not made statements about it. From Xataka we have contacted the company to know its position. We will update this article when we have an answer. Images | Amanz | Niels Kehl In Xataka | We have been accustomed to the propaganda of the United States for years: now the era of Chinese propaganda has begun

Tariffs are ballasting imports from China to EUU and stir a ghost: empty shelves

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Things do not go as planned in the port of Los Angeles, one of The great terminals of US containers trafficking. Its responsible expected the arrival of 80 ships throughout May, but 20%have been canceled, according to He explained this week to the CNN Gene Seroka chain, its executive director. And it is not the only drop in activity that has suffered. “This week we have dropped about 35% compared to the same period last year,” he adds. The collapse really has little mysterious. It comes after him Tariff pulse Between Washington and Beijing and the application of tariffs to many other countries. Of what Start to speak Now in the US it is What will come After that drop in imports and, most importantly, if it will translate into price increases and empty shelves. More tariffs, less reservations. The sector looked to come. The commercial war initiated by Trump and its tariff climbing with Beijing It soon perceived In port operators and shipping companies, especially in those that operate the Transatlantic routesbetween the US and Asia. In April the CEO of Flexport He warned that maritime container reserves from China to the US had collapsed 60% during the three weeks following the entry into force of new fees. And in the ports of southern California (keys in commerce with China) the traffic of cargueros of the Asian giant deflated 29% between the end of April and early May. That was the prelude. The big question was … What would come later? A percentage: 50%. After several weeks and without an agreement between Washington and Beijing that allows the 145% tariff To Chinese exports, a “puncture” in the flow of goods are already found at the US docks. A good part of the ships that arrive on the other side of the Pacific (the first after the climb of the tariffs) do so half empty. It recognizes it for example the executive director of the port of Los Angeles, who Talk about a fall In China imports aboard ships of more than 50%. “And these ships are the first to be affected by the tariffs that were imposed on China and other places last month,” Remember Seroka. “That is why the load volume is so low.” There are importers who have directly canceled orders because US companies are not willing to take care of tariffs and retailers who have chosen to maintain merchandise in Chinese warehouses. The most predictive. The fear of the trade war in fact led not a few companies to advance their imports to avoid tariffs, which explains that the US trade deficit increased 14% in March until it is located in 140.5 billion dollars. In April, container imports also grew (9.1%) for the same reason, but ports of the ports They already warn That this trend, driven by haste to buy before the entry into force of the rates, will disappear in May. In the port of Los Angeles, the great entrance door of Chinese products to the USA, They waited this week That the import load was 35% lower than last year and it is already noted that May maritime traffic can fall by 20%. The reason: ship operators cancel their trips because there is no demand. The National Federation of Retailers in fact provides that imports to the US At least 20% Interannual in the second half of the year, a percentage that for JP Morgan could rise to 75 or 80% if we talk specifically about the merchandise of China. And what will that mean? That is the big question. That tariffs affect load traffic is not relevant only for shipping companies and port directors. After all, they are only intermediaries. “A 60% decrease in containers means 60% less products arrival,” Remember Ryan PetersenExecutive Director of Flexport in the CNN chain. “It’s just a matter of time that the existing stock is exhausted, and then we will see shortage. And it will be when price increases are noticed.” In his opinion, if the trend continues and inventories are exhausted in summer, “empty shelves” in stores could be seen. Supply chain earrings. Petersen is not the only one who shares that concern. At the end of April, just before Trump went down the tone with the Federal Reserve and soften its position with respect to China, Axios revealed That the executive directors of Walmart, Target and Home Depot, three chains with large glue in the US, launched a warning to Trump: over time prices will rise and can reach a scenario of empty shelves. In fact the CNBC It already prevents that the fall of orders to China and the collapse of the reserves on load ships is approaching the supply chain to its critical point. It is not a minor issue. In 2024 US imported merchandise from China for a value of 438.9 billion of dollars and there are sectors in which their weight is fundamental: last year about 37% of clothing and footwear that reached the US market from other countries was “Made in China.” Images | Barrett Ward (UNSPLASH) In Xataka | While the US is obsessed with tariffs, China has a weapon that is going unnoticed: the bureaucracy

Volkswagen has put $ 6,000 million in Rivian to grow in the United States. Tariffs are truncating their plans

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At the end of 2024, Volkswagen confirmed that Inject almost 6,000 million dollars In Rivian. During the previous summerThe Germans announced that they invested 5,000 million dollars in the US car and electric vans company. Then they defended this measure within a generalized adjustment Within the company as the way to gain presence in the United States and, at the same time, learn in software matter of what is worked on the other side of the puddle. An especially important facet for Germans who have been looking for alternatives in other companies, including China Xpeng. Almost a year ago, in Volkswagen they claimed that this decision would allow them increase your sales in the United Statesa country where the company has more problems to satisfy a market that demands huge vehicles whose production is available for a hand for the Germans. That promise, to continue growing in sales, was especially important in the Context of cuts mentioned above. In fact, the workers’ representatives came to wonder what guarantees were that the last and new party committed was not A new way of burning another 1 billion dollars. To this difficult situation, Donald Trump’s tariffs have been added. The commercial barriers of the new president of the United States have led Volkswagen to look for solutions to alleviate economic damage to their finances. From having hundreds of audi units stops on the border until a conversion of one of their plants In the country. Now, Rivian already adjusts his sales goals. Down. The excuse is the tariffs Rivian should deliver 51,000 units of their cars, pick-up and electric vans at the end of the year. But he already announces that he will not fulfill the plans. The figure has been adjusted downwards, reducing forecasts between 10 and 20%. According to their new accounts, they will put in the market Between 40,000 and 46,000 vehicles. They ensure that the reason is the tariffs imposed by Donald Trump’s government in the United States. Collect in Bloomberg that the company manufactures all its cars in the country and that the vast majority of the pieces are also local but that they warn that the company “is not immune to the impacts of world trade and the economic environment.” Of course, the company ensures that it can meet the objective of offering a gross benefit at the end of the year. Once taxes and other items are discounted, Most likely, Rivian continues to give losses. Tariffs are assuming a real headache for the industry and even is a problem for who manufacture in the United States. Tesla, for example, is the company that Less impact will suffer With these commercial barriers but Elon Musk himself wanted to make it clear that They were also affected by them. Giants like Ford or General Motors have been Looking for formulas To alleviate the economic blow to its accounts but the situation is especially complicated for two types of companies: those that export to the country most of its production or pieces (such as Japanese and Europeans) or those of smaller. The largest companies have giving way to a stock they had already accumulated. Applying great discountsit is certain that they have not achieved the benefits per unit that they would expect but at least it has allowed them to move forward until knowing the possible new conditions. However, for small companies such as Rivian the situation is much more complicated. We have already counted to start a car company forces to lose money for years and that it is only sustainable if other companies and Investors They are willing to Leave your money until you see benefits. In this case, a commercial sway is much more pronounced than in any other situation. Now, Volkswagen has no choice but to maintain the road map and continue supporting Rivian although the economic context that makes it even more complicated. The Germans aspired to learn their company from this company Secrets around softwarea division that is Bringing the entire Volkswagen Group and? He already expelled some of his CEO. Photo | In Xataka | The sensitive data of 800,000 electric cars from Volkswagen have leaked: from homes to the routines of its owners

We already have a rigorous study of the impact of US tariffs on the technology we buy. It is shocking

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The tariffs you are currently preparing The US government led by Donald Trump have American technology companies in suspense. In the middle of last April the US Customs and Border Protection Office He published a statement in which he officialized that some electronic devices and strategic components were tariff exempt. Of all of them. However, it is a strictly temporary measure, so presumably in the future tariffs will reach the consumer electronics industries and semiconductors. The US Technology Consumers Association (known as CTA for its English denomination) has published a very detailed report which has been prepared by Trade Partnership Worldwide (TPW), a consultant specializing in economic and commerce analysis. This study evaluates The foreseeable impact that tariffs They will have electronic consumer devices, and their conclusions are shocking. Two notes to get into flour: according to TPW, the Gross Domestic Product of the US will be reduced by 69,000 million dollars annually as a result of tariffs and consumers will spend 123,000 million less a year. The price of technology will increase between 11 and 70%, according to TPW Before moving forward it is important that we keep in mind that the study of this consultant describes a scenario in which the 90 -day suspension of the tariffs executed by the US administration ends in July and the highest taxes announced by the government led by Donald Trump are activated. This scenario is perfectly possible, hence the interest of this report, but at the situation of current instability it is also feasible that finally The announced measures are not implanted as the US government has foreshadowed. Video game consoles would be the most affected because most of them are manufactured in China Anyway, as I have anticipated a few lines above, the conclusions that TPW collects and those that CTA has given visibility are very worrying. According to this report, the average retail price of mobile phones will increase by 31%; that of the monitors, 32%; that of laptops and tablets, 34%; and that of video game consoles nothing less than 69%. The desktop PCs would not be released from an increase in their price close to 24%. Video game consoles would be the most harmed because most of them are manufactured in China, so they will presumably be subject to 145%tariffs. If so, according to TPW, imports in the US would fall by 71%. This almost apocalyptic scenario from a commercial point of view describes the impact that tariffs will have on the pocket of US consumers, but it is reasonable that we ask ourselves what will happen to US products that we will buy in Spain or other European countries. The most reasonable conclusion we can reach is that its price will also be increased by two reasons that run in parallel. On the one hand if US companies must assume higher costs due to the need to import components or manufacture abroad, prices of their products They will rise throughout the planet. And also If Europe decides to apply reciprocal tariffs To the imported products from the US, which currently seems most likely, again European consumers will pay more. We will see what happens finally, but the panorama is certainly not flattering. More information | TPW/CTA In Xataka | Tariffs force Apple to manufacture US iPhone in India. It is not a problem: it is a tactic with many advantages and few fissures

Temu already shows the extra cost of the products in the US for tariffs and no, China is not paying as Trump said

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Donald Trump defended his tariff plan during the presidential campaign with overwhelming phrases that they were among their followers: “It is not a middle class tax. It is a tax to another country” or “it will not cost you, it will cost another country.” The message was clear: Americans would not pay the price of their commercial war. And after his victory and arrival at the White House, that speech remained. Reality, however, is being quite different. The tariff war has already begins to move directly to the prices paid by Americans. And one of the most visible cases is that of Temu. The Chinese electronic commerce platform, which had earned a hole among the most popular applications in the country for its very low prices, has begun to apply “Import positions”Which exceed in some cases 100% of the original value of the product. Pay for the same. A concrete example helps to understand to what extent the situation has changed. According to NBC dataa pack of three sports shorts for men, which was offered for $ 23.61 with free shipping from China, ends up costing $ 56.36 once applied 32.75 dollars of import surcharge. That is, the customer pays more on tariffs than for the product itself. Bloomberg was a step further and analyzed the 14 most popular articles sent from China. The result was clear: in all cases, import taxes applied in the United States were higher than the original price of products. Temu begins to warn. Given this new reality, the platform has incorporated informative messages to alert users before finishing their purchases. “Imported articles to the United States may be subject to import positions. These charges cover all customs processes and costs, including tariffs paid to the authorities in your name,” can be read on their website. The ‘local warehouse’ label wins prominence. In response to the price increase, Temu has begun to boost the products that are already stored within the US territory. The company groups them under a specific category: “Local warehouse”. Although many of these articles are also manufactured in China, the fact that they are physically in the United States exempts them from new customs charges. Of course, this advantage has its nuances. As NBC itself has verified, some of these products marked as premises have higher prices than before, despite not being subject to surcharges. In other words, dodging the tariff does not guarantee finding a bargain. The context has changed, and that is also noticed in the local stock. The domino effect of tariffs. The price increase comes after a series of decisions that have completely changed the rules of the game. At the beginning of the month, the Trump administration raised up to 145% Tariffs at certain imports from China. Besides, has announced That as of May 2 will eliminate the exemption known as “de minimis”, which allowed most packages with less than $ 800 to enter the United States without paying taxes. Temu, between success and uncertainty. Since his arrival in the United States in 2022, Temu has conquered millions of users with a simple formula: ridiculous prices in clothing, technology and household items. Although the shipping times were long, many consumers were willing to wait if that meant paying less. That strategy, however, staggers now that the costs are rising and the tax advantage disappears. Complaints flood forums. Reddit has become one of the thermometers of discontent. Temu users Share screenshots of its shopping baskets to show the new prices, visibly inflated by import positions. Many express their frustration And they question if it will remain worth buying on the platform. Change seems to be caught by many by surprise. One of the shared captures in Reddit An increasingly uncertain commercial future. Today it is not clear how long the current tariff barriers will remain. China has responded by raising its own tariffs on certain American products Up to 125%and has described “joke” the possibility of continuing to climb. The tension not only affects companies, but also consumers who, little by little, see how the cheapest options are exhausted. For now, the products stored locally would be offering some respite. But if the situation continues, stocks could be exhausted and consumers would end up having to resort to more expensive articles, directly affected by new tariffs. The White House points to Amazon. In the midst of this pressure climate, the White House spokeswoman, Karoline Leavitt, accused the giant of electronic commerce to be “hostile and political.” The reason? An article by PunchBowl News suggested that Amazon was exploring the possibility of showing the exact cost of tariffs at the price of their products. The answer soon arrived: Amazon clarified that this idea was only considered for a specific section of its website, Amazon Haul, which competes directly with Temu, and that it was never contemplated for the main page. Showing tariffs can be seen as a challenge. The idea of ​​detailing these costs is not less: it would allow users to clearly see that, contrary to what Trump stated, the economic impact is falling on them. A warning for all players in the sector. The message to Amazon can also be understood as a signal to other electronic commerce companies. Explicit explicitly the impact of tariff policies could be interpreted as an uncomfortable political position for the White House. Images | Freepik | Theme | The White House In Xataka | Chinese companies have found a “shortcut” to dodge US tariffs: re -estate in South Korea

The coffee situation was already limit. Tariffs threaten to shoot their price at unbearable levels

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The situation of Coffee Market in 2025 It is a gallimatisms. Different factors have caused the price of coffee to experience one of the Greater climbs in historywe must all add one more: the US tariff pulse with the rest of the world. And there is a great question about the table: if the great toasters stop selling both to the US because the costs are unbearable, will they adjust production or sell their surpluses cheaper to the rest of the world? The answer is that … it seems that everyone will make war on their own. Problems everywhere. The 2024 coffee harvest faced a series of problems that caused raw coffee prices to increase drastically. Extreme climatic factors how droughts and irregular rains hit the two Main coffee producers (Brazil and Vietnam). This has affected both the production and the quality of the grain, but they have also caused transport cuts due to Problems on the Suez channelwhich has delayed shipments and increased costs. All this, in addition to other factors, has caused coffee to be going through strong inflationary pressure, with increases that, depending on the week, have reached up to 40% compared to what is seen a year ago. It is something similar to what is happening with cocoa and that has turned coffee into one of the thermometers of the global economy. The blissful tariffs. The one that was missing in the equation was … Trump. Tariffor “tariff” has become the word Favorite From the new president of the United States, and these last weeks we have lived an authentic tariff syrup between countries. It is something that affects markets such as cars, oil, technology, Digital services, food products And, obviously, coffee. These tariffs proposed by the United States are a protectionist measure, but also a throwing weapon with a clear intention: threaten countries To do what the USA wants. A clear example is the Tariff threat to Mexico and Canadatwo of the main US business partners that originated Dimes and Diartes among the presidents of the countries. And also We have seen it with Colombia. If the Latin American country did not yield to the aggressive immigration policy promoted from the White House, the threat was to impose rates of 25% and up to 50%. And what product that the United States loves is one of the world powers? Coffee. Hitting the pocket. According to the Observatory of Economic Complexity, in 2022 Colombia exported 15.6 billion dollars To the US, of which almost 1.8 billion corresponded to coffee. Coffee is the great merchandise exported by the country, in terms of value, only behind oil. The New York Times warned that imposing 25% or more to Colombian goods would impact the pocket of the Americans and here there are two options: or stop consuming so much … or assume the extra cost. Variety of postures. Boris Wüllner is the CEO of Green Coffeeone of the largest producers in Colombia that has been investing great sums In the country. In an interview for The RepublicWüllner comments that it is time for companies to look for the way of being more efficient in the production chain, even toasting the grain on American soil to “avoid a larger tax effect.” In fact, he sees it as a business opportunity. While Latin American coffees will be taxed with 10%, those of Indonesia and Vietnam will face tariffs of a 32% and 46% respectivelywhich will allow, despite those 10%tariffs, the Colombian product is more competitive. Wüllner also considers that it will be the consumer who absorbs the increase that these tariffs will imply, but that they will not stop drinking coffee. Different opinion have from Europe, specifically from Lavazza. Touching the limit. Its executive director, Antonio Baravalle, believes that consumer tolerance is reaching the limit due to high prices and is clear that this increase in costs for consumers is what has generated “an average contraction of the world coffee market of approximately 3.5% in the last two years”. And that the tariffs had not yet come into play. From the US National Coffee Association they share this opinion, commenting that “the great price increase is eaten the liquidity of the customers. They do not have all the money to buy what they need.” Beyond producers and USA. The issue is that it is not an issue that affects only the directs involved. “If the US imposes a 25% tariff on all Colombian exports, the coffee market, which is already red, will heat even more,” I commented A few days ago Javier Blas, Bloomberg columnist. Colombia is the third producer worldwide of a variety, the Arabica, which is also the most appreciated among specialty coffee shops. And that the Colombian market sets out in the United States could impact the rest of the world. Liquefied natural gas. As? With more price increases to cushion the coup to producers and toaster. But … what if the situation were different? Here we can look at the LNG. If large toasters reduce purchases in the US, the most likely scenario is a combination of production and detour adjustments to other markets. In other sectors, such as liquefied natural gas, we have already seen similar dynamics: when US imports decreased after fracking boomexporters they redirected Part of their sales to Asia and Europe, and even slowed their production. Although coffee and LNG play in different leagues (one is an energy raw material, the other a perishable agricultural product), market logic is comparable: less demand in a key destination forces to look for other markets or produce less to avoid collapsing prices. That could be the strategy of large coffee producers, who are already preparing for it optimizing costs and logistics, as Wüllner proposes. Hope? Depends. On the one hand, the FAO (the United Nations Food and Agriculture Organization) estimates that The worst has not happened And that, because coffee has no alternatives, although prices rise, consumers will continue to pay them. On the other, … Read more

Tariffs force Apple to manufacture US iPhone in India. It is not a problem: it is a tactic with many advantages and few fissures

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On April 12, the US government announced that semiconductors, some electronic devices and strategic components They are exempt from tariffs. This decision has appealed to the big US technology companies, But only temporarily. And it is that the administration led by Donald Trump has also anticipated something that we should not overlook: within a period not exceeding two months will announce to what tariffs Imported chips will be subjected. As we have explained this morning, at this Apple situation he has decided to transfer all the production of The iPhone that sells in the USA to India. This strategy will allow you to cushion the impact that the short -term tariffs will have on integrated circuits and electronic devices that come from China. Of course, a plan like this cannot be executed overnight. In fact, Apple aspires to get the 60 million iPhone that sells every year in the US come from India before 2026. India is not a casual destination India’s choice, as we can intuit, is not casual. It is currently the best option for Apple in a context in which it is being dedicated to China. To understand what India’s role is in Apple’s business, we necessarily have to investigate the component and services chain of the apple company, as well as in the role of two of its most important partners: Tsmc and Foxconn companies. In Xataka Iter has faced one of the great challenges of nuclear fusion: prevent plasma from 150 million ºC to destroy the reactor Currently TSMC manufactures the chips designed by Apple in its lithographic nodes of 5 and 3 nm The first of these companies, TSMC, manufactures the chips designed by Apple. The lithographic nodes currently used to produce integrated circuits for the Cupertino company are those of 5 and 3 Nm, and during the second half of 2025 the manufacture will also begin In the new 2 nm line. TSMC produces these semiconductors for Apple In Taiwan and the USA. Its distribution network in Asia is very robust, so for this company transfer a part of the chips that come from Taiwan to India instead of China does not represent a problem. In addition, and this is the most important thing, you are already doing it. Foxconn takes care of the assembly of most of Apple’s smartphones, and has plants in India in which This work is already carrying out. Pequeatron is also responsible for assembling a part of the iPhone from this Asian country. These two companies have a very robust electronic component supply chain in Asia, so with the support of Apple they can develop their production infrastructure in India to respond to the needs of this customer. The geographical proximity of China and India helps. {“Videid”: “X81Felr”, “Autoplay”: False, “Title”: “A future without mole in China the industry changes the paradigm and we explain why”, “Tag”: “”, “Duration”: “182”} Apple would have a difficult problem to solve if it was forced to transfer all the production of Asia to another continent, but derive from one Asian country to another in which it already has a consolidated infrastructure is perfectly assumed. And in current circumstances it is evident that it is the best option. Even so, This strategy has a fissure with which you will have to deal with this plan: the manufacturing infrastructure that has deployed in China side with Foxconn will be underutilized, so that investment will have a much shorter route than the initially planned. Image | Apple More information | Financial Times In Xataka | China backs down: Loongson processors will finally sell to Russia whose export had prohibited (Function () {Window._js_modules = Window._js_modules || {}; var headelement = document.getelegsbytagname (‘head’) (0); if (_js_modules.instagram) {var instagramscript = Document.Createlement (‘script’); }}) (); – The news Tariffs force Apple to manufacture US iPhone in India. It is not a problem: it is a tactic with many advantages and few fissures It was originally posted in Xataka by Juan Carlos López .

It will exempt some American chips from retaliation tariffs

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On April 11, the Chinese government announced that it would apply some 125% tariffs to the products imported from the US. This measure was the expected response after the government led by Donald Trump gradually increased taxes About Chinese imports until reaching 145%. The commercial war had just entered its cruel phase, but shortly after, on April 14, the US decided to give a provisional respite to The technology industry. And it is that the Trump administration temporarily paralyzed tariffs linked to The import of semiconductorselectronic devices and some strategic components. Just a few hours ago the Xi Jinping government He has responded using the same US tone: exempting tariffs at least eight different categories of integrated circuits manufactured in the country governed by Donald Trump. Interestingly, memory chips are still in force. China has chosen to reduce tension and protect its supply chain The Chinese administration has taken approximately two weeks to approve this exemption from the moment it announced the implementation of the 125% tariffs to the products imported from the US, but has remedied it. Customs authorities have informed Chinese companies that tariffs that have paid between April 10 and 24 for semiconductors who are now exempt from taxes will be returned to them. The longevity of this measure will be linked to the decisions that the US government will make during the next weeks At the moment we do not know how long this measure will last, but in all likelihood its longevity will be linked to The decisions you will make during the next few weeks The US government. In fact, the latter has anticipated that within a period not exceeding two months will announce to which tariffs they will be subjected Imported chips. In any case, this decision has two very beneficial consequences for China. On the one hand it relieves the pressure on their own economy by allowing their companies to import without additional taxes some critical integrated circuits that at the moment do not produce the manufacturers of local semiconductors. In addition, at the current situation this strategy allows China to protect its own supply chain. If all the chips designed or manufactured in the US had a 125% tariff load the tension to which it would be subjected China’s supply chain would be hardly bearable. All probability this would trigger a critical chip shortage that would degrade the competitiveness of Chinese companies. This measure of the Xi Jinping government is clearly a tactical adjustment. It maintains the pressure on some chips from the US, but, at the same time, it avoids shortage in its internal market for essential integrated circuits. More information | SCMP In Xataka | China has a new hydrogen pump. It is so destructive that it seems nuclear

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