Archives November 2025

Trade is no longer a straight line from factory to port to shelf—it’s a living system of policy choices, digital rails, and real-world bottlenecks. We trace the signals that matter: South Africa’s push toward a 3% inflation target, FAA turbulence exposing infrastructure fragility, and a wave of innovation from biotech to quantum that’s accelerating AI in supply chain planning and risk. From the G20’s debut in Johannesburg to the rewiring of global corridors, we unpack how multilateral cracks…

Prices at the checkout don’t lie, and this week they forced a policy shift. We dig into the sudden rollback of U.S. food import tariffs on staples like Australian beef, tomatoes, coffee, and bananas, and explain why it’s a tactical retreat to cool grocery inflation while the broader trade war keeps grinding on. From voter angst to courtroom stakes, we connect kitchen table economics to the legal and political forces shaping your weekly shop. We break down what changed and what didn’t: food c…

Tariffs promise protection but often deliver scarcity and higher prices. We break down what a 25% duty on imported trucks really means for fleets, freight rates, and the prices that hit your wallet. Along the way, we connect the dots to a different kind of shock: how a single cyber attack at Jaguar Land Rover rippled through thousands of suppliers and nudged UK GDP negative for the month, turning a “supply chain glitch” into a national economic problem. We zoom out with fresh survey data fro…

Headlines say debate; the data says build. We open with China’s audacious green energy sprint—hitting 2030 wind and solar targets six years early—then unpack how investment, grid upgrades, and supply chain control are setting a new global benchmark. It’s a masterclass in aligning industrial policy with execution, where milestones, manufacturing capacity, and high-voltage transmission turn climate goals into competitive advantage. From there, we pivot to the UK’s uneasy fiscal picture: a £50 …

Global trade touches every checkout, factory line, and doorstep. We set out to make that complex web crystal clear, turning headlines and jargon into plain-language insights you can use the same day. From port delays and policy shifts to pricing moves and tech breakthroughs, our approach blends timely updates with grounded analysis so you always know what matters and what to do next. We walk through the core promise of the show: regular briefings on hot topics in the news, smart takes on inn…