The Trade Guys - podcast cover

The Trade Guys

CSIS | Center for Strategic and International Studieswww.csis.org
Trade experts Scott Miller and Bill Reinsch break down the buzz around trade, how it affects policy, and how it impacts your day-to-day. The Trade Guys is hosted every week by H. Andrew Schwartz at the Center for Strategic and International Studies (CSIS), a nonpartisan think tank in Washington, D.C. Email your questions to [email protected].

Episodes

U.S.-Africa Trade Ministerial, WTO Forecast, and Made in America Week

In this episode, Guest Host Jasmine Lim and the Trade Guys discuss USTR Tai’s decision to convene a U.S.-Africa trade ministerial. Plus, they go over the issues on the table at the WTO, including the fisheries negotiations, the e-commerce moratorium, and the TRIPs vaccine waiver. The Trade Guys also discuss Biden’s latest Buy America proposal and what it would mean for U.S. businesses and the economy.

Jul 29, 202129 min

Global Tax, USMCA Updates, and the EU Green Deal

In this episode, Guest Host Jasmine Lim and the Trade Guys discuss the latest updates to the global minimum corporate tax. They go over two USMCA issues — one on a labor complaint settlement and another on the Keystone XL Pipeline. Plus, the Trade Guys react to the EU's new proposal to fight climate change through emission reductions, efficiency targets, and a CBAM.

Jul 15, 202130 min

WRO on Polysilicon, TPA Expiration, and Updates at the WTO

In this episode, Guest Host Jasmine Lim and the Trade Guys talk about the Biden administration's recent WRO on polysilicon. They also discuss the expiration of Trade Promotion Authority and what it means for upcoming trade agreement negotiations. Plus, the Trade Guys discuss the moratorium on e-commerce negotiations at the WTO and the results of the recent Trade Monitoring Report.

Jul 01, 202130 min

Chinese Solar Panels, GSP and MTB Bill, and Lumber Dispute

In this episode, Guest Host Jasmine Lim and the Trade Guys discuss solar panel production in Xinjiang and what import bans on polysilicon could mean for supply chains and climate change goals. They also go over the latest on GSP and MTB renewal in Congress. Plus, the Trade Guys discuss recent developments on the lumber dispute with Canada and what it means for U.S. consumers.

Jun 24, 202126 min

EU-U.S. Summit Recap and a Transatlantic Relations Update with Heather Conley

In this episode of the Trade Guys, Scott and Bill recap the EU-US summit with Heather Conley. They discuss updates from the summit, including the Boeing-Airbus truce, steel and aluminum tariffs, and the Trade and Technology Council. Plus, they discuss the outlook for a US-UK FTA. And, they go over the recent demarche issued by the US regarding the Northern Ireland Protocol.

Jun 17, 202132 min

A G7 Summit Forecast with Matt Goodman

In this episode, the Trade Guys welcome Matt Goodman to the show and discuss the importance of the upcoming G7 summit. They address the big issues on the table, including the pandemic and vaccine distribution, climate change, and trade. Plus, they go over the latest developments on a global corporate minimum tax.

Jun 09, 202132 min

U.K. joins CPTPP, WTO Fisheries Subsidies, USICA Amendments

In this episode of the Trade Guys, Guest Host Jasmine Lim and the Trade Guys talk about the U.K.'s decision to join CPTPP. They also discuss fisheries subsidies negotiations at the WTO and the proposal from the U.S. to address forced labor concerns. Plus, they go over the latest amendments to the China Bill, including MTB and GSP renewal, as well as an inbound investment screening mechanism.

Jun 04, 202131 min

Canadian Lumber, Vietnamese Tires, and the WTO TRIPS Waiver

In this episode of the Trade Guys, Guest Host Jasmine Lim and the Trade Guys break down the U.S. Commerce Department's latest decision on lumber imports from Canada. Plus, they discuss the countervailing duty case over tire imports from Vietnam, South Korea, Taiwan, and Thailand. The Trade Guys also talk about congressional vs. executive Authority in the latest update on the WTO TRIPS Waiver.

May 27, 202135 min

China in the Senate, the U.S.-EU Tariff Truce, and You-Smacka Labor Dispute

In this episode of the Trade Guys, Andrew and the Trade Guys break down the effect tariffs have had on the U.S. and China. Plus, they discuss new developments to the Endless Frontier Act in the Senate and the U.S.-EU Tariff Truce. The Trade Guys also touch on the latest labor disputes under the USMCA agreement.

May 21, 202124 min

Bonus Episode: The Trade Guys Trade-Splain: The New Normal for US Trade Policy

In this bonus episode, the Trade Guys talk with the hosts of the Trade Splaining podcast about the future of US Trade Policy under a new Biden administration. Trade Splaining is a weekly podcast taking an entertaining look at current events, trade and the United Nations, brought to you from the perspective of two American expats and civil servants living in Switzerland. The hosts combine topical discussions together with interviews with fellow expats on the international scene and leaders in the...

May 20, 202128 min

WTO DDG Appointments, Biden's Big Speech, Trips Waiver Debate, and Digital Services Tax Hearings

In this episode, Andrew and the Trade Guys comment on the new Deputy Director General appointments at the WTO. Plus, they discuss Biden's address to a joint session of Congress and what the future holds for Buy American policies. And, the Trade Guys discuss developments at USTR on the Trips waiver for Covid vaccines and react to the ongoing digital services tax hearings at USTR.

May 06, 202131 min

China Legislation, Harley-Davidson vs. EU, and Staff Updates at the USTR

In this episode, Andrew and the Trade Guys follow up on bipartisan China legislation in Congress and discuss what it could mean for U.S. businesses and investors. Plus, they break down the new fight between Harley-Davidson and the European Union over tariffs. And, the Trade Guys discuss new appointments and nominees at the Office of the U.S. Trade Representative.

Apr 22, 202127 min

Semiconductor Shortages, Congress' China Bill, and USTR Action on the Environment

In this episode, guest host Jasmine Lim and the Trade Guys follow up on the ITC battery case and discuss the shortage of semiconductors hurting auto manufacturers and the tech industry. They also talk about new legislation in Congress to counter China. Plus, they get into the future of environment and trade policies that USTR will consider.

Apr 14, 202127 min

Battery Debate, Vaccines at the WTO, and Trade Poll Results

In this episode, Andrew and the Trade Guys follow up on the impacts of the Suez Canal blockage and discuss the pending Biden decision on an ITC fight over batteries. Plus, they discuss what the future of vaccine distributions will look like at the WTO. And, the Trade Guys react to a recent Gallup Poll results on U.S. trade views.

Apr 08, 202134 min

The Boat is Afloat, Crackdown in Burma, and Digital Trade Talks

In this episode, guest host Jack Caporal and the Trade Guys discuss the Suez Canal blockage and its implications for trade and manufacturing. They also get into the recent TIFA suspension with Burma and discuss the G7 and the future of digital trade negotiations. The Trade Guys also say goodbye, good luck, and thank you to Jack!

Apr 01, 202129 min

China Coalition, USTR Calls, and Intel’s Bet

In this episode, guest host Jack Caporal and the Trade Guys discuss the U.S., EU, UK, and Canada’s coordinated action against China for human rights abuses in Xinjiang. Plus, they’ll break down a flurry of diplomacy from Katherine Tai, the new U.S. Trade Representative. And they’ll take a look at Intel’s decision to invest in two new semiconductor fabs in Arizona.

Mar 25, 202126 min

Showdown in Alaska and Running Faster

In this episode, guest host Jack Caporal and the Trade Guys preview the first face-to-face meeting between the Biden Administration and top officials from China. Plus, they’ll discuss reports of a domestic investment package being put together by Senate Majority Leader Chuck Schumer and calls for Covid-19 relief funds to go only to American companies.

Mar 18, 202134 min

Beige Book, Semiconductor Targets, and a Boeing-Airbus Truce

In this episode, Andrew and the Trade Guys look at the Fed’s most recent Beige Book, which references shortages and supply chain disruptions a record number of times. Plus, they’ll break down new plans from the EU and China to boost domestic semiconductor production and establish independent technology supply chains. And, they’ll react to the U.S. reaching a temporary truce with the UK and EU in the longstanding Boeing-Airbus dispute.

Mar 11, 202128 min

The Next USTR, China Continuity, and Carbon Pricing Momentum

In this episode, Andrew and the Trade Guys review the confirmation hearing of Katherine Tai, President Biden’s pick for U.S. Trade Representative. Plus, they’ll take a look at the administration’s diplomatic outreach to meet the China trade and technology challenge. And, Andrew and the Trade Guys react to the administration’s decision to let a controversial Trump-era supply chain rule proceed. Finally, they respond to the Biden administration’s signal of support for a carbon border adjustment me...

Mar 04, 202128 min

Biden-Trudeau, Korean Battery Brawl, and New Administration, Same WTO Game

Andrew and the Trade Guys break down President Biden and Canadian Prime Minister Justin Trudeau’s recent meeting. Plus, they explain the significance of a dispute between advanced battery makers LG Chem and SK Innovation. And, they react to the Biden administration’s to pursue a national security defense at the WTO in a dispute with Hong Kong.

Feb 25, 202123 min

Complying with the USMCA is the New Priority

In this crossover episode with the newest CSIS podcast, Mexico Matters, host Mariana Campero speaks with Ken Smith, Mexico’s Chief USMCA negotiator and with the CSIS Trade Guys, Scott Miller and Bill Reinsch, about the new USMCA— which was signed two years ago by President Lopez Obrador. They dive deep into how some of his policies run counter to the spirit of free competition and risk hindering US investments and other key interests. They also discuss the focus on compliance by the new Biden Ad...

Feb 23, 202137 min

Rare Earths, Economic Versus National Security, and the WTO Vaccine Debate

In this episode, Andrew and the Trade Guys break down reports that China is mulling export restrictions on rare earth minerals, a move that could imperil production of U.S. military planes and other high-tech goods. They’ll analyze how the Biden administration is reforming the Trump administration’s view that economic security is a component of national security. Plus, the Trade Guys will react to the WTO’s incoming director-general, Ngozi Okonjo-Iweala, latest comments on the WTO’s role in vacc...

Feb 18, 202131 min

Trump’s Final Grade, USTR Staffs Up, and the WTO’s New Day

In this episode, Andrew and the Trade Guys give former President Trump his final trade policy grade now that there’s data for his entire term. Plus, they’ll break down new staffing announcements at USTR and what it signals about the Biden Administration’s approach to trade policy. Plus, the Trade Guys react to WTO members coalescing around Ngozi Okonjo-Iweala as the next Director-General.

Feb 10, 202126 min

Sullivan and Yang, Tariff Turnaround, and Container Costs

In this episode, guest host Jack Caporal and the Trade Guys react to new comments on the U.S.-China relationship from President Biden’s National Security Adviser, Jake Sullivan, and China’s top diplomat, Yang Jiechi. The Trade Guys also break down Biden’s decision to reimpose aluminum tariffs on the UAE, and explain why it’s now more profitable to send empty shipping containers to China compared to containers full of goods.

Feb 03, 202122 min

Biden’s Turn at Buy American

In this episode, Andrew and the Trade Guys break down President Biden’s new Buy American executive order. They explain what the order does and how it might impact the U.S. economy and supply chains. Plus, they’ll explain what’s behind the EU’s new consideration of export restrictions on vaccines. The Trade Guys will also discuss why China overtaking the U.S. top destination for foreign investment isn’t cause for panic.

Jan 27, 202130 min

Life After Tariff Man

In this episode, Andrew and the Trade Guys discuss trade policy after President Trump, how President Biden’s climate agenda will intersect with trade policy, and what to expect from next week’s “Buy American” executive order.

Jan 21, 202128 min

EU Catch Up, Brexit Breakup, and Automobile Breakdown

In this episode, the Trade Guys unpack the EU-China Comprehensive Agreement on Investment, review the first two weeks of the UK’s exit from the EU, and take a look at the global semiconductor shortage that’s stalled automobile production around the world.

Jan 19, 202131 min

Combatting Forced Labor with CBP’s Brenda Smith

Brenda Smith, Executive Assistant Commissioner, Office of Trade, at U.S. Customs and Border Protection, joins the Trade Guys to discuss an important issue – how the United States investigates and prevents imports of products made with forced labor.

Jan 07, 202130 min
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