Global Trade Deciphered

Send us Fan Mail In this exclusive episode of Global Trade Deciphered , Justin Hayden Miller is joined by Chad Bown, former Chief Economist at the U.S. State Department under Biden-Harris and Senior Fellow at the Peterson Institute for International Economics, Soumaya Keynes, leading FT columnist and former Economics Editor at The Economist , and  They dissect the real mechanics of trade wars in 2...

Send us Fan Mail As of July 1st, the €150 de minimis threshold has been abolished. In this episode, recorded just prior to the changes, I break down exactly what the new rules mean - also laying out what the rules were before the change - and why this is important. ***** From 1 July 2026 the EU is scrapping its €150 customs de minimis threshold. Cheap parcels just died. Every low-value package fro...

Send us Fan Mail 📌 Digital Tariffs 2026: WTO E-Commerce Moratorium Dies – Customs Duties on Netflix, SaaS & Data Now Possible | Fireside Chat The 28-year WTO ban on customs duties for electronic transmissions has just lapsed. For the first time since 1998, countries can now tax downloads, streaming (Netflix, Spotify), e-books, SaaS subscriptions, cloud data transfers and every other electroni...

Send us Fan Mail Tintin warned us in the 1950s. In 2026 the Red Sea and Strait of Hormuz are exploding just like the comic – and $150 oil is no longer science fiction. In this episode I crack open Hergé’s Tintin: Land of Black Gold and show how its 1950s story of sabotaged tankers, exploding fuel and Middle East intrigue is playing out in real time in the 2026 Red Sea Houthi crisis and Hormuz oil...

Send us Fan Mail In this episode we discuss how businesses might handle the compliance chaos of the Strait of Hormuz blockade—ships stalled, oil prices soaring, supply chains crumbling etc.. How are businesses dodging compliance pitfalls amid this geopolitical storm? Maersk's innovation Lead and expert, William Petty, reveals insider strategies. Strait of Hormuz disruptions: Seafarers at risk...

Send us Fan Mail Iran Hormuz Crisis escalates and is now closed: US-Israel strikes trigger Iranian retaliation, IRGC warnings halt tanker traffic through the Strait of Hormuz (20% of global oil supply at risk). Brent crude prices surging, with analysts warning $100-150+ if disruptions persist. Major carriers (Maersk, MSC, Hapag-Lloyd) suspend transits—shipping chaos compounds delays and fuel costs...

Send us Fan Mail Supreme Court Strikes Down Trump's IEEPA Tariffs – Historic 6-3 Ruling Breakdown February 20, 2026: The U.S. Supreme Court rules President Trump's use of the International Emergency Economic Powers Act (IEEPA) for tariffs is illegal. No presidential authority for tariffs under IEEPA—Congress holds taxing power. Invalidates 10% baseline global tariffs, higher targeted dut...

Send us Fan Mail Gold has surged past $5,000 per ounce in 2026, hitting highs above $5,600 in January. What is driving this dramatic rally—and what does it signal for global trade and financial global order? Justin Hayden Miller breaks down the key forces behind gold's explosive move, including surging safe-haven demand, central bank purchases, and growing discussions around de-dollarization....

Send us Fan Mail Justin Hayden Miller breaks down Canadian Prime Minister Mark Carney's explosive Davos speech at the World Economic Forum. From tariffs weaponized as leverage to supply chains exposed as vulnerabilities, explore how great powers are accelerating chaos in international commerce. Is this a rupture or a salvageable transition? Miller unpacks the geopolitics with sharp insights,...

Send us Fan Mail In this episode of Global Trade Deciphered , host Justin Hayden Miller discusses and analyses the newly signed EU-Mercosur trade agreement between the European Union and Mercosur countries (Argentina, Brazil, Paraguay, Uruguay).  Signed on January 17, 2026, after 26 years of negotiations, this landmark deal eliminates tariffs on over 90% of goods, boosts access to critical mineral...

Send us Fan Mail Maduro in U.S. custody. Venezuela's oil under American influence. A pending Supreme Court decision that could ignite a new trade war. Welcome to 2026—it's already explosive. Just days into the new year, host Justin Hayden Miller unpacks the geopolitical shockwaves ripping through global trade. From U.S. control of Venezuelan energy to the tariffs showdown at the Supreme...

Send us Fan Mail In this special Christmas episode, host Justin Hayden Miller examines 2025's record-breaking global trade —surpassing $35 trillion —through the lens of Father Christmas and the challenges posed by Trump's tariffs , Arctic geopolitics , and climate change . Key Topics Trump's tariffs and their impact on holiday imports, toys, and global supply chains Melting Arctic i...

Send us Fan Mail How could the EU CBAM Carbon Border Tax 2026  reshape global trade, sparking US trade war risks and highlighting EU over-regulation? Essential listening for importers, exporters, and supply chain pros navigating emerging trends in green policy and international relations. Why CBAM Matters Now : Two major events this December 2025 could change how you import goods into Europe—disco...

Send us Fan Mail Episode Description The UK just delivered its Autumn Budget 2025 – and it’s sending louder signals to global trade and geopolitics than most people realise. In this unscripted, coffee-accompanied episode, Justin Hayden Miller zooms out to explore the global trade and strategic implications of Chancellor Rachel Reeves’ announcements – why the UK is rapidly becoming the world’s real...

Send us Fan Mail Can Elon Musk be right about both of these at the same time? Collapsing birth rates are the biggest threat to civilisation AI + humanoid robots will make almost all human jobs obsolete in the next 10–20 years If robots do all the work… why is he Elon Musk asking the world to have more babies? And what does this paradox mean for the future of corporations and global trade? - Elon M...

Send us Fan Mail In October 2025, the International Maritime Organization's (IMO’s) Net-Zero Framework—designed to introduce carbon levies on high-emission fuels and raise up to $10 billion annually for developing nations—was delayed by a 57-49 vote until October 2026. This episode examines: • The U.S. role in blocking the measures and reported use of diplomatic leverage • Saudi Arabia’s cont...

Send us Fan Mail Episode 14: AI Tsunami - Global Trade Boom or Bust? AI's Impact on International Trade: Boom or Deglobalization? Host Justin Hayden Miller, global trade lawyer at a top European law firm, analyzes AI's dual impact on global trade. Will it boost efficiency and growth, or drive localization and self-sufficiency? Insights from historical AI milestones, 2025 trade forecasts,...

Send us Fan Mail Strap in for an exclusive test drive of BMW's game-changing iX5 Hydrogen prototype—hitting roads in 2028! Join host and test driver Justin Hayden Miller at BMW's iconic Munich FIZ Center - with BMW hydrogen Lead and Hydrogen Council founder, Dr. Jürgen Guldner, riding in the passenger seat.  Feel the instant torque, whisper-quiet EV ride, and zero-emission fuel cell spee...

Send us Fan Mail Recorded live at BMW’s Cutting-Edge Innovation FIZ Center in Munich. Join global trade lawyer Justin Hayden Miller in conversation with Dr. Jürgen Guldner, having headed BMW's Dynamic Development he is Head of Hydrogen Projects at BMW Group, being a founding member of the Hydrogen Council. Elon Musk’s call for automotive disruption sparks debate as Europe navigates energy tra...

Send us Fan Mail We've rebranded to "Global Trade Deciphered" to better reflect our sharper focus on global trade and business and to make the podcast more accessible and discoverable online.  While the name has changed, our commitment to bringing you insightful analysis and expert perspectives on global trade remains the same. For full details, and more, listen to the episode. Trad...

Send us Fan Mail Privileged Discussions is now Global Trade Deciphered, a sharper reflection of our focus on global trade and business. Same expert insights, new name. Global Trade Deciphered is a Privileged Discussions Productions podcast. Thanks for listening! Episode Description Is the new US-EU trade deal an historic win or a dangerous pitfall? Join host Justin Hayden Miller,  global trade and...

Send us Fan Mail Renowned U.S. international trade attorney Peter Quinter speaks on how likely it is that the US Supreme Court will overturn President Trump's tariffs. Justin Hayden Miller, a global trade lawyer, sits down with Peter to unpack the legal battles surrounding Trump’s controversial trade policies. From whether they are constitutional to Trump's unprecedented use of the Inter...

Send us Fan Mail Privileged Discussions is now Global Trade Deciphered, a sharper reflection of our focus on global trade and business. Same expert insights, new name. Global Trade Deciphered is a Privileged Discussions Productions podcast. Thanks for joining us! Episode Description Join host Justin Hayden Miller, a global trade lawyer, as he interviews Richard Corbett, former Leader of the Europe...

Send us Fan Mail Privileged Discussions is now Global Trade Deciphered, a sharper reflection of our focus on global trade and business. Same expert insights, new name. Global Trade Deciphered is a Privileged Discussions Productions podcast. Thanks for joining us! Episode Description Justin Hayden Miller is a Global Trade lawyer (with 25 years' experience) formerly at the Big 4 and now partner...

Send us Fan Mail Privileged Discussions is now Global Trade Deciphered, a sharper reflection of our focus on global trade and business. Same expert insights, new name. Global Trade Deciphered is a Privileged Discussions Productions podcast. Thanks for joining us! Episode Description Justin Hayden Miller (Global Trade lawyer) discusses steel - its history, its place in the 1929 Wall Street Crash, t...