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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 ice opening new shipping routes (Northern Sea Route, Northwest Passage) amid rising US-Russia-China tensions and Trump's Greenland discussions
• Geopolitical volatility from conflicts in Ukraine and the Middle East affecting energy and grain markets
• Resilience in global trade despite barriers, with insights on Brexit customs rules and air cargo logistics

Outlook

A reflective year-end analysis on trade resilience, potential 2026 risks, and the evolving energy revolution.

Track Santa's journey: NORADSanta.org

Subscribe to Global Trade Deciphered for expert insights on international trade policy, geopolitics, and economic trends. Happy holidays!

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*Disclaimer: This podcast is simply for informational and entertainment purposes only and does not in way constitute legal, business, financial or other advice whatsoever. Should you require advice then please seek such from an appropriately qualified professional, explaining your specific circumstances.

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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—discover the hidden bureaucracy behind "green" taxes.
• US NSS Critique: The 2025 US National Security Strategy slams EU regulatory suffocation—could it signal retaliatory tariffs and fractured alliances?
• CBAM Breakdown: From cement to hydrogen, learn how the world's first carbon border tax hits high-carbon imports starting January 1, 2026—what's the real cost?
• Carbon Leakage Trap: EU claims CBAM prevents offshoring emissions, but is it protectionism in disguise that disadvantages non-EU producers?
• Administrative Nightmare: Importers must declare embedded emissions or face sky-high defaults—could this expand to everyday items like washing machines?
• Trade War Sparks: Echoes of Canada's failed attempt—how might US criticisms of WTO violations lead to reciprocal actions and global supply chain chaos?
• Broader Impacts: Unpack how EU over-regulation stifles innovation and fuels tensions with China, India, and the US—your business at risk?
• Related Regulations: Ties to EU Batteries Regulation and more red tape—why this isn't just about carbon, but the future of free trade.

Including:

• Game-changing events for EU imports
• US NSS roasts EU bureaucracy
• What is CBAM really?
• Products hit hardest
• End of just declarations, start of taxes
• Emissions math decoded
• Green policy or trade war trigger?
• Bureaucracy's hidden costs
• EU red tape expands
• Outlook for global trade

and:

• Could CBAM ignite a US-EU trade clash?
• Why importers can't ignore emissions defaults
• CBAM's potential to upend your supply chain

Call to Action:

• Please share if CBAM affects your trade—rate/review on Apple Podcasts to boost visibility for global trade insights.

#EUCbam #CarbonBorderTax2026 #USTradeWar #EUOverRegulation #GlobalTrade #ImportingToEurope #WTO

If you like the podcast, please subscribe so you don't miss any episodes and leave a rating. Also tell friends and colleagues about it so the podcast can grow.

*Follow Justin on X: @JustinHaydenM

or contact us by email at GlobalTradeDeciphered@gmail.com

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*Disclaimer: This podcast is simply for informational and entertainment purposes only and does not in way constitute legal, business, financial or other advice whatsoever. Should you require advice then please seek such from an appropriately qualified professional, explaining your specific circumstances.

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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-time economic laboratory, and what the rest of us should be watching for.

Key global trade and policy signals discussed:

• “If you build here, Britain will back you” – the UK’s carrot version of Trump’s industrial-policy stick
• The end of the £135 de minimis threshold: full customs duties and VAT on every imported parcel from March 2029 (yes, the same policy Trump is pushing in the US)
• Pay-per-mile road pricing for EVs from 2028 – and why it risks sending exactly the wrong green signal
• Defence spending heading to 2.6% of GDP by 2027 and Europe’s quiet pivot to a war economy
• Phasing out hotels for asylum seekers + the surprising question: will humanoid robots soon face immigration quotas?
• Why simultaneous reindustrialisation + export-led growth for every major economy is mathematically impossible

This is not a budget line-item recap. It’s a strategic conversation about protectionism dressed in new clothes, the return of industrial policy, and the fast-changing intersection of trade, technology, and geopolitics.

Essential listening for anyone involved in international supply chains, customs planning, EV strategy, geopolitical risk, or industrial policy – in any country.

If you like the podcast, please subscribe so you don't miss any episodes and leave a rating. Also tell friends and colleagues about it so the podcast can grow.

*Follow Justin on X: @JustinHaydenM

or contact us by email at GlobalTradeDeciphered@gmail.com

Sign up to our newsletter. (We won't spam you and will remove your email on your request.) https://bit.ly/PrivilegedDiscussions

*Disclaimer: This podcast is simply for informational and entertainment purposes only and does not in way constitute legal, business, financial or other advice whatsoever. Should you require advice then please seek such from an appropriately qualified professional, explaining your specific circumstances.