This week, the White House announced they are considering a change in course on their plan for extra fees on Chinese ships.
U.S. Trade Rep Jameison Greer told lawmakers the plan might not go through. The idea was to charge Chinese ships more to promote shipbuilding in the United States.
The move had some in the U.S. ag industry on edge. The Economic Times reports the pushback may have played into the Administration’s decision to step back.
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Rabobank’s outlook signals a tightening margin environment, emphasizing the need for cost control, trade stability, and clearer policy signals heading into 2026.
“It does not extinguish right away here — in any sort of sense — the real profitability concerns and people’s ability to pay bills and get to the other side of this in the very short term. This is where the skepticism builds.”