New U.S. Tariffs Shake EU Trade: What It Means for Agri-Food and FMCG | Ep 4

🔍 Podcast Summary:In this episode, we explore the impact of the new 20% U.S. tariffs on European imports and the growing concern among American and European farming groups. With more than 20% of U.S. farm income tied to exports and critical EU imports under threat, we unpack the risks to agri-food supply chains, potential EU countermeasures, and what industry leaders should do now to prepare for prolonged trade disruption.🧠 Zenith Expert View:This isn’t just another tariff spat. It’s a direct disruptor to complex, interdependent supply chains — especially in dairy, grains, protein, and agri-inputs.➡️ Export risk: Over 20% of U.S. farm income comes from exports. Any erosion of market access due to retaliatory measures will affect price realisation and volume throughput, particularly in high-exposure categories like cheese, milk powders, and pork.➡️ Import inflation: EU fertiliser and ag-tech inputs are essential to many U.S. producers. Tariff-driven cost increases will pressure margins already strained by commodity volatility and high financing costs.➡️ Market share erosion: For EU suppliers, a 20% U.S. tariff means immediate competitiveness loss — especially in commoditised categories. Rivals like Brazil (soy), New Zealand (dairy), and Canada (grains) may seize share quickly, and regaining it later is not guaranteed.➡️ Strategic ambiguity: The European Commission is weighing counter-tariffs — but the Copa-Cogeca stance reflects the internal tension: retaliation may politically satisfy, but economically backfire.🌐 Follow the Zenith LinkedIn page: https://www.linkedin.com/company/zenith-global-commercial🌐 Visit our website: ⁠⁠⁠www.zenithglobalcommercial.com⁠⁠⁠🎙️ More from ZenithWater Dispense & Filtration Podcasthttps://podcasts.apple.com/gb/podcast/zenith-consulting-water-dispense/id1807719571Soft Drinks & Innovations Podcast:https://podcasts.apple.com/gb/podcast/zenith-consulting-soft-drinks-and-innovation/id1807367430📊 Download our free European Water Dispense & Filtration demo database (€2bln industry): https://www.zenithglobalcommercial.com/demo📞 Book a free 1-on-1 consultation call:https://www.zenithglobalcommercial.com/book-an-appointmentLet’s explore how we can support you with:🧀 Market data (even for cheese!)💧 Water dispense insights (BWD / POU / ITS)🔍 Partner search & market entry📈 Branding & growth strategy💦 Water source valuation🔬 Custom market research

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