PodcastThe Trade GuysOctober 19, 2026
U.S.-Russia Diesel Deal, Europe-China Hybrid Vehicle Agreement, and Tariff Refunds
A Trump waiver let Russian diesel into markets while the EU capped Chinese hybrid imports at 350,000 vehicles annually, exposing legal and trade-enforcement gaps.
- Russia diesel waiver: Trump used statutory waiver authority (Lindsey Graham Act, 2022 sanctions law) to allow Russian diesel into markets to ease fuel prices; Bill Reich says required congressional consultation/45-day and 90-day waiting periods appear unmet, inviting lawsuits.
- EU-China hybrid quota: EU and China agreed to cap Chinese hybrid/plug-in hybrid imports at 350,000/year, down from a projected 800,000 in 2026 but up from 302,000 in the prior year.
The full card is a free trial away.
The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.
Read free — start your trial14-day free trial
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
