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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

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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.

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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 Musk’s births and robot paradox

- Global fertility collapse – the shocking numbers

- Musk’s comments at the 2025 Saudi Investment Forum: “Work will be optional… money may become irrelevant”

- Universal High Income and the real future problem

- Mr Nelson’s 1980s prediction vs today’s self-checkout hell

- Ronald Coase, zero transaction costs, and the coming death of the corporation

- Electronic personhood for robots – the 2017 EU Parliament resolution

- R2-D2

- Could droids get bank accounts and become consumers?

- Intra-firm trade and the blockchain future

- The Tesla that does 0-100 mph in 2 seconds when the speed limit is 55

- What every company must do before the AI asteroid hits (McKinsey 2025)

- Kodak, the East India Company… and the morning the multinational dies

Elon Musk | AI | Robotics | Optimus | Birth Rate Crisis | Fertility Collapse | Future of Work | Global Trade | Universal Basic Income | Transaction Costs | Corporate Death | Demographics | Automation | Tesla | Trade Policy | Geopolitics

Hosted by Justin Hayden Miller – global trade advisor & strategist, former partner at a top-tier European law firm and former senior leader in Big-4 international trade and tax practices.

If this episode made you think differently, please leave a quick 5-star rating — it’s the #1 way new listeners discover the show.

Subscribe and stay ahead.

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.