Welcome to this week’s Sourcing Spotlight.
In this weeks edition, we will be looking at the latest announcements from Trump over the tariffs, which has delayed questions. Also looking at the new saviour for TikTok and the work arounds that are happening to make sure Tik-Tok stays in the US.
We also will be touching upon Poland’s specific pharmaceutical capacity, with new announcements with tariffs, will there be direct competition or benefits for a growing industry?
Feature Story
Negotiations in High Gear as Trump Pushes Tariff Deadline to 1 August
President Trump has pushed his sweeping “reciprocal tariff” plan back three weeks, but the clock is still ticking. Unless fresh deals are struck by 1 August 2025, fourteen trading partners, from Japan and South Korea to Myanmar and Laos, will face new U.S. duties of 25 % to 40 %. On top of that, Washington is ready to double steel and aluminium tariffs to 50 %, slap 50 % on copper, and even float a blanket 10 % levy on all BRICS exports if dollar dominance looks threatened.
Diplomats are scrambling:
Vietnam already cut a looming 46 % hit to 20 %.
The EU is chasing a baseline 10 % deal with carve-outs for aircraft, wine, and more.
Canada revived talks after shelving its digital-services tax.
India says a “zero-for-zero” pact is within reach.
Japan, South Korea, Malaysia, Myanmar, and Laos still have no clear path to escape the full tariff blast.
Markets have wobbled, copper futures just logged a record one-day jump, while negotiators warn that failure would drive U.S. tariffs to their highest levels since the 1930s and upend global supply chains.
Click here to see the breakdown of potential tariffs, and what it could cost the global economy.
Navigating TikTok’s U.S. Relaunch
TikTok’s upcoming “M2” app lands in U.S. stores on 5 September 2025, shifting control to an American-led consortium, hosting all U.S. data on Oracle Cloud, and debuting a home-grown recommendation engine while promising a one-tap migration for 170 million users. Will the new algorithm boost (or bury) your favourite creators, and what hidden perks (or pitfalls) await when the legacy app goes dark in March 2026?
Poland Becomes EU Pharma Hub to Dodge 2025 US Tariffs
Trump-era tariff threats of up to 200 % on imported medicines have put Europe’s pharma supply chain on edge. Instead of gambling on a last-minute US-EU deal, drug makers are pouring investment into Poland—Central Europe’s low-cost, high-tech manufacturing hot-spot. With EU-wide tariff-free access, generous tax breaks, and a deep bench of scientists, Poland is fast becoming the bloc’s “tariff safety-valve.” The shift could permanently tilt Europe’s pharmaceutical centre of gravity eastward while giving Brussels fresh leverage in trade talks.
Discover the exact incentives luring Pfizer, Novartis and Polpharma to Warsaw, see the numbers behind Poland’s 48 % production surge, and learn how this eastward pivot could reshape drug prices, jobs, and future EU-US negotiations.
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Walmart is using AI tool Pactum to negotiate with suppliers, and 85% prefer it to a human.
As tariffs escalate, Illinois finds itself caught in the crossfire. From manufacturing supply chains tied to Canada and Mexico, to billions in farm exports now facing retaliation
That’s it for this weeks Sourcing Spotlight.
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Until next time,
Quiet sourcing. Loud impact.
