How Iran War Fears Are Reshaping Trade Routes

This episode of The Trade Deficit Podcast examines how geopolitical tensions, specifically the Iran war and its ripple effects on energy markets, are reshaping global trade routes and the US trade deficit. Lucas and Luna dig into the latest data: the US trade deficit widened to $60.3 billion in March 2026, while the dollar remains strong at 99 on the DXY. They explore how higher oil prices are boosting US LNG exports while raising import costs, and why the UK-Gulf trade deal signals a shift away from traditional supply chains. The conversation also touches on how consumer sentiment at a record low is affecting import demand and what that means for the trade balance going forward. Specific examples include the revival of the Russia-China gas pipeline and the impact on US export competitiveness. #TradeDeficit #IranWar #Geopolitics #EnergyMarkets #USDollar #LNGExports #SupplyChains #ConsumerSentiment #UKGulfDeal #RussiaChinaPipeline #OilPrices #Imports #Exports #Economics #FexingoBusiness #BusinessPodcast #TradeRoutes #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo