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Global Trade Deciphered · Dec 23, 2025 · 19 min

Santa battling Trump's Tariffs & Melting Arctic Geopolitics: 2025 Global Trade Christmas Special

Send us Fan Mail In this special Christmas episode, host Justin Hayden Miller examines 2025's record-breaking global trade—surpassing $35 trillion—through the lens of Father Christmas and the challenges posed by Trump's tariffs, Arctic geopolitics, and climate change. Key Topics Trump's tariffs and their impact on holiday imports, toys, and global supply chains Melting Arctic ice opening new shipping routes (Northern Sea Route, Northwest Passage) amid rising US-Russia-China tensions and Trump's Greenland discussions Geopolitical volatility from conflicts in Ukraine and the Middle East affecting energy and grain markets Resilience in global trade despite barriers, with insights on Brexit customs rules and air cargo logistics Outlook A reflective year-end analysis on trade resilience, potential 2026 risks, and the evolving energy revolution. Track Santa's journey: NORADSanta.org Subscribe to Global Trade Deciphered for expert insights on international trade policy, geopolitics, and economic trends. Happy holidays! 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://substack.com/@globaltradedeciphered *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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transcript

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show notes

Send us Fan Mail

In this special Christmas episode, host Justin Hayden Miller examines 2025's record-breaking global trade—surpassing $35 trillion—through the lens of Father Christmas and the challenges posed by Trump's tariffs, Arctic geopolitics, and climate change.

Key Topics

  • Trump's tariffs and their impact on holiday imports, toys, and global supply chains
  • Melting Arctic ice opening new shipping routes (Northern Sea Route, Northwest Passage) amid rising US-Russia-China tensions and Trump's Greenland discussions
  • Geopolitical volatility from conflicts in Ukraine and the Middle East affecting energy and grain markets
  • Resilience in global trade despite barriers, with insights on Brexit customs rules and air cargo logistics

Outlook

A reflective year-end analysis on trade resilience, potential 2026 risks, and the evolving energy revolution.

Track Santa's journey: NORADSanta.org

Subscribe to Global Trade Deciphered for expert insights on international trade policy, geopolitics, and economic trends. Happy holidays!

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://substack.com/@globaltradedeciphered

*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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