China Tariffs Shock: 100% Threat, Rare Earths Control, and What It Means for Ag Chemicals

Renee Targos By Renee Targos|28 October 2025

The global crop protection and ag chem supply chain is under real pressure right now: U.S.-India trade talks may revive a freer trade path and potentially ease India tariffs, the White House is preparing new pharma-related tariff actions that could spill into ag chem ingredients if long-standing exemptions get pulled, and China is moving to restrict rare earth metal exports — triggering public threats of a 100% tariff on Chinese goods as the U.S. frames it as a national security issue. In this AgriBusiness Global Report (recorded on October 15, 2025), Jim DeLisi of Fanwood Chemical Inc. explains why none of this is “just politics,” how Supreme Court rulings on tariff authority and fentanyl-related penalties could ripple into formulation costs, and why distributors and retailers should expect volatile pricing and import risk through November.

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Renee Targos, as Editor of AgriBusiness GlobalTM Direct magazine, leads in content development, event programming, and managing the ABG Board of Advisors and strategic growth of the magazine. Renee’s professional experience covers more than two decades of national and international digital and print content development, editing, and journalism. She received a bachelor’s degree from Southern Illinois University and continued her education with master’s level courses in business administration and behavioral analysis. Renee has served as a board member for several Arizona-based non-profits and government commissions. See all author stories here.