Trump signs the Graham Russia Iran act; 100% tariff power is now statute
A new U.S. law authorizing 100% tariffs on Russia- and Iran-linked trade could materially disrupt flows of affected imported goods and commodities.
Source →The trace
How it reaches your house.
Starting from Black Sea Wheat (Russia & Ukraine Exports), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Black Sea Wheat (Russia & Ukraine Exports) →Prices riseA tariff regime targeting Russia-linked trade would raise the delivered cost of this critical wheat input, and the 0.85 dependency strength makes pass-through to bread/grain/flour prices highly likely.
93% confidenceBlack Sea Wheat (Russia & Ukraine Exports) →Prices riseBunge's 18% exposure share and moderate substitutability mean Black Sea wheat tariffs should raise its input costs until it can re-source supply.
81% confidenceBlack Sea Wheat (Russia & Ukraine Exports) →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Bread, grains, and flour
In the MyPRIA app, this is checked against your own holdings.