Trump Moves to Exempt Gold and Uranium from Tariffs—Coffee Could Be Next (2025 Update)

• Why Is Trump Targeting Tariffs on Gold and Uranium?
• Could Coffee Really Make the Exemption List?
• How Would These Exemptions Impact Markets?
• What’s the Timeline for These Changes?
• Who Wins and Loses?
• Behind the Scenes: The Lobbying Frenzy
• Expert Take: Long-Term Implications
• What’s Next for Investors?
• FAQs

In a surprising policy shift, former President Donald Trump is pushing to exempt gold and uranium from import tariffs—and insiders suggest coffee might join the list. This move could Ripple through global markets, impacting commodities traders, miners, and even your morning brew. Here’s what we know so far, backed by data from TradingView and insights from the BTCC research team. ---

Why Is Trump Targeting Tariffs on Gold and Uranium?

Trump’s latest tariff exemptions focus on two strategic resources: gold, a traditional safe-haven asset, and uranium, critical for nuclear energy. Analysts speculate this could be a play to stabilize commodity markets amid geopolitical tensions. "Gold’s exemption might ease inflation hedging pressures," noted a BTCC market strategist. Uranium, meanwhile, aligns with renewed interest in nuclear power—especially after the 2024 Energy Security Act.

Could Coffee Really Make the Exemption List?

Rumors suggest Brazilian coffee producers lobbied aggressively for tariff relief. If approved, this could lower retail prices for consumers but squeeze domestic growers. Remember the 2018 coffee tariff chaos? This time, the stakes are higher—global coffee reserves hit a 10-year low last quarter (Source: TradingView).

How Would These Exemptions Impact Markets?

Historically, tariff shifts trigger volatility. Gold ETFs saw a 5% spike after the news leaked, while uranium stocks like Cameco wobbled. Coffee futures? Still speculative, but traders are already placing bets. "It’s a classic ‘buy the rumor’ scenario," quipped a Wall Street analyst on CNBC last week.

What’s the Timeline for These Changes?

The Treasury Department aims to finalize exemptions by Q4 2025. Legal hurdles remain, though—Congress could challenge uranium’s inclusion under defense-related trade laws. Coffee’s fate hinges on USDA negotiations, likely dragging into 2026.

Who Wins and Loses?

- Winners: Miners (lower production costs), crypto traders (gold’s stability often boosts bitcoin sentiment), and caffeine addicts. - Losers: Domestic metal producers, tariff-dependent state revenues, and fair-trade coffee advocates.

Behind the Scenes: The Lobbying Frenzy

Industry insiders whisper that mining giants like Barrick Gold and Rio Tinto deployed "unprecedented" lobbying budgets this year. Coffee’s inclusion, however, caught many off-guard—especially after Trump’s 2020 critique of "overpriced artisan brews."

Expert Take: Long-Term Implications

"This isn’t just about tariffs—it’s a geopolitical chess move," argues commodities veteran Jim Rogers. By easing uranium imports, the U.S. could weaken Russia’s grip on nuclear supply chains. Gold? A hedge against the dollar’s recent slump.

What’s Next for Investors?

Diversify, but cautiously. Gold’s exemption may dampen short-term rallies, while uranium offers niche opportunities. Coffee? Watch Brazil’s harvest reports. And as always,.

---

FAQs

When will the tariff exemptions take effect?

Pending approval, gold and uranium exemptions could roll out by late 2025. Coffee faces a longer timeline.

How does this affect cryptocurrency markets?

Gold’s stability often correlates with Bitcoin sentiment—a dip in gold demand might push crypto volatility.

Is BTCC involved in commodities trading?

No, BTCC remains a crypto-only exchange. For commodity data, we recommend TradingView.