How tariffs are shifting global supply chains https://t.co/iHYTKlGnhR ...

President Donald Trump says he has reached a trade deal with Vietnam following weeks of intense diplomacy between the two countries. This comes ahead of the July 9 deadline that would have seen much higher tariffs imposed on Vietnam's exports to the US. Under the deal, a 20% tariff will be placed on Vietnamese exports to the US with a 40% levy on any goods deemed to be trans shipped, meaning goods with components from other countries that are then rooted through Vietnam.That measure is likely directed at Ch ...

30 June 2025 | 4:00AM EDT Americas Transportation: US Tariff Impact Tracker - High Frequency Trends Indicate Softer Trends from China Possibly Forthcoming US Tariff Impact Tracker – The directional uptick in inbound traffic from China to the US ebbed last week and in fact showed slight sequential downticks of -4% for vessels and -7% for TEU's, indicative again that the China surge may be somewhat abbreviated or have less depth than some may have previously thought. Container rates dropped sharply and Los An ...

CITI'S TAKE We update our high-frequency trackers of Chinese exports up to Jun 18th . Direct shipments to the US seemed to have found a tentative trough in the past week. We remain cautious on the outlook for China-US exports, with the usual peak season ahead of us. Overall cargo throughput data was more mixed, likely a result of weather events. Transshipment via ASEAN could be experiencing a temporary retreat as flagged earlier. A tentative trough for shipments to the US — Containership departure for the U ...

Let's talk about another economic side of the story and that is risk that is insurance because insurers everywhere are no doubt trying to figure out how to price in risk that exists and risk that may exist or may not in 3 6 12 months. Contessa Bur covers insurers here for us at CNBC and joins us now with this side of the story. So, Brian Morgan, what I heard from the head of aviation and marine for Lloyd's Market Association told me that ships already are notifying their insurers of their planned transit th ...

9 June 2025 | 4:57AM EDT n China freight flows (week ending Thursday, June 5) finally showed a sequential uptick in laden vessels from China to the US (+9%), with still steep but a bit less of a YOY decline (-25% vs -31%). The YOY declines, however, still show that if the consumer remains resilient – we would likely need more goods at some point in 2H25. o Port Optimizer sequentials tend to support the notion that China should continue to show sequential upticks in aggregate over the next two weeks as the e ...

Will we see a walk back in restrictions over semiconductors and their access into China. I think we will. And I think there will be, you know, a move from these kind of broad based numerical sanctions and and terror figures to something that's more pointed and targeted.And we've seen already those levers being pulled on both sides. Obviously, the, you know, the U.S. imposing the export restrictions on the H-20 chips that could impact a four and a half billion dollars of sales of any video. The Chinese obvio ...

Original: Spanish www.cepal.org/transport number 5 / 2024 / ISSN: 1564-4227 Port report 2023–2024: mixed signals in trade and ports and new disruptions to international container shipping logistics Introduction The previous edition of the port report addressed the major impact that the coronavirus disease (COVID-19) pandemic and the conflict between the Russian Federation and Ukraine had on shipping. Both events distorted global supply chains and caused bottlenecks owing to shutdowns, port congestion | Intr ...

Hong Kong, China, May 21, 2025 (GLOBE NEWSWIRE) -- On May 1, 2025, NCEW Investment Consultancy Company Limited (hereinafter referred to as "NCEW Investment") and JD Logistics UK (hereinafter referred to as "JDL UK") officially signed the Comprehensive Logistics Service Agreement. The two parties will carry out in-depth cooperation around cross-border logistics services, and jointly promote the efficient coordination and innovative development of global supply chain. "We are honored to be a long-term partner ...

12 May 2025 | 5:02AM EDT Americas Transportation: US Tariff Impact Tracker – High Frequency Trends Still Point To China trade Flow Weakness to USA US Tariff Impact Tracker – Net, net, trend bifurcation continues with worries perhaps on the rise for product availability should the trade war persist given potential for freight air pocket in the 2H of the second quarter. Key observations from this week's report are as follows: Goldman Sachs Americas Transportation What the Tracker Is (Previously Published): Wh ...