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 ...

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 ...

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 ...

5 May 2025 | 5:00AM EDT Americas Transportation: Introducing the US Tariff Impact Tracker – High Frequency Trends Plus Our Trade Scenarios Analysis for 2025 US Tariff Impact Tracker – What We Plan to Disseminate Weekly: We are introducing a series of high frequency data to help assess the ongoing impact of Tariffs on Global Supply Chains and the accompanying ramifications to the flow of freight (e.g., expected ships leaving from China to USA). While we think our data set is representative, we do plan to per ...