NEWLY ANNOUNCED 90-DAY TARIFF SUSPENSIONS COULD REDUCE IMPORT COSTS ON CHINESE GOODS—IF COMPANIES MOVE QUICKLY On May 12, 2025, the United States and China jointly agreed to temporarily roll back key tariffs imposed over the past six weeks. While the agreement suspends 24 percentage points of newly added tariffs [...]
INDIA AND PAKISTAN TRADE RESTRICTIONS: IMPACT ON SOUTH ASIA FREIGHT ROUTINGS New trade directives from India and Pakistan are reshaping container logistics across the South Asia–U.S. trade lanes. In recent days, both governments have issued new restrictions that not only halt bilateral trade but also affect third-country shipments transiting [...]
Week 19 finds global trade shifts shaping cargo operations. A new U.S.–UK trade framework expands U.S. export opportunities across key sectors, Northern Europe’s ports remain active amid growing backlogs, South Asia sees routing adjustments following new India–Pakistan trade directives, and Newark’s runway work prompts schedule adjustments. NEW U.S.–UK TRADE [...]
On May 8, 2025, President Donald Trump and UK Prime Minister Keir Starmer announced a new U.S.–UK trade framework, marking a significant shift in transatlantic trade policy. The leaders outlined mutual commitments to improve market access, reduce trade barriers, and protect strategic industries. "The deal includes billions of dollars of [...]
EUROPE’S PORTS EXPERIENCE ONGOING CONGESTION Port congestion remains a factor across Northern Europe’s container hubs, including Antwerp, Rotterdam, Hamburg, and London Gateway. While backlogs persist, logistics teams are adapting—adjusting routings, timelines, and transport strategies to maintain freight movement in a tight operating environment. GROWING IMPORT PRESSURE IMPACTS EUROPEAN SUPPLY NETWORK [...]
Week 18 brings trade policy adjustments and infrastructure disruptions influencing regional cargo movement and response times. U.S. tariff revisions, Iberian Peninsula power outages, and holiday closures in Asia are shaping near-term planning. U.S. TRADE POLICY REVISES TARIFF PROCESSES FOR NORTH AMERICAN IMPORTS A new Executive Order issued April 29, [...]
Week 17 finds service shifts across the trans-Pacific continuing to accelerate as U.S. trade policy developments evolve. Ongoing regulatory proposals and shifting sourcing strategies are driving near-term changes in routing, vessel deployment, and capacity allocation. USTR PORT FEE PROPOSAL: UNCERTAINTY FOR CHINESE-BUILT VESSELS Following the U.S. Trade Representative’s (USTR) [...]
On April 17, 2025, the Office of the U.S. Trade Representative (USTR) released formal findings under Section 301 of the Trade Act of 1974, concluding that China’s acts, policies, and practices targeting the maritime, logistics, and shipbuilding sectors are unreasonable and restrict U.S. commerce. The determination follows a year-long investigation [...]
TRANS-PACIFIC SERVICE ADJUSTMENTS GAIN MOMENTUM IN WEEK 16 Carriers on the eastbound trans-Pacific are accelerating service adjustments in response to evolving trade dynamics between China and the United States. As Week 16 begins, a sharp drop in bookings from China drives a wave of blank sailings, suspended port calls, [...]
On April 9, 2025, President Donald J. Trump signed an executive order aimed at revitalizing the United States' maritime industry and restoring the nation's maritime dominance. This initiative introduces several strategic measures to bolster the U.S. shipbuilding sector and enhance national security. MARITIME ACTION PLAN (MAP) The order mandates the [...]
