December 17, 2025 | Gava Trade Update U.S. Customs and Border Protection (CBP) announced on December 17, 2025, that it has collected more than $1 billion in duties on over 246 million low-value shipments since the Trump administration began phasing out the de minimis exemption earlier this year. The milestone underscores the scale of revenue […]
Read MoreU.S. Customs and Border Protection (CBP) has issued new guidance implementing tariff-related provisions of the U.S.–Switzerland–Liechtenstein Framework Agreement on Fair, Balanced, and Reciprocal Trade, which was finalized on November 14, 2025. The guidance follows a Federal Register notice released by the Office of the U.S. Trade Representative and reflects updates to reciprocal tariffs imposed under the […]
Read MoreU.S. supply chains are continuing their long migration away from China-centered sourcing, and the downstream effects are now showing up in both import patterns and balance sheets. At the same time, container-shipping experts looking ahead to 2026 largely agree on one thing: overcapacity is looming, even if forecasts differ on demand. Below is a consolidated […]
Read MoreContainerized imports into the United States are on track to hit their lowest level in two and a half years this month, with retailers warning that ongoing tariff uncertainty will keep volumes firmly in negative territory well into the second quarter of next year. According to the latest Global Port Tracker (GPT) from the National […]
Read MoreManufacturing diversification away from China drives record Southeast Asia-U.S. airfreight surge, with Taiwan leading semiconductor demand. Airfreight volumes from Southeast Asia to the United States have surged to their highest growth rate of the year, underscoring a major shift in global manufacturing away from China. The latest WorldACD data shows that even with new U.S. […]
Read MoreThe end of the year is typically a quiet period for US ocean shipping as retailers wrap up their holiday stocking. But the close of 2025 — and the start of 2026 — is shaping up to be more than just subdued. The industry is facing a deepening downturn with little sign of a rebound. […]
Read MoreThe Trump administration on Friday rolled back a broad set of food and agricultural tariffs, easing pressure on grocery prices amid rising concerns about consumer costs. In a late-night executive order, President Donald Trump reversed the “reciprocal” tariffs introduced in April, which the administration had originally argued were necessary to counter trade imbalances threatening national […]
Read MoreUS retailers are easing off post–winter holiday restocking even as they prepare for what is expected to be a strong holiday sales season, with import volumes projected to stay below 2 million TEUs per month through March. The latest Global Port Tracker (GPT) from Hackett Associates and the National Retail Federation, released Friday, forecasts double-digit […]
Read MoreGlobal air cargo volumes continued to rise in October, increasing 4% year on year—slower than previous months but stronger than analysts had expected, according to the latest data from Xeneta. The performance came despite a slowdown in businesses frontloading imports to offset tariff costs and the end of the U.S. de minimis exemption, Xeneta reported. […]
Read MoreThe White House has released a detailed fact sheet summarizing recent trade actions between the United States and China, highlighting major tariff suspensions, export control adjustments, and renewed agricultural purchases. These measures mark one of the most significant bilateral trade de-escalations in recent years and carry major implications for global supply chains, technology exports, […]
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