Recent geopolitical tensions affecting the Strait of Hormuz are not directly blocking shipping routes between Asia and the United States. However, the global ripple effects are now significantly impacting Asia–U.S. shipping schedules, transit times, and costs. In simple terms:👉 Ships are still moving — but they are moving slower, arriving later, and facing congestion worldwide. […]
Read MoreThe Section 122 Import Surcharge was imposed under the February 20, 2026 Presidential Proclamation titled “Imposing a Temporary Import Surcharge to Address Fundamental International Payments Problems.” Pursuant to Section 122 of the Trade Act of 1974, the proclamation applies an additional 10% ad valorem duty on most imported articles from every country for a period […]
Read MoreCBP Ends IEEPA Duty Collections effective 12:00 a.m. ET on February 24, 2026, following the February 20 Executive Order titled “Ending Certain Tariff Actions.” U.S. Customs and Border Protection (CBP) issued formal guidance confirming that duties imposed under the International Emergency Economic Powers Act (IEEPA) will no longer be collected for goods entered for […]
Read MoreThe Supreme Court IEEPA tariffs ruling has struck down tariffs imposed under the International Emergency Economic Powers Act (IEEPA), reshaping the U.S. trade landscape and raising urgent questions about refunds and replacement trade measures. In a 6–3 decision, the Court ruled that IEEPA does not authorize the President to impose tariffs. The decision affirms the […]
Read MoreThe United States and Taiwan have signed a new Reciprocal Trade Agreement aimed at expanding bilateral trade and strengthening market access across key industrial and agricultural sectors. U.S. Trade Representative Jamieson Greer and Taiwan’s Vice Premier Li-chiun Cheng formalized the agreement on February 12. What Taiwan Agreed To Under the agreement, Taiwan will eliminate or […]
Read MoreSoftening spot rates, weak volume projections and cautious consumer sentiment point to a clear reality for the trans-Pacific container market: the usual pre–Lunar New Year shipping surge is absent in 2026. Market participants say demand ahead of the Lunar New Year, which begins Feb. 17, has been unusually subdued. Chinese factories will still shut down […]
Read MoreThe United States and Taiwan have signed a historic Agreement on Trade and Investment designed to restore American leadership in semiconductor manufacturing, strengthen national security, and reduce reliance on offshore supply chains. The agreement was signed by the American Institute in Taiwan and the Taipei Economic and Cultural Representative Office in the United States, marking […]
Read More(Based on CBP Guidance – Updated December 18, 2025) The U.S. government has implemented new and expanded tariffs in 2025 under the International Emergency Economic Powers Act (IEEPA) and Section 232. Below is a plain-language breakdown of what applies, when it applies, and to whom. 🚫 De Minimis: What Changed As of August 29, 2025, […]
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 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. […]
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