19 Jul 2025

Capacity Cuts Signal Slower Summer Ahead

Ocean carriers are pulling back capacity ahead of the mid-August end to the 90-day pause on higher U.S. tariffs on Chinese goods. An increasing number of trans-Pacific sailings have been blanked through July, and with most pre-tariff cargo already moving, spot rates are expected to soften through summer. Maritime data from eeSea shows roughly 175,000 […]

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17 Jul 2025

Frontload Pause Repeat

In a typical year, the trans-Pacific trade lane would now be entering its busy season for U.S. imports from Asia. But 2025 is anything but typical. Sudden shifts in U.S. trade policy have thrown a wrench into shipping strategies, unsettling importers and exporters on both sides of the Pacific. The crux of the issue lies […]

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15 Jul 2025

Vietnam Air Cargo to U.S. Soars as Tariffs Drive Shift from China

Vietnam’s air cargo exports to the United States are climbing at a record pace, driven by U.S. importers shifting sourcing away from China amid rising tariffs and geopolitical tension. A rush to move goods before tariff changes — combined with Vietnam’s expanding manufacturing base — has helped accelerate the country’s air freight growth. Air cargo […]

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07 Jul 2025

Tariff Update: Reciprocal Tariff Rate Modifications Extended Through August 1, 2025

On July 7, 2025, the White House issued Executive Order 14266, officially extending the current modification of reciprocal tariff rates. The full executive order can be accessed EXECUTIVE ORDER JULY 7th 2025 Key Details: Previous Deadline:The 90-day reciprocal suspension was originally set to expire at 12:01 a.m. EDT on July 9, 2025. Revised Deadline:Under Executive […]

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01 Jul 2025

Ocean Carriers Brace for Impact Ahead of July 9 Tariff Decision

Ocean carriers are maintaining strong trans-Atlantic capacity in anticipation of the July 9 expiration of President Donald Trump’s 90-day suspension of “reciprocal” tariffs. Despite softening freight rates and tepid demand, carriers appear to be preparing for a potential surge in shipments once trade policy becomes clearer. The 90-day pause—set to expire next week—was put in […]

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25 Jun 2025

Update: New U.S. Tariff Measures on Steel-Based Appliances and Components

U.S. Customs and Border Protection (CBP) has released updated guidance on the recently expanded steel tariffs under Section 232 of the Trade Expansion Act. While there were no changes to the original list of steel products affected, the update corrects classification numbers for some steel derivative goods. What This Means for Importers As of June […]

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