U.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, […]
Read MoreIn recent months, we have seen a surge of inquiries from importers whose overseas suppliers are introducing the term “mDDP” (modified Delivered Duty Paid) or shifting to “DDP”-type delivery structures. At first glance, these offers seem appealing: duties, taxes, and logistics costs are bundled into one attractive landed price. Yet beneath that simplicity may lie […]
Read MoreThe White House announced on October 26, 2025, that the United States has finalized reciprocal trade agreements with Malaysia, Vietnam, Cambodia, and Thailand, marking a significant step in expanding market access for U.S. exporters across Southeast Asia. Under these new pacts, each partner nation will eliminate or reduce tariffs on U.S. agricultural and industrial products, […]
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