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The need to know

EFT

European truckmakers tackle rare-earths bottleneck with stockpiling, supply chain shifts European truckmaker Volvo Group has been seeking alternative sources of rare earths and Daimler Trucks has been building inventories to deal with supply issues linked to Chinese export curbs, saying lessons had been learned from the chip crisis.

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The need to know

EFT

Tariff truce will not spark cargo boom at busiest US seaport, executive director says The head of the busiest U.S. Exclusive: China's CMOC calls on Congo to lift cobalt export ban, sources say China's CMOC Group (603993.SS) Thai cabinet approves $4.7 bln funding to counter U.S. auto market.

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The need to know

EFT

US demand for China-made goods ebbs on tariff worries; ocean shipping rates drop Rates for shipping cargo containers from China to the U.S. Tariff risks muddy global outlook for factories Worries over future U.S. grocers like Kroger (KR.N) , hospitals and schools, shares the stated aim behind U.S.

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The reality of green energy: “green metal” supply chains won’t be able to keep up

NC State SCRC

The authors then used industry sources to project demand and revenue for thee fossil fuels (oil, gas, coal) vs. seven “green” metals (aluminum, cobalt, copper, lithium, nickel, silver and zinc) that are critical to building an energy economy. Copper and nickel would require $250-300bn in capex before 2030.

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Trump’s April Tariffs – Rundown, Implications and Freight Impact

Freightos

eastern daylight time on April 5, 2025 Reciprocal tariffs on exports from a list of nearly 60 countries range from a level of 11% for Congo to 50% for Lesotho. China – US air cargo spot rates have also eased so far this year, but certainly have not collapsed, remaining much higher than the long-term norm.

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Trump’s April Tariffs – Rundown, Implications and Freight Impact

Freightos

eastern daylight time on April 5, 2025 Reciprocal tariffs on exports from a list of nearly 60 countries range from a level of 11% for Congo to 50% for Lesotho. China – US air cargo spot rates have also eased so far this year, but certainly have not collapsed, remaining much higher than the long-term norm.