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The Next War Will Be Fought in Supply Chains

Supply Chain Brain

The recent port strike, the closed shipping lane that forced a shift to air transport, the bridge that blocked a port, even the grid brownout that slowed manufacturing, might have seemed like random disruptions. Who manufactured the switchboard that powers your grid? Your supply chain is already directly in the line of fire.

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The need to know

EFT

seaport operators are asking for extra time to implement pending tariffs on towering ship-to-shore cranes as they expect President Donald Trump's administration to follow through on a promise to essentially ban that vital cargo-handling equipment. US port operators seek to mitigate hefty expected tariffs on China-built port cranes U.S.

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The need to know

EFT

economy, bring home manufacturing jobs, raise tax revenues and provide America leverage to renegotiate security deals with its allies. Exclusive: US considering new ship registry in US Virgin Islands, sources say President Donald Trump's administration is considering a proposal to create an international shipping registry in the U.S.

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Blanks keep rates level; no de minimis air rate collapse yet; US-Houthi truce first step to Red Sea return? – May 7, 2025 Update

Freightos

The tariff hike has driven a sharp drop in China – US container flows with manufacturing in China also being negatively impacted. Many US importers have paused orders out of China, but shippers (as well as manufacturers) can hold out only so long before consumers will start to see empty shelves or higher prices.

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The need to know

EFT

and Vietnam creates new question marks for sportswear and clothing retailers like Nike and Adidas that source shoes and clothes from factories in the Southeast Asian country, industry experts said on Thursday. Canada factory PMI falls in June as firms slash production The downturn in Canada's manufacturing sector deepened in June as U.S.

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U.S.-Swiss Trade Deal Likely to Contain Assurances on Pharma Levy

Supply Chain Brain

That’s a push for pharma companies no longer sourcing certain ingredients from China, one of the people said. Agree to Framework Trade Deal Bloomberg Red Sea Ship Set Ablaze, Abandoned After Attack Near Yemen More from this author Subscribe to our Daily Newsletter! Swiss Trade Deal Likely to Contain Assurances on Pharma Levy U.S. -UK

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Mercedes Car Sales Drop as Tariffs Crimp Demand in U.S., China

Supply Chain Brain

Tariffs have exacerbated a more structural decline for Western automakers in China, where local manufacturers led by BYD Co. Car Sales Leader Bloomberg Red Sea Ship Set Ablaze, Abandoned After Attack Near Yemen More from this author Subscribe to our Daily Newsletter! China Mercedes Car Sales Drop as Tariffs Crimp Demand in U.S.,