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Foreign Adversaries Threaten Critical U.S. Manufacturing Sectors

Exiger Perspectives

Manufacturing Sectors Client Alert Foreign adversaries are increasingly threatening vital domestic industries through current and potential future restrictions on critical mineral exports. government procurement of critical components. Background Nickel and titanium are critical to the aerospace manufacturing sector.

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The Next War Will Be Fought in Supply Chains

Supply Chain Brain

Twenty twenty-five is starkly different: the next global war has already begun, and it’s unfolding not on distant battlefields, but right through the supply chains that you rely on. Your supply chain is already directly in the line of fire. Your supply chain is already directly in the line of fire.

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The need to know

EFT

The key supply chain stories from Reuters’ global network of journalists Auto companies 'in full panic' over rare-earths bottleneck Frank Eckard, CEO of a German magnet maker, has been fielding a flood of calls in recent weeks. Trump tariffs stoke supply chain worries for US businesses, survey shows A majority of U.S.

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The need to know

EFT

year-on-year in June, after higher tariffs on goods from the country's top ocean trade partner extended a steep drop that began in May , supply chain technology provider Descartes (DSG.TO) said on Tuesday. US ocean imports from China tumbled 28% in June on tariff hikes U.S. imports of containerized goods from China tumbled 28.3%

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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

The key supply chain stories from Reuters’ global network of journalists Inside the airline seat industry crisis delaying jet deliveries Tucked beneath the armrest of a luxury business class seat in a factory in Wales lies a clue to a global aviation bottleneck that has left many airlines waiting impatiently for new jets.