Tariffs

The world’s third-largest container carrier said Q3 profits fall 72.6% on geopolitics and heightened trade tensions.

The U.S. announced on Thursday new trade deals with Argentina, Ecuador, El Salvador and Guatemala.

Descartes: U.S. container imports in October posted only the second month-over-month decline in the past decade.

Container lines are using rate hikes and blank sailings to manage capacity surplus and faltering demand.

Frontloading that fueled an early peak import shipping season helped keep Port of Long Beach container traffic ahead of 2024’s record pace despite a weaker October. 

This week in Borderlands Mexico: Tariffs forcing nearshoring, regional sourcing, experts say; Kuehne+Nagel boosts cross-border capacity in El Paso; and Motherson invests $50M in Mexico plant to supply Audi. 

Container ports will see a more pronounced import slowdown to start 2026, the National Retail Federation predicts.

A slate of China agreements clears some of the uncertainty around ocean shipping, but questions still surround demand in the U.S. and other markets.

Expeditors stock is on a roll after earnings that beat expectations.

Matson saw its shares gain as a positive outlook for China-related shipping outweighed weaker financial results in the third quarter.

Ocean Network Express said earnings fell in the recent quarter on weaker revenue per container, and revised its forecast lower for 2025.

The U.S. Senate’s bipartisan vote to roll back President Donald Trump’s global tariffs underscores mounting resistance to his trade agenda.

The U.S. and China have agreed to a one-year trade truce that cuts tariffs, resumes U.S. soybean purchases and keeps rare earths exports flowing.

Trans-Pacific container rates improved 15% to 20% last week as U.S. negotiators made progress on Asia trade deals.

The U.S. and China are poised to de-escalate their trade war through a new framework agreement, but the White House announced new tariffs on Canada.

President Donald Trump halted trade talks with Canada after Ontario aired an ad featuring Ronald Reagan criticizing tariffs.

U.S. container ports continue to author a strong comeback from the pandemic despite some current headwinds to trade conditions.   

Asia-U.S. container rates rallied on carrier-imposed GRIs and tighter capacity, despite trade tensions.

Explore supply chain control and its critical choke points in the US-China trade war.

Decrease in Oakland port volume reflects tariff uncertainty and shifting global trade flows, over seasonal trends.