Tariffs

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.

This week in Borderlands Mexico: Foreign trade zones gain traction as importers seek tariff relief; Exports drive Mexico’s surprise growth, but USMCA uncertainty clouds outlook; and Port of Victoria partners with Blue Energy on $1B nuclear power project.

Strong Q1 for South Carolina inland, ro/ro as trade issues damped volumes at the Port of Charleston.

Container rates on key trans-Pacific routes accelerated their decline as China and the U.S. escalated their trade war.

The Port of Los Angeles, despite lower September imports, posted an all-time record quarter for container volume.

China announced sanctions on the U.S. units of a South Korean company aiding U.S. shipbuilding.

The DHL Global Connectedness Tracker shows that global trade and investment remain resilient despite rising tariffs and geopolitical tensions.