#global-trade
(380 articles)Must-Read Trade Stories This Month - Supply Chain Digest
The World Economic Forum has compiled a collection of must-read trade stories for the current month. This curated selection helps supply chain professionals and business leaders stay informed on key d
Mexican Logistics Firms Pivot to Domestic Assets Amid Export Shift
CM Logistics has successfully transitioned from traditional freight forwarding to operating its own fleet of vehicles, recognizing early that international maritime and air cargo volumes would face si
Insurance Programs Lag Behind Geopolitical Disruptions
Insurance coverage mechanisms are not keeping pace with the accelerating frequency and complexity of geopolitical disruptions affecting global supply chains. This gap leaves companies vulnerable to ri
Container Shipping Schedule Reliability Hits Historic Low
Container shipping schedule reliability has fallen to unprecedented levels, according to Seatrade Maritime News. This systemic deterioration in on-time performance represents a critical challenge for
AI Infrastructure Boom Drives Global Trade Growth Despite Tariffs
Global goods trade is experiencing its strongest growth in 15 years, driven primarily by massive demand for AI infrastructure components like semiconductors and data-transmission equipment. According
Maersk Study Shows Resilient Firms Cut Disruption Losses to 1%
Maersk's October 2026 Latin America market update presents supply chain resilience as a quantifiable competitive advantage rather than a purely defensive investment. The company highlights findings fr
External Forces to Reshape Supply Chains in 2027
DC Velocity reports that external forces will significantly reshape supply chains heading into 2027. The forecast suggests supply chain professionals should anticipate structural changes driven by fac
Trump Threatens New Tariffs on Canada, Mexico, China Trade
President Trump has announced intentions to impose new tariffs on Canada, Mexico, and China, raising significant concerns for global trade flows. This escalation threatens to disrupt supply chains acr
How Tariffs Disrupt Global Supply Chains and Hit Stock Markets
The Trump administration's broad tariff policies are creating cascading disruptions across global supply chains and financial markets. When tariffs are imposed on raw materials like steel and aluminum
Port of Los Angeles Hits September Record with 1.04M TEUs
The Port of Los Angeles set a September record by handling 1.04 million twenty-foot equivalent units (TEUs) in container volume. This performance reflects sustained demand through North America's larg
China Orders Record 100+ Car-Carriers to Boost Auto Export Capacity
China's automotive and shipping industries are executing a major fleet expansion strategy, with Cosco Shipping Specialized Carriers, BYD, and SAIC Anji Logistics jointly investing $2.5 billion to buil
Trade War Tensions Persist: Supply Chain Implications
Paul Krugman contends that underlying trade tensions have not been resolved despite recent developments. The persistence of trade conflict threatens to disrupt supply chains through tariff uncertainty
China Export Logistics Hit by New Disruptions Affecting Global Trade
Products exported from China are encountering new logistics obstacles that threaten to disrupt global supply chains. The article highlights emerging challenges in moving Chinese-manufactured goods to
Adapting to Shifting Trade Policies: Strategic Guidance for Supply Chains
McKinsey & Company examines how supply chain leaders must adapt to a continuously changing trade landscape. The guidance highlights that companies need dynamic approaches to manage shifting tariffs, r
Tariff Reality: Building Supply Chain Resilience Beyond Risk
McKinsey examines how companies are responding to the ongoing tariff environment by transitioning from reactive risk management to proactive resilience strategies. The article frames tariffs not merel
Fitch: Port Congestion to Extend Container Shipping Delays into 2022
Fitch has issued a forecast indicating that port congestion will continue to disrupt container shipping operations and prevent the sector from normalizing through 2022. This assessment signals that ca
2026 Tariff and Carrier Changes Could Reshape Supply Chains
The start of 2026 signals a major inflection point for supply chain professionals, with substantial tariff policy changes and carrier capacity or rate adjustments converging simultaneously. This dual
Senghor Logistics Expands Sea Freight Services on China-Australia Route
Senghor Logistics provides sea freight services connecting China and Australia, serving businesses engaged in global trade on this established shipping corridor. The service addresses routine demand f
Port Congestion and High Shipping Rates Expected Through 2023
Industry executives are signaling that elevated port congestion and shipping rates will remain a structural challenge extending into 2023, rather than resolving in the near term. This persistent headw
Tariffs: The Next Chapter - What Supply Chains Need to Know
Bain has released analysis on the evolving tariff landscape, signaling that policy changes continue to reshape global trade dynamics. Supply chain professionals should prepare for ongoing tariff-drive
World Bank Releases 2023 Logistics Performance Index
The World Bank has released its 2023 Logistics Performance Index, a comprehensive benchmarking tool measuring how effectively countries manage the flow of goods across supply chains. This index assess
Global Shipping System Faces Systemic Challenges, Reform Needed
Vox reports that the global shipping system faces fundamental structural problems requiring comprehensive reform. The article frames shipping disruptions not as temporary events but as symptoms of sys
Cooking Oil at Center of U.S.-China Trade War Tensions
Time Magazine explores how cooking oil has become entangled in broader U.S.-China trade tensions. The article suggests that seemingly ordinary commodities like cooking oil can become leverage points i
Supply Chain Disruption 2025: Multiple Risk Factors Converge
A perfect storm of supply chain disruptions is anticipated in 2025, with multiple risk factors converging across global logistics networks. The convergence of these challenges suggests supply chain pr
FIATA Report: Geopolitical Risk Drives Supply Chain Resilience Focus
FIATA's release of the 2026 Market Report during its centenary celebrations in Milan underscores a critical industry shift: supply chains are moving from cost optimization to building resilience again
Trade War Impact Limited: Study Shows Minimal Disruption to Trade Patterns
According to the Peterson Institute for International Economics, Trump's trade war policies produced less disruption to established trade patterns than anticipated. The research suggests that markets
Iran Conflict Could Disrupt Drug and Electronics Supply Chains
A conflict involving Iran poses significant risks to global supply chain continuity, with potential to disrupt shipments of pharmaceuticals, electronics, and other consumer products. The resulting log
Trade Tariffs and Supply Chain Risk: What You Need to Know
Zurich Insurance Group examines the risks that trade tariffs pose to supply chains. Tariffs can increase costs, disrupt sourcing decisions, and force companies to reconsider supplier geography and inv
Trump Tariffs Force Europe to Reassess Global Trade Strategy
A policy review examining Trump's tariff approach and its implications for global trade flows and European decision making. The article explores how tariff policies affect transatlantic trade relation
Trade Uncertainty Becomes New Cost Driver for Global Supply Chains
The UN Trade and Development agency reports that uncertainty surrounding tariffs is now functioning as a cost factor equivalent to actual tariffs themselves, damaging global trade flows and disproport
Red Sea Shipping Disruptions Continue to Ripple Through Supply Chains
Maersk has reported that the Red Sea shipping disruptions are continuing to create cascading effects throughout global supply networks. The maritime challenges affecting this critical trade corridor a
Global Supply Chain Pressures Drive U.S. Inflation: Fed Analysis
The Federal Reserve Bank of San Francisco has analyzed the relationship between global supply chain pressures and U.S. inflation. This research highlights how disruptions in international logistics ne
China Cuts Hundreds of Tariffs in Trade War Shift
China has announced a substantial reduction in tariffs across hundreds of product categories, representing a strategic shift in its approach to trade policy. This move could lower import costs for sup
Trump tariffs widen slump affecting nearly all U.S. exports
Supply chain data indicates that tariff-related headwinds are expanding across nearly all categories of U.S. exports, broadening the scope of trade disruption beyond previously affected sectors. This
Trump's Global Tariff Announcement: What Supply Chain Pros Need
Thomson Reuters reported on Trump's global tariff announcement and its implications for trade professionals. The announcement represents a significant policy shift with potential broad impacts across
Trump Tariffs and Trade Wars: Supply Chain Impact
Discussions surrounding Trump administration tariff policies and potential trade wars represent significant uncertainty for supply chain professionals. These trade policy developments could reshape im
Commercial Shipping Routes: China to Canada Trade Lane
The article highlights commercial shipping availability between China and Canada as a viable trade lane for global supply chains. This positive framing suggests operational continuity on a major trans
25% Auto Tariffs Announced: Supply Chain Impact
The Trump administration has announced a 25% tariff on imported automobiles, escalating trade tensions and creating significant uncertainty for automotive supply chains. This policy will affect vehicl
China Imposes 34% Tariffs on US Goods in Trade War Retaliation
China has announced 34% reciprocal tariffs on imports of US goods as part of ongoing trade tensions. This escalation significantly impacts supply chain professionals managing US-China trade flows, aff
UNCTAD Analyzes Trade Diversion Effects of US Tariffs on China
The UN Trade and Development agency (UNCTAD) has published research examining how US tariffs on Chinese goods create trade diversion effects, redirecting commerce and reshaping global supply chain pat
Port Congestion: Root Causes and Solutions for Shippers
Port congestion represents a significant operational challenge affecting global shipping networks and multiple industry sectors. Freightos examines the underlying causes of port delays, their cascadin
Turnberry System: Paradigm Shift in Global Trade
The article reports on the Turnberry System as a significant development in global trade frameworks. While details are limited, the framing suggests a structural shift in how international commerce ma
US Tariff Strategy: Global Supply Chain Implications
Morgan Lewis examines the US administration's tariff strategy and its global implications for supply chain operations. The analysis addresses how tariff policies affect cross-border trade flows, procu
China Supply Chain Conditions: What Supply Chain Teams Need to Know
The article addresses recent developments affecting China's role in global supply chains. For supply chain professionals relying on Chinese manufacturing and sourcing, understanding these conditions i
Tariff Changes Trigger Major Supply Chain Shifts, Morgan Stanley
Morgan Stanley reports that tariff changes are prompting companies to make significant adjustments to their supply chain strategies. These shifts likely involve sourcing location changes, route optimi
Red Sea Shipping Delays Hit Adidas, Gap, Zara, John Lewis
Leading retailers including Adidas, Gap Inc., Zara, and John Lewis continue to experience shipping delays tied to Red Sea disruptions, a critical trade route connecting Asia to Europe and beyond. The
US-China Trade War: Supply Chain Impact Guide
The BBC provides an overview of the US-China trade war, a prolonged period of trade tensions between two of the world's largest economies. This conflict has significant implications for supply chain p
US-China Trade War Timeline Escalates During Trump's Second Term
Time Magazine has published a timeline tracking the progression of trade tensions between the United States and China during Trump's second term as president. The article chronicles how escalating tar
Building Resilient Global Supply Chains Through Transparency
JD Supra examines how global supply chains are adapting to fragmentation through enhanced resilience, transparency, and ethical sourcing practices. As companies navigate a complex geopolitical and reg
Strait of Hormuz Crisis Threatens Plastics and Food Supply
A crisis in the Strait of Hormuz threatens to create ripple effects across plastics and food supply chains globally. The disruption is expected to benefit China and Russia while creating challenges fo