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U.S. Extends China Tariff Truce to Mid-November, Averting Steep Hikes; Pause on U.S. Reciprocal Tariffs Ends, Retailers Cut Import Forecast Through 2025, Small Carriers Return to Red Sea Transits
Stay up to date on global trade, shipping, logistics, and supply chain trends in our Supply Chain Roundup for the week of 8/11/25.
Freight Market Update – August 2025
The Transpacific shipping market remains soft, with spot rates down 3.3% and no peak season in sight. New U.S. tariffs, tropical storm delays in China, and slowing bookings are shaping the months ahead. Capacity utilization has dropped to its lowest since April, while a brief September surge is possible before China’s Golden Week shutdowns.
New 25% Tariff on India for Russian Oil Imports – Duty Drawback Still Eligible
President Trump has imposed a new 25% IEEPA Russian Oil tariff on all goods from India effective August 27, 2025, with duty drawback still available for eligible re-exports and destroyed goods.
CBP Issues Guidance for New Reciprocal Tariffs Effective August 7
CBP has issued detailed guidance on the implementation of reciprocal tariffs under the Executive Order signed July 31.
Reciprocal Tariff Pause Ends This Week, US Importers Struggle to Pay Increased CBP Bonds, Full Truckload and LTL Respond to Soft Demand
Stay up to date on global trade, shipping, logistics, and supply chain trends in our Supply Chain Roundup for the week of 8/4/25.
U.S. Executive Order Expands Reciprocal Tariffs and Raises Rate on Canada
White House Issues Executive Order to Implement New Reciprocal Tariff Structure On July 31, 2025, President Trump signed a new Executive Order that significantly expands the U.S. reciprocal tariff framework. The action imposes revised or increased ad valorem duties on...
August 2025 Trade Policy Updates – India, Brazil, and De Minimis Reform
U.S. Introduces New Tariffs and Global Policy Changes Affecting Importers In a series of trade announcements made in late July 2025, the U.S. government introduced new tariffs and regulatory changes with implications for global supply chains and U.S. importers. The...
Trans-Pacific Air Cargo Down, Shippers Choose Ocean Ahead of Tariffs, US Sets 15% Tariff for EU, US Truckload Rates Suffer While LTL Profitable
Stay up to date on global trade, shipping, logistics, and supply chain trends in our Supply Chain Roundup for the week of 7/28/25.
U.S. and European Union Announce Framework Trade Deal
On July 27, 2025, the United States and the European Union announced a new trade agreement aimed at redefining tariff structures and deepening investment ties. The framework is designed to avoid steeper trade barriers while formalizing significant transatlantic...
Major U.S. Trade Policy Developments with Japan and Indonesia Signal Opportunities for Exporters
Two significant developments in U.S. trade policy emerged on July 22, 2025, with the announcement of a finalized trade deal with Japan and a new framework agreement with Indonesia. Both initiatives reflect a broader strategy to strengthen bilateral economic ties and...
As Return of US Reciprocal Tariffs Near, Carriers Cut Trans-Pac Capacity, Environmental Impact of Red Sea Diversions Revealed
Stay up to date on global trade, shipping, logistics, and supply chain trends in our Supply Chain Roundup for the week of 7/14/25.
Trump Announces 30% Tariff for Imports from Mexico, 35% for Canada, Retailers Rush to Beat Aug. 1 Deadline, Intermodal Rail Volumes Up in ’25, Plus More Supply Chain News
Stay up to date on global trade, shipping, logistics, and supply chain trends in our Supply Chain Roundup for the week of 7/14/25.