China’s growth trajectory has weakened as two powerful forces converge: an intensified tariff campaign from the United States and the ongoing drag from a troubled property market. Together, these factors are reducing domestic consumption, slowing investment, and altering patterns of global trade, with real consequences for shipping volumes, routing decisions, and inventory strategies worldwide. For supply-chain and logistics leaders, the shift is practical, not theoretical. … Read More
Another Tariff Expansion: Foreign Duties May Prompt U.S. Tariffs
On September 6, 2025, the White House issued an Executive Order modifying the scope of reciprocal tariffs and establishing new procedures for implementing trade and security agreements. For supply chain leaders in industries like e-commerce, automotive, pharmaceuticals, and CPG, this marks another important shift in the trade landscape. Understanding these changes, and how to adjust your logistics strategy, will be critical to minimizing risk and … Read More
U.S.–China Trade War Heats Up: Tariffs Target Tech and Electronics
The U.S.–China trade relationship is once again in the global spotlight as tensions escalate through a new wave of tariff actions and investigations. While both countries remain locked in a retaliatory tariff cycle, recent developments indicate that the U.S. is expanding its trade enforcement strategy beyond broad-based tariffs, targeting strategic industries like semiconductors, pharmaceuticals, and critical minerals. Spotlight on Semiconductors: The Centerpiece of a New … Read More