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Think Tank
Global Trade & Economics: Page 47
'K-Shaped' Spending Gap Widens for U.S. Consumers
Higher-income households continued to see their purchasing power climb, even as middle- and lower-income consumers have remained far more cautious.
Trump Immigration Policy ‘Wreaking Havoc’ on U.S. Food Production, Say Former Agriculture Leaders
A letter to the House and Senate Agriculture Committees warns of a "widespread collapse of American agriculture and our rural communities.”
U.S. Cattle Herds Fall to Lowest Levels Since 1951
U.S. herds are also down roughly 0.6% from July 2025, as cattle ranchers have struggled with drought conditions, higher prices for grain and feed, and climbing interest rates.
U.K. Navy Says Ship Hailed by Armed Small Vessels in Hormuz
The incident occurred in a part of the inbound maritime corridor into the strait and was reported on the morning of February 3.
Survey: Supply Chain Leaders Bet on AI in 2026 as Disruptions Accelerate
Roughly 85% of executives are planning to increase their spending on AI in 2026, with one in five expecting their AI spend to rise by 20% or more.
U.S. and India Reach Deal to Cut Tariffs
Trump also spoke of an agreement to have India increase its spending on American exports, including $500 billion worth of U.S. energy, technology, agriculture and more.
U.S. Unveils Plans for $12B Rare Earth Mineral Strategic Reserve
"Project Vault" will get its initial $10 billion in funding in the form of a loan from the U.S. Export-Import Bank, in addition to $1.67 billion from private capital.
U.S. Container Growth Vanishes with World Trade Flows ‘Moving On’
Inbound volumes in December dropped 6.4% from a year earlier to 1.9 million 20-foot container units, after a 5.7% slide the previous month.
How Logistics Pros Should Prepare to Build Ocean Stability
2026 will reward disciplined shippers, as well as adaptive third-party logistics providers and carriers prepared for prolonged margin pressure.
How New Tariff Rules and Customs Fees Are Rewriting Cross-Border E-Commerce Costs
Tariffs and customs regulations are shifting faster than the industry can standardize responses, and the impact goes well beyond a single shipping process.
Adding Intelligence to Global Supply Chains to Overcome Tariff Turbulence
Organizations have an opportunity to use volatility to their advantage and thrive in the resulting uncertainty.
Trust: The Catalyst for Supply Chain Excellence and Risk Mitigation
A deliverable from the deep-dive Department of Defense project will be a free, online Supply Chain Relationship Trust Assessment Tool.
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