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Think Tank
Global Trade & Economics: Page 68
U.S. Ends LNG Ship Penalty, Sets Tariffs in Escalating Feud With China
American LNG companies warned that existing shipbuilding capacity in the U.S. is not equipped to churn out specialized LNG tankers, which are mainly built in South Korea and Japan.
Report: Effects of Tariff Turmoil Already Visible at Stores
While most tariff analysis has explored the macroeconomic consequences, the day-to-day impact inside retail stores has been harder to quantify. So GregOrange surveyed 500 retail store managers.
China Targets Qualcomm, Ships as Xi and Trump Seek Leverage
Beijing’s Transport Ministry announced it will begin collecting fees on vessels owned by U.S. companies and individuals, as well as those built in America, starting October 14.
Ford Delays Lithium Supply Deal as EV Struggles Continue
The overhaul comes as U.S. automakers face a bleaker outlook stemming from President Donald Trump’s push to cut sales incentives and roll back emissions standards.
Watch: How Tariffs Are Reshaping Semiconductor Supply Chains
Matt Lekstutis, consulting director for North America with Efficio Consulting, details the near- and long-term effects of the Trump tariffs on the semiconductor industry.
U.S. Logistics Sector Growth Slows as Freight Demand Eases
A slowdown in logistics activity suggests that a post-summer rebound in freight and warehousing has begun to taper off, as companies recalibrate inventories and brace for a softer peak season.
China Imposes New Export Controls on Rare Earths
Under the new restrictions, foreign companies now need the Chinese government's approval to export products with even small amounts of rare earths, and must explain their intended use.
Trump's $100K H-1B Visa Fee Puts U.S. Innovation Engine to the Test
The new fee could trigger an offshoring of high-skilled roles, deepen talent shortages in STEM and healthcare, and hand a competitive edge to rivals nations across the globe.
EU Boosts Steel Protections With 50% Levy to Aid Industry
The EU is trying to convince the U.S. to lower its rate for EU steel, and jointly target China instead.
Aston Martin Hit by U.S. Tariffs, Weak Sales in Renewed Setback
Aston Martin now expects sales to fall by a mid- to high-single-digit percentage this year, weighed down by weakness in North America and Asia.
WTO: Global Trade Expected to Stall in 2026 as Tariffs Set In
The WTO cut its growth projection for 2026 from 1.8% to 0.5%, predicting that "higher tariffs over time will weigh on trade."
Trump Says U.S. Tariffs on Heavy Truck Imports to Begin Nov. 1
The duties threaten an industry already feeling impacts from tariffs on steel and aluminum as well as tighter environmental regulations
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