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Think Tank
Global Trade & Economics: Page 91
Top Japan Shipper Sees Orders Recover as Trade Tensions Ease
With regard to shipping autos, which have faced a 25% U.S. tariff since April 3, Soga said bookings “have not dropped at all.”
Trump Tariffs Face Uncertain Future as Court Battle Continues
The U.S. Court of Appeals for the Federal Circuit temporarily restored Trump's ability to enact tariffs using emergency powers while the case plays out.
Best Buy Slashes Guidance for 2026 as Tariffs Take Toll
Best Buy now expects to see $41.1-$41.9 billion in revenue for the 2026 fiscal year, compared to the $41.4-42.2 billion range it had previously projected.
Boeing Set to Resume Deliveries to China
Pending FAA approval, Boeing also hopes to soon increase production of its 737 Max to 42 planes per month, with a goal to produce 47 per month by the end of the year.
Trump Trade War Deals Q1 Blow to Temu Owner PDD
PDD's revenue for Q1 came in at 95.7 billion yuan ($13.3 billion), falling short of the 101.6 billion yuan projection from analysts earlier in the year.
Canadian Aluminum Trader Blames Its Bankruptcy on Trade War
Sinobec is one of the first companies to directly blame Trump’s trade war for contributing to its bankruptcy.
Watch: Supply Chains in the Eye of the Geopolitical Storm
How should supply chains be navigating the challenges presented by rising geopolitical tensions? Nick Banich, partner and chief revenue officer, U.S.A. and Canada with Miebach Consulting, offers advice.
Shipping Bottlenecks in Europe Send a Warning to U.S., Asia
U.S. tariffs — combined with sudden threats and truces — make it difficult for importers and exporters to calibrate their orders, causing unseasonal swings in demand.
Nike to Raise Prices, Citing ‘Seasonal Planning’
Nike did not mention U.S President Donald Trump's tariffs policies that have upended global trade.
Houthis Declare Maritime Blockade on Israel’s Haifa Port
Earlier this year, the Houthis agreed to halt attacks on U.S.-flagged vessels, but vessels flagged under U.S. allies or shipping to Israeli ports have remained vulnerable.
CATL's $2 Billion German Plant Boosts China’s Invest-Abroad Bet
Chinese companies are discovering some downsides to the build-abroad strategy, including more labor-management tensions than are typical in China.
India Plans to Spend $10B on Homebuilt Oil Tanker Fleet
The plan’s first phase involves purchasing 79 ships, 30 of which would be medium-range vessels.
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