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Think Tank
Global Trade & Economics: Page 96
Watch: The State of Air Freight
Among the major challenges, Hassan says, is a tightening of capacity, due in part to delays in the delivery of new aircraft, especially freighters.
Temu, Shein Hit U.S. Shoppers with Sweeping Price Hikes
Starting on May 2, de minimis shipments from China will be subject to either a 120% tariff or a flat $100 fee per postal item, with the flat fee increasing to $200 on June 1.
Impending Crisis Looms Over U.S. Ports
Port of Los Angeles executive director Gene Seroka said "essentially shipments out of China for major retailers and manufacturers have ceased."
Trump Demands Free U.S. Transit Through Suez, Panama Canals
The Panamanian president, Jose Raul Mulino, said that toll fees were regulated by the Panama Canal Authority (ACP), an autonomous governing body that oversees the trade route.
Apple to Shift iPhone Manufacturing to India
According to the FT, Apple plans to source from
India
the more than 60 million iPhones sold in the U.S. annually by the end of 2026.
U.S. Consumer Sentiment Slides While Inflation Expectations Jump
In addition to stoking fears of higher inflation, the Trump administration’s trade policies are elevating anxiety about the economy and labor market.
U.S. Spirits Industry Wary of Tariff Time Bomb
The Trump administration's trade policies threaten to upend a U.S. spirits industry that lost more than $100 million worth of exports to EU tariffs between 2018 and 2021.
Chinese Manufacturers Use TikTok as Latest Front in U.S. Trade War
Experts have raised red flags over the veracity of the accounts and the products they're selling, noting that factories are contractually banned from selling directly to consumers.
A Dozen States File Lawsuit Seeking to Block Trump Tariffs
States assert that the White House's strategy to enact tariffs through social media posts and executive orders amounts to "a national trade policy that now hinges on the President's whims."
Trump Targets Chinese Cranes, Risking Added Burden for U.S. Ports
While fees may not immediately impact operators because cranes can last about 20 years, there's little choice for places to buy ship-to-shore cranes elsewhere.
Bessent Signals U.S. Wants to Deescalate Trade War with China
The U.S. Treasury Secretary said the third quarter of this year is a “reasonable estimate” for achieving clarity on the ultimate level of Donald Trump’s tariffs.
U.S. Set to Finalize Tariffs on Solar Panels from Southeast Asia
Panels coming from Cambodia — where producers refused to cooperate with a U.S. probe into unfair subsidies from China — would be subject to the highest duties at 3,500%.
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