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News and analysis of trade policy such as free trade agreements and changes to tariff regimes around the world.
News & Analysis
15 Jun 2018
China Merchants’ purchase of a stake in the Port of Newcastle, Australia’s largest east coast port, would be its first in Oceania. However, the dealoccurs at a time of increased political and trade tension between the strong-performing Asian economies.
14 Jun 2018
With manufacturing sectors in both nations in a strong uptrend, and China’s middle class expanding while US consumer spending is recovering after a long hiatus, only a full-bore trade war could deflect accelerating container trade between the two economic giants.
31 May 2018
Starting Friday, China Customs will require manifest submissions 24 hours prior to loading, or risk missing the intended sailing. One supply chain director called the order nothing new, but another called it a non-tariff barrier deployed mainly against the United States, but also Europe.
21 May 2018
The European Union and India announced their retaliation for US tariffs on steel and aluminum as the Trump Administration sent contradictory signals regarding its stance on tariffs and China.
08 May 2018
Cost pressures and consumer preferences can change vehicle demand in a hurry. However, there’s another variable that can change it — and harm it — even faster.
10 Apr 2018
Breakbulk carriers and shippers hope the threatened US steel tariffs are merely a negotiating tactic, but if they prove to be more than that an incipient US-China trade war would occur just as the industry appears to be on the verge of a recovery from a long slump.
05 Apr 2018
Neither country has listed a deadline for tariff implementation, hence the situation remains dynamic and fluid. However, key analysts are formulating worst-case scenarios.
03 Apr 2018
Steel and aluminum are important cargoes at US ports on the Gulf, East, and West coasts and the Great Lakes.
23 Mar 2018
China’s planned tariffs will initially affect US containerized exports, but an escalation could produce a wider impact.
15 Mar 2018
The bulk of regional economic fundamentals indicate a strong year is ahead for container trade, GDP growth, earnings growth, and job creation — with all of the positives that implies for lateral sectors and society.
14 Mar 2018
The accelerated growth in intra-regional trade volumes as a result of the agreement is expected to provide a further boost to intra-Asia container trades already on an upward trend as Asia-based manufacturing increasingly serves Asian consumers.
06 Mar 2018
US exports are on a growth track, but export expansion could be derailed or slowed if the United States enters a trade war.
02 Mar 2018
The ports are concerned that tariffs will lower steel and aluminum imports and invite retaliation that will undermine exports of US products.
01 Mar 2018
Economists say the eastward drift in Mexico’s volume is partly due to the expanded Panama Canal opening, enabling ships of up to 14,000 TEU to traverse the waterway, but also due to the improved economic situation in Europe.
19 Feb 2018
To cite the late, great writer Mark Twain, the reports of the North American Free Trade Agreement’s death are greatly exaggerated. Shippers and transportation providers looking past the noise of mainstream reporting see reason for optimism in 2018 for the world's largest trilateral trade pact.
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