Trump Effect

From the promise of deregulation to the threat of trade wars with China, Mexico, and others, the election of Donald J. Trump to the presidency has injected unprecedented levels of uncertainty into the shipping and transportation industries. This page is home to the latest JOC.com news, analysis, and insight into how the Trump era will reshape shipping.

Special Coverage

In 2018, US importers and exporters will be greeted by the strongest international and domestic demand conditions in at least a half-decade. Still, uncertainty regarding tariffs and a tight US trucking market are obstacles that could dampen what many expect to be an impressive year for global trade.

News & Analysis

Chassis stack in the United States.
15 Aug 2018
Backers of protectionist policies and home-source manufacturing have set their sights on the chassis, and if they get their way the net-effect would hurt shippers and trade in the United States.
Home construction in Texas, United States.
11 Aug 2018
Backers of tariffs always promise positive results for the domestic economy. But tariffs were tried by the United States and many other nations in the early stages of the Great Depression in the 1930s. Now how did that work out?
A container ship at sea.
24 Jul 2018
Despite strong demand, the Hong Kong-based firm said Friday that increases in material costs, particularly corten steel, accounted for a marginal interim net loss for the first half of 2018, compared with a $16.6 million profit for the same period in 2017.
17 Jul 2018
US tariffs on Chinese imports are threatening to not only increase costs for shippers, but also force them to pay more for the equipment they use.
The Port of Los Angeles.
12 Jul 2018
Although the impact would be significant elsewhere, one port complex in the United States has the most to lose — and in a big way — by a protracted, major trade war between the world's two largest economies.
Antwerp port.
12 Jul 2018
After a mixed performance in 2017, Europe’s top breakbulk ports face a complicated 2018, despite above-trend European GDP growth, due to the threat posed by tariffs and the reinstatement of sanctions against Iran.

Commentary

Beyond the headlines, the tariffs are making structural changes to the US economy that will impact consumer and export demand for the coming years.

More Commentary