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

Port of Oakland.
16 Nov 2018
The administration Thursday announced the appointment of Daniel Maffei, whose five-year term expired in June, and Louis Sola, who has served on the Florida Board of Pilot Commissioners, and is president and founder of Evermarine, a major yacht dealer, for Federal Maritime Commission positions.
09 Nov 2018
Some are predicting a continuation of peak season-like conditions — marked by record high spot rates and space restrictions — not just through the end of the year but continuing until the Chinese New Year holiday beginning in early February.
Trucks travel on a US road.
25 Oct 2018
Sequential volume gains may have slowed, but year-over-year shipment increases are still substantial for two of the largest US trucking companies.
A container ship bunkering / receiving fuel.
24 Oct 2018
As a compromise to the failed experience building proposal, the IMO agreed to boost efforts to lessen the mandate’s impact on the market.
MSC container ship bunkering.
22 Oct 2018
The likelihood of significantly increased fuel costs has carriers girding themselves for an existential moment — one where the consequence of a failure to recoup the additional costs could be severe.
Containers in Shanghai, China.
22 Oct 2018
The Trump administration itself is split on the effectiveness of the tariffs, and, unlike Congress, the president “cares less about data,” so businesses should go directly to Congress with their concerns, the trade executive said.

Commentary

While a lot of well-deserved attention is being paid to the steel, aluminum and China tariffs, and the new US-Mexico-Canada Agreement, change is afoot in many other ways. 

More Commentary