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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

Caterpillar machinery.
23 May 2018
With the regional, synchronized global expansion largely intact, rising demand points to a strong year for global trade; however, global politics threaten to soften demand for exports of US heavy machinery.
Apples being prepared for shipment.
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.
The Port of Los Angeles.
16 May 2018
Beneficial cargo owners will enjoy lower ocean freight rates in their 2018-2019 service contracts, but the total all-in charge for ocean, truck, and bunker fuel costs will be higher than last year.
09 May 2018
China is increasing pressure on US exporters, creating costly delays. 
09 May 2018
Retailers are rushing to import merchandise from China before potential Trump Administration tariffs kick in.
Port of Los Angeles.
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.

Commentary

In the initial year and a half, the Trump administration’s trade policy has been characterized by protectionism, policy reversals, inconsistencies, and a seeming willingness to enact policies without the full consideration of all companies/stakeholders in the sector. And that’s all the more reason for businesses to deploy a pro-active dialogue strategy with Washington.

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