The New Power Hubs
The New Power Hubs In a bold call to arms, BlackRock Chairman Larry Fink declared ports to be as vital to future infrastructure as power grids and data centers. With governments strapped for cash, Fink argues private capital will be the backbone of a coming $68 trillion infrastructure surge—$2 trillion of that earmarked for ports. […]
Asia-Pacific Freight Surge
Asia-Pacific Freight Surge The Asia-Pacific logistics market is on a tear, projected to soar from $4.56 trillion in 2024 to $8.28 trillion by 2034. This explosive growth, fueled by e-commerce, digital tech, and robust infrastructure investment, is reshaping supply chains across the region. China’s digital-first logistics ecosystem leads the charge, while Southeast Asia sees a […]
Tariff Planning is Taking its Toll
Tariff Planning is Taking its Toll The ever-changing landscape of U.S. trade policy is wreaking havoc on logistics planning. A 25% tariff threat on all imports from Mexico and Canada initially shook the industry before a last-minute suspension eased the burden on key sectors like automotive and electronics. However, uncertainty lingers, with $1 billion worth […]
CMA CGM’s $20B US Expansion
CMA CGM’s $20B US Expansion CMA CGM is doubling down on U.S. logistics with a massive $20 billion investment aimed at expanding maritime, warehousing, and air cargo operations. Over the next four years, the shipping giant will triple its U.S.-flagged vessels to 30, enhance port connectivity in key hubs like New York, Los Angeles, and […]
Trump Tariff War Waived For Now
Trump Tariff War: Waived. For Now The White House has announced a temporary halt on tariffs for all USMCA-compliant goods from Mexico and Canada, extending a previous pause on automotive imports. President Trump framed the decision as an acknowledgment of the interconnected North American supply chain, particularly in the automotive sector. The move follows a […]
In the Trenches of Trumps Trade War
In the Trenches of Trump’s Trade War Trump’s trade war is back in full force, with 25% tariffs on Canadian and Mexican imports now in effect. Canada responded with retaliatory duties on $155 billion in U.S. goods, while Mexico is preparing its own countermeasures. China, already facing increased tariffs, has hit back with new duties […]
Time for a Supply Chain Overhaul?
Time for a Supply Chain Overhaul? Honda is bracing for a potential $20 billion impact if U.S. tariffs disrupt North American vehicle production. To mitigate risks, the automaker is considering shifting manufacturing from Mexico and Canada to the U.S. While Honda already sources about 60% of its parts domestically, further adjustments could be necessary to […]
Arctic Blast’s Chilling Effects
Arctic Blast Has Chilling Effects An Arctic blast linked to the polar vortex is driving record-breaking cold from the Northern Plains down to the Gulf Coast, with wind chills as low as -60°F. Extreme cold warnings stretch from the Canadian border to Texas, with major freight hubs like Minneapolis, Chicago, and Dallas facing frigid conditions. […]
Retail Expansion: The Next Frontier
Retail Expansion: The Next Frontier Retailers looking for sustainable growth are setting their sights on emerging markets, with Latin America and the Persian Gulf leading the charge. The UAE and Saudi Arabia offer lucrative opportunities thanks to high disposable incomes and pro-business policies, while LATAM’s e-commerce sector is expanding at a rapid pace. However, businesses […]
Diesel Prices Hold Amid Tariff Drama
Diesel Prices Hold Amid Tariff Drama Diesel prices made a barely noticeable move this week, rising just 0.1 cents to $3.66 per gallon, while the futures market was anything but calm. The prospect of a 10% tariff on Canadian crude sent ultra-low sulfur diesel (ULSD) futures soaring more than 6 cents before settling at $2.4631 […]
