May 5, 2025

May 5, 2025 • Vol. 26 • Issue 5 • $ 25.00 • www. joc. com
Walmart • Home Depot • Target • LG Group • Lowe’ s • Amazon • Ashley Furniture • Chiquita Brands International • Dollar Tree • Samsung SDS Fresh Del Monte Produce • Hyundai Motor Company, Mobis • IKEA • Williams-Sonoma • Ross Stores • GE Appliances, a Haier Company • Tesla General Motors • First Solar • Sumitomo Corporation • Newell Brands • Bob’ s Discount Furniture • Rooms to Go • Heineken USA • Dollar General Tractor Supply Company • Daimler Trucks • Electrolux • John Deere • Kohl’ s • Michelin North America • Toyota Tsusho America • Kubota Tractor Company • VF Corp. • Costco Wholesale • Best Buy • At Home • Yokohama Tire • Q Cells • Trina Solar • Continental Tire • Hankook Tire America Goodyear Rubber & Tire • Red Bull • Dole Packaged Foods • Ford Motor Co • Element Electronics • Toyo Tires • BYD • JA Solar • Sailun Tire Americas • • Adidas Group • BSH Hausgeräte • Euromarket Designs • TMALL • Living Spaces Furniture • Southern Glazer’ s Wine & Spirits • Bissell Homecare • Subaru of america • Dollarama L. P. • Cardinal Health • Midea Group • Conair LLC • Mitsubishi Motors • SharkNinja Operating LLC Kumho Tire • Stanley Black & Decker • LKQ Homecare • Keter North America Inc • Goya Foods • Volkswagen Group • Curtis International • Raymour & Flanigan • Yamaha Motor Corporation • Sol Foods • • Dorel Industries • BJ’ s Wholesale Club • Sentury Tire • SanMar • Fiji Water • American Furniture Warehouse • ESWINDOWS • Mattel
Dick’ s Sporting Goods • JOANN • Hewlett-
Packard • QVC • Olam International • New Balance Athletics • The Vita Coco Company
TOP 100
Tireco • ArdoVLM • LollicupStore • Walgreens API Tires • CMPC Maderas • Hyosung Motors • Procter & Gamble • Danone Waters Importers & Exporters EGA America Inc • International Paper Dow Chemical • Koch Industries • DeLong
ExxonMobil Chemical • America Chung Nam Winfibre • Scoular • Archer Daniels Midland • Ravago • • International Forest Products LLC. • Newport CH International • Shintech • WM Recycle America • POET Nutrition • Sims Metal Management • JBS USA • Gavilon / Viterra USA • CellMark Group • The Anderson’ s Inc.• Cargill • Louis Dreyfus Company • Tricon Energy • • Smurfit Westrock • BMW of North America • CHS • Frey Commodities • Olam International • Eastman Chemical Chevron Phillips Chemical • Tyson Foods • Domtar • Walmart • Prairie Creek Grain • Cycle Link • PriceSmart, Inc. • Montachem International EM Solutions Inc. • Rayonier Advanced Materials • Almarai • SA Recycling • Vinmar International LTD • Smithfield Foods • Canusa Hershman Recycling • Celanese • AJC International • Staple Cotton • International Feed • Fresh Del Monte Produce • KaMin • Alco Iron and Metal Daimler Trucks • Valero • Al Dahra ACX Inc • Genesis Resource Enterprises • Ekman Group • U. S. Borax Inc. • Stone Arch Commodities • Vipa Group • NORAG • DuPont • Ascend Performance Materials • Mitsui & Co. • Perdue GE Healthcare • Fornazor International • Haykingdom • Potential Industries • Hawkeye Gold • Costco Wholesale Sappi North America CELANESE • Michelin North America • Procter & Gamble • Khanna Paper • Seaboard
Foods • America Metal Export
Active Minerals International • Gildan Activewear • Pilgrim’ s Pride • Central
National Gottesman • Graphic
Packaging International • Toyota Tsusho America • Bayer CropScience • National Beef • Allan Company • Anheuser Busch InBev • Healthy Green Life • Wheaton Grain Home Depot • Fibre Trade • Caterpillar • Anderson Hay & Grain • Forest Marketing Enterprises • Hayburg • Intervision Foods • Conveyco Technologies • Zen Trading Mountaire Farms • Sysco
AN
UNEASY FEELING
Tariff disruption spreading as US shippers‘ pause’ plans
P 12
FLAT TIRES
Rebounding auto sector caught in tariff crossfire
P 34
DEMAND TEMPERANCE
Fewer drinkers keep lid on wine and spirits imports
P 40
FARM TO TARIFF
Trade climate especially fraught for US ag exporters
P 44