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Executive Editor : Mark Szakonyi 202.872.1234 , mark . szakonyi @ spglobal . com
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Trade Policy : What a Second Trump Presidency Means for Global Shippers
On demand , Free
President-elect Donald Trump ’ s second act promises to bring with it another set of changes to the tariffs US importers face on their goods sourced abroad . Trump already has warned Mexico and Canada about increased tariffs , while China is certain to be in the crosshairs . Questions about whether these threats are merely negotiating tactics or intentional policy changes intended to bring about changes in trade patterns will persist into the spring , if not longer . Regardless of the direction the tariffs situation goes , importers need to plan for change now . Will the second Trump presidency make importing from Asia less desirable , force sourcing to nations beyond China , or drive a North American manufacturing renaissance ? Will Mexico and Latin America reap the benefits of the new trade focus ? https :// bit . ly / 431jbR4
FEATURED CONTENT
Dave Colman / Shutterstock . com
Asia-Europe carriers dangle contract discounts before shippers : Xeneta
Uncertainty over the timing of shipping ’ s resumption of Red Sea transits is being reflected in Asia-North Europe long-term rate deals , with carriers offering substantial “ discounts ” to shippers agreeing to contracts longer than six months , according to rate benchmarking platform Xeneta . https :// bit . ly / 3ELPQ36
The 2025 Trans-Pacific Shipping Outlook
On demand , Free
The eastbound trans-Pacific rebounded in a big way last year , and although growth is expected to moderate in 2025 , frontloading of spring merchandise ahead of tariffs threatened by President-elect Donald Trump and an early Lunar New Year should keep cargo volumes and spot rates elevated into the first quarter . These threats , along with a possible second strike by the ILA in mid-January , were projected to keep import volumes elevated at least through January . According to a December forecast from the National Retail Federation , US imports will rise 12 % year over year in January , fall 4.1 % in February as factories in Asia close for Lunar New Year , and jump 12.7 % in March , when factories return to full production . Carriers and their customers anticipate that the hostilities in the Red Sea that have steered shipping away from the Suez Canal to the much longer and costlier route around the southern tip of Africa for more than a year will continue for some time , and they have adjusted their supply chains accordingly . https :// bit . ly / 4jnaeYk
RESOURCES
Top 100 Importers and Exporters https :// bit . ly / 3Vbpn4M
Ari Ashe / Journal of Commerce
Stakeholders still in wait-and-see mode on US freight market turn
US intermodal and truckload carriers believe shippers are making a final push for lower contract rates before the market shifts this summer , pointing to signals that the prolonged freight recession may soon end . https :// bit . ly / 415UErx
Managing Editor : Benjamin Meyer 916.716.6272 , benjamin . meyer @ spglobal . com
Managing Editor : Kevin Saville , 212.488.4282 , kevin . saville @ spglobal . com
Senior Editors : William B . Cassidy Trucking and Domestic Transportation 202.872.1228 , bill . cassidy @ spglobal . com
Bill Mongelluzzo , West Coast 562.428.5999 , bill . mongelluzzo @ spglobal . com
Eric Johnson , Technology 213.444.9326 , eric . johnson @ spglobal . com
Janet Nodar , Breakbulk and Heavy Lift 251.408.2090 , janet . nodar @ spglobal . com
Greg Knowler , Europe + 44.797.679.8770 , greg . knowler @ spglobal . com
Ari Ashe , Southeast Ports , Intermodal Rail 202.548.7895 , ari . ashe @ spglobal . com
Michael Angell , Northeast ports , 646.505.4712 , michael . angell @ spglobal . com
Laura Robb , Associate Editor 281.216.0456 , laura . robb @ spglobal . com
Carly Fields , Associate Editor , + 44 ( 0 ) 7966 210030 , carly . fields @ spglobal . com
Senior Research Analyst , Project and Breakbulk Cargo : Susan Oatway , FICS , + 44.7930.411659 susan . oatway @ spglobal . com
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Senior Editor , Special Projects : Alessandra Gregory Barrett , 860.248.5238 , alessandra . barrett @ spglobal . com
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Journal of Commerce ( USPS 279 – 060 ), ISSN 1530-7557 , March 3 , 2025 , Volume 26 , Issue No . 3 . Journal of Commerce is published monthly ( 12 issues a year ) by JOC Group Inc ., 55 Water St ., 39th Floor , New York , N . Y . 10041 . Subscription price : $ 595 a year . Periodicals postage paid at New York , N . Y ., and additional mailing offices . © All rights reserved . No portion of this publication may be copied or reprinted without written permission from the publisher . POSTMASTER : Please send address changes to Journal of Commerce , Subscription Services Department , 55 Water St ., 39th Floor , New York , N . Y . 10041 .
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