Supply Chain Edge: Trade rivalries escalate, fraudulent flags flown, Valentine’s tariffs dodged — Panjiva
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Supply Chain Edge: Trade rivalries escalate, fraudulent flags flown, Valentine’s tariffs dodged

Ags - Grains/Beans 309 Canada 517 China 3018 Cons. Discr. - Apparel 517 Cons. Discr. - Autos 1219 Cons. Discr. - Durables 547 Cons. Discr. - Retailing 494 Consumer Staples 785 Corp - Shipping 1006 France 162 India 538 Industrials - Capital Goods 611 Info Tech - Tech Hardware 839 Materials - Chemicals 261 Materials - Metals/Mining 777 Mexico 909 Mode - Bulk 139 Mode - Containerized 1504 Mode - Seaborne 1831 Mode - Tanker 184 Sanctions 169 Tariffs 1836 U.S. 5366

– US President Donald Trump’s third week started with delayed tariffs on imports from Mexico and Canada after an agreement on drug enforcement and the implementation of tariffs on mainland China, which quickly responded with its own tariffs and the use of the Unreliable Entities List.
– In new logistics sector research this week, we investigate the use of fraudulent flagging resulting from shipping sanctions. We also dive into the Trump administration’s bar on de minimis shipments from mainland China and the potential risks to the shipping of brandy.
– Mainland China has exte...

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