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 318 Canada 529 China 3048 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Consumer Staples 805 Corp - Shipping 1026 France 167 India 551 Industrials - Capital Goods 620 Info Tech - Tech Hardware 862 Materials - Chemicals 273 Materials - Metals/Mining 792 Mexico 928 Mode - Bulk 139 Mode - Containerized 1524 Mode - Seaborne 1845 Mode - Tanker 187 Sanctions 170 Tariffs 1866 U.S. 5399

– 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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