SUPPLY CHAINS
Hopes that ocean rates would retreat to pre-pandemic levels are no longer even considered. Even 2023 levels look unachievable – at least in early 2025. Right now, the focus for shippers is trying to estimate how much higher freight rates could go.
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Sourcing & SUpply Chains
The Supreme Court struck down reciprocal tariffs, but refund eligibility
Bangladesh apparel exports have achieved what many thought was impossible
The deal that gives India a level playing field could
Tariff relief improves competitiveness, but political and market risks cloud
The big issue remains rebalancing supply chains to reduce risk
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