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Rare Earths

3 briefings, newest first.

  1. Container Rates Surge as Carrier Discipline Returns

    Carriers' capacity discipline sends container rates higher, Walmart takes its AI playbook global, and reshoring momentum stalls on policy uncertainty.

  2. Trade War De-Escalation Creates One-Year Planning Window

    The U.S.–China truce opens a one-year planning window, container rates end a 17-week slide, and reshoring commitments pass $1.5 trillion.

  3. Supply Chain Tensions Escalate as the Trade Deadline Looms

    China pushes back on the 100% tariff threat ahead of the November 10 truce deadline, container rates end a 17-week slide, and Walmart and Symbotic commit $520 million to automation.