Topics

Reshoring

12 briefings, newest first.

  1. Rates Up, Carriers Down: A Week of Opposite Signals

    Container rates hit a 2026 high while Maersk, Hapag-Lloyd and ZIM post losses, the Trump–Xi summit yields a 200-plane Boeing order, and consumer sentiment sets another record low.

  2. Tariff Pass-Through Finally Shows Up in the Data

    April PPI jumps 1.4%, nearly triple forecasts, as wholesalers pass tariffs through, and the Federal Circuit pauses the ruling that struck down the Section 122 tariff.

  3. Court Strikes Down Section 122 as Consumer Sentiment Hits an All-Time Low

    The Court of International Trade invalidates the 10% Section 122 tariff, surcharges lift container rates 3%, and consumer sentiment falls to 48.2, the lowest since 1952.

  4. Ocean Rates Soften Through a War as Truckload Hits 12-Year Highs

    Q1 GDP misses at +2.0% with hot inflation, the CAPE refund portal posts its first data, Union Pacific refiles its $85 billion merger, and truckload spot rates hit a 12-year high.

  5. Iran Seizes MSC Francesca and Turns Hormuz Into a Trade Weapon

    Iran captures an 11,660-TEU container ship in the war's first containership seizure, turning what carriers treated as an energy disruption into a shipping-lane closure.

  6. Blockade Breaks the Ocean Rate Rally as Consumer Sentiment Hits a Record Low

    A U.S. Navy blockade knocks ocean rates off a six-week peak, consumer sentiment falls to a record low, diesel posts its first decline in 12 weeks, and MODEX puts physical AI into production.

  7. A Fragile U.S.–Iran Ceasefire Moved Markets, Not the Disruption

    Oil drops $20 and stocks surge on the ceasefire, but Hormuz stays largely blocked, Section 232 metals tariffs take effect, and diesel climbs to $5.64.

  8. The Hormuz Blockade Reshapes Every Freight Mode at Once

    Diesel hits $5.38 as the Hormuz crisis enters its fourth week, container rates rise for a third straight week, the Fed raises its inflation outlook, and Amazon overtakes USPS in parcels.

  9. The SCOTUS Tariff Earthquake Reshapes Trade Policy Overnight

    A 10% Section 122 surcharge replaces the struck-down tariffs, ocean rates slide for a seventh week, and Apple announces its first U.S.-built Mac.

  10. Manufacturing Reshoring Accelerates Despite Economic Headwinds

    GE Appliances commits $640 million to U.S. production, the Canada Post strike ends, and AI-driven workforce cuts accelerate heading into peak season.

  11. Tariff Paradox Week: China Retaliation Meets Record Investment

    China's rare earth controls trigger a threatened 100% U.S. tariff, container rates hit two-year lows, and factory investment keeps setting records despite a contracting PMI.

  12. Amazon Accelerates Away From Walmart in Growth Battle

    Amazon's growth pulls away from Walmart, early tariff front-loading leaves retailers with inventory whiplash, and ports settle into a post-peak slowdown.