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 308 Canada 515 China 3014 Cons. Discr. - Apparel 515 Cons. Discr. - Autos 1216 Cons. Discr. - Durables 545 Cons. Discr. - Retailing 494 Consumer Staples 783 Corp - Shipping 1004 France 161 India 537 Industrials - Capital Goods 609 Info Tech - Tech Hardware 836 Materials - Chemicals 260 Materials - Metals/Mining 777 Mexico 906 Mode - Bulk 139 Mode - Containerized 1501 Mode - Seaborne 1829 Mode - Tanker 184 Sanctions 169 Tariffs 1832 U.S. 5362

– 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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