Logistics Pulse

President Donald Trump began his second term at the White House and has already introduced bold new policies. We explore Trump's America-first executive order focused on trade and whether he implemented tariffs on Canada, Mexico, China and other economies as promised on the campaign trail.

We explain how tariffs work, when Trump's tariffs could go into effect, what the rates might be and how companies can adjust their supply chains and operations based on how his tariffs worked in his first term.

We also dig into Trump's infrastructure policies and how his announced plans might differ from the 2021 Infrastructure Investment and Jobs Act.

Finally, we share tactical advice on how companies can adjust their supply chain and logistics strategy to weather the significant changes in Trump's second term.

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Losses from cargo theft total $455 million in the U.S. alone, and it impacts more than the carriers, shippers and receivers receiving freight. We investigate the most-targeted shippers and freight, the tactics thieves and criminals use when targeting freight to steal, and why cargo theft may be partly to blame for the stubborn inflation and rising grocery and retail prices.

We share some of the best ways to fight fraud and cargo theft, including how to vet carriers and technology providers and how tech can stop some incidents before they happen. We also explain everything you want to know about how cargo theft insurance works, including the cost of coverage, the claims process and how fast you can get repaid.

Finally, we examine how logistics professionals secure the supply chain, including which technologies and strategies they use so you can implement them, too.

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https://www.foxbusiness.com/economy/cargo-theft-us-canada-soars-record-2024

https://landline.media/cargo-theft-loss-reaches-nearly-half-a-billion-in-2024/

https://www.freightwaves.com/news/strategic-cargo-theft-costing-carriers-brokers-millions-in-freight-in-q1

In less than three weeks in office, President Donald Trump has threatened to impose tariffs on imported goods from Colombia, Canada, Mexico, China, the European Union, South Korea and other countries and economies. We explore the start-and-stop nature of Trump's tariffs and the ultimate goals behind his announcements.

We examine the impacts of Trump's trade policies on local economies and various industries, even as he never implemented some of his promised tariffs. We dig into how some businesses have responded and what we can learn from their revamped supply-chain strategies, including the new routes some shipments now take to the U.S., what technology they use and if they're creating commodities and jobs closer to home.

Finally, we examine the $54-billion "de minimis" trade loophole and how some companies used it to avoid tariffs and duties—no matter where the products came from. We also look into what happens now that Trump has closed the loophole and why it might severely impact some companies' business models, especially in e-commerce and direct-to-consumer industries.

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https://www.mothership.com/newsroom/trump-tariffs-canada-mexico-china-trade-strategy

In a joint session of Congress this week, President Donald Trump shared his economic policy, including the increasing use of tariffs. On the same day, the U.S. imposed 25% tariffs on imports from Canada and Mexico and an additional 10% tax on China. We look at how Trump's tariffs have already started to change the North American supply chain.

We also break down how the trucking and freight industries in the U.S. and Canada responded to and reacted to the Canadian Trucking Alliance and American Trucking Associations' position that the logistics industry would be disproportionately impacted. We also explore why some truckers might want more tariffs and what this means for the economy and consumers' finances.

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https://www.trucknews.com/supply-chain/trucking-groups-speak-out-against-trump-imposed-tariffs/1003194561/

Global trade patterns and geopolitical norms are changing faster than ever. Mexico recently beat out China as the top trading partner for goods to the U.S. We look into how Mexico overtook China in trade, how politics has impacted businesses around the world andwhat shippers, carriers and others in the logistics industry should know to take advantage of new opportunities.

We also explain exactlyhow businesses have future-proofed their businesses in response to the quick and frequent changes in world trade and politics. We dig intohow nearshoring in Mexico really works, whether it can work long-term and why companies outside of China, Mexico and the U.S. are searching for new suppliers and trade partners to protect their bottom lines.

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https://www.mckinsey.com/mgi/our-research/geopolitics-and-the-geometry-of-global-trade-2025-update