Logistics Briefing

2 weeks ago | ti-insight.com | John Manners-Bell

The shock which has convulsed global financial markets, the media, politicians and the business community would suggest that President Trump’s tariffs came, as the saying goes, like a bolt from the blue. In fact, the crisis has been decades in the making and can be traced back through the Great Recession of 2008 to China’s accession to the World Trade Organisation – and even beyond.

3 weeks ago | ti-insight.com | John Manners-Bell

An attempt to re-build the global trading system was always going to result in unprecedented levels of disruption. Unravelling decades of deeply integrated global supply chains cannot be accomplished overnight, but that is exactly what President Trump is trying to achieve. On April 2, he announced his plans for the additional tariffs which will be imposed on imports to the USA sending shockwaves through global stock markets and prompting an outcry from foreign politicians.

3 weeks ago | ti-insight.com | John Manners-Bell

Today is so-called ‘Liberation Day’, when President Trump looks set to impose 25% tariffs on imports from a range of countries. In response, some commentators have predicted an economic catastrophe, whilst others believe that tariffs will create nothing more than economic headwinds. In this article I try to differentiate between those countries and sectors most at risk and those which will be less affected.

3 weeks ago | ti-insight.com | Charlotte Goldstone

“Stricter Customs regulations” from the EU’s ICS2 will see “stricter enforcement”, Hapag-Lloyd has warned, and European forwarders “have encountered significant challenges”. From tomorrow, 1 April, the EU is ramping-up its Import Control System 2 (ICS2) – an advance cargo information system designed to improve supply chain security – on requirements for all non-EU imports.

4 weeks ago | ti-insight.com | John Manners-Bell

Talk of a potential ‘grand bargain’ between the US and China has prompted ever more speculation over the future of global commerce, finance and the institutions which have been the centre of international economic order since the end of the Second World War. But how likely is it that a bilateral agreement between Presidents Trump and Xi will replace or marginalise the multilateral rules-based system?