Risk
Can Trump's Tariffs Reverse Decades of Manufacturing Decline?
President Donald Trump has promoted tariffs as a tool to spur U.S. manufacturing investment and job creation. While major firms like Hyundai and TSMC have announced large investments, economists and industry experts express skepticism about broader impacts, citing policy uncertainty and structural factors that have reduced manufacturing's share of GDP over decades.
2025年物流风险展望：关税与劳工纠纷成焦点
2025年，物流行业将面临关税上调、劳工纠纷、运力紧张等多重挑战。本文综合多位专家观点，分析海运、铁路、空运、卡车及包裹配送等各运输模式的风险与应对策略。
Trump's Tariff Pledge: How Companies Are Bracing for a New Trade Landscape
President-elect Donald Trump has pledged to enact 25% tariffs on Mexico and Canada and an additional 10% on Chinese goods on his first day in office. As businesses await concrete federal action, they are frontloading inventory, exploring alternative sourcing, improving supply chain visibility, and considering domestic production. Experts caution that these measures carry trade-offs and require careful scenario planning.
McDonald's E. coli Outbreak: Key Takeaways for Restaurants and Suppliers
In late October, McDonald's faced its first E. coli outbreak in over 40 years, pulling Quarter Pounders from menus after at least 90 people fell ill and one died. The source was traced to slivered onions from Taylor Farms. This article examines the outbreak's implications, drawing on expert commentary to highlight supply chain integration, regulatory trends, insurance strategies, and communication lessons for the foodservice industry.
East and Gulf Coast Port Strike Preparedness: A Shipper's Operational Guide
As the International Longshoremen's Association (ILA) and United States Maritime Alliance (USMX) approach their Sept. 30 contract deadline, the threat of an Oct. 1 strike at East and Gulf Coast ports is intensifying. This guide consolidates expert advice on contingency planning, alternative gateways, airfreight viability, cargo-specific vulnerabilities, and the narrowing window for action.
De Minimis 规则的终结将如何重塑供应链格局？
美国 de minimis 免税条款（单票价值低于 800 美元的进口商品免征关税和税费）正面临前所未有的立法与执法挑战。若该规则被修改或废除，依赖直邮模式的跨境电商平台（如 Temu、Shein）及众多中小卖家将承受更高成本与更长时效，供应链可能加速向中国以外地区转移。本文综合多位行业专家观点，分析政策走向及其对全球供应链的潜在影响。
加拿大铁路工人罢工或致供应链中断：物流业者如何应对
加拿大铁路工会（Teamsters Canada Rail Conference）与两大铁路公司谈判陷入僵局，若政府8月9日裁定罢工不影响公共安全，工人可在72小时后合法罢工。此举或导致每日10亿美元货物运输受阻，波及港口、卡车及跨境供应链。物流企业已启动应急预案，但专家警告跨模式运输成本将上升10-20%。
Baltimore Port Reopens After Bridge Collapse: Cargo Recovery Prospects Assessed
After an 11-week closure due to the Francis Scott Key Bridge collapse, the Port of Baltimore reopened with a ceremony on June 12, 2024. While vessel counts may not return to pre-collapse levels until 2025, shippers and carriers are resuming bookings. Labor unions report strong interest in returning to work, and the port has added data-sharing and capacity enhancements. However, trucking executives expect a gradual trickle of cargo rather than an immediate surge.
Half-Pint Carton Shortage Persists Through School Year; Generic Packaging Offers Interim Relief
The 8-ounce carton shortage, which began in 2023, is expected to persist through the current school year. Pactiv Evergreen's closure of its Olmsted Falls, Ohio, facility is identified as a primary cause. Generic, unbranded cartons are being shipped to mitigate the impact, but full recovery is not anticipated until at least the next school year. Industry stakeholders, including dairies, schools, and government agencies, are exploring short-term and long-term solutions.
2024年供应短缺展望：多年扰动后哪些物资仍面临风险？
本文回顾2023年供应链挑战，展望2024年可能出现的短缺领域，包括药品与医疗用品、食品、电池矿物，以及气候和地缘政治引发的供应中断，并引用行业专家观点。