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Global Trade & Economics

US Treasury Check with Tariff Stamp
SCB FEATURE

Will Trump’s New Tariffs Wipe Out Importers’ IEEPA Refunds?

July 6, 2026
Robert J. Bowman, SupplyChainBrain

The Supreme Court’s invalidation of tariffs imposed by the Trump administration set up importers for a windfall of refunds. But a new wave of tariffs could serve to quash any hopes of long-term relief.


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The flags of India and Japan interposed against each other diagonally

India, Japan Strengthen Ties as China Tensions Rise

July 3, 2026
SupplyChainBrain

The two nations agreed to strengthen their supply chains for semiconductors, while deepening collaboration on AI, and developing a joint roadmap for economic security.


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A red and black container ship in open ocean

Iran Warns Tankers to Use Only Approved Hormuz Routes

July 2, 2026
SupplyChainBrain

Iran's joint military command issued the warning on July 2, a day after U.S. and Iranian diplomats met with mediators in Qatar. 


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A crowd of fans outside of a red brick football stadium on a sunny day
SCB FEATURE

The World At Your Doorstep: The Logistics of the World Cup

July 2, 2026
Nick Bowman, Senior Editor

What makes the World Cup such a remarkable undertaking is that when everything goes according to plan, millions of fans never notice the years of work that made it possible.


Read More
A TRUCK BEARING A LOGO COMBINING THE FLAGS OF MEXICO, THE US AND CANADA, APPROACHES A BORDER CROSSING
UPDATED

U.S. Decides Against Renewing USMCA, Shifting to Rolling Talks

July 1, 2026
Bloomberg

The decision marked a head-spinning reversal for President Donald Trump. The potential disruptions and the broad economic impact are stark.


Read More
A LINE OF TRUCKS SIT ON A HIGHWAY IN MORNING LIGHT, MOUNTAINS VISIBLE IN THE BACKGROUND

Trump Souring on USMCA Sets Up Rethink of $2 Trillion Trade Deal

July 1, 2026
Bloomberg

Economists, analysts and policymakers believe that months, perhaps years, of haggling lie ahead to try to negotiate solutions in a trading bloc of more than 500 million people.


Read More
An overhead view of stacks of multi-colored shipping containers, with a blue graphic overlayed depicting a series of numbers

Shipping Rates Surge as Peak Demand Builds Early

July 1, 2026
SupplyChainBrain

Transpacific shipping rates to the West Coast have more than doubled since mid-May, while Asia to Europe rates have been up 70-80%.


Read More
A WOMAN SITTING ON HER LIVING ROOM FLOOR OPENS BOXES OF CLOTHES

The End of EU De Minimis Signals a New Era of Commerce Intelligence

July 1, 2026
Rathna Sharad, SCB Contributor

The challenge is understanding how regulatory changes influence shopper behavior, conversion rates, profitability and expansion opportunities across every market you serve.


Read More
Flags for China and the European Union juxtaposed against each other

EU and China Agree to Three Months of Trade Talks

June 30, 2026
SupplyChainBrain

The talks will reportedly cover four areas: Rebalancing trade and investments, export controls on rare earths, intellectual property rights, and WTO reforms.


Read More
MANY SHIPPING CONTAINERS ARE BEING HELD ON A DOCKED MAERSK SHIP.

Maersk Boosts Outlook on Stronger-Than-Expected Container Demand

June 30, 2026
Bloomberg

Ranges for both underlying EBITDA and EBIT were increased, topping analysts estimates, and free cash flow will also be better than previously expected, Maersk said.


Read More
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