Plus: U.S. imports slow as tariffs bite, Mexico slaps 50% tariffs on Chinese goods, UP–NS defend their $85B merger amidst rival alliances, and more.
Union Pacific and Norfolk Southern say rival alliances prove their merger will strengthen competition, as CSX and CN tout new intermodal services linking Canada’s West Coast to Nashville.
Mexico plans tariffs of up to 50% on Chinese goods, reshaping North American trade flows as C.H. Robinson rolls out a new U.S.–Mexico consolidation service to cut costs.
The U.S.-Mexico border faces severe delays amid migrant surges, leading to a logistics nightmare for freight and trade.
U.S. companies shifting manufacturing to Mexico are facing unexpected roadblocks. Delays at the border due to a surge in migrants and other disruptions are creating a big challenge for the transportation of goods, showing that bringing production closer to home has its own risks.
The Issue:
What Experts are Saying:
Effects:
The border disruptions underline the growing complexity and unpredictability of global supply chains, even as companies seek to mitigate these issues by moving production closer to home.
🇲🇽🇺🇸 High Level Economic Dialogue:
— Julián Ventura (@JulianVenturaV) October 2, 2023
“U.S.-Mexico total trade in goods and services surpassed $864 billion in 2022, an all-time high. Into 2023…Mexico has become the U.S.’s largest partner for total trade in goods.”👉https://t.co/47AUW8412m pic.twitter.com/vbVKZeTv6l
Mexico plans tariffs of up to 50% on Chinese goods, reshaping North American trade flows as C.H. Robinson rolls out a new U.S.–Mexico consolidation service to cut costs.
Peak season imports into the U.S. slowed sharply in 2025, with Chinese exports plunging 27% year-over-year and carriers cutting sailings as tariffs and inventory frontloading reshape trade flows.
Global shipping markets face a late-summer mix of tight space, tariff uncertainty, and inland transport pressures.
The U.S. trade deficit narrowed 16% in June to $60.2 billion, its lowest since 2023, as imports fell sharply following tariff-driven surges earlier this year.
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