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BuildOut
Concentration Risk
Rare Earth Supply Chain Report
U.S. Truck Freight Rates Jump, Maersk Raises Profit Outlook, War Risk Insurance Costs Plunge
UPS Expands Cold Chain Network, U.S. Customs Turns to AI, FedEx Revenue Jumps 13%
DP World Eyes Return to U.S., EU Finalizes U.S. Trade Deal, Port of LA Imports Jump 26%
Asia–U.S. Container Rates Surge 109%, U.S. Rail Traffic Continues to Climb, Lawmakers Urge Trump to Reinstate Chinese Ship Fees
C.H. Robinson Tightens Carrier Rules, EU Steel Exports to U.S. Plunge, U.S. Manufacturing Growth Hits Four-Year High
Stord Raises $250 Million, CMA CGM Profits Plunge, Rail Megamerger Faces Regulatory Roadblock
AI Boom Drives Export Surge, U.S. and China Agree to New Trade Board, Canada Warns Weak Port Infrastructure
U.S. Finalizes $35 Billion in Tariff Refunds, Trump Delays Beef Tariff Cuts, Global Container Rates Increase
Trump Sets Deadline for EU Trade Deal, UPS, FedEx Stocks Tumble, Air Cargo Rates Surge
UPS Invests $100 Million in RFID, Congress Warns Semiconductor Supply Chain Risks, EU to Double Steel Import Tariffs to 50%
Hormuz Bottleneck Persists Despite Ceasefire, Hutchison Launches Arbitration Against Maersk, U.S. and EU Near Critical Minerals Pact
Elon Musk Unveils $25 Billion Terafab, U.S. Import Prices Rise, COSCO Reopens Middle East Bookings
Hormuz Insurance Costs Surge Fivefold, CMA CGM Adds Land Surcharge, Tesla Locks In $4.3 Billion Battery Deal
U.S. Considers Waiving the Jones Act, Trade Deficit Narrows, Port of Los Angeles Imports Rise
EU Pauses U.S. Trade Deal, Shein Bets on China Manufacturing
Hapag-Lloyd to Acquire ZIM, US Factory Output Jumps, Global Container Spot Rates Slide
House Rebukes Trump’s Canada Tariffs, U.S. Port Imports Set to Fall, Mercedes Profit Halves
India and the EU Sign Free Trade Agreement, Meta Signs $6 Billion Deal with Corning, UPS to Cut 30,000 Jobs in 2026
CMA CGM Steps Back From Red Sea Routes, Freeport to Reopen Indonesia Copper Mine, U.S. Freight Tonnage Shows Modest Gain
China Posts Record Trade Surplus, Canada Deepens Energy Ties With China, Trump Imposes 25% Tariff on AI Chips
U.S. Trade Deficit Hits Lowest Level, China–Japan Tensions Escalate, U.S. Manufacturing Slips
China Tightens Beef Imports, U.S. Scales Back Tariffs on Pasta, Rivals Challenge Mega Railroad Merger
Ford retreats from EVs after policy shift, China moves to tighten steel exports, U.S. tariff revenue falls in November
Critical minerals uncovered in Utah, China’s trade surplus surpasses $1 trillion, Boeing closes Spirit AeroSystems acquisition
Ford’s EV sales collapse, Copper prices hit record high, Union Pacific pushes back merger
