July 3, 2025
| Today’s news and insights for supply chain leaders
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NOTE FROM THE EDITOR
The first half of 2025 featured a rush of high-impact events that forced companies to adjust their supply chains for the short and long term.
The Trump administration's hard-charging tariff policies are a prime example. The White House rolled out a deluge of country-specific duties on major trading partners, although most remain paused until next week, and enacted several sector-specific levies. Businesses scrambled to adjust their sourcing practices and cargo flows to blunt the impact of active and incoming tariffs.
Beyond U.S. trade actions, shippers also navigated a parcel delivery market in flux. The U.S. Postal Service continued to revamp its network for cost savings — risking slower delivery for some packages — and Canada Post is still weathering a union-imposed employee overtime ban.
This newsletter features a mix of stories highlighting these events and others that shaped supply chain management in H1 2025. Will the second half introduce further disruption? We'll discuss that and more at our annual Supply Chain Outlook on July 23. Sign up for the free virtual event here.
Until then, what supply chain storylines will you be following closely the rest of the year? Send us an email: supply.chain.dive.editors@industrydive.com.
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UPDATED
The U.S. has rolled out a deluge of tariffs, sparking responses from trading partners. Here's where each tariff – threatened or realized – currently stands.
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The proposed agreement, pending approval from both countries, sets 55% tariffs on imports from China and a 10% rate on U.S. products, the president said Wednesday.
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The port may see a 10% drop in volume in the back half of 2025, according to Executive Director Gene Seroka.
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The countries of origin on Transpacific routes are changing as shippers move production out of China.
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Deep Dive
The video game console maker will have to navigate the all-important peak season as reciprocal duties from the Trump administration are slated to return.
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The exemption's end for China could generate price volatility in e-commerce over the next few weeks while driving more fulfillment operations to the U.S., experts say.
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As an overtime ban persists, shippers are using multiple private carriers to pick up the slack, in spite of added fees and coverage limitations.
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Packages originating from rural areas are at risk of slower shipping speeds, but the agency says the changes will speed up other deliveries and spur cost savings.
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The retailers are leaning on their in-house fulfillment capabilities, growing their same-day reach in rural areas and using drones to beat the competition.
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The e-commerce giant said it plans to deploy the various technologies in the coming years as it works to boost "more high-skilled work."
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From Our Library
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