A Week of Tectonic Adjustment
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A Week of Tectonic Adjustment
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This episode provides an in-depth analysis of the global transportation sector's dynamics during the week of August 18–24, 2025, highlighting a shift towards "Tectonic Adjustment" driven by new U.S. trade policies. It details the impact of the de minimis exemption suspension and other tariffs, which are causing significant cost increases and supply chain realignments, including the temporary halt of shipments from some foreign postal services to the U.S. We also examines conflicting economic signals, with short-term optimism from "front-loaded" imports contrasting with softening long-term demand, and provides a modal-specific review covering ocean, road, aviation, and rail, noting varied performances such as declining ocean rates but improved reliability, and an emerging rebound in U.S. trucking and intermodal rail. Finally, we offer a strategic outlook and recommendations for businesses to mitigate risks through diversification and enhanced data visibility amidst ongoing geopolitical and economic uncertainties.