1、U.S. Container Imports Continue Weakness
December 2025 saw another pullback in U.S. container imports, with total volume down ~5.9% YoY and major declines from China. Soft inbound trade flows reflect tariff pressures and shifting sourcing patterns.

2、Tariffs Driving Commodity Price Spikes
Aluminum prices in the U.S. have surged to record levels amid higher import tariffs and supply shortages — a development with direct cost implications across multiple logistics-intensive industries.

3、Tariff Adjustments on Italian Pasta Imports
The U.S. government significantly reduced proposed tariffs on Italian pasta imports, highlighting ongoing negotiation and tariff review processes.

4、Tariff Rhetoric Adds Market Uncertainty
Ongoing tariff threats and revisited trade policy discussions continue to add uncertainty for global trade partners and supply chains.

5、U.S. Manufacturing Contracts Again
The U.S. manufacturing PMI contracted for the 10th straight month in December 2025 — in part due to tariff-related cost pressures — with implications for freight demand and logistics networks.