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The eastbound trans-Pacific rebounded in a big way last year, and although growth is expected to moderate in 2025, frontloading of spring merchandise ahead of tariffs threatened by President Donald Trump and an early Lunar New Year should keep cargo volumes and spot rates elevated into the first quarter. These threats, along with a possible second strike by the ILA in mid-January, were projected to keep import volumes elevated at least through January. According to a December forecast from the National Retail Federation, US imports will rise 12% year over year in January, fall 4.1% in February as factories in Asia close for Lunar New Year, and jump 12.7% in March, when factories return to full production. Carriers and their customers anticipate that the hostilities in the Red Sea that have steered shipping away from the Suez Canal to the much longer and costlier route around the southern tip of Africa for more than a year will continue for some time, and they have adjusted their supply chains accordingly. This webcast will analyze the impact these events will have on trans-Pacific shipping in the first quarter and beyond.

Moderator:

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

Speakers:

Jonathan Gold, Vice President-Supply Chain and Customs Policy, National Retail Federation

Jon Monroe, President, Jon Monroe Consulting

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President Donald Trump’s second act promises to bring with it another set of changes to the tariffs US importers face on their goods sourced abroad. Trump already has warned Mexico and Canada about increased tariffs, while China is certain to be in the crosshairs. Questions about whether these threats are merely negotiating tactics or intentional policy changes intended to bring about changes in trade patterns will persist into the spring, if not longer. Regardless of the direction the tariffs situation goes, importers need to plan for change now. Will the second Trump presidency make importing from Asia less desirable, force sourcing to nations beyond China, or drive a North American manufacturing renaissance? Will Mexico and Latin America reap the benefits of the new trade focus? This webcast will put recent events into context so that attendees walk away better informed about how to approach this potential sea change in trade policy.

Moderator:

Eric Johnson, Senior Editor-Technology, Journal of Commerce by S&P Global

Speaker(s):

Ashley Craig, Chair-International Trade Group, Venable

Pete Mento, Commercial Director-US Customs and Compliance, Air and Sea US, DSV

Amy Morgan, Vice President and Head of Trade Compliance, Altana

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Moderator: Janet Nodar, Senior Editor, Breakbulk, Project, and Heavy-Lift Shipping, Journal of Commerce by S&P Global

Speaker(s):

Susan Oatway, Senior Research Analyst-Breakbulk and Project Cargo, Journal of Commerce by S&P Global

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Moderator: William Cassidy, Senior Editor, Trucking and Domestic Transportation, Journal of Commerce by S&P Global

Speaker(s):

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Moderator: Greg Knowler, Europe Editor, Journal of Commerce by S&P Global

Speaker(s):

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Moderator: Eric Johnson, Senior Editor, Technology, Journal of Commerce by S&P Global

Speaker(s):

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Moderator: Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

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Moderator: Ari Ashe, Senior Editor-Intermodal Rail, Journal of Commerce by S&P Global

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Moderator: Eric Johnson, Senior Editor, Technology, Journal of Commerce by S&P Global

Speaker(s):

Michael Angell, Senior Editor-Northeast and Gulf Coast Ports, Journal of Commerce by S&P Global

Ari Ashe, Senior Editor-Intermodal and South Atlantic Ports, Journal of Commerce by S&P Global

Bill Mongelluzzo, Senior Editor-West Coast, Journal of Commerce by S&P Global

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

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Partner:

Moderator: Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

Speaker(s):

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Moderator: William Cassidy, Senior Editor, Trucking and Domestic Transportation, Journal of Commerce by S&P Global

Speaker(s):

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Moderator: Susan Oatway, Senior Research Analyst-Breakbulk and Project Cargo, Journal of Commerce by S&P Global

Speaker(s):

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Moderator: Greg Knowler, Europe Editor, Journal of Commerce by S&P Global

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Moderator: Eric Johnson, Senior Editor, Technology, Journal of Commerce by S&P Global

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Moderator: William Cassidy, Senior Editor, Trucking and Domestic Transportation, Journal of Commerce by S&P Global

Speaker(s):

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Moderator: Laura Robb, Associate Editor-Americas Container Markets, Journal of Commerce by S&P Global

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Moderator: Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

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Moderator: Bill Mongelluzzo, Senior Editor-West Coast, Journal of Commerce by S&P Global

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