ManufAi

A new U.S.–China trade agreement taking effect November 10, 2025 is easing tariff pressures and restoring access to critical minerals like gallium, germanium, and graphite, giving supply chain teams a more stable 12‑month planning horizon for costs and sourcing.Evergreenresources | Tedmag

The United States has adjusted several tariff programs, including cutting certain IEEPA tariffs on China‑linked goods from 20% to 10% and imposing higher duties on select copper and vehicle products, prompting importers to reassess contracts, sourcing mix, and compliance diligence. Imperativelogistics | Plantemoran

Semiconductor supply risk and temporary production shutdowns in the automotive sector after a geopolitical dispute between the Netherlands and China over chipmaker Nexperia, which constrained chip availability for major carmakers and forced at least one assembly plant closure.Talkinglogistics

North American transportation is in a fragile equilibrium: the trucking market is emerging from a prolonged downturn with new federal rules on non‑domiciled drivers tightening capacity, even as overall freight demand and rail volumes stay under historical norms, keeping spot rates and lead times volatile.Tedmag

Retail and import-heavy sectors are benefiting from lower ocean freight costs, with major off‑price retailers reporting margin gains as trans‑Pacific rates—especially to the U.S. East Coast—fall back toward pre‑October levels, encouraging some shippers to pull forward orders while capacity remains inexpensive .Supplychaindive