Supply Chain

Members of the Global Forum on Steel Excess Capacity adopted a framework for coordinated action on September 30, targeting market-distorting subsidies, trade circumvention and weaknesses in steel …

Russia’s Northern Sea Route is attracting record interest as war and insecurity disrupt shipping through the Middle East, but its emergence as an Asia–Europe trade corridor remains constrained by seasonal ice, limited capacity, sanctions exposure and dependence on Russian permits and icebreakers. A new analysis by Mikhail Korostikov argues that geopolitical conflict—not climate change or improved commercial economics—is driving the expansion, raising doubts about whether traffic will endure if traditional routes stabilize.

U.S. Customs and Border Protection has ordered U.S. ports to detain palm oil and derivative products from two Indonesian producers after finding evidence reasonably indicating the use of forced labor, extending enforcement scrutiny that previously resulted in major actions against Malaysia’s palm oil industry.

The bipartisan Communications and Technology Transparency Act would broaden the FCC’s Covered List to expressly cover information and communications technology and services while limiting future additions to products and services supplied by entities controlled by foreign adversaries. The bill would strengthen Commerce’s role and congressional oversight while preserving existing listings.

The United States invoked the USMCA’s Rapid Response Labor Mechanism on September 25 over alleged union retaliation and collective bargaining violations at Yokohama’s Coahuila tire plant, following the company’s closure of its Salem, Virginia, facility and the loss of nearly 600 U.S. jobs.

The proposed tariffs expose a conflict in the administration’s technology policy: Duties may encourage domestic memory-chip production over time, but U.S. factories cannot meet current demand. In the interim, tariffs could raise costs for the imported chips needed to build data centers, train AI models and manufacture consumer electronics.

The restrictions close off a way for importers to soften the impact of December’s tariffs and price floors: bringing in additional supplies before they take effect. By allowing Commerce to halt imports that substantially exceed historical levels, the rule makes purchasing patterns and affiliate arrangements immediate compliance concerns.

Despite its broad supply-chain ambitions, the announcement’s principal identified financing proposal centers on a single LNG export project led by Argentina’s YPF, Italy’s Eni and the UAE’s XRG. The announcements provide substantially less detail on financing for the corridor’s mining, transportation and digital components.

The transaction places Sokolov’s political giving, private investments and public role under scrutiny: a firm he manages received permission to acquire an asset from a sanctioned Russian bank while he was appointed to lead a U.S.-backed investment fund serving the same region.

The reported transfer of F-35 components into Chinese custody exposes a control risk in global maintenance, repair, and overhaul networks: sensitive technology remains vulnerable while moving between authorized facilities.

The White House’s denial that it is preparing a diesel export ban leaves the proposal a political demand rather than an announced policy. An embargo could briefly lower prices near Gulf Coast refineries but offer limited relief at the pump: reduced refinery output could raise gasoline and jet-fuel costs, while import-dependent West Coast markets face higher international prices.

The Commerce Department has defined the specialty pharmaceuticals and related ingredients eligible for a zero tariff under President Trump’s Section 232 pharmaceutical proclamation. The agency also …

Although federal law already prohibits imports of minerals extracted through forced labor, tracing cobalt from mine to finished product remains a central challenge.

Carriers, freight forwarders and other logistics providers face greater exposure in China when declining or interrupting shipments over U.S. sanctions and export-control concerns, according to a recent alert from Morrison Foerster.

U.S. Customs and Border Protection (CBP) is considering rules that would require importers to provide more detailed information about imported goods, supply-chain participants, and foreign export filings.

U.S. Customs and Border Protection has published filing instructions for President Donald Trump’s tariffs on imported drones and components. The principal duties took effect Sept. 3 at 12:01 a.m. Eastern time.

The measure shifts the EU customs model from national filings and uneven border controls toward common data, coordinated risk management and platform-level accountability.

Supply chain compliance professionals face a two-track expansion of U.S. forced-labor policy: increasingly targeted UFLPA enforcement, reaching deep into industrial supply chains, and the administration’s use of forced labor to justify tariffs on 60 trading partners.

A series of White House and Commerce Department actions have combined export controls, tariffs, investment incentives and defense-sourcing rules to shift strategic metals production and processing toward the United States.

The applications show EXIM pushing deeper into two strategic areas: financing advanced U.S. space technology and using its expanded domestic authority to build manufacturing capacity at home.

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