Conflicting decisions: Q3 2025 supply chain outlook

16 July

Conflicting decisions: Q3 2025 supply chain outlook

In 2025, the emphasis on tariffs is masking critical challenges, including the risk of conflict in the Middle East, which threatens container shipping and energy supplies.

As tensions continue globally, logistics networks remain resilient, adapting to capacity shifts. The EU is set to implement significant regulatory changes, impacting trade with partners like China and India.

In the US, clarity on import duties is expected, but extensions for negotiating to avoid higher tariffs are possible, alongside new tariffs linked to national security.

This evolving scenario may slow global trade growth, pushing logistics managers to balance peak demand with tariff volatility while considering strategic reshoring initiatives favouring the ASEAN (Association of Southeast Asian Nations) region.

Gain vital insights on global trade and supply chains with S&P Global Market Intelligence's Q3'25 Outlook report. 

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