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Supply Chain Updates—December 16, 2025 Newsletter

December 15, 2025

Boeing’s recent acquisition signals a realignment in the aerospace supply chain.

Our global forwarding team is monitoring these developments to ensure aerospace customers can maintain smooth shipments of critical components.

China’s rare-earth shipments have picked up following trade talks and export licensing updates, helping to ease short-term supply constraint for electronics and EV minerals.

Companies should keep an eye on allocations and plan ahead. Our team makes sure critical materials get where they need to go. This helps prevent delays and keeps operations running smoothly.

EU Council adopted negotiating mandates to implement tariff elements of the EU-U.S. joint statement, an important step toward tariff adjustments on certain industrial and food categories.

Importers and exporters should map their product lines against the proposed regulatory texts as they become available to ensure timely compliance.

Washington has moved forward with trade talks involving seven countries: Switzerland, Liechtenstein, Argentina, El Salvador, Ecuador, Guatemala, and South Korea.

The deals include tariff caps, MFN treatment, which ensures trading partners receive the same favorable terms offered to others, a 15% minimum tariff for South Korea, and reductions in Section 232 tariffs, all pending implementations.

Major manufacturers are reshaping their supply-chain leadership, such as appointing new global chief supply-chain officers, signaling a focus on resilience and sourcing strategy. 

Monitoring these changes helps us anticipate shifts and plan for potential supply chain changes.

Recent logistics data shows U.S. containerized imports declined 7.8% year-over-year in November, including a nearly 20% drop in volumes from China. 

For our customers, shifts like these can affect vessel capacity and lead-time planning. We monitor changes in real time so we can advise you on routing, timing, and any adjustments needed to keep your supply chain moving.

Tariff Updates:
  • EU and U.S. tariff implementation: The Council moved forward with negotiating mandates to implement tariff elements of the recent EU–U.S. joint statement, a step toward reducing import duties and creating tariff-quota rules.
  • U.S. tariff policy legal and policy actions: U.S. tariff policy is in transition as legal challenges move through the courts, with decisions that could determine whether certain duties stay in place or are overturned. With potential cost impacts and even possible refunds on the line.
  • EU carbon-border measures may be delayed and expanded: The European Commission may delay new carbon border proposals, which could expand tariffs to more products, until mid-December.
  • Global trade policy activity: Last month, Global Trade Alert reported hundreds of new trade and industrial policy measures worldwide, from shifting tariffs to fresh subsidies and trade defense actions. These changes could directly affect costs, market access, and compliance for exporters and importers, making it essential to stay informed.
How Imperative Logistics Can Support You:
  • Regulatory-monitoring alerts: We provide tailored alerts for tariff and quota changes that affect your product categories and shipping lanes.
  • Strategic planning for compliance: Our team helps you anticipate changes in trade rules and evaluate alternative routings to keep shipments moving smoothly.
  • Alternative routing & customs solutions: We can explore different routing and customs options with you to help ensure your supply chain continues to operate smoothly and to reduce the risk of delays or disruptions.
  • Ongoing guidance: We provide expert support and personalized advice to help you navigate and respond quickly to changing trade regulations, ensuring your operations remain uninterrupted and your supply chain stays reliable.

Have questions about how these tariff changes affect your shipments? Our team of experts is ready to provide guidance, please Contact Us anytime. For further details, please consult the latest Tariff Update and Reciprocal Tariff List for comprehensive information.

View the latest Tariff Information:

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Tariff Update: 4 November 2025 232.11 KB 133 downloads

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