Tariff Talk Thursday is Back!
Visit our Events page for details or register here.
Tariff Talk Thursday is Back!
Visit our Events page for details or register here.
NOVEMBER 2025
The FAA cut flights, and FedEx and UPS grounded their MD-11 fleets, tightening capacity. At sea, CMA CGM’s Benjamin Franklin became the first ultra-large vessel in nearly two years to transit the Red Sea, signaling progress amid risks. Overall, the industry ended the month awaiting decisions while navigating operational pressures.
November saw new tariffs on medium and heavy-duty vehicles but was primarily a month for tariffs to settle. We saw meetings in Asia result in a 10% depreciation on China tariffs, and certain food articles—primarily fruits, vegetables, nuts, and spices—were granted exclusion from reciprocal tariffs added earlier this year. Could the rest of the year remain a settling time? The cusp of the year may see more trade agreements finalized, possible relief for UK-origin alcohol and pharmaceuticals, but all eyes will be waiting on new signs from the Supreme Court on how it will respond to the White House regarding the legality of IEEPA-based tariffs.
Stay connected with the latest from OCEANAIR. Sign up for our newsletter to receive The OCEANAIR Current, The Monthly Horizon, and OCEANAIR Tariff Talk — delivered straight to your inbox.
