Welcome to this edition of The Risk Savvy Report, where we break down the latest headlines impacting supply chains around the world. Below are alerts from April 1 – 21, 2025, from shifting tariff policies and rising bankruptcy risks to labor unrest and port disruptions.
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The Latest on Tariffs
California Sues Trump Administration Over Tariffs
The state of California has filed a lawsuit challenging the Trump administration’s tariff policies, intensifying a high-stakes legal and economic standoff. The outcome could shape future trade frameworks and influence cross-border cost structures.
Agriculture Feels the Heat from Tariffs and Proposed Shipping Costs
With proposed changes to shipping regulations and existing tariffs weighing on the sector, agricultural exporters are facing increased uncertainty. Producers and distributors alike are bracing for potential cost hikes and shipment delays.
US Tariffs Disrupt Ports, Trigger Supply Chain Volatility
Major U.S. ports are experiencing slowdowns and logistical headaches as tariff-related concerns ripple through operations. Delays, congestion, and shifting trade flows are forcing logistics teams to reevaluate routes and contingency plans.
Chinese Workers Brace for Economic Blow
New rounds of U.S. tariffs are expected to impact millions of Chinese workers, threatening jobs in export-reliant sectors and adding further stress to an already fragile economic recovery.
Import Volumes Dip at Busiest U.S. Port
Early data signals a significant slowdown in imports at the Port of Los Angeles next month as businesses react to looming tariffs. This marks a key indicator of shifting trade behavior and inventory strategy.
Jet Prices Soar on Tariffs and Labor Costs
Aerospace giants Boeing and Airbus are navigating choppy skies as tariffs on raw materials and rising labor costs inflate aircraft prices. These pressures may ultimately trickle down to airlines and travelers.
Learn more about how to successfully navigate tariffs.
Bankruptcies & Financial Risk
Burger King Bankruptcy Raises Industry Red Flags
Burger King’s recent bankruptcy filing has sent shockwaves through the franchise and fast-food sectors. Industry analysts point to underreported financial stress and shifting consumer behavior as key factors.
Foreign Investor Risk Surfaces in China’s Bankruptcy Landscape
A growing number of Chinese firms are defaulting, drawing attention to the risks faced by foreign investors. Transparency concerns and legal complexities remain major barriers to recovery in cross-border insolvency cases.
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Labor Strikes & Forced Labor
Worker Strikes Keep Port of Rotterdam Bottlenecked
Following a major labor strike, the Port of Rotterdam—Europe’s largest—is still experiencing significant delays and congestion. Carriers and shippers are adjusting schedules as operations slowly return to normal.
Cargo Movement Halted at Karachi Port Amid Transporter Strike
A transporter’s strike has brought operations at Pakistan’s Karachi Port to a standstill, straining local supply chains and delaying critical shipments. The standoff underscores the fragility of key logistics hubs.
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We hope these insights have enhanced your understanding of supplier risk in the global supply chain, making you evermore risk savvy.
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