TariffGuard Insights
A daily AI-written tariff briefing plus in-depth analysis on trade policy, critical minerals, supply chain risk, and compliance — for the people who sign the purchase orders.
Cash Conversion Cycle Warning: Middle-Market Squeeze Revealed
SummaryView Transcript RapidRatings Executive Chairman James Gellert reveals the silent strain on middle-market companies. Discover how extended cash conversion
Read full briefing: Cash Conversion Cycle Warning: Middle-Market Squeeze RevealedThis AI Platform Processes 2000 Invoice Lines in Under a Minute
SummaryView Transcript Keeping up with U.S. tariff changes and manual data entry has become a full-time job for freight forwarders and customs brokers, but it d
Read full briefing: This AI Platform Processes 2000 Invoice Lines in Under a MinuteIntermodal Boom? What CEOs See Now
SummaryView Transcript Intermodal demand is surging, but drayage capacity is tight. Geoff Anderman, CEO of STG Logistics, dives into what’s driving this g
Read full briefing: Intermodal Boom? What CEOs See NowGymshark names new chief supply chain officer
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Read full briefing: Gymshark names new chief supply chain officerThe Price Rise that is not a Price Rise
A buyer who has ordered twice from the same Chinese supplier will sometimes describe the second quotation as a betrayal.... Read More The post The Price Rise th
Read full briefing: The Price Rise that is not a Price RiseSupply Chain: Why Ocean Rates Skyrocketed 300% in 5 Months
SummaryView Transcript GEODIS Americas CEO Laura Ritchey reveals the stark reality of today’s “uneven” economy and its impact on supply chains
Read full briefing: Supply Chain: Why Ocean Rates Skyrocketed 300% in 5 MonthsOld Trailers, New Purpose: Warehouse on Wheels Reinvents Storage | FreightWaves
SummaryView Transcript John Brooks, CEO of Warehouse on Wheels, shares how his company is revolutionizing industrial storage by repurposing end-of-life over-the
Read full briefing: Old Trailers, New Purpose: Warehouse on Wheels Reinvents Storage | FreightWaves500K June boxes for Port of New York-New Jersey
June container volume grew in the low double-digits y/y at the second-busiest U.S. import gateway. The post 500K June boxes for Port of New York-New Jersey appe
Read full briefing: 500K June boxes for Port of New York-New JerseyTexas ports defy tariff uncertainty with record cargo performance
Record first-half container volumes at Port Houston and historic cargo tonnage at Corpus Christi suggest shippers and energy exporters are still moving freight
Read full briefing: Texas ports defy tariff uncertainty with record cargo performance25 states sue Trump over Section 301 forced-labor tariffs
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Read full briefing: 25 states sue Trump over Section 301 forced-labor tariffsContainer Freight Rates Slip Again as Carriers Cut Prices Ahead of August Rate Hikes
Global container spot freight rates continued to weaken this week as shipping lines offered discounts across major trade lanes, even... Read More The post Conta
Read full briefing: Container Freight Rates Slip Again as Carriers Cut Prices Ahead of August Rate Hikes$20M in cocaine found beneath floorboards of commercial truck trailer at California border
Customs and Border Protection officers found 366 cocaine packages after an X-ray scan showed trailer-floor anomalies and a drug dog alerted investigators. The d
Read full briefing: $20M in cocaine found beneath floorboards of commercial truck trailer at California borderAmazon to Return Part of $600M Tariff Refunds to Customers
Amazon revealed on Thursday that it obtained around $600 million in tariff rebates in the second quarter and intends to... Read More The post Amazon to Return P
Read full briefing: Amazon to Return Part of $600M Tariff Refunds to CustomersBest Buy adds solar field to power California distribution center
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Read full briefing: Best Buy adds solar field to power California distribution centerJohnson & Johnson embarks on supply chain restructuring
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Read full briefing: Johnson & Johnson embarks on supply chain restructuringIs Frontier AI the Best Bet for Procurement?
As the world stands by awestruck at how AI models leap forward in coding ability and reasoning depth, procurement and... Read More The post Is Frontier AI the B
Read full briefing: Is Frontier AI the Best Bet for Procurement?How to Hire Top Supply Chain and Manufacturing Talent That Aren’t on Job Boards
Post a supply chain leadership role today and applications start stacking up within the hour. A lot of them. Run... Read More The post How to Hire Top Supply Ch
Read full briefing: How to Hire Top Supply Chain and Manufacturing Talent That Aren’t on Job BoardsU.S. Freight and Supply-Chain Data Update: July 27, 2026
The latest update to the official U.S. freight and supply-chain dataset, published by the Bureau of Transportation Statistics on July... Read More The post U.S.
Read full briefing: U.S. Freight and Supply-Chain Data Update: July 27, 2026Strait of Hormuz Shutdown Creates Global Invasive Species Risk, Study Warns
According to a report published on July 30, 2026, by The Maritime Executive, a new research paper warns that the... Read More The post Strait of Hormuz Shutdown
Read full briefing: Strait of Hormuz Shutdown Creates Global Invasive Species Risk, Study WarnsGlobal goods trade resilient in the first quarter of 2026 despite war in Middle East
World merchandise trade growth exceeded expectations in the first quarter of 2026 as surging trade in electronic components related to artificial intelligence (
Read full briefing: Global goods trade resilient in the first quarter of 2026 despite war in Middle EastGeneral Motors is driving toward supply chain resiliency
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Read full briefing: General Motors is driving toward supply chain resiliencyFreight Market Tightens as Capacity Constraints Drive Rates Higher
The freight market is undergoing a significant transformation, as detailed in a recent analysis from Yahoo Finance. Capacity is tightening... Read More The post
Read full briefing: Freight Market Tightens as Capacity Constraints Drive Rates HigherGlobal Air Cargo Demand Rises 8.5% in June 2026, IATA Reports
The International Air Transport Association (IATA) released data on July 29, 2026, showing that global air cargo demand rose 8.5%... Read More The post Global A
Read full briefing: Global Air Cargo Demand Rises 8.5% in June 2026, IATA ReportsCMA CGM Reports Strong Q2 as Higher Freight Rates Lift Profits
CMA CGM delivered a strong second quarter, posting higher revenue and earnings as elevated freight rates and resilient global trade... Read More The post CMA CG
Read full briefing: CMA CGM Reports Strong Q2 as Higher Freight Rates Lift ProfitsFuture Proofing the Cold Chain against Global Plastics Bans
Global regulations targeting single-use plastics and expanded polystyrene (EPS) foam are causing complications across the cold chain packaging logistics segment
Read full briefing: Future Proofing the Cold Chain against Global Plastics BansBroker Liability: $604M Judgment Signals New Era of Risk in Trucking
SummaryView Transcript The trucking industry is bracing for a wave of “nuclear judgments” following a massive $604 million verdict against an operat
Read full briefing: Broker Liability: $604M Judgment Signals New Era of Risk in TruckingLast-Mile Delivery: The Hidden Costs of Poor Reliability | FreightWaves Today
SummaryView Transcript Last-mile delivery is more complex than ever, and consumer expectations are rapidly evolving. Jake Stein, VP of Retail Growth at Burq and
Read full briefing: Last-Mile Delivery: The Hidden Costs of Poor Reliability | FreightWaves TodayTrucking Capacity Tightness: Why It’s Here To Stay
SummaryView Transcript The freight market is seeing a major shift: capacity is tightening due to regulatory pressures and driver challenges, not just demand. Di
Read full briefing: Trucking Capacity Tightness: Why It’s Here To StayCBP Extends Air Declaration Zone Test: What US Importers Need to Know About Smoother Air Cargo Processing
U.S. Customs and Border Protection has officially extended the Air Declaration Zone Test for an additional two years, and while this program primarily targets i
Read full briefing: CBP Extends Air Declaration Zone Test: What US Importers Need to Know About Smoother Air Cargo ProcessingEU’s 21st Sanctions Package: Banks, Barrels, and a Bigger Blacklist
The Council adopted its 21st package of restrictive measures against Russia on 23 July 2026. The instruments entered into force on 24 July 2026 (the day followi
Read full briefing: EU’s 21st Sanctions Package: Banks, Barrels, and a Bigger BlacklistFashion brands plan to consolidate sourcing over next 2 years
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Read full briefing: Fashion brands plan to consolidate sourcing over next 2 yearsHow Walmart uses AI to limit weather disruptions in its supply chain
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Read full briefing: How Walmart uses AI to limit weather disruptions in its supply chainSaudia Cargo and Riyadh Cargo Sign Interline Agreement to Boost Global Logistics Connectivity
Saudia Cargo and Riyadh Cargo have entered into an interline pact, as reported on 2026-07-28 by Air Cargo News. The... Read More The post Saudia Cargo and Riyad
Read full briefing: Saudia Cargo and Riyadh Cargo Sign Interline Agreement to Boost Global Logistics ConnectivityThe Hidden Cost of AI at Scale and What Marketers Need to Do About It
Across most organizations, there’s a conversation happening amongst marketing leadership that isn’t being talked about enough. It goes something lik
Read full briefing: The Hidden Cost of AI at Scale and What Marketers Need to Do About ItTrump Defends Tariff Policies, Announces New Duties on 60 Trading Partners
President Donald Trump defended his administration’s tariff policies in an interview on Tuesday, asserting that the measures have generated substantial...
Read full briefing: Trump Defends Tariff Policies, Announces New Duties on 60 Trading PartnersAmazon to add supply chain facilities in New York, Texas
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Read full briefing: Amazon to add supply chain facilities in New York, TexasProject Vault Explained: How Critical Mineral Producers Can Access the US Government's $12 Billion Reserve
Billions in federal capital are available to critical mineral projects. Here is how executives can screen eligibility and prepare to apply.
Read full briefing: Project Vault Explained: How Critical Mineral Producers Can Access the US Government's $12 Billion ReserveThe Lithium Triangle: Landed Cost Calculator for South American Sourcing into the US Market
Sticker price is not landed cost. International lithium producers selling into the US need to model freight, duties, and tariffs to compete — here is how.
Read full briefing: The Lithium Triangle: Landed Cost Calculator for South American Sourcing into the US MarketIRA and CHIPS Act FEOC Compliance: What Battery Manufacturers Need to Know Before December 2026
FEOC rules can disqualify battery components from key incentives. Map your exposure before the December 2026 deadline.
Read full briefing: IRA and CHIPS Act FEOC Compliance: What Battery Manufacturers Need to Know Before December 2026How China's Rare Earth Export Controls Are Reshaping Global Supply Chains in 2026
Neodymium and dysprosium restrictions are forcing supply chain VPs to rethink sourcing. Here is what changed and how to track your exposure in real time.
Read full briefing: How China's Rare Earth Export Controls Are Reshaping Global Supply Chains in 2026What Is Tariff Exposure and Why Does It Matter for Critical Mineral Projects?
Tariff exposure is the dollar value of duties your project is on the hook for. For CFOs and procurement leads new to tariff risk, here is how to measure and manage it.
Read full briefing: What Is Tariff Exposure and Why Does It Matter for Critical Mineral Projects?