U.S. shippers face escalating uncertainty heading into 2025 as potential new Trump tariffs and a possible January port strike loom. Logistics anticipate supply chain disruptions and strategic inventory adjustments. U.S. retailers warn that potential import tariff increases could increase consumer prices and reduce spending. S&P Global Market Intelligence predicts further global supply chain restructuring, with U.S.-China trade tensions redirecting manufacturing to Vietnam, Mexico, and South Korea.
