highonsupply.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

Imagining that uncertainty front-loading is likely to continue. The companies that stockpiled the most goods will fare the recent import drop-off best. It is a lesson that will be projected forward.

submitted 28 minutes ago • 0 comments

-90 day pause on reciprocal and subsequent ridiculo tariffs bringing US to 30% and China to 10% -No exemptions for de minimis - China removed export controls after April 2nd (like anti-dumping against US Companies. But March blacklists remain) -Uncertainty about rare earth metals

submitted 52 minutes ago • 1 comment

Russian Shadow Fleets, a short thread of excellent reporting. This article has a great FAQ section if you want to dive into the basic what and how of Russian Shadow Fleets. open.substack.com/pub/navigati...

submitted 21 hours ago • 1 comment

Lutnick brags we are the biggest consumer economy in the world as his policy actively makes it harder for the U.S. to consume.

submitted 22 hours ago • 1 comment

Yep. People have started to appreciate (and question) the fact that we use 30-40% of our US corn supply for ethanol, but it flies under the radar that we now use 40-50% of our US soybean oil supply for biodiesel. BTW all this supplies only like 5% of US transport fuel. Inefficient resource use.

submitted 1 day ago • 13 comments

APOLLO: “.. The inventory-to-sales ratio for retailers was 1.5 before the pandemic, and now it is 1.3. .. In other words, retailers will more quickly have empty shelves when goods no longer come in from China.”

submitted 1 day ago • 26 comments

Daily supply chain news digest for Saturday May 10th open.substack.com/pub/highonsu...

submitted 1 day ago • 0 comments

The radioisotope supply chain is fragile due to the short shelf life & limited number of suppliers. The U.S. sources 80% abroad. Tariffs threaten supply chains & increase costs for life saving treatments & equipment the U.S could use to develop domestically. healthimaging.com/topics/medic...

submitted 1 day ago • 0 comments

US-China trade talks in Geneva end for night, to continue on Sunday, source says reut.rs/4m92PNl

submitted 1 day ago • 7 comments

Taiwan fears being used as a bargaining chip in trade negotiations between China & U.S. seeks to comply with demands to invest in U.S. manufacturing. Taiwan Semiconductor Manufacturing plans $100B for U.S. fabs in but states construction could take up to a decade. focustaiwan.tw/politics/202...

submitted 1 day ago • 0 comments

This is an important thread. I want to add that UT State senator Karen Kwan & the Chinese Railroad Workers Descendants Association have worked tirelessly to recognize the stories & sacrifices of Chinese rail workers. Last year’s 155th reenactment of Golden Spike paid a long deserved recognition.

submitted 1 day ago • 0 comments

These two charts feel related.

submitted 1 day ago • 0 comments

U.S. Treasury Secretary Scott Bessent and China’s Vice Premier He Lifeng arrived in Geneva for the first discussion since trade tensions escalated between the countries. Both parties were seen leaving their hotels to an undisclosed meeting location. www.reuters.com/world/china/...

submitted 1 day ago • 0 comments

Supply Chain News is for everyone. Here is today’s daily roundup of headlines. open.substack.com/pub/highonsu...

submitted 2 days ago • 0 comments

There have been reports of “place of origin washing” services flooding Chinese social media.

submitted 2 days ago • 0 comments

All eyes on tomorrow’s Geneva meeting.

submitted 2 days ago • 0 comments

There is an alarming rise in cargo theft in the U.S. accounting for an estimated $1B in annual losses. Rail theft alone rose 40% in 2024. Also rising are more sophisticated methods to impersonate legitimate companies to steal cargo & payments. www.cnbc.com/amp/2025/05/...

submitted 2 days ago • 0 comments

An April Cyberthreat Report from Trellix shows that shipping and logistics firms were the second largest targets for cyberattacks which have increased overall 45% from Q4 2024 to Q1 2025. www.trellix.com/advanced-res...

submitted 2 days ago • 0 comments

China’s soybean imports hit a 10 year low. Factors include customs delays, late Brazilian shipments, and a drop to zero in imports from the U.S. due to 125% tariff on imports. www.reuters.com/markets/comm...

submitted 2 days ago • 0 comments

Freight forwarder Flexport indicates Chinese firms have begun booking mid-May container space on ships destined for the U.S. This comes after a 60% drop in exports in early April following escalation in tariffs and a recent softening on tariff talk. www.reuters.com/business/aut...

submitted 2 days ago • 0 comments

Percentage of S&P 500 companies that have discussed tariffs on earnings calls this quarter: 89% (via GS)

submitted 3 days ago • 11 comments

India offers preferential treatment to 90% of U.S. goods and reduce tariff gap from 13% to 4% in exchange for the removal of all current and future U.S. tariffs. www.reuters.com/world/india/...

submitted 2 days ago • 0 comments

Trump says 80% tariffs on China “seem right” as Treasury Secretary heads to Geneva for the first trade discussions with China. www.yahoo.com/news/trump-s...

submitted 3 days ago • 0 comments

Lutnick says the best countries can hope for when they make a trade deal with the US is a 10 percent tariff

submitted 3 days ago • 88 comments

Lots of trade news today. open.substack.com/pub/highonsu...

submitted 3 days ago • 0 comments

The major trade deal offers little relief to both sides and already the cracks are beginning to show. It is a harbinger of deals to come with countries who have larger trade imbalances & are seeking a greater reprieve from tariffs. open.substack.com/pub/highonsu...

submitted 3 days ago • 0 comments

BREAKING: US weighs plan to decrease Chinese tariffs to as low as 50%, down from 145%, as soon as next week, per NYP

submitted 3 days ago • 67 comments

The US-UK trade "deal" today was nowhere near a major reduction in Trump's massive trade war—accounting for the partial exemption for UK cars, the exemption for British steel/aluminum, and the exemption for British airplane parts, overall US tariff rates only fell a total of 0.06%

submitted 3 days ago • 15 comments

JPMORGAN: The UK deal “grabbed headlines today but looks limited in scope .. “.. still leaves the UK worse off compared to the trading relationship prior to Liberation Day. “We are less enthused by the recent ‘deals’ than the markets and still see a material trade war shock as our baseline.”

submitted 3 days ago • 31 comments

Vincent Clerc, CEO of the 2nd largest container group Maersk reported it would take decades to reshape the supply chain & is skeptical US has labor for mass production. Maersk has revised growth downward & re-routed lost U.S.-China capacity to emerging markets in Asia. www.ft.com/content/0b39...

submitted 3 days ago • 0 comments

* EUROPEAN COMMISSION SAYS IT PLANS POTENTIAL COUNTERMEASURES ON UP TO 95 BLN EUROS OF U.S. IMPORTS IN RESPONSE TO U.S. TARIFFS * EUROPEAN COMMISSION: PROPOSED COUNTERMEASURES WOULD TARGET U.S. AIRCRAFT, ALCOHOLIC DRINKS, FISH, CARS AND CAR PARTS @reuters.com

submitted 4 days ago • 36 comments

Officials in Moscow & Washington in discussions to restore Russian gas exports to Europe. www.reuters.com/business/ene...

submitted 3 days ago • 0 comments

Trump to announce trade deal with UK at 10am E.T. www.npr.org/2025/05/07/n...

submitted 3 days ago • 0 comments

open.substack.com/pub/highonsu...

submitted 4 days ago • 0 comments

Trump says there’s a press conference tomorrow on trade deals, place your bets on what country they’re meeting with (I’m guessing India)

submitted 4 days ago • 57 comments

The U.S. Court of International Trade will make a decision on May 13th whether or not to strike down tariffs made by executive action. The decision is likely to appealed to the supreme court. www.vox.com/economy/4114...

submitted 4 days ago • 0 comments

Houthi rebels who have all but shut down trade in the Red Sea deny that they have agreed to stop attacks on shipping vessels countering Trump’s claim at yesterday’s meeting with Canadian PM Mark Carney www.freightwaves.com/news/houthis...

submitted 4 days ago • 0 comments

POWELL: FED DOESN'T HAVE TOOLS THAT ARE GOOD TO ADDRESS SUPPLY CHAIN ISSUES

submitted 4 days ago • 1 comment

Trump refuses to offer “icebreaker” lowering of tariffs to kick off negotiations with China. finance.yahoo.com/news/live/tr...

submitted 4 days ago • 0 comments