DBA's Freight Market Update: July 17, 2025
This week: Tariffs announced by President Trump to take effect August 1; Port of Los Angeles sees record container volumes in July; Cobots take the floor as automation moves closer to humans.
Current Critical Industry Trends
Tariffs announced by President Trump are set to take effect August 1, with trading partners like Canada and the EU delaying retaliation. The move is already prompting supply chain shifts as importers work to manage costs and avoid disruption.
President Trump has threatened tariffs of up to 100% on Russian imports if no peace deal with Ukraine is reached within 50 days. The announcement creates uncertainty in transatlantic trade as importers reassess freight routes, customs strategies, and sourcing plans.
Ocean
Houthi attacks in the Red Sea have sunk two bulk carriers since July 9. One of the ships, the Greek-managed Eternity C, is among those lost, and search operations for missing crew have now ended. The growing threat is forcing carriers to reroute around Africa, driving up costs and complicating global shipping schedules.
Ports
Vancouver is moving forward with the $3.5 billion Roberts Bank Terminal 2 project to boost west coast container capacity by about one-third. The expansion is federally approved but faces legal challenges from environmental and Indigenous groups concerned about ecosystem impacts.
The Port of Los Angeles is seeing record container volumes in July as importers rush to beat new tariffs starting August 1. This surge is expected to lead to a drop in cargo from August through November as shipments are frontloaded. The National Retail Federation forecasts a double-digit percentage decline during this period.
International
China and Brazil move ahead with bold transcontinental rail vision. The Two-Ocean Railway will link Brazil’s east coast to Peru’s Pacific gateway Backed by a $1.3 billion port investment, it shortens China–Peru transit to 10 days.
Trucking
Freight class reset as NMFC introduces biggest change in decades. Out with commodity confusion and in with density-driven simplicity. Shippers who don’t adapt risk reclass charges and delivery delays.
Rail
Northern Manitoba trade route builds steam with port and rail upgrades. Churchill triples storage capacity and boosts rail service to remote communities. Federal and provincial investments position the region as a global trade link.
Air
Cargo operations soar at East Midlands with apron overhaul and Freeport boost. With new markings and stand layouts, the airport is ready to attract more widebody freighters. Plans include 18 new aircraft stands, 4 warehouse sites, and expanded service zones
Technology
Cobots take the floor as automation moves closer to humans. Modern warehouses now pair collaborative robots with traditional machines for smarter workflows. The balance of speed, safety, and precision is driving hybrid automation strategies.
Other
Tariffs turn up the pressure on the flavor supply chain. Starting Aug. 1, key spice imports face steep duties that may impact pricing and availability. With few domestic alternatives, costs are expected to hit consumers directly.
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As always, DBA’s team is here to help. Our expert teams are ready to answer any questions you may have or give advice for managing the current logistics environment. Additionally, if you need help moving freight or gaining visibility and control over your supply chain, we’d happily discuss what Radiant can do for you. Contact us!