5 top supply‐chain news

Weekly Update

  1. 🚢 U.S. Tariffs Spark Major Supply‑Chain Anxiety A new survey reveals 90% of U.S. businesses worry that President Trump’s broad tariff policies—especially doubled steel and aluminum tariffs—could disrupt their operations. 69% cite supply‑chain interruptions, and 72% fear cyberattacks, with cumulative trade-war losses over $34 billion (reuters.com).

  2. 📉 Ocean Shipping Rates Finally Dropping Container shipping spot rates from Asia to the U.S. West Coast have dipped to $5,840 (a ~6.8% drop), signaling a buffer against high mid-May rates. The National Retail Federation expects this to prompt an earlier-than-usual peak import season in July, followed by a slowdown in August (wsj.com).

  3. ⏳ Global Port Delays Surge 300% Port congestion is at crisis level—96% of major terminals (like Singapore, Rotterdam, and Cape Town) are delayed, with wait times up to 10+ days. These bottlenecks drive astronomical demurrage costs ($75–$300/container/day) (blogs.tradlinx.com).

  4. 🛠️ Port Congestion Warning from CalChamber The California Chamber of Commerce, backed by 225+ trade associations, is urging the federal government to proactively address looming port slowdowns and supply-chain disruptions ahead of the busy season (advocacy.calchamber.com).

  5. 🥦 Whole Foods Supply‑Chain Cyberattack A cyberattack on United Natural Foods (UNFI), a key distributor for Whole Foods, has triggered delivery problems and empty shelves across multiple grocery chains nationwide. Restocking is underway, but delays continue (forbes.com).

🧭 Quick Insights Tariffs & cyber threats top the list of business concerns.

Shipping costs are easing—but port logjams threaten to delay benefits.

Cyber‑resilience and infrastructure investment are becoming supply-chain essentials.