US Logistics Update [Aug 9, 2025]-English

With the US tariff policy in full swing since August 7, Jamieson Greer, US Trade Representative (USTR) in charge of US trade policy, defined the Trump administration's trade policy, which focuses on tariffs and manufacturing protection, as a new order that will replace the existing World Trade Organization (WTO) system. In an op-ed for The New York Times (NYT) on the same day, Greer stated that the Trump administration aims to reform the global trade order, which has been disadvantageous to the U.S., including the Bretton Woods system introduced during World War II and the Uruguay Round that led to the establishment of the WTO. He referred to past multilateral trade negotiations as the “Trump Round” and evaluated that the U.S. has “laid the foundation for a new global trade order.” (Below is a map showing U.S. tariffs by country in color.)

The National Foreign Trade Council, a private trade council representing the global trade and commerce policies of US companies, analyzed the impact of tariff policies on companies and supply chains based on the results of a survey of leading companies in various industries in the US. (This is a good opportunity to understand the true feelings of major US companies regarding tariffs.)

First, the areas most affected in the supply chains of all industries were raw material procurement

(94%), manufacturing and production capacity (90%), and aftermarket-related services (76%). The

NFTC noted that the survey results are particularly concerning given the difficulties in securing core

minerals, semiconductors, and other critical components within the United States, as well as the

lengthy time required to build domestic procurement capabilities. The NFTC pointed out that

companies are facing situations where they must delay or scale back product and service

launches due to cost increases caused by tariffs and supply issues resulting from material

shortages in the U.S. market. Specifically, 56% of companies reported delays or reductions in

product and service launches, 47% reported reductions or planned reductions in U.S. operations,

30% reported preparations for the withdrawal of supply chain partners, and 70% reported that

frequent changes and unpredictability in tariff policies constrain long-term strategic planning.

Additionally, 80% of advanced manufacturing companies responded that tariffs hinder innovation.

Over 60% of companies also pointed out increased costs and weakened global competitiveness

due to retaliatory tariffs, as well as compliance burdens caused by complex tariff systems. Based on

the results of this survey, the NFTC has proposed recommendations to the U.S. government to

mitigate the negative effects of tariffs.

See below for detailed survey results by industry

Information and Communications Technology (ICT) sector: Respondents reported rising consumer prices and reduced access to low-cost products (75%), disruptions in the procurement of key infrastructure such as semiconductors and telecommunications equipment (50%), and tariffs hindering U.S. competitiveness in areas such as digital trade and export readiness (75%).

Energy sector: Increased costs and restricted access to essential equipment due to tariffs (100%), agreement that tariffs have a negative impact on US energy security (100%).

Food and agriculture sector: Maintaining food safety standards and damaging investment capacity (100%), changing shipping routes and suppliers due to tariffs (50%), and tariffs negatively affecting the supply of raw materials, packaging materials, and machinery (100%) were pointed out.

ㅇ North America Vessel Dwell Times

Impact of US tariffs, surge in “origin-controlled” cargo on trans-Pacific shipping routes to the Americas
JOC reports that US tariff policies have caused a significant increase in “origin-controlled” cargo on trans-Pacific shipping routes to the Americas. Origin-controlled cargo refers to cargo for which shipping contracts are concluded in exporting countries such as China, rather than in the US, with tariff uncertainty and shipping rate volatility being the main factors. Toll Group revealed that the proportion of origin-controlled cargo has risen significantly from 20% a few years ago to 35% of total cargo. Small importers tend to prefer DDP terms to shift the customs burden to suppliers, and large retailers also often request CIF terms instead of FOB during periods of freight rate volatility. In particular, as Asian companies expand overseas sales under their own brands, it is expected that the entity exercising shipping rights will shift from the destination to the origin in the long term.

Customs duties on De Minimis goods imported via international mail
De Minimis goods imported via international mail will be subject to ad valorem duties based on the IEEPA reciprocal tariff rates of the country of origin. For the first six months, a fixed duty rate of $80 to $200 per item will be applied on a temporary basis, based on the reciprocal tariff rates of each country. (See table below) Please note that customs evasion through abuse of the De Minimis procedure will result in a maximum fine of $5,000 for the first violation and a maximum fine of $10,000 for repeat violations.