The Tariff Telenovela

The drama continues in this week’s episode of Supply Chain Secrets! Caroline Weaver and Lars Jensen break down the latest twists in the USTR saga, including what’s changed, who’s exempt, and why everyone—from carriers to shippers—is scrambling to recalculate.

Lars unpacks the surprise USTR revisions, including:

• Who dodges the ship fees (for now)
• How the 4,000 TEU threshold is rewriting network strategies
• Why carriers are blanking like it’s Chinese New Year
• What front-loading frenzy and equipment shortages could really mean

And if that weren’t enough? We explore how DHL’s suspension of China parcels hints at bigger B2C chaos to come.

If you’re trying to make smart moves in the middle of regulatory whiplash, this episode is your must-listen.