Stay on Top of 2025 Trade Trends
The July GCP Trade Report delivers clear insights and actionable strategies to help your business move forward with confidence.
Highlights from the Report:
- The U.S. is pursuing an aggressive, multi-tiered tariff strategy under its reciprocal framework, targeting countries with rates from 15% to 50%, depending on the outcome of bilateral negotiations.
- Raw material prices continued their upward trend in June, marking the ninth consecutive month of increases.
- Natural rubber prices have climbed to around 170 US cents per kilogram, their highest level since late May, supported by supply concerns despite weak global demand.
- Global economic expansion accelerated at the fasted pace in three months in June, backed by a renewed rise in manufacturing production driven by further inventory-building in the U.S.
- China’s producer prices shrank -3.6% year-over-year (YOY) in June, marking the 33rd consecutive month of producer deflation and the steepest fall since July 2023.
- U.S. ports in June processed 2.06 million Twenty-Foot Equivalent Units (TEUs) up 5.9% from May but down 3.7% YOY.
- China’s share of U.S. imports fell further to 28.8%, well below its July 2024 peak of 40.0%, as sourcing continues to diversify toward Southeast Asia and other regions.
- Most signs indicate that this year’s ocean peak shipping season was early, brief, and muted, driven by frontloading orders earlier in the year by some and a wait-and-see approach by others.
- Truckload rates remained flat even though freight volumes were slightly stronger compared to May. However, both remain well below typical peak summer shipping season levels.
Learn more about these key issues in the full report linked below.
⏱ Estimated Reading Time: 10.5 minutes
📄 Report Length: 3468 words
