Between June 24 and July 3, 2025, global logistics entered a new phase of “permanent volatility.” With President Trump holding firm on the July 9 tariff deadline, Vietnam clinched a last-minute exemption while Europe and Japan scramble to avoid 25–50 percent duties. Trans-Pacific spot rates whipsawed as shippers front-loaded cargo, port strikes in Sweden pushed global on-time arrivals below 60 percent, and congestion fees soared.
