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Global Trade & Logistic Trends

US – China Trade Tension Escalates

Global trade is bracing for significant disruption after President Donald Trump announced plans to impose a 100% tariff on all Chinese imports, effective November 1, 2025, or sooner depending on future developments. The move represents a dramatic escalation in US – China trade tensions, coming just one day after Beijing unveiled sweeping new export controls on rare earth elements

Ceasefire brings optimism for Suez Canal recovery

The recent announcement of a first-phase ceasefire between Israel and Hamas has bring cautious optimism across the global shipping industry, raising hopes that the long-disrupted Suez Canal corridor may finally begin its recovery.

Indonesia-EU Seal Free Trade Deal

The EU and Indonesia officially launched trade negotiations on 18 July 2016, with the 19th round held in July 2024. Since then, talks continued in an ad-hoc format. On 23 September 2025, the EU and Indonesia concluded negotiations on both the CEPA and a parallel Investment Protection Agreement.

Asia-US Freight Rates Slide Amid Trade Uncertainty

As one of the most important container shipping routes, the Asia-US trade lane has been experiencing a significant shift in pricing dynamics in the second half of 2025. Starting from mid-summer, container spot rates began to slide, and by mid-September, industry watchers confirmed that shipping lines were cutting prices significantly.

Will Friendshoring Reshape Trade Routes?

Trade and investment are tilting along geopolitical lines, with “connector” economies such as Mexico, Vietnam, India, Indonesia, Poland, capturing flows once routed through rival blocs.

Indonesia’s Export Strategy in the Second Half of 2025

When the United States officially imposed a 19% tariff on Indonesian exports on August 7, 2025, it marked a turning point for the country’s trade policy. What could have been a severe blow to Indonesia’s export-driven industries was instead met with a calculated response.

90 Days US-China Trade Truce Sparks Market Relief

On August 11, 2025, President Trump signed an Executive Order under the International Emergency Economic Powers Act (IEEPA), marking a significant development in the ongoing trade relation between the United States and the People’s Republic of China.

Indonesia Strikes Deal with EU to Strengthen Trade Cooperation

Indonesia and the European Union have entered the final stages of concluding the Indonesia–European Union Comprehensive Economic Partnership Agreement (IEU-CEPA), a landmark trade pact that promises transformative benefits for both economies. The political milestone was marked by a ceremonial exchange of letters reaffirming their joint commitment to conclude the negotiations by September 2025.