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Art of Supply

How U.S. Tariffs Are Reshaping Global Freight W/ Judah Levine

22 May 2025

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Global supply chain leaders and consumers alike have watched for months as the U.S. tariff rollercoaster starts and stops, impacting imported goods. While these policy changes are expected to directly impact supply chains, what about their impact on the cost and availability of freight? As companies hold their breath and wait to see if and/or when their imports will be subjected to tariffs, many have been doing their best to plan as far ahead as possible and get stock in well before seasonal demand hits. Even so, concerns still exist over tariff timelines and the availability and cost of domestic goods. Most preparation comes down to data–which is where this episode's guest comes in. Judah Levine, Head of Research at Freightos, recently joined Kelly Barner to offer his insight into what he and his team are seeing in the ocean and air shipping market. In this episode of Art of Supply podcast, Kelly and Judah cover: The strategy shippers are taking in response to tariffs The extended impact these trade wars will have on global shipping The challenges brought on by the pausing of de minimis exceptions Links: Judah Levine on LinkedIn Trump's April Tariffs - Rundown, Implications, and Freight Impact Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

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