• In new research this week, we find that US seaborne imports have a stellar start to 2024 with growth of 15% year over year in the first quarter, driven by industrial materials. Caution is needed as growth may slow and the prospects for the peak season are clouded by supply chain disruptions and the US elections. Elsewhere in the logistics sector, we look at the prospects for the reopening of the Port of Baltimore and the prospects for escalating confrontations in the South China Sea.
• The US government is enhancing its handling of customs violations in the apparel sector, whi...