The Eisman Playbook Navigating the Storm: The Impact of US-China Tariffs on Logistics w/ Craig Fuller
10 snips
May 5, 2025 
Craig Fuller, CEO of FreightWaves and a veteran in the trucking industry, joins the discussion to unpack the seismic shifts caused by US-China tariffs. He highlights the dramatic drop in container shipments from China, warning of empty shelves and reduced trucking volumes. Fuller dives into the economic implications for various industries and predicts potential job losses in the logistics sector. The conversation reveals how trade tensions are reshaping supply chains and affecting both big corporations and small businesses, especially in agriculture.
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US-China Tariff Impact Insight
- The US-China trade conflict is primarily a US-China issue rather than global, despite tariffs on many countries.
- China circumvents tariffs by transshipping goods through other countries, complicating trade enforcement.
Major Drop in China-US Containers
- Container shipments from China to the US dropped 65%, with a 35% decline year-over-year in volume.
- Tariffs cause American companies to halt orders, leaving Chinese manufacturers producing goods without immediate buyers.
Tariffs Halt US New Orders
- U.S. companies are pausing new orders from China due to 145% tariffs, risking empty shelves by Christmas.
- Small businesses suffer most since they lack capital to absorb tariff risks, unlike big brands.
