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ARTICLE · 18 NOVEMBER 2024

Shippers React To 2024 Election Supply Chain Risks

AlixPartners Asia LLC
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As the dust from the U.S. presidential election settles, many executives are left wondering about the potential impact of President-Elect Trump's trade policies on global supply chains.

United StatesInternational Law
Marc Iampieri
Marc Iampieri
Derek Knueve
Derek Knueve
Erik Mattson
Erik Mattson
Andrew Kerr
Andrew Kerr
Kai Kang
Kai Kang
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As the dust from the U.S. presidential election settles, many executives are left wondering about the potential impact of President-Elect Trump's trade policies on global supply chains. Throughout his campaign, Trump promised to implement significant tariff increases on Chinese imports, ranging between 60-100%.1 Additionally, he has suggested an incremental 10-20% tariff on all other imports.

What does this mean for global supply chains?

Short-term (2-8 months)

  • Inventory buy-up: Importers will likely accelerate inventory purchases on Chinese goods (similar-to what happened in 2018). This will create downstream impacts on both warehousing and freight rates.
  • Warehousing capacity: Purchasing pull-ahead will increase inventory levels, likely leading to a tertiary tightening of capacity, particularly in major port markets (e.g. LA, NYC, Savannah). Temporary space may be harder to find and will likely be at premium rates. Minimal impact is expected on

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