Norwegian shipping company Golden Ocean Group expects that the dry bulk shipping market can absorb 10% of new vessel capacity due to port congestion and demand for coastal trade in China. Although the number of new ship deliveries needs to be reduced by 40% to maintain high charter rates, the market still shows resilience and potential for growth.
This paper interprets the RMB settlement export tax rebate policy, focusing on its application in ASEAN trade. Companies trading with countries that have signed RMB trade circulation agreements can apply for tax rebates if the contract and payment are in RMB and an RMB account is opened. Businesses should closely monitor policy updates and strengthen cooperation with financial institutions to fully utilize the convenience of RMB settlement. This facilitates smoother trade transactions and potentially reduces exchange rate risks within the ASEAN region.
The upgrade of the US Customs ACE system raises concerns about the $800 duty-free threshold. While the policy is expected to remain unchanged in the short term, the system upgrade signals stricter compliance oversight. Cross-border e-commerce sellers should prioritize product quality, optimize supply chains, and closely monitor policy trends to adapt to future market changes. The ACE upgrade suggests a shift towards greater scrutiny of low-value shipments, potentially impacting the competitiveness of some cross-border businesses.
Australian railways were disrupted due to extreme weather. In response, eBay has introduced a seller protection policy to mitigate the impact of logistics disruptions and safeguard seller rights. This policy covers late shipment rate, defects, 'item not received' disputes, negative and neutral feedback, and seller standards defects. To be eligible, sellers need to upload valid tracking information promptly. This measure aims to alleviate the burden on sellers affected by the weather-related logistical challenges and ensure fair treatment during this period.
US factory orders rose a less-than-expected 0.2% in September, with the data delayed due to the government shutdown. While durable goods and non-defense capital goods orders held steady, the overall figure suggests a potential slowdown in the manufacturing recovery. The market impact was limited, with investors focusing more on the latest economic indicators and Federal Reserve policy. The modest increase in factory orders reinforces concerns about the pace of economic growth and its implications for future monetary policy decisions.
The U.S. government is strengthening enforcement of English proficiency requirements for truck drivers, aiming to enhance safety and protect domestic jobs. In the short term, the policy has a limited impact on capacity and freight rates remain relatively stable. Long-term, the market may adapt through training, technology, and advancements in autonomous driving could alleviate labor shortages. Trucking companies and shippers should closely monitor policy implementation and adapt accordingly. Government agencies should also carefully evaluate the policy's impact and make adjustments as needed.
The 'Global Port Tracking Report' indicates a short-term surge in US import trade due to tariff reductions. However, a sharp decline is expected in the latter half of 2025 as these policies expire. The report forecasts import volumes for the coming months, highlighting the impact of trade policy uncertainty on supply chains. Retailers are actively preparing for back-to-school and holiday seasons, but remain concerned about future tariff policy directions. This uncertainty poses challenges for long-term planning and inventory management.
The Trump administration planned to impose tariffs on several EU countries, aiming to exert pressure. However, the ambiguous labeling of the origin of EU goods hindered the U.S. Customs' ability to effectively identify the specific producing countries, thus obstructing the implementation of the tariff policy. Geographical indication products are more easily targeted. This situation highlights the disconnect between the U.S. trade policy objectives and its execution capabilities. The lack of clear origin labeling undermines the effectiveness of the intended trade measures.
This article analyzes the trends of cross-border e-commerce in 2026, highlighting the pressure of domestic market competition driving overseas expansion. It emphasizes the need to consider product suitability, market potential, policy friendliness, and core competitiveness before entering the market. The advantages of 'Made in China' and policy support bring opportunities to small and medium-sized sellers. However, careful product selection and market choice are crucial. The article suggests refined product selection and differentiated competition strategies for success in the global market.
This article provides an in-depth analysis of Walmart's 'Trust and Safety' policy, revealing three major pitfalls for sellers: counterfeit goods, false advertising, and logistics/after-sales issues. It offers effective appeal strategies, emphasizing accurate identification of violations, actionable rectification measures, and preventative commitments. The article recommends establishing a routine self-inspection mechanism, staying updated on policy changes, maintaining complete documentation, and building a long-term compliant operation system. This proactive approach helps sellers navigate Walmart's regulations and avoid penalties.
