Global Trade Is Shifting

Here are four key developments logistics leaders need to watch:

1.Israel–Iran Tensions:

As Israel and Iran continue trading strikes, reigniting regional tensions and putting two of India’s main shipping routes—the Strait of Hormuz and the Red Sea corridor—on edge. It is still too early to say, but if the escalation continues, Indian exporters will feel the ripple effects through higher freight rates and longer detours resulting in shipment delays.

The immediate impact of the conflict that began early Friday on India’s foreign trade will likely be a rise in freight and insurance costs, said Ajay Sahai, Director General of the Federation of Indian Export Organisations (FIEO). He added that exporters could face further pressure if fuel prices climb to $100 per barrel. Read More

2. US-China Trade War: What It Means for India

India isn’t directly in the line of fire, but it’s standing close enough to feel the heat. These tariffs were paused for 90 days until July 9. However, the baseline tariff of 10% remains in force. India and the US are looking to finalize the BTA ahead of the deadline. India’s Exports to US Rise 16.9% To $8.83 Billion, Imports Dip 5.76% In May likely to avoid higher tariff chargers in the future.

Key Trade Highlights:

• A baseline 10% “reciprocal” tariff Trump has imposed on imports from nearly all US trading partners
• A 20% tariff on all Chinese imports, combined with the pre-existing 25% levies imposed during Trump’s first term, brings the total average tariff on Chinese goods to approximately 50%.
• India’s sectors like IT and agriculture are poised to gain from shifting global trade dynamics. Read More

3. India–U.K. FTA:

The India–UK Free Trade Agreement (FTA), signed on May 6, 2025, is slated to come into force within 12 months, eliminating tariffs on 99% of Indian exports to the UK and substantially cutting duties on key British imports such as Scotch whisky and automobiles, thereby opening vast new trade corridors for Indian logistics providers to scale up freight forwarding, warehousing, and customs-clearance services in sectors like textiles, leather, and beverages.

Union Minister Piyush Goyal on 2-day visit 18th-20th June to UK to boost India-UK Free Trade Agreement — Read More

4. India Sees Import Surge, Export Rise in May

Latest trade data from China and India reveal a shift in global trade flows amid the U.S.-China trade war. In May 2025, China’s exports to the U.S. fell 34.5%, while its exports to India, the EU, and ASEAN rose. India’s electronics and machinery imports surged, much from China, while its exports to the U.S. jumped 17.3%. Despite a slight dip in overall imports, India saw a 12% rise in non-oil imports and a 54.1% surge in electronic exports. Experts warn of potential dumping as China redirects exports. IGST revenue and trade data confirm this shift in global supply chains. Read More

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