Impact of New U.S. Tariffs on Global Supply Chains

The revival of a protectionist agenda in Washington has begun to significantly impact global supply chains. The new U.S. tariffs have caused a drop in air cargo demand, especially in industries such as technology and automotive.

Decrease in Air Freight Demand

Cargo airlines have reported a sharp decline in volumes, particularly for electronics and vehicles. This trend is a direct reaction to U.S. trade policies aimed at protecting domestic production, yet they are disrupting international trade dynamics.

Effects on Global Trade

Multinational companies are reassessing routes and logistics strategies in response to the commercial uncertainty. Some countries are strengthening partnerships with European and Asian markets to reduce their reliance on the U.S., while Mexico could benefit from redirected trade flows.

“Unilateral tariff decisions are forcing companies to rethink their supply chains and accelerate market diversification.” – World Trade Organization (WTO)