Will Friendshoring Reshape Trade Routes?
Trade and investment are tilting along geopolitical lines, with “connector” economies such as Mexico, Vietnam, India, Indonesia, Poland, capturing flows once routed through rival blocs.
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Global Trade & Logistic Trends
Indonesia’s Export Strategy in the Second Half of 2025
When the United States officially imposed a 19% tariff on Indonesian exports on August 7, 2025, it marked a turning point for the country’s trade policy. What could have been a severe blow to Indonesia’s export-driven industries was instead met with a calculated response.
90 Days US-China Trade Truce Sparks Market Relief
On August 11, 2025, President Trump signed an Executive Order under the International Emergency Economic Powers Act (IEEPA), marking a significant development in the ongoing trade relation between the United States and the People’s Republic of China.
Indonesia Strikes Deal with EU to Strengthen Trade Cooperation
Indonesia and the European Union have entered the final stages of concluding the Indonesia–European Union Comprehensive Economic Partnership Agreement (IEU-CEPA), a landmark trade pact that promises transformative benefits for both economies. The political milestone was marked by a ceremonial exchange of letters reaffirming their joint commitment to conclude the negotiations by September 2025.
Key Highlights from US-Indonesia Trade Agreement
Last week, the White House released a fact sheet on the recent trade deal between the United States and Indonesia. President Trump praised the agreement, saying it gives American businesses access to the Indonesian market. The US-Indonesia Agreement on Reciprocal Trade iis expected to bring big benefits to the US industries like manufacturing, farming, and digital services.
Strong Import Demands, Can European Ports Handle the Peak?
Europe’s ports are heading into what industry analysts are calling a “code red” summer, as soaring Asian imports and geopolitical disruptions converge to create the worst supply chain congestion since the COVID-19 pandemic.
Critical Minerals and Strategic Commodities in the Indonesia–US Trade Deal
As the global demand for electric vehicles and clean energy technologies accelerates, critical minerals such as nickel, copper, and cobalt have become central to geopolitical and economic strategies. With over 55% of refined nickel supply in 2023 and projected to reach 74% by 2028, Indonesia plays a dominant role in the global critical minerals market.
Trump Announces 19% Tariff for Indonesia and Tariff-Free for US Under the New Trade Deal
After announcing a blanket tariff on several countries effective August 1, 2025, Trump has announced a new tariff deal, this time with Indonesia. Previously, Indonesia was set to face a 32% tariff. However, following the bilateral talks, the U.S. has reduced the tariff on Indonesia to 19%, while U.S. exports to Indonesia will be free of both tariff and non-tariff barriers.
Trump Announces New Blanket Tariffs Effective August 1, 2025
In a significant development that could reshape global trade flows, President Donald Trump announced a new wave of blanket tariffs on a group of countries. The announcement was made via Truth Social on July 7, 2025, and outlines new duties to be imposed starting August 1, 2025.
Diversifying Supply Chain Beyond US and China
Over the past few decades, the United States and China have emerged as the dominant parties in global trade and economy. However, recent events have exposed vulnerabilities that businesses can no longer afford to ignore and why it’s time to think beyond these two giants.
