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Market Report - 3/2026
Ces documents super complets et informatifs mettent en avant les infos et les événements importants de la chaîne d'approvisionnement, avec des infos provenant des meilleures sources du secteur.
OIA Global publie chaque mois un rapport complet sur le marché !
Sections de contenu
- Tendances du marché
- Fusions et acquisitions
- L'infrastructure
- Lois et législation
- Durabilité
- Technologie des transports
Tendances du marché
Middle East Supply Chain Crisis
Recent military action against Iran is disrupting global supply chains, affecting Middle East airspace and key trade routes throughout the Persian Gulf, including the Strait of Hormuz and Suez Canal. The situation remains fluid and will evolve minute-by-minute.
Although the U.S. imposed a 10% global levy on foreign goods, it kept an exemption for many goods shipped under the US-Mexico-Canada Agreement, reiterating strong trade ties between the three neighbors.
- Trade between the U.S. and Mexico increased 3.9% year-over-year (YoY), rising from $840b in 2024 to $872.8b in 2025.
- Mexico received $40.8b in Foreign Direct Investment (FDI) in 2025, a 10.8% YoY increase. This was Mexico’s fifth consecutive year of FDI growth, and the highest figure ever recorded in a single year.
Source: U.S. Commerce Department, Bureau of Economic Analysis.
59m containers moved through Chinese ports during the first nine weeks of 2026, a +12% increase year-over-year (YoY). These volumes plummeted following the military interventions against Iran.
Source: China’s Ministry of Transport, Bloomberg.
Tendances du marché (suite)
As volumes from China decline, Indonesia and Thailand have emerged as key alternative suppliers in Southeast Asia.
- In 2025, U.S. imports increased 30% from Thailand and 34% from Indonesia year-over-year (YoY).
- The U.S. and Indonesia have also been removing tariffs and collaborating more closely to establish favorable trade terms.
- Notably, these trade shifts have occurred while blank sailings were at a low.
The Panamanian government formally assumed control of two key ports (Balboa and Cristobal) on the Panama Canal after the country’s Supreme Court annulled a contract with CK Hutchison Holdings.
- Maersk and Mediterranean Shipping Company (MSC) overtook operations at the facilities on an interim basis.
- CK is working to sell its non-Chinese port business, which includes operations at these two ports.
- Blackrock, a major U.S. based financial institution, is still pushing to solidify a deal and acquire control of the port facilities.
Despite U.S. tariffs, China’s trade surplus reached record levels in 2025, surpassing $1.2T overall. Net exports accounted for roughly a third of China’s GDP growth, the highest proportion since 1997.
Source: China’s General Administration of Customs, Bloomberg.
India Bets on Air Cargo Growth
- India’s government wants to move 10m tons of air cargo annually by 2030. The sector currently handles around 4m tons.
- The government is opening 50+ new airport facilities
- Air India has roughly 600 new aircraft on order
- Emirates SkyCargo is actively expanding its footprint in India
L'infrastructure
Peru will construct a new 120km freight line to connect the Pacific Port of Chancay with the country’s central region. Project completion and entry into service are both scheduled for 2028.
- The Jacksonville Port Authority (JAXPORT) is investing $250m to modernize its container terminals and raise the air draft to 205’, which will allow larger vessels to access Jacksonville’s deepwater harbor.
- Two new 50-gauge ship-to-shore (STS) container cranes have entered service at JAXPORT’s Blount Island Marine Terminal.
The Texas Transportation Commission awarded $58.51m to Canadian Pacific Kansas City’s (CPKC) rail grade separation and safety enhancement project at Santa Maria Boulevard in Laredo.
- Much of the commerce between the U.S. and Mexico moves through Port Laredo, Texas, the largest inland port in the U.S. and the top gateway for trade between the two countries.
- Two-way trade at Port Laredo totaled $354b in 2025
India’s 307km rail expansion projects will add 52m tons of additional freight traffic per year:
- Doubling the Gondia (Maharashtra) – Jabalpur (Madhya Pradesh) line
- Quadrupling the Punarakh-Kiul line (Bihar)
- Quadrupling the Ganharia-Chandil line (Jharkhand)
Lois et législation
IEEPA Tariff Refunds Still Uncertain
IEEPA Tariff Refunds Still Uncertain
Following the Supreme Court’s decision against Donald Trump’s tariffs under the International Emergency Economic Powers Act (IEEPA), the U.S. trade community faces a long and uncertain path to obtain refunds. Roughly $175b in tariffs were collected under Trump’s emergency authority, which is now in legal limbo.
Trump’s Justice Department filed a court appeal to try to slow the process down for another 90 days, but the judges refused and sent it to the next phase in the process.
Support Available for ACH Refunds
Because the refund process is still uncertain, importers should ensure their ACH refund accounts are properly configured with U.S. Customs & Border Protection (CBP) to help prevent delays if/when refunds are authorized. Filing a protest with U.S. CBP is the best way to preserve your right to a refund. If you have not yet established or confirmed your ACH refund setup, we strongly recommend doing so as a proactive measure:
- Préserve tes droits au remboursement
- Te protège si le CBP demande des protestations dans le cadre du processus de remboursement.
- Garantit que ta réclamation reste active pendant toute la durée du litige.
- Failing to file a protest within 180 days of the liquidation date could jeopardize your ability to recover any paid duties. Learn more about the liquidation process here.
OIA Global t'aider de plusieurs façons :
- Vérifie tes données d'entrée pour repérer les envois concernés par l'IEEPA.
- Garde un œil sur les dates de liquidation pour être sûr de respecter les délais.
- Prepare and file protests on your behalf
Submit protests in batches to improve efficiency - Discute avec ton avocat (si besoin).
Lois et législation (suite)
Pax Silica Declaration
India formally joined the Pax Silica Declaration, a U.S.-led, multinational initiative that aims to strengthen supply chain security by deepening cooperation on artificial intelligence and co-developing methods for mining, processing, and stockpiling critical minerals and rare earth materials.
- The signees currently include Japan, South Korea, the EU, the UK, and Israel.
The U.S. and Bangladesh strengthened trade ties, agreeing to more favorable trade terms:
- The U.S. is reducing its reciprocal tariff on goods from Bangladesh
- The U.S. created a new exemption for textile and apparel goods produced in Bangladesh using U.S. produced materials
- Bangladesh will provide preferential market access to U.S. industrial and agricultural goods
- Bangladesh will address non-tariff barriers that limit U.S. trade
The European Parliament paused ratification of the European Union’s (EU) trade deal with the U.S., following a court ruling that invalidated President Trump’s IEEPA tariffs. The parliament’s trade committee wants more information from the U.S. about how it will preserve a 15% ceiling on most EU products—a level both sides agreed to in a 2025 trade pact.
Maritime Action Plan
The Trump Administration released a Maritime Action Plan (MAP), detailing strategies to revitalize American shipbuilding and increase U.S. maritime dominance long-term. Key aspects include:
- Increasing the fleet of international commercial vessels sailing under the U.S. flag as well as domestically between U.S. ports.
- Ensuring access to Arctic waterways while addressing the growing presence of foreign nations throughout this increasingly important trade route.
- Enforcing collection of the Harbor Maintenance Fee and other charges on foreign cargo entering the United States to prevent tariff circumvention via Canada or Mexico.
- Investing in and expanding the Maritime Industrial Base and soliciting public and private investment in it.
U.S. Government Increases CDL Oversight
The U.S. Department of Transportation (DOT) and the Federal Motor Carrier Safety Administration (FMCSA) are enacting and enforcing stricter rules around commercial driver’s licenses (CDLs).
Language Proficiency: All knowledge and skills tests must now be administered in English.
Chameleon Carriers: FMCSA is targeting “chameleon carriers,” a trucking company that has been shut down, fined, or placed out of service, and then reappears under a new company name and DOT number. The agency is using new automation tools to track companies with multiple DOT registrations and help enforcement personnel detect such applications during the registration process.
Registry Purges: The FMCSA has targeted >7,000 entry-level driver training (ELDT) providers to crack down on unqualified “CDL mills.”
Technology Vetting: 80+ electronic logging devices (ELDs) have been removed from the approved list, and >400 recent applications were denied.
Dalilah Law: New legislation would prohibit access to CDLs for individuals who are “not citizens or lawful permanent residents of the United States or holders of certain work visas.”
Fusions et acquisitions
Hapag-Lloyd Will Acquire ZIM
Two of the world’s top ten container shipping companies will merge, pending shareholders’ and regulatory approvals. Hapag-Lloyd signed an agreement with ZIM Integrated Shipping Services Ltd., under which Hapag-Lloyd will acquire 100% of ZIM’s shares at USD $35.00 per share, with the total transaction exceeding $4b. The combined business would involve 400+ vessels and >3m TEUs of capacity.
Durabilité
90+ leading companies, including shipowners, ports, fuel producers, and technology providers, signed a joint statement calling on Member States of the International Maritime Organization (IMO) to adopt the IMO’s Net-Zero Framework in 2026.
- Last year, the U.S., Saudi Arabia, and other nations worked to derail the agreement and even threatened other member states if they supported it. Other stakeholder nations include Panama, Liberia, and the Marshall Islands, the world’s largest “flag states” (where ships are registered), which control almost half of global merchant vessel tonnage.
Technologie des transports
Anthropic, a leading artificial intelligence (AI) company, was designated as a supply chain risk by the U.S. government, which directed its agencies and contractors to stop using Anthropic’s products.
Ocean Network Express (ONE) announced the launch of its Surcharge Cleanup Project, which aims to simplify ONE’s surcharge structure, reducing the number of codes while improving clarity and predictability for shippers.
Contenu connexe
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Mises à jour tarifaires
Tariff rates, country designations, and trade rules are all subject to change.
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Mises à jour sur la chaîne d'approvisionnement au Moyen-Orient
The situation in the Persian Gulf remains fluid, and this page will be updated as new developments occur.
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Rapport mensuel sur le marché
Ces documents super complets et informatifs mettent en avant les infos et les événements importants de la chaîne d'approvisionnement, avec des infos provenant des meilleures sources du secteur.