Deal or Delay? What the U.S.-China Talks in London Mean for Supply Chains

President Trump says the U.S.-China trade deal is “done,” but what does that really mean for global freight and domestic supply chains? We break down the real impact of the recently announced trade framework from London. With tariffs locked at a cumulative 55% on most Chinese imports, we unpack how this deal is shaping sourcing decisions, port congestion, freight volumes, and inventory planning. We explore why Beijing hasn’t confirmed the terms, why freight volumes are still well below 2023 levels, and how retailers are managing a peak season defined by cost constraints and caution.