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Oliver Buchannon
LOIS Sargent

China hit a record $3.9tn in exports in 2025 and a $1.2tn surplus despite punishing US tariffs.

China hit a record $3.9tn in exports in 2025 and a $1.2tn surplus despite punishing US tariffs.

Here’s what really drove the “hard won” win, how DDP kept some trade moving, and the compliance risks and 2026 strategy buyers need to watch.

LockSimple

Jan 15, 2026

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5 min read

Trump Hits Advanced AI Chips With 25% Section 232 Tariff: What It Means for Supply Chains

Trump Hits Advanced AI Chips With 25% Section 232 Tariff: What It Means for Supply Chains

The White House has imposed a targeted 25% Section 232 tariff on certain advanced AI and data centre chips, including Nvidia’s H200 and AMD’s MI325X, with carve outs tied to US buildout. Here’s what importers and sourcing teams should do next.

LockSimple

Jan 15, 2026

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5 min read

Iran Linked 25% Tariff Threat: What It Could Mean for China to US Small Importers

Iran Linked 25% Tariff Threat: What It Could Mean for China to US Small Importers

Trump’s proposed 25% tariff on countries “doing business” with Iran could stack on top of existing China duties, pushing up landed costs, squeezing margins, and causing customs delays for small businesses importing from China to the US.

LockSimple

Jan 14, 2026

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8 min read

EU–US Tariff Deal Delayed? Parliament Vote, Greenland Row, and the Risk of a Trade Snap Back

EU–US Tariff Deal Delayed? Parliament Vote, Greenland Row, and the Risk of a Trade Snap Back

The European Parliament may delay a key vote to lift EU tariffs on US industrial goods, after tensions over Trump’s Greenland rhetoric. Here’s what it means for autos, industrials, lobster, and SMEs watching for start dates, HS code eligibility, and snap back tariff risk.

LockSimple

Jan 14, 2026

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7 min read

Sourcing Spotlight: China H200 Pause, Venezuela Shipping Friction, US Section 232 Delay

Sourcing Spotlight: China H200 Pause, Venezuela Shipping Friction, US Section 232 Delay

In this weeks edition, Beijing is pausing Nvidia H200 orders until it can set its own conditions, Venezuela’s shake up is already adding a compliance friction tax to shipping most visibly in tankers, and the US has merely pushed the next Section 232 wood products tariff step to 1 January 2027 so 2026 is your planning window.

Jan 8, 2026

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6 min read

China Pauses Nvidia H200 Orders as AI Chip Rules Tighten

China Pauses Nvidia H200 Orders as AI Chip Rules Tighten

China has reportedly told some tech firms to pause Nvidia H200 purchases despite fresh U.S. export approvals. The move signals tighter Beijing control over foreign AI chips, growing licence uncertainty, and a push to hardwire domestic chip quotas into procurement.

LockSimple

Jan 8, 2026

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5 min read

US Wood Products Section 232 Tariffs Delayed

US Wood Products Section 232 Tariffs Delayed

The White House has delayed planned Section 232 tariff increases on upholstered furniture, kitchen cabinets, and vanities until 1 January 2027, keeping the current 25% rate in place through 2026. Here is what it means for landed costs, contracts, HTS mapping, and sourcing strategy.

LockSimple

Jan 7, 2026

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6 min read

Venezuela Takeover: Early Shipping Impacts and Supply Chain Risk Signals

Venezuela Takeover: Early Shipping Impacts and Supply Chain Risk Signals

Are we seeing shipping disruption already? Yes, but it is concentrated in tanker flows, sanctions enforcement, and tighter insurance and compliance checks. Here is what has changed, what container importers may notice next, and the practical indicators to watch this week.

LockSimple

Jan 7, 2026

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5 min read

Sourcing Spotlight: IEEPA Refunds, India Export Rebound, and China’s Hainan Free Trade Port

Sourcing Spotlight: IEEPA Refunds, India Export Rebound, and China’s Hainan Free Trade Port

In this week’s edition, we will be looking at the latest announcements on IEEPA tariff refunds after a 15 December 2025 US Court of International Trade update, India’s November export rebound and what it changes in US tariff negotiations, and China’s Hainan free trade port upgrade including expanded zero tariff coverage and the 30 percent value added route for duty free entry into mainland China, creating new options for SME sourcing and market entry.

Dec 19, 2025

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6 min read

India’s November export rebound boosts leverage in US tariff talks

India’s November export rebound boosts leverage in US tariff talks

India’s exports surged in November despite steep US tariffs. The rebound strengthens New Delhi’s hand in talks linking tariff relief to reductions in Russian oil imports and reshapes near term sourcing decisions.

LockSimple

Dec 18, 2025

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5 min read

IEEPA Tariff Refunds Update: What the 15 Dec 2025 CIT Ruling Means for Importers

IEEPA Tariff Refunds Update: What the 15 Dec 2025 CIT Ruling Means for Importers

The US Court of International Trade says importers may not need to rush. If the Supreme Court strikes down IEEPA tariffs, the court can order reliquidation and refunds. Key dates: Feb 7 and Apr 7, 2025.

LockSimple

Dec 18, 2025

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3 min read

Hainan’s Free Trade Port Upgrade: A New Gateway into China via the 30 Percent Value Added Rule

Hainan’s Free Trade Port Upgrade: A New Gateway into China via the 30 Percent Value Added Rule

China is turning Hainan into a high openness free trade port with expanded zero tariff coverage and a new customs boundary with mainland China. This article explains how the independent customs operation and 30 percent value added rule could lower costs for businesses selling into China, plus the practical compliance and documentation steps to watch.

LockSimple

Dec 18, 2025

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4 min read

Sourcing Spotlight: Copper, Rare Earths and Small Parcels: Three Signals Sourcing Cannot Ignore

Sourcing Spotlight: Copper, Rare Earths and Small Parcels: Three Signals Sourcing Cannot Ignore

In this week’s edition, we cover three pressure points shaping sourcing: rising copper costs, China’s widened rare earth controls, and tighter small parcel rules as VAT and de minimis regimes shift. Together, they are a clear prompt to recheck margins, map rare earth exposure in your supply chain, and rethink small parcel fulfilment before the new rules bite.

Dec 12, 2025

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7 min read

Copper Prices Rising What It Means for Supply Chains and Small Retailers

Copper Prices Rising What It Means for Supply Chains and Small Retailers

Copper prices are climbing and pushing up costs in electronics and hardware. Discover how small retailers and sourcing teams can protect margins cash flow and pricing.

LockSimple

Dec 11, 2025

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8 min read

Small Parcels, Big Policy Signals: What Sellers Need to Know

Small Parcels, Big Policy Signals: What Sellers Need to Know

A diplomatic briefing on global shifts in small parcel rules as Germany removes tax exemptions for China origin shipments Thailand tightens origin controls Nigeria expands duty free allowances and the United Kingdom prepares to end its one hundred and thirty five pound relief. What these changes mean for pricing compliance and cross border e commerce strategy.

LockSimple

Dec 4, 2025

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4 min read

China’s Rare Earth Controls Go Global

China’s Rare Earth Controls Go Global

China has introduced far reaching rare earth export controls with extraterritorial reach, capturing foreign made products that contain trace Chinese content or rely on Chinese technologies. This article explains the rules, their impact on supply chains, compliance requirements and why semiconductor, defence and EV sectors face rising risk and redesign pressure.

LockSimple

Dec 4, 2025

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7 min read

RESourceEU, Raw Materials Security and the New Era of Traceability

RESourceEU, Raw Materials Security and the New Era of Traceability

Europe is reshaping sourcing with RESourceEU joint purchasing, stockpiling and the Zero Deforestation regulation. Supply chains must prove resilience, traceability and deforestation free status to access the EU market.

LockSimple

Dec 4, 2025

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6 min read

Sourcing Spotlight: Global Trade Reset in 2026: US India Deal, Korea-Singapore Partnership, and Nvidia’s AI Supply Chain Surge

Sourcing Spotlight: Global Trade Reset in 2026: US India Deal, Korea-Singapore Partnership, and Nvidia’s AI Supply Chain Surge

In this weeks edition, we look at the rise of South Korea and Singapore as the Indo-Pacific’s new trade powerhouses. Also, the US and India are close to finalising a major trade agreement that could reduce tariffs from 50 percent to as low as 15 percent, reshape sourcing in textiles, auto components, agriculture and technology, and introduce new compliance rules for 2026. Here is what businesses need to know...

Nov 21, 2025

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6 min read

Nvidia’s Record Quarter Reshapes the AI Supply Chain and Accelerates Global Chip Investment

Nvidia’s Record Quarter Reshapes the AI Supply Chain and Accelerates Global Chip Investment

Nvidia’s fifty seven billion dollar quarter has eased fears of an AI bubble and renewed confidence across global semiconductor markets. Rivals see short term gains but face growing regulatory and supply pressures, while Europe’s Chips Act accelerates new investment across Germany, France, and key EU hubs.

LockSimple

Nov 20, 2025

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5 min read

South Korea and Singapore: Could They be the New Powerhouses Reshaping Global Trade in 2026

South Korea and Singapore: Could They be the New Powerhouses Reshaping Global Trade in 2026

Discover how South Korea and Singapore are emerging as global trade powerhouses through a new strategic partnership focused on semiconductors, digital trade, clean energy, AI collaboration, and supply chain resilience across Asia.

LockSimple

Nov 20, 2025

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5 min read

US India Trade Deal Nears Completion: What the New Agreement Means for Global Supply Chains

US India Trade Deal Nears Completion: What the New Agreement Means for Global Supply Chains

The US and India are close to finalising a major trade agreement that could reduce tariffs from 50 percent to as low as 15 percent, reshape sourcing in textiles, auto components, agriculture and technology, and introduce new compliance rules for 2026. Here is what businesses need to know.

LockSimple

Nov 20, 2025

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5 min read

Sourcing Spotlight: Good News!! Tariff potentially can be as little as 20%

Sourcing Spotlight: Good News!! Tariff potentially can be as little as 20%

In this weeks edition, we will be looking at the confusion on tariffs. Is it 20% or 47%?

Nov 5, 2025

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7 min read

Tritax Big Box REIT’s £1.04 Billion Acquisition Reshapes European Logistics

Tritax Big Box REIT’s £1.04 Billion Acquisition Reshapes European Logistics

Tritax Big Box REIT’s £1.04 billion deal with Blackstone marks a major shift in Europe’s logistics landscape, with rising rents, ESG upgrades and new challenges for tenants and supply chain leaders.

LockSimple

Oct 23, 2025

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4 min read

Trump’s Section 232 Truck Tariffs: What They Mean for US Supply Chains

Trump’s Section 232 Truck Tariffs: What They Mean for US Supply Chains

President Trump’s new 25% tariffs on imported trucks and 10% on buses take effect 1 November 2025, reshaping supply chains, pricing, and manufacturing incentives under Section 232.

LockSimple

Oct 23, 2025

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4 min read

China’s Rare Earth Controls and the US–Australia Critical Minerals Alliance

China’s Rare Earth Controls and the US–Australia Critical Minerals Alliance

China’s expanded export controls on rare earths are reshaping global supply chains. Goldman Sachs warns of rising costs and production risks, while the new US–Australia Critical Minerals Framework signals a major push to rebuild supply resilience and reduce dependency on Beijing.

LockSimple

Oct 23, 2025

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6 min read

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