Summary: Restaurant Supply Product Pathway Global trade is under pressure due to new U.S. tariffs, geopolitical tensions, and supply chain bottlenecks, driving up input costs and leading to strategic sourcing shifts toward nearshoring and artificial intelligence powered decision-making.
Manufacturing
Ground Logistics
Ocean Logistics
Raw Material Availability
Port Worker Strikes
Amazon Strikes
Cost
Armed Conflict
Diesel Fuel Cost
Tariffs
Capacity
Warehouse Inventory
• Ocean Freight Rates & Capacity Disruptions: Ocean freight conditions into the U.S. remain unstable, shaped by ongoing global disruptions and evolving trade dynamics. Carriers and supply chain stakeholders face continued challenges from constrained capacity, port congestion, labor negotiations, and shifting tariff structures. This has led to higher costs, delayed transit times, and increased planning complexity for importers. Strategic flexibility and proactive planning are essential (Reuters 2025) . • Sourcing Trends & Strategic Shifts: In 2025, sourcing strategies focus on increasing resilience and agility amid ongoing disruptions. Companies are diversifying suppliers by nearshoring to regions like Mexico and Vietnam to reduce reliance on China, while leveraging Artificial Intelligence (AI) - powered tools and digital platforms to accelerate decision-making and enhance transparency. Sustainability and ethical sourcing have become key priorities, with emphasis on ESG standards and supply chain traceability. Overall, procurement is shifting toward more flexible, tech- enabled, and responsible approaches to manage risk and ensure steady supply (Business Insider 2025) .
The global shipping industry remains under pressure, with a complex mix of trade policy changes, geopolitical disruptions, and logistical bottlenecks continuing to disrupt international commerce. These conditions have led to elevated costs, delays, and uncertainty across supply chains, particularly for sectors that rely heavily on imported raw materials and components. Major Trends & Issues: • U.S. Tariffs: The U.S. implemented a 10% universal import tariff in April 2025, followed by retaliatory tariffs ranging from 15% to 145% on targeted countries. These tariffs significantly affect input costs for materials like aluminum, steel, and plastics and have triggered global trade tension and supplier realignment. Detailed tariff information is provided on page 3. For ongoing updates and the latest information, please visit ACR News.
Q3 2025 Market Update
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