Every week, Rinchem shares important articles and topics about chemical and gas logistics, industries we operate in, and the general global supply chain. This week's post includes expectations of Trump's semiconductor tariff announcement, July's freight market results, and Inbound Logistics' 3PL Market Research Report.
Keep reading to see this week's hot topics.
This week's stats
$52 Billion- The original funding amount authorized by the CHIPS and Science Act TechCrunch – Trump to announce chip tariffs
59.2- July Logistics Managers' Index (LMI), down from June's 60.7 Freight Waves- Freight market's 'holding pattern' continues in July
$2.3 Trillion- Total business logistics costs in 2024, equating to 9.1% of national GDP Inbound Logistics- 2025 Inbound Logistics Perspectives: 3PL Market Research Report
Trump says he’ll announce semiconductor and chip tariffs
President Trump announced in a CNBC interview on August 5, 2025 that his administration will unveil new tariffs on semiconductors and chips “within the next week or so,” part of a broader push to spur domestic manufacturing of key technologies. The announcement—timed amid deliberations over AI chip export restrictions—comes after a roller‑coaster year for U.S. chip policy, including subsidies via the CHIPS Act and industrial delays from companies like Intel. While full details and specific rates remain undisclosed, the move signals increasing pressure on global supply chains and semiconductor exporters, notably in Taiwan.
Freight market’s ‘holding pattern’ continues in July
In July, the freight market remained in a "holding pattern" despite ongoing expansion in logistics activity, according to the Logistics Managers’ Index (LMI) report. The LMI stood at 59.2—down 1.5 points from June—while transportation capacity showed modest growth at 52.6, signaling continued expansion but limited momentum. At the same time, transportation utilization (59.5) and pricing (average of 63.2) rose notably, suggesting the market recovery is being driven more by rising demand and rates than by capacity increases. Inventory levels declined overall, though smaller firms and upstream companies reported rising stock, and warehouse prices held firm amid tight conditions.
2025 Inbound Logistics Perspectives: 3PL Market Research Report
The 2025 Inbound Logistics Perspectives: 3PL Market Research Report—the publication's 20th annual edition—examines how global policy shifts, geopolitical uncertainty, and fast-emerging technologies are reshaping third-party logistics (3PL) partnerships and operational models. It uncovers evolving market dynamics including shifting shipper demands, rising profitability challenges for 3PL firms, and the critical role of adaptability in maintaining resilient logistics networks. The report highlights how providers are innovating in areas such as strategic execution, digital transformation, and supply chain agility to better serve a more diverse and demanding range of clients.
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