Newsletter [Nov 2 - Nov 8]
Good Morning
A note from our CEO, Richard Roman Jr.
Welcome back to another week of In Transit — your global logistics and trade update from JR Global.
As we approach the year’s final stretch, the air market is tightening while policy conversations in Washington continue to evolve. Let’s dive in.
The Roundup
What moved the world this week
Customs & Trade Policy Update
Trade Policy Update — Proposed 10 % Tariff Reduction in View
Recent signals from the White House point toward a 10 % reduction in the baseline “reciprocal tariff,” a measure intended to ease inflationary pressure while promoting fair-trade reciprocity.
According to the official White House Fact Sheet, the administration is reviewing rate adjustments originally imposed under Executive Order 14257 (“Reciprocal Tariff Act”).
While not yet finalized, this proposed reduction is viewed as a positive step in ongoing trade negotiations.
Market Outlook: If confirmed, importers may accelerate shipments ahead of implementation — creating a short-term demand spike in both air and ocean freight as businesses capitalize on lower duties.
Supreme Court Tariff Case — Decision Timeline
All eyes are on Washington D.C. as the Supreme Court prepares to hear arguments on the legality of the reciprocal-tariff framework.
Hearing Date: November 5, 2025
Issue: Whether the President’s use of the International Emergency Economic Powers Act (IEEPA) to impose tariffs is constitutional.
A ruling is expected by early 2026 — which could reshape how future trade policies are enacted and reviewed by Congress.
Operational Impact: Until the Court rules, existing tariff schedules remain in force. Importers should continue filing under current rates but remain ready for post-ruling adjustments or potential refund processes.
Supply Chain & Logistics News
Global Air Market — Winter Tightness Takes Hold
Winter has officially arrived in the air cargo world. Seasonal flight reductions, coupled with sustained e-commerce demand, have tightened available capacity across key trade lanes.
Passenger flight schedules have been reduced ≈ 15–25 % compared with summer, meaning less belly-hold space for cargo.
Carriers are prioritizing long-term contract clients, leaving limited room for spot bookings.
U.S.–Asia and Europe–Latin America lanes are already seeing premium surcharges and booking windows stretching to 7–10 days in advance.
Strategic Insight: If your freight is time-critical, confirm bookings early and explore hybrid sea-air options. JR Global’s air-freight team can secure allocations across multiple carriers and origin points to ensure continuity.
The Forecast
Trends, goals, and what’s on the radar at JR Global
Redefining Visibility Through Tracking Technology
At JR Global, visibility is more than just a feature — it’s our commitment. Our enhanced tracking platform delivers real-time transparency from the moment your shipment is booked until it reaches its final destination.
Clients can:
Track and manage all shipments (air, ocean, land) in one central dashboard.
Generate customized reports to analyze performance, identify bottlenecks, and improve sales forecasting.
Integrate data directly into internal systems to align logistics with procurement, sales, and inventory planning.
We’re also proud to offer tracking coverage for every shipment you handle — not just those booked through JR Global.
Strategic Insight: In a market defined by volatility, actionable data equals resilience. Our tracking suite turns raw milestones into meaningful intelligence — helping our clients plan better, sell more, and serve their customers with confidence.
The Shortcut
Smart tips for smart shippers — key takeaways from this week’s newsletter
Air Market: Tight capacity = book early. Secure space 7–10 days in advance.
Tariff Talk: 10 % reduction proposal could spur short-term demand surge.
Supreme Court: Tariff legality hearing set for Nov 5 — decision expected early 2026.
JR Tracking: All-in-one visibility for all your shipments — real-time updates + custom reporting.
The Playlist
What the JR team is listening to this week in the office