{"id":53240,"date":"2025-07-24T07:46:30","date_gmt":"2025-07-24T11:46:30","guid":{"rendered":"https:\/\/www.logisticsplus.com\/?p=53240"},"modified":"2025-07-24T07:46:48","modified_gmt":"2025-07-24T11:46:48","slug":"tariff-scorecard-from-armada-corporate-intelligence","status":"publish","type":"post","link":"https:\/\/www.logisticsplus.com\/tariff-scorecard-from-armada-corporate-intelligence\/","title":{"rendered":"Tariff Scorecard (from Armada Corporate Intelligence)"},"content":{"rendered":"<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-48192\" src=\"https:\/\/www.logisticsplus.com\/wp-content\/uploads\/sites\/26\/2024\/08\/Global-Logistics-Alert-banner.png\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.logisticsplus.com\/wp-content\/uploads\/sites\/26\/2024\/08\/Global-Logistics-Alert-banner.png 1024w, https:\/\/www.logisticsplus.com\/wp-content\/uploads\/sites\/26\/2024\/08\/Global-Logistics-Alert-banner-980x184.png 980w, https:\/\/www.logisticsplus.com\/wp-content\/uploads\/sites\/26\/2024\/08\/Global-Logistics-Alert-banner-480x90.png 480w\" alt=\"Global Logistics Alert banner\" width=\"1024\" height=\"192\" \/><\/h3>\n<h3>This is a good tariff update from our friends at <a href=\"https:\/\/armadaintel.com\/\" target=\"_blank\" rel=\"noopener\">Armada Corporate Intelligence<\/a><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-53241\" src=\"https:\/\/www.logisticsplus.com\/wp-content\/uploads\/sites\/26\/2025\/07\/Tariff-Scorecard-7-23-25.jpg\" alt=\"Tariff Scorecard 7-23-25\" width=\"500\" height=\"575\" srcset=\"https:\/\/www.logisticsplus.com\/wp-content\/uploads\/sites\/26\/2025\/07\/Tariff-Scorecard-7-23-25.jpg 500w, https:\/\/www.logisticsplus.com\/wp-content\/uploads\/sites\/26\/2025\/07\/Tariff-Scorecard-7-23-25-480x552.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 500px, 100vw\" \/>Negotiated deal announcements like the reported Japan and Indonesia agreements could start coming much faster. Some are firm, some are handshakes, and there is a lot of confusion. But there are a couple of sources out there that are keeping a good tab on the tariffs themselves.<\/p>\n<p>The broader country-based tariff list at right shows the current tariff (if a deal is in place) and the threat for August 1st if a deal is not in place.<\/p>\n<p>I won\u2019t speculate any longer on which deals are close, and which aren\u2019t. In this case, you can\u2019t predict the unpredictable.<\/p>\n<p>Versus the pre-Trump period, here are the transitions coming out of the current trade deals.<\/p>\n<p>Japan: 2% to 15%<br \/>\nIndonesia: 3% to 19%<br \/>\nPhilippines: 3% to 19%<br \/>\nVietnam: 3% to 20%<\/p>\n<p>If all of these tariffs stick, and there is no diversion of trade because of the tariff rate (some of these trading partners may see a shifting of sourcing from China to one of these alternative markets if the final tariff rate for China comes in higher than expected), it is expected to generate a net income difference of ~$49.4 billion annually over prior rates.<\/p>\n<p>As other deals are struck, our eyes will be primarily on the larger markets like China, the EU, Canada, Mexico, Brazil, South Korea, and perhaps Thailand, Malaysia and a few others.<\/p>\n<p>Again, we know historically that higher tariffs can lead to some sourcing shifts \u2013 and some of the industrial capacity buildout in the US will eat some of this market share. &#8211; <a href=\"https:\/\/armadaintel.com\/about\/\" target=\"_blank\" rel=\"noopener\">KP<\/a><br \/>\n<strong><br \/>\n<a href=\"\/contact-us\/request-information\/\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-28308 size-full\" src=\"https:\/\/www.logisticsplus.com\/wp-content\/uploads\/sites\/26\/2021\/01\/Contact-Us-with-Arrow-Button.png\" alt=\"Contact-Us-with-Arrow-Button\" width=\"230\" height=\"70\" \/><\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tariffs<\/p>\n","protected":false},"author":4,"featured_media":48191,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","footnotes":""},"categories":[240],"tags":[245],"dipi_cpt_category":[],"class_list":["post-53240","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-global-logistics-alerts","tag-global-logistics-alert"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v26.0) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tariff Scorecard (from Armada Corporate Intelligence) | Logistics Plus<\/title>\n<meta name=\"description\" content=\"Tariff Scorecard: This is a good tariff update from our friends at Armada Corporate Intelligence.\" 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