Meridian Research - Meridian Trade Group (Page 2)

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Washington Is Rebuilding Its Tariff Wall Statute by Statute, and Canada Is the First Test

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Washington Is Rebuilding Its Tariff Wall Statute by Statute, and Canada Is the First Test

A Flat Container Index Is Hiding a Canal-Driven Squeeze on the U.S. East Coast

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A Flat Container Index Is Hiding a Canal-Driven Squeeze on the U.S. East Coast

Short of Parts, Not Plant: U.S. Factories Hit a Supply-Side Ceiling as Trade Risk Climbs

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Short of Parts, Not Plant: U.S. Factories Hit a Supply-Side Ceiling as Trade Risk Climbs

Crude Trades the Talks; Chemical Chains Trade the Damage

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Crude Trades the Talks; Chemical Chains Trade the Damage

The Hormuz Shock Has Moved Into the Diesel Tank

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The Hormuz Shock Has Moved Into the Diesel Tank

The Tariff Wall Was Rebuilt, Not Lowered, and Allied Content Now Sets the Price

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The Tariff Wall Was Rebuilt, Not Lowered, and Allied Content Now Sets the Price

Constraints Are Setting Freight Prices, and They Will Unwind Unevenly

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Constraints Are Setting Freight Prices, and They Will Unwind Unevenly

The Hormuz Shock Now Sorts by Molecule: Urea Found Substitutes, Sulfur and Glycol Have Not

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The Hormuz Shock Now Sorts by Molecule: Urea Found Substitutes, Sulfur and Glycol Have Not

America's Crude Build Masks a Shrinking Buffer and a Diesel Squeeze

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America's Crude Build Masks a Shrinking Buffer and a Diesel Squeeze

U.S. Tariffs Now Rest on Statute, and the Escalation Has Moved to Section 232

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U.S. Tariffs Now Rest on Statute, and the Escalation Has Moved to Section 232

Transpacific Rates Are Rising on Withheld Capacity, Not Import Demand

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Transpacific Rates Are Rising on Withheld Capacity, Not Import Demand

The Risk Premium Comes Out of the Metal

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The Risk Premium Comes Out of the Metal

Watch the Water, Not the Wire

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Watch the Water, Not the Wire

The Day the Paper Market Moved and the Physical Market Did Not

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The Day the Paper Market Moved and the Physical Market Did Not

Freight Rates & Trends: Week of June 11, 2026

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Freight Rates & Trends

Freight Rates & Trends: Week of June 11, 2026

Positioning Ahead of Thursday's WASDE

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Positioning Ahead of Thursday's WASDE

India's Zero-Duty Window Closes in Three Weeks

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India's Zero-Duty Window Closes in Three Weeks

Severe Is Still Bad

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Severe Is Still Bad

Freight Rates & Trends: Week of June 4, 2026

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Freight Rates & Trends

Freight Rates & Trends: Week of June 4, 2026

The Grain Market Has Stopped Trading the War

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The Grain Market Has Stopped Trading the War

The Chemicals Market in June 2026

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The Chemicals Market in June 2026

What the 60-Day MOU Means for the Freight Clock

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Freight Rates & Trends

What the 60-Day MOU Means for the Freight Clock

Complete Fabrication vs. Every Chance to Succeed

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Trade Policy & Geopolitics

Complete Fabrication vs. Every Chance to Succeed

Two Weeks of Data and One Direction

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Two Weeks of Data and One Direction

The Decoupling Survives Its Biggest Test

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The Decoupling Survives Its Biggest Test