DP WORLD Brokerage Newsletter
Thanksgiving Edition
November 26, 2025
Executive Overview
As the Thanksgiving season rolls around, we’re thankful for one thing, supply chains that actually mostly work (most of the time). While you’re thinking about turkey, gravy, and pie, the global trade landscape isn’t taking a holiday. Ports, carriers, and customs keep moving, and so do we. Here’s your weekly DPW Brokerage detailed update, so you can keep shipments flowing smoothly while sneaking in a little extra dessert.
Global snapshot — what changed this week
Global Spotlight: US/China Trade Talks Resume
A phone call between former President Trump and President Xi Jinping has restarted US-China trade discussions. Key topics included trade agreements, Taiwan, and Ukraine. Markets responded positively, indicating optimism for reduced tariffs and smoother bilateral trade.
Why It Matters
- US importers and exporters could see tariff relief, affecting costs and pricing.
- Brokers should anticipate potential increases in shipment volumes.
- Monitoring developments is crucial to adjust client strategies proactively.
Country Focus – China
- Electronics and consumer goods imports could stabilize.
- Exporters should track tariff announcements and regulatory changes.
Source Links:
U.S. and China Reach Agreement, But Experts Say This Is Just A Pause In The Trade War
Country Spotlight
US/Canada Trade Talks – Ongoing Freeze
Trade talks between the US and Canada remain stalled. Bank of Canada Governor Mark Carney may travel to Washington D.C. next week to resume discussions.
Why It Matters
- Automotive and agricultural sectors face potential delays or tariffs.
- Brokers should advise clients on contingency planning, including alternate routing or sourcing strategies.
Country Focus – US & Canada
- Cross-border shipments may experience regulatory delays.
- Seasonal exports, particularly perishables, could be impacted.
Source Links:
Proposed Canada-US trade deal could still be weeks away, says Ottawa By Reuters
CBP ACAS Filing Rule
The US CBP has introduced updated ACAS filing requirements. Electronic cargo submissions must be accurate and timely to avoid delays or penalties.
Why It Matters
- Brokers need to ensure compliance to prevent shipment delays.
- Accurate submissions reduce risk and protect client relationships.
Country Focus – USA
- All imports entering US ports must comply.
- Time-sensitive shipments require extra attention during peak season.
Source Links:
Air Cargo Advance Screening (ACAS) | U.S. Customs and Border Protection
Bangladesh Export Operations
Dhaka Airport (DAC) export operations have resumed after a fire disrupted cargo flights. Delays of 12–24 hours are expected while backlogs are cleared. No casualties were reported.
Why It Matters
- Brokers should plan for minor delays on DAC-routed shipments.
- Alternative routing may be needed for time-sensitive exports.
Country Focus – Bangladesh
- Exporters should closely track DAC operations and communicate with clients.
- Airfreight capacity may see temporary spikes in cost and availability.
Source Links:
Flights resume at Dhaka airport after fire forced operations to halt | Reuters
Carrier Performance – Past 90 Days
Global carriers show mixed reliability trends
- Some carriers demonstrate improved on-time performance YOY.
- Others continue to face delays from port congestion, weather, and labor challenges.
Why It Matters
- Brokers can guide clients toward reliable carriers for time-sensitive shipments.
- YOY trends inform contract planning, SLAs, and contingency strategies.
Country Focus – Global
- Major trade lanes: Asia-US, Europe-US, Middle East.
- Schedule reliability varies; monitoring is key for operational planning.
Source Links:
Sea-Intelligence – Global schedule reliability stable at 65%-68% since May 2025
Seasonal Supply Chain Tips
- Book shipments early to avoid congestion.
- Double-check customs and ACAS documentation.
- Monitor carrier performance and adjust routing as needed.
- Communicate proactively with clients about potential delays.
Executive Summary
This month’s developments highlight several important trends for brokers and shippers
US/China Trade Talks: Positive engagement may lead to tariff adjustments and improved trade flows, particularly for electronics and consumer goods. Monitoring these discussions is critical for strategic planning.
US/Canada Trade Talks: Stalled negotiations could impact automotive and agricultural sectors, emphasizing the need for contingency planning and close client communication.
CBP ACAS Filing Rule: Compliance is essential to avoid delays and penalties on shipments entering US ports. Brokers should ensure systems and processes are updated.
Bangladesh Export Operations: Temporary disruptions at DAC highlight the importance of tracking regional operations and adjusting routing for time-sensitive shipments.
Carrier Performance: Mixed reliability across global carriers underscores the need to select carriers carefully, monitor schedule integrity, and adjust service-level expectations.
Seasonal Planning: Early booking, accurate documentation, and proactive communication remain critical to maintaining service levels during peak holiday volumes.
By staying informed and acting proactively, brokers and clients can manage risks, minimize delays, and maintain operational continuity across key trade lanes.
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