The week of November 9–13, 2026

Every China Deadline Moved to January. Use the Gap.

All 178 China exclusions, port fees and the Affiliates Rule now run to Jan 9–10, while diesel fell 16.5¢ to $6.127, core CPI rose 0.3% again and tender rejections sat at 12.95%.

Read the issueJosh Hoffner, 14 min read

This week in numbers

The figures this issue turns on. An orange rule marks a reading that rose.

Section 301 China exclusions
178 extended
Now expire 11:59 p.m. ET Jan 9, 2027
Retail diesel (DOE weekly)
$6.127/gal
▼ 16.5¢ WoW; +$2.290 YoY
Core CPI (Oct)
+0.3% m/m
Third straight 0.3%; no YoY published
SONAR tender rejections (Nov 10)
12.95%
vs 8.18% trailing 12-month avg
Drewry World Container Index
$4,389/40ft
▼ 1% WoW (Nov 5 reading)
U.S. rail intermodal (wk ending Nov 7)
298,369 units
▲ 11.0% YoY

Recent issues

Voters Cut the Oil Price. Tariffs Stayed Put.Brent fell 8.6% to $94.66 after the midterms, but diesel was still $6.292, ISM prices read 75.2, contract truckload rates hit a 52-week high and 178 China exclusions expire November 9.

Costs moving faster than your plan?

Book a 30-minute Operational Pressure Check with Josh Hoffner of Cedar Advisory.

Book the call