EU–US Trade Deal: Impact on Global Logistics and Supply Chains

After weeks of tense negotiations, the U.S. and EU have reached a new trade agreement, just as the U.S. gears up for its next round of tariff talks with China.

This deal reduces the risk of an escalating transatlantic trade war and provides some clarity to global supply chains. Instead of the 30% tariffs previously floated, EU exports to the U.S. will now face a 15% rate. While that’s still higher than pre-April levels (and more than the U.K.’s 10% rate), it’s a partial win for both sides.

Key points for shippers and supply chain professionals

• Tariff Adjustments: EU carmakers will face a 15% U.S. import tax, better than the 25% global auto tariff imposed earlier this year.
• Steel & Aluminium: EU metals remain under a 50% U.S. tariff.
• U.S. Exports to EU: The EU will open its markets to key American goods at zero tariff, boosting transatlantic freight flows.
• Energy & Defence Trade: The EU will buy significant volumes of U.S. energy and military equipment, potentially driving up U.S. outbound shipments.
• Tariff Revenue Impact: The U.S. expects to collect around $90 billion in new tariff revenues based on 2024 trade levels.

For logistics providers, this deal helps stabilise what has been a turbulent trade environment. The EU avoided harsher tariffs, while the U.S. secured greater market access and a promise of increased European investment, reportedly up to $600 billion.

The agreement follows recent U.S. trade deals with Japan, the U.K., Vietnam, and Indonesia. All eyes now turn to U.S.–China talks, where a temporary suspension of additional tariffs could be on the table.

Freight Solutions from KG Logistics

At KG Logistics, we’re closely tracking these developments to help clients navigate the shifting landscape. Lower trade friction across the Atlantic is good news, but volatility remains a risk as U.S. trade policy continues to evolve.

Bottom line: Reduced tariffs and improved market access between the U.S. and EU offer short-term relief and opportunities, but global logistics networks should stay agile and watch China talks closely.

If you’d like to schedule a call with our experienced sales team to discuss your import/export needs, please don’t hesitate to contact us on 01634818344.