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3PLs face the heat after Trump trade policies cause disruption

Jun 5, 2025

As tariffs rise, labour tightens and supply chain costs climb, 3PLs are reworking operations across warehousing, transport and value-added services to stay competitive, as per reports. Of note, on April 2, President Trump announced changes to the ‘de minimis’ rules for shipments from China. This will eliminate exemptions from specific tariffs for small shipments, such as those in e-commerce. Given these factors, Armstrong projects that 2025 3PL revenue will reach $316.2 billion—a 4.5% increase—driven largely by early-year growth. Meanwhile, geopolitical tensions, such as trade disruptions caused by the Russia-Ukraine war, Red Sea blockage and the recent reciprocal tariff announcements, are forcing companies to rethink and redesign their supply chains. Each part of the 3PL business, including transportation, warehousing and value-added services is facing its own set of challenges amid economic shifts, regulations and evolving consumer demands, the reports added.

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