The market rollercoaster of the past week – the tariffs, the jeopardy, the brinkmanship – has highlighted the remarkable nature of an interconnected world we take for granted.
There are many frontlines in this global trade war and the port of Duluth-Superior is one. It is a logistical and an engineering wonder.
In the northernmost part of the United States, near the border with Canada, there is no seaport anywhere in the world as far inland as this.
The sea is more than 2,000 miles away, to the east, along the Great Lakes-St Lawrence Seaway System, a binational waterway with a shared border between the US and Canada.
On the portside, vast ocean-going vessels are loaded and unloaded with products which make up the lifeblood of the global economy – iron ore for Canada, cement from Turkey, grain for Algeria and shipping containers packed with “Made in China” products for the American market.
My guide is Jayson Hron from the Duluth Seaway Port Authority.
“A vessel that is sailing through the seaway to Duluth crosses the international boundary nearly 30 times on that journey,” he tells me.
Duluth-Superior generates $1.6bn (£1.2bn) a year, supports more than 7,000 jobs, and these are nervous times.
“It’s certainly a season of more unpredictability than we’ve seen in the last few years. Unpredictability is bad for ports and bad for supply chains,” Mr Hron says.
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Tariffs mean friction and friction is bad for everyone. Approximately 30 million metric tons of waterborne cargo moves through the port each season, placing it among the nation’s top 20 ports in terms of cargo flow.
“Iron ore is the port’s king cargo by tonnage,” Mr Hron says. “It makes up about half of our waterborne tonnage total each year. It is mined 65 miles/104km from the port, on Minnesota’s Iron Range.”
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But not all of the iron ore sails to domestic mills. Almost a third sailed to Canada in 2024, now subject to the trade war levies between the two nations.
“A fifth of our port’s overall waterborne tonnage was Canadian trade in 2024, with the vast majority of it export tonnage from the US to Canada,” Mr Hron says.
Geography combined with American and Canadian engineering over many decades has made this port a logistical wonder. From the high seas, cargo can be imported and exported to and from the heart of the North American continent.
On the dockside, the Federal Yoshino is being prepared for her cargo. She will leave here soon with American grain destined for Algeria.
The port straddles two states. The John A Blatnik interstate bridge links Duluth with Superior and Minnesota with Wisconsin.
A network of roads and rails links the port with the country beyond, and an hour to the southeast are the fields of gold in Wisconsin.
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Trump suggests farmers can sell more products at home
Last year, soybeans were the biggest export from the US to China, totalling nearly $12.8bn (£10bn) in trade.
Donald Trump has suggested American farmers can make up the difference by selling more of their products at home.
In March, he posted on social media: “To the Great Farmers of the United States: Get ready to start making a lot of agricultural product to be sold INSIDE of the United States. Tariffs will go on external product on April 2nd. Have fun!”
But there is no solid domestic market for soybeans – America’s second largest crop. Two-fifths of the exports go to China. No other export market comes close – 11% to Mexico and 9% to the EU – also now facing potential tariff barriers too.
‘These fields are rows of gold’
Tanner Johnson is a local farmer and soybean industry representative. He talks regularly to politicians in Washington DC.
“They don’t like much in your hand. But these fields are rows of gold,” he says.
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Farmers across this country voted overwhelmingly for Mr Trump. Is there anxiety? Absolutely.
“I don’t want to put an exact timeline on when doors around here will close. But in the short term I think most farmers can handle it. Long-term – a year, year plus – things are going to look a lot more bleak around here,” Mr Johnson tells me.
Here, they mostly seem to hold on to a trust in Mr Trump. There remains a belief that his wild negotiating with their livelihoods will pay off. But it’s high stakes and with an uncertainty that no one needs.
