Supply Chain Research

Supply Chain Edge: H200 liberated, CBAM expanded, shipping slowed

December 12, 2025

– Supply chains are at the center of delivering the promise of AI, and have had to deal with regulatory volatility in 2025. Nvidia Corp. has received clearance to export its H200 accelerator to mainland China, but will still face substantial hurdles both within mainland China and from the avai... Read more →

Supply Chain Edge: Turkish strategies, US exemptions, memory markups

December 5, 2025

– Supply chain regulations, tariffs and strategies are in focus this week. We have extended our series on reshoring to look at Türkiye’s opportunities to diversify beyond Europe as a customer market. Aside from reshoring decision-making, there are many uses for supply chain network mapping — i... Read more →

Supply Chain Edge: Revealing rates, costing conflict, building artificial intelligence

November 28, 2025

– The resumption of US trade data after the government shutdown reveals new details about the rates of tariffs being paid — the headline average tariff rate of 10.4% is flattered by exemptions and United States-Mexico-Canada Agreement (USMCA) compliance, with underlying rates at 17.0% and set ... Read more →

Supply Chain Edge: More deals, fewer tariffs; a decade of automotive change; winter chills begin

November 21, 2025

– A renewed round of trade deal frameworks announced by the US government has brought the total to 13 with a wide mix of concessions on tariffs — including reduced rates for Switzerland and reduced apparel tariffs in Latin America — in return for investment and purchasing commitments. At the s... Read more →

Supply Chain Edge: Tariffs normalized, memory constrained, sugar sweetened

November 14, 2025

– US import tariffs are becoming a business-as-usual matter for supply chain decision-makers. In new research this week, we analyze the overlapping nature of the US Trump administration’s various tariff actions and examine the strategic implications of positions taken by companies in the curre... Read more →

Supply Chain Edge: Tariff smoke clearing, Tesla’s energy duties, front-loading for 2026

October 31, 2025

Key findings – The past week has brought more details on US International Emergency Economic Powers Act (IEEPA) tariffs and related deals, setting the agenda for further trade policy developments in 2026. The US-mainland China agreement will cut tariff rates, but a review of mainland China’s p... Read more →

Supply Chain Edge: Reshoring winners, VR on the move, autos tariff relief

October 24, 2025

– Our research series on reshoring continues with a comparison of the positioning of different ASEAN markets and the road ahead for supply chain realignments as the early movers seek to defend their position against newcomers in both emerging and developed markets. We also dig into the prospec... Read more →

Supply Chain Edge: Rising tech tensions, Philippine focus, tariff margin math

October 17, 2025

– Trade tensions moved beyond import duties in the past week. Mainland China tightened export restrictions for rare earths, adding to measures that resulted in reduced exports of materials and magnets. The Dutch government has restricted the operations of a mainland Chinese-owned chipmaker, in... Read more →

Supply Chain Edge: Inflection points, cyberattacks, fire disruptions

October 10, 2025

Key findings – US supply chain activity is at an inflection point, our latest outlook shows, with an early end to the peak shipping season, container shipping rates continuing to fall and lower imports expected for next year. It might be too early for holiday decorations, but imports are alrea... Read more →

Supply Chain Edge: Smarter glasses, pricier Xbox, looser cobalt

September 26, 2025

Key highlights – Summer may be gone, but sunglasses remain in the spotlight as EssilorLuxottica SA and Meta Platforms Inc. launch a new range of smart glasses with complex electronics supply chains. Well-established supply chains can still face regulatory scrutiny, with labor practices for bic... Read more →

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