Supply Chain Research

U.S. NTC Director Peter Navarro has suggested that stricter rules-of-origin in NAFTA negotiations could lead the bloc to become a regional “powerhouse” for manufacturing. For automakers that may suggest less disruption to supply chains than tariffs against imports from Mexico or a border-adjustable tax. At the same time President Trump is reported to be considering relaxing environmental rules in return for increased investment and jobs by the automakers. Panjiva’s analysis of over 900 company-country pairs shows Mexican imports of auto-parts by the major manufacturers are led by shipmen...