Supply Chain Edge: A novel, bottlenecked future; big meet, small gains; realigning Peloton — Panjiva
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Supply Chain Edge: A novel, bottlenecked future; big meet, small gains; realigning Peloton

Canada 540 China 3083 Cons. Discr. - Durables 597 Consumer Staples 834 Corp - Forwarders 357 Corp - Ports 935 Corp - Shipping 1060 European Union 900 France 173 Germany 277 Health Care 370 India 572 Ireland 16 Mode - Containerized 1552 Mode - Seaborne 1866 Saudi Arabia 60 Tariffs 1894 Theme - Canals 148 Theme - Rates 249 Theme - Shipbuilding 118 U.S. 5440 UAE 39 USMCA 466

– Our latest outlook reports dig into the prospects for global trade policy and the logistics sector heading into 2027. In trade policy, the US will remain the center of volatility, with new Section 301 tariffs focused on manufacturing capacity as well as the increasing use of novel techniques such as Section 338 tariffs, secondary sanctions and price floors. Mainland China’s anti-involution campaign may start to trim exports, while the EU will further adapt the Carbon Border Adjustment Mechanism (CBAM) and the Gulf Cooperation Council may resume dealmaking once the regional con...

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