En– Technology supply chains remain in a state of flux, with the last week of the US Biden administration bringing new rules to limit trade in AI products, while Foxconn is facing delays in shipping parts to India and Lenovo Group Ltd. outlines plans to expand manufacturing in Saudi Arabia.
– The emergent peace in the Middle East may not lead to a significant drop in shipping rates with Houthi attacks expected to continue. Shipping also continues to be disrupted due to widening sanctions against Russia, requiring further adaptations to oil sourcing in mainland China and India while t...
Related Research
Supply Chain Edge: Turkish strategies, US exemptions, memory markups
– Supply chain regulations, tariffs and strategies are in focus this week. We have extended our series on reshoring to look at Tü... Read more →
Supply Chain Edge: Revealing rates, costing conflict, building artificial intelligence
– The resumption of US trade data after the government shutdown reveals new details about the rates of tariffs being paid — the h... Read more →
Supply Chain Edge: Tariffs normalized, memory constrained, sugar sweetened
– US import tariffs are becoming a business-as-usual matter for supply chain decision-makers. In new research this week, we analy... Read more →
Supply Chain Edge: Not all risks are bad; new tariffs, new reviews; the Eagle flies
– Our new outlook for trade and supply chains finds considerable trade policy uncertainties remain, with US tariffs on the risk s... Read more →
Copyright © 2025 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
