Supply Chain Edge: COVID no more, tariffs in abeyance — Panjiva
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Supply Chain Edge: COVID no more, tariffs in abeyance

Cambodia 28 Canada 529 China 3048 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1247 Cons. Discr. - Retailing 517 Earnings 759 Energy - Renewables 205 European Union 878 Germany 267 Health Care 362 India 551 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Japan 629 Malaysia 160 Materials - Chemicals 273 Mexico 928 Tariffs 1866 Thailand 145 U.S. 5399 United Kingdom 389 Vietnam 412

Healthcare supply chains have been disrupted during the COVID-19 pandemic. The US administration of President Joe Biden has downgraded the Public Health Emergency, while also extending a waiver on tariffs on imports from mainland China. Imports from mainland China are down 70% from their peak, and its suppliers have a lower share than they did before the pandemic. Supply chains for renewables and electric vehicles also have to deal with fluctuating government policies, with US tariffs and the long hangover of Brexit to deal with. On the latter, Stellantis, Ford and the UK government want...

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