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

Supply Chain Research

Supply Chain Edge: COVID no more, tariffs in abeyance

Cambodia 23 Canada 486 China 2955 Cons. Discr. - Apparel 481 Cons. Discr. - Autos 1162 Cons. Discr. - Retailing 454 Earnings 712 Energy - Renewables 176 European Union 809 Germany 238 Health Care 351 India 497 Info Tech - Comms Equip 208 Info Tech - Tech Hardware 779 Japan 593 Malaysia 139 Materials - Chemicals 223 Mexico 872 Tariffs 1783 Thailand 132 U.S. 5300 United Kingdom 356 Vietnam 362

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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