Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave — Panjiva
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Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

Brazil 404 Business Sentiment 217 Canada 515 China 3014 Colombia 74 Cons. Discr. - Autos 1216 Corp - Ports 898 Corp - Shipping 1004 Energy - Coal 67 Energy - Conventional 455 Energy - PetChem 28 European Union 853 France 161 Germany 256 Info Tech - Comms Equip 250 Info Tech - Tech Hardware 836 Israel 25 Italy 64 Materials - Chemicals 260 Mexico 906 Mode - Containerized 1501 Mode - Rail 119 Mode - Seaborne 1829 Mode - Truck 75 Saudi Arabia 49 Spain 51 Strikes 77 Tariffs 1832 Theme - Canals 139 U.S. 5362

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging from paint additives tire materials, while supplier disruptions have cut back US gulf coast output of key food and packaging chemicals. Elsewhere in commodities, trade limits reign with export controls on coal from Colombia and fertilizer supplies from mainland China.
• In technology, Apple In...

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