– Mainland China’s anti-involution campaign is set to remain a supply chain policy priority even as producer prices return to inflation, with the focus shifting from broad capacity cuts to demand repair, investment discipline and higher returns on capital. The US removal of de minimis exemptions is already reshaping reporting and compliance risks, with mainland China-reported exports to the US reaching 163.7% of US-reported imports in the three months to May 31, 2026.
– Transport costs should remain elevated through mid-2026 as fuel costs feed through to ocean, truck...