Supply Chain Edge: Finding a home for tariffs; conflict risks return; Mexico’s reshoring future — Panjiva
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Supply Chain Edge: Finding a home for tariffs; conflict risks return; Mexico’s reshoring future

Ags - Meat/Dairy 277 China 3072 Cons. Discr. - Autos 1260 Cons. Discr. - Durables 590 Consumer Staples 825 Corp - Ports 930 Earnings 761 Egypt 12 Energy - Conventional 481 Energy - Natural Gas 171 Industrials - Capital Goods 626 Iran 45 Israel 31 Materials - Chemicals 282 Mexico 934 Mode - Containerized 1543 Mode - Seaborne 1859 Norway 7 Qatar 19 Saudi Arabia 58 Tariffs 1885 U.S. 5427 UAE 38

– US import duties are not a new phenomenon for home goods firms, but new challenges and solutions abound. A deep dive into the furniture sector shows a steady long-term trend in reshoring away from mainland China and (eventually) to the US, while tactically firms are using price increases sparingly while also building inventories. The home appliances importers now face tariffs on the value of steel imported to the US, as well as future copper and electronics duties.
– Conflict has returned to the forefront of supply chain decision-makers’ concerns, with the Iran-Isr...

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