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 263 China 3029 Cons. Discr. - Autos 1231 Cons. Discr. - Durables 559 Consumer Staples 794 Corp - Ports 903 Earnings 751 Egypt 10 Energy - Conventional 461 Energy - Natural Gas 160 Industrials - Capital Goods 615 Iran 38 Israel 27 Materials - Chemicals 266 Mexico 919 Mode - Containerized 1512 Mode - Seaborne 1840 Norway 6 Qatar 16 Saudi Arabia 50 Tariffs 1848 U.S. 5378 UAE 28

– 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-Israel situation h...

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