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 268 China 3048 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Consumer Staples 805 Corp - Ports 909 Earnings 759 Egypt 10 Energy - Conventional 468 Energy - Natural Gas 164 Industrials - Capital Goods 620 Iran 39 Israel 29 Materials - Chemicals 273 Mexico 928 Mode - Containerized 1524 Mode - Seaborne 1845 Norway 6 Qatar 16 Saudi Arabia 50 Tariffs 1866 U.S. 5399 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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