En• A focus on tariffs has distracted decision-makers from other disruptive challenges in supply chains, our third-quarter supply chain outlook finds, with escalations in kinetic conflicts, natural risk and trade disputes possible. – Global trade policy is dynamic, and so are the tariffs that result from such policies. The US is set to introduce a ne... Read more → – Trade negotiations between Canada and the US have been suspended, with Canada applying tariffs on US imports that will... Read more → – We continue our reshoring series this week with Indonesia. Successive governments have attempted to convert the countr... Read more → Key findings – August is supposed to be about vacations, but has become the month of trade policy changes. The U... Read more →
• Tariffs will still play an important role, with rulings and negotiations on IEEPA duties due in July, and the potential for recommendations on Section 232 cases at any time. The US is not the only one seeking to secure trade deals, with the EU looking across the Atlantic to Mercosur, talks with India and continuing negotiations with mainland China.
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Ags - Fruit/Veg 155 Chile 120 Cons. Discr. - Apparel 540 Cons. Discr. - Autos 1264 Cons. Discr. - Durables 594 Cons. Discr. - Retailing 529 Consumer Staples 831 Energy - Renewables 211 European Union 896 India 568 Iran 45 Israel 31 Materials - Chemicals 283 Materials - Metals/Mining 815 Metals - Aluminum 280 Metals - Steel 553 Mexico 937 Mode - Containerized 1549 Mode - Seaborne 1864 Peru 52 South Africa 54 South Korea 614 Spain 60 Tariffs 1891 Theme - Shipbuilding 117 Trade Balance 935 Trade Deals 1023 U.S. 5435 USMCA 465 United Kingdom 397 Vietnam 423Copyright © 2026 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
