Supply Chain Edge: Raising defenses, clearing bottlenecks — outlooks for Q3 2026 and beyond — Panjiva
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Supply Chain Edge: Raising defenses, clearing bottlenecks — outlooks for Q3 2026 and beyond

Australia 137 Brazil 419 China 3072 Colombia 77 Cons. Discr. - Autos 1260 Consumer Staples 825 Corp - Ports 930 Corp - Shipping 1050 Egypt 12 Energy - Conventional 481 Energy - Crude Oil 321 Energy - Natural Gas 171 Energy - PetChem 35 Energy - Refined Oil 207 European Union 894 Info Tech - Comms Equip 273 Info Tech - Tech Hardware 885 Metals - Aluminum 278 Metals - Copper 86 Metals - Steel 552 Peru 51 Russia 144 Tariffs 1885 U.S. 5427 Ukraine 27

– Our latest outlook for global trade policy and supply chain regulations identifies a wave of new US tariff decisions to come during the remainder of 2026, including three Section 301 reviews and five Section 232 reviews, while the future of the United States-Mexico-Canada Agreement (USMCA) remains in doubt. The EU’s relations with mainland China are at risk heading into October, while the benefits of its trade deals with Mercosur and India are becoming clear — regulations for forestry, fossil fuel and steel loom. Elsewhere in the world, we are watching mainland China-Japan ten...

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