Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific — Panjiva
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Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

Australia 121 Belgium 18 China 2965 Cons. Discr. - Apparel 490 Cons. Discr. - Autos 1172 Cons. Discr. - Durables 509 Cons. Discr. - Retailing 463 Corp - Ports 875 Corp - Shipping 969 Earnings 721 Energy - Renewables 180 European Union 819 France 152 Germany 240 Greece 8 India 506 Industrials - Capital Goods 578 Info Tech - Comms Equip 218 Info Tech - Tech Hardware 789 Japan 597 Malaysia 141 Materials - Chemicals 231 Materials - Metals/Mining 746 Mexico 878 Mode - Airfreight 181 Mode - Containerized 1461 Mode - Seaborne 1795 Philippines 55 Saudi Arabia 46 Singapore 67 Strikes 64 Taiwan 205 Tariffs 1787 Theme - Canals 128 Theme - Rates 231 Trade Balance 932 U.S. 5310 UAE 25 United Kingdom 363 Vietnam 369

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not concerned about shipping disruptions while Germany’s chemical firms very much are.
• In other new research this week, we consider former US president Donald Trump’s latest pronouncements on tariffs with data on the impact of prior tariff impositions and the options for President Joe Biden.
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