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 124 Belgium 18 China 2974 Cons. Discr. - Apparel 497 Cons. Discr. - Autos 1182 Cons. Discr. - Durables 515 Cons. Discr. - Retailing 469 Corp - Ports 881 Corp - Shipping 978 Earnings 728 Energy - Renewables 183 European Union 829 France 154 Germany 244 Greece 8 India 512 Industrials - Capital Goods 583 Info Tech - Comms Equip 226 Info Tech - Tech Hardware 798 Japan 603 Malaysia 145 Materials - Chemicals 239 Materials - Metals/Mining 753 Mexico 883 Mode - Airfreight 181 Mode - Containerized 1470 Mode - Seaborne 1803 Philippines 56 Saudi Arabia 46 Singapore 68 Strikes 66 Taiwan 209 Tariffs 1796 Theme - Canals 132 Theme - Rates 234 Trade Balance 932 U.S. 5320 UAE 25 United Kingdom 370 Vietnam 375

• 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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