EnKey findings – The past week has brought more details on US International Emergency Economic Powers Act (IEEPA) tariffs and related deals, setting the agenda for further trade policy developments in 2026. The US-mainland China agreement will cut tariff rates, but a review of mainland China’s previous purchase commitments provides a risk for January. Deals with four Association of Southeast Asian … Continue reading
We have published two new reports looking at the outlook for supply chains in 2026. In our macroeconomic and geopolitical outlook... Read more → – Our new outlook for trade and supply chains finds considerable trade policy uncertainties remain, with US tariffs on the risk s... Read more → Key highlights – Summer may be gone, but sunglasses remain in the spotlight as EssilorLuxottica SA and Meta Platforms Inc. launch... Read more → – We continue our series on manufacturing reshoring this week with the outlook for Indonesia, which has a large domestic market, ... Read more →
To continue reading
Related Research
Supply Chain Edge: Entering the age of agility; decision-making beyond tariffs; new technology frictions
Supply Chain Edge: Not all risks are bad; new tariffs, new reviews; the Eagle flies
Supply Chain Edge: Smarter glasses, pricier Xbox, looser cobalt
Supply Chain Edge: Indonesian opportunities, tariff processors, climate challenges
Supply Chain Edge: Tariff smoke clearing, Tesla’s energy duties, front-loading for 2026
Ags - Grains/Beans 316 Ags - Meat/Dairy 266 Cambodia 28 China 3044 Cons. Discr. - Autos 1243 Cons. Discr. - Durables 572 Consumer Staples 802 Corp - Ports 907 Corp - Shipping 1024 Energy - Coal 69 Energy - Conventional 467 Energy - Crude Oil 311 Energy - Natural Gas 163 Energy - PetChem 30 Energy - Refined Oil 203 India 550 Malaysia 160 Materials - Metals/Mining 791 Metals - Aluminum 270 Mode - Containerized 1522 Mode - Seaborne 1844 Morocco 11 Spain 57 Tariffs 1862 Thailand 145 U.S. 5395 Vietnam 409Copyright © 2025 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
