Supply Chain Edge: Transition inflection, tariff deflection, laptop limitation — Panjiva
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Supply Chain Edge: Transition inflection, tariff deflection, laptop limitation

Ags - Grains/Beans 318 Australia 133 Belgium 25 China 3052 Cons. Discr. - Autos 1250 Cons. Discr. - Durables 575 Consumer Staples 807 Energy - Renewables 206 India 553 Industrials - Capital Goods 623 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 865 Mexico 928 Poland 14 South Korea 605 U.S. 5403

– In new research this week, we dive into the supply chain issues facing the energy transition, ranging from government policies and options for green logistics to critical minerals access and financing challenges.
– Elsewhere among energy transition issues, we also look at India’s potential hydrogen tariff plans, germanium deliveries to Belgium, General Motors Co.’s new lithium investment, Ford Motor Co.’s restructured battery deal and lessons from Tesla Inc.’s latest results.
– Looking ahead to 2025, trade protectionism will remain on the agenda — so we...

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