Supply Chain Edge: Trump’s latest tariff salvo, electronics playbooks, Uniqlo’s mainland China commitment — Panjiva
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Supply Chain Edge: Trump’s latest tariff salvo, electronics playbooks, Uniqlo’s mainland China commitment

Ags - Meat/Dairy 274 China 3064 Cons. Discr. - Apparel 537 Cons. Discr. - Durables 586 Cons. Discr. - Retailing 525 Consumer Staples 819 Corp - Shipping 1043 Earnings 761 Energy - Conventional 478 European Union 891 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 878 Iran 43 Israel 31 Materials - Chemicals 281 Mode - Containerized 1536 Mode - Seaborne 1854 Qatar 19 Tariffs 1879 U.S. 5419

• In new research this week, we examine US President-elect Donald Trump’s latest tariff threats against mainland China, Mexico and Canada, including the risks of retaliatory measures and tariff “pancaking.”
– Electronics firms ranging from printer-maker Ricoh Co. Ltd. to PC specialists HP Inc. and Dell Technologies Inc. are setting out their tariff reaction plans. Huawei Technologies Co. Ltd. has launched a new range of premium phones after dealing with foundational supply chain challenges linked to US technology export restrictions.
– Tariffs are limited to th...

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