Supply Chain Edge: Trump’s tariff opportunities, slashed rebates, early holidays — Panjiva
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Supply Chain Edge: Trump’s tariff opportunities, slashed rebates, early holidays

China 3000 Cons. Discr. - Autos 1207 Cons. Discr. - Durables 534 Cons. Discr. - Retailing 487 Earnings 744 Industrials - Capital Goods 601 Info Tech - Comms Equip 246 Info Tech - Tech Hardware 825 Materials - Metals/Mining 767 Metals - Steel 529 Tariffs 1819 U.S. 5348 Vietnam 385

– In new research this week, we continue our investigation of the tariff risks and opportunities that may emerge under the incoming US administration of President-elect Donald Trump. Various tariff measures are available to the president, ranging from plain antidumping cases through the invocation of emergency powers. Tariffs on imports from mainland China could surge to 60%, covering products such as laptops and phones that have thus far been immune — a further drop in mainland China’s share of US imports is expected.
– The mainland Chinese government has also been adapting trade ...

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