Supply Chain Edge: Trump’s tariff thinking, wood recycling, chip splitting — Panjiva
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Supply Chain Edge: Trump’s tariff thinking, wood recycling, chip splitting

Ags - Forestry 130 Business Sentiment 216 Chile 109 China 3000 Cons. Discr. - Apparel 512 Cons. Discr. - Autos 1207 Earnings 744 European Union 845 Germany 252 Indonesia 106 Industrials - Capital Goods 601 Materials - Chemicals 255 Materials - Construction 117 Materials - Packaging 56 Mexico 896 South Korea 594 Taiwan 221 Tariffs 1819 U.S. 5348 United Kingdom 377

– In new research this week we look on of the driving forces of President-elect Trump’s stated tariff plans, most notably the structure of US trade deficits. Another major focus of US trade policy has been in restrictions on exports of the latest computer processors, which has led TSMC to reportedly limit its sales in mainland China. That comes as the electronics sector deals with declining industrial and videogame demand and a glut of chip supply from mainland China.
– Industrial sustainability is also in focus this week as we launch a new series of reports examining scrap product...

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