Supply Chain Research

The U.S. International Trade Commission has issued a variety of rulings in November, with polyester yarn, wind towers, and solar panels all receiving some form of additional tariff burden. The polyester yarn ruling targeted subject imports from Malaysia, Indonesia, Thailand, and Vietnam that were sold under fair value, accounting for 30.5% of U.S. imports in the first three quarters of 2021. These countries saw imports fall by 23.5% year over year in Q3, likely in anticipation of the ruling, while USMCA countries may benefit with imports increasing by 32.1% year over year in the same per...