Supply Chain Research

Russian invasion of Ukraine adds additional strain to stretched supply chains

March 1, 2022

The Russian offensive in Ukraine is likely to result in much human tragedy. The fallout from the conflict is also expected to spread into global supply chains and impact economies in Eastern Europe and beyond. The first-order effects may come from the mounting economic sanctions imposed by the... Read more →

Special Report: Thyssenkrupp, Voestalpine set to gain from sweeping US-EU steel and aluminum deal

November 2, 2021

The U.S. and the EU have announced an agreement to partially lift the Section 232 “national security” tariffs on steel and aluminum. The breakthrough came right at the deadline set by the EU, thus preventing an increase in retaliatory tariffs on U.S. goods that was set to go into effect in Dec... Read more →

Q2 2020 Outlook: Through a COVID-19 lens, darkly

April 3, 2020

The outlook for global trade and supply chains is overshadowed by the continued spread of COVID-19 and the unprecedented disruptions it is causing. This report addresses six areas where COVID-19 could disrupt supply chains in the next three months. Corporations are struggling to determine the ... Read more →

War and Peace and War – Two Years of The U.S.-China Trade Conflict

August 26, 2019

The U.S.-China trade war reached its second anniversary on Aug. 21, 2019 with the first shot defined as being the U.S. section 301 review of China’s intellectual property practices. At that stage the U.S. trade deficit with China had reached $355.6 billion in the 12 months to Jun. 30. 2017. Th... Read more →

From S-301 to PRC-70 – A Roadmap for the U.S.-China Trade War (Update)

July 31, 2019

The U.S.-China trade war is nearly two years old with a tentative pause in the escalation of hostilities. A pause in further tariff increases following a G20 meeting at the start of July 2019 between President Xi and President Trump included commitments to no further escalation and increased C... Read more →

3Q 2019 Policy Outlook: Change is The Only Constant

July 3, 2019

The global trade policy landscape will continue to throw out risks for global supply chains throughout the rest of 2019. This report looks at 10 major events that could occur over the coming six months. The Trump administration will feature in five of the main events including: U.S.-China trad... Read more →

G20 Wrap: Trump, Xi Wind The Clock Back to 2018, or Even 2017

July 1, 2019

President Donald Trump and President Xi Jinping agreed to restart negotiations towards a wide-ranging trade deal. The U.S. will be “holding on (applying further) tariffs” while China is “going to buy farm products” according to President Trump. In many regards that’s the same arrangement reach... Read more →

G20 Watch: Indian Oil Could Lubricate Trump-Modi Talks

June 27, 2019

Indian Oil could replace 70% of its Iranian oil imports with those from Saudi Arabia and the U.S. with “more U.S. crude coming to the market in the second half of this year” according to company Chairman Sanjiv Singh. Indian Oil accounted for 25.3% of India’s oil imports in the 12 months to Ma... Read more →

G20 Watch: Sumitomo, Konica Could Get Trade Deal Kickstart From Trump-Abe Meet

June 27, 2019

The main event of the G20 Summit from Jun. 28, at least in trade policy terms, will be the meeting between President Donald Trump and President Xi Jinping. Yet, President Trump will hold several other meetings that could yield trade policy outcomes. Discussions with Chancellor Angela Merkel wi... Read more →

G20 Watch: Trump-Xi Meet The Last Chance for a Next Chance

June 27, 2019

A meeting between President Donald Trump and President Xi Jinping, likely to be held on Jun. 29 at the G20 Summit, could yield a ceasefire in the continuing round of widening tariffs and non-tariff measures between the two countries. There’s unlikely to be a tariff roll-back or a timetable for... Read more →

Supply Chain Research

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