Supply Chain Research

Supply Chain Edge: Outlooks adrift, auto tariffs, congestion in Europe

March 28, 2025

– The early months of the US Trump administration have disrupted global supply chains through investigations and initial tariffs, although frequent changes and unfulfilled threats are contributing to uncertainty.
– Muted industrial activity and rising trade protectionism are expected to ... Read more →

Supply Chain Edge: Trump’s first week, mainland China’s chip investigation, Houthi threat remains

January 24, 2025

– US President Donald Trump’s first week in office has started to bring clarity to the policy outlook for supply chains in 2025 and beyond. In new research this week, we examine the America First Trade Policy and note that while tariffs may not arrive until after the April 1 reporting date for... Read more →

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Supply Chain Edge: Transition inflection, tariff deflection, laptop limitation

October 25, 2024

– In new research this week, we dive into the supply chain issues facing the energy transition, ranging from government policies and options for green logistics to critical minerals access and financing challenges.
– Elsewhere among energy transition issues, we also look at India’s poten... Read more →

Supply Chain Edge: Waiting for the big election, dealing with a big strike, putting out fires

October 4, 2024

– In new research this week, we outline our expectations for supply chain issues to watch in the remainder of 2024 and into 2025. The recovery in supply chain activity may have been the result of pre-loading for potential disruptions. Logistics networks need to contend with strikes and heavy w... Read more →

Supply Chain Edge: Supply chain attack, de minimis shrinks, tariffs settled

September 20, 2024

– Technology supply chains face a new round of challenges. In new research this week, we dig into the Hezbollah pager attack and tragic floods in Vietnam. The latter come just as the consumer electronic sectors is running at full pelt for the peak device delivery season — we look at shifts in ... Read more →

Supply Chain Edge: Olympian sourcing, Mexican metals, expensive memories

July 26, 2024

– The Paris 2024 Olympic and Paralympic Games present an opportunity to revive the declining sports equipment and apparel supply chains, which saw US imports drop from US$20.97 billion in 2021 to US$14.85 billion in 2023.
– Elsewhere in consumer goods, there are protests in Bangladesh an... Read more →

Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

February 9, 2024

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not conc... Read more →

Ford price hikes, DB Schenker package halts show start of U.K. trade travails

January 15, 2021

U.K. merchandise trade activity inched ahead by just 2.4% year over year in November. While that reversed 10 months of declines there was a marked split between exports which dropped by 16.3% and imports which improved by 19.0%. The drop in exports included an 85.7% slide in oil exports to Chi... Read more →

Yaris Import Crash The First of Many Tough Choices for Toyota

November 7, 2018

Toyota has started to rationalize its model offerings in the U.S. market in response to declining auto sales. That can be seen in global revenues that fell 2.3% on year earlier in the third quarter as well as a 1.7% drop in global production in the 12 months to Sept. 30. In particular Toyota w... Read more →

Trump’s Tariffs Trim, Don’t Yet Transform, Imports of Section 232 Metals

July 9, 2018

America’s section 232 duties on steel and aluminum, introduced by the Trump administration at the end of March and extended at the start of June, have so far trimmed rather than transformed U.S. metals imports. The volume of imports fell 16% in May vs. March levels while seaborne shipments in ... Read more →

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