Supply Chain Research

Supply Chain Edge: Tackling tariffs with global regionalization, pricey tires and early

May 1, 2025

– As the corporate earnings season gets underway, more firms are discussing their approaches to dealing with tariffs with a range of tactical price and cost responses and steady moves to strategic reshoring in what we are referring to as “global regionalization.”
– A prime example comes ... Read more →

Supply Chain Edge: The US$431B answer, Europe’s tough choices, H20 order flood

April 4, 2025

– The US Trump administration’s announcement of “reciprocal” tariffs and revised de minimis shipping rules reduce the tariff uncertainties facing supply chain decision-makers, but could significantly increase costs for consumer goods sectors including apparel, toys and smartphones.
– Tar... Read more →

Supply Chain Edge: Tools for tariffs, automotive positioning, dialing up India

January 31, 2025

– US President Donald Trump’s second week in office has brought a new range of challenges and opportunities for supply chains. Threats of tariffs on copper for national security reasons could affect US$15 billion of imports, led by Chile and Canada. Tariffs as a negotiating tool with Colombia ... 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: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

June 14, 2024

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging ... Read more →

Yarn, wind power face new duties; olives poised to wrinkle US-EU relationship

November 30, 2021

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 w... Read more →

Maersk’s new service may bring Deichmann, H&M back to Chennai

July 19, 2021

Maersk is reconfiguring its Asian services, including those from India to Europe, aimed at “improving speed to market, providing higher predictability and offering more flexibility” as well as bringing “resilience to the customers’ supply chains”. That follows a slew of disruptions to shipping... Read more →

Kao Corp, Natura face digital tax retaliation tariff makeover

April 1, 2021

The U.S. Trade Representative has proposed retaliatory duties against imports from six countries that have put digital services taxes into place, as part of an action initiated by the Trump administration. The consultation, covering imports from the U.K., Turkey, India and three EU states, are... 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 →

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