Supply Chain Research

Supply Chain Edge: Entering the age of agility; decision-making beyond tariffs; new technology frictions

November 7, 2025

We have published two new reports looking at the outlook for supply chains in 2026. In our macroeconomic and geopolitical outlook, we identify the continuation of fluctuating trade policies, a delicately balanced global economy and shifting asymmetric geopolitical power providing an environmen... Read more →

Supply Chain Edge: Tariffs in many forms, chip and mineral controls, long list of global sourcing headwinds

December 6, 2024

– US President-elect Donald Trump’s proposed tariffs on imports from Mexico and Canada may lead to an early renegotiation of the United States-Mexico-Canada Agreement (USMCA), with the US trade deficit with these countries rising to US$165.4 billion. The potential for retaliatory tariffs from ... Read more →

Supply Chain Edge: Ever Forward stops short; Xbox keeps growth up through the holidays

March 23, 2022

Ever Forward stops short; Xbox keeps growth up through the holidays; Guess guesses correctly with early orders; Russia builds ties with China; Canadian Pacific Railway faces labor dispute.

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Supply Chain Edge: US February imports record-breaking anew; HMM, digital forwarders top February

March 16, 2022

US February imports record-breaking anew; HMM, digital forwarders top February; Qurate, Mattel may feel effect of Shenzhen lockdowns. Also: Automakers adjust to changing supply chains; Russia issues retaliatory sanctions; Congestion crisis vitalizes visibility market

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Supply Chain Edge: Inflation keeps growing; Revlon and Volkswagen take on supply chain challenges

March 9, 2022

Inflation keeps growing as shipping rates dip; Revlon sees make up for supply chains; Volkswagen carrier sinks imports. Also: Logistics networks shift around invasion; Ukraine food supplies threatened; Sanctions on Russia mounting

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Inflation keeps growing as shipping rates dip

March 8, 2022

Shipping rates out of China have likely providing some relief to shippers even if still elevated. This accounted for a drop of 5.6% in rates out of China on average since the week of February 11, up 1.3% since the beginning of the year. Rates to the U.S. west coast and Europe followed this tre... Read more →

Supply Chain Edge: Russian invasion of Ukraine adds strain to supply chains; Peloton restructures

March 2, 2022

Conflict in Ukraine adds additional strain to supply chains; Peloton restructures rides to increase efficiency, reduce cost; Avocadoes avoid supply chain chaos
Also: Neon may be the next foil for chip supply chains; Japan joins the U.S. steel club; Tractor Supply cleans out the barn

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Supply Chain Edge: Zim, Amazon lead carriers, forwarders; bridge closure could impact Ford, GM

February 16, 2022

Zim, Amazon lead carrier, forwarder January growth; Ford, GM, could see impact 7-day bridge shutdown
Also: Inflation talk isn’t just chatter; Carriers start to sober up; Chipping for Par

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Supply Chain Edge: Normal January. Normal year?; Talking supply, expecting inflation

February 9, 2022

Undecided in January, 2022 starts off the same; Talking supply chain, expecting inflation in Q4 earnings calls; Neumann and Coffee America brew import success
Also: Metal leads the charge for battery supply; Trade actions progress in Washington; Sweets, seats, in short supply

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Mattel, Hasbro outplay congestion challenges; GE, Regal turn to Mexico

February 2, 2022

Mattel, Hasbro play nice with congestion challenges; GE, Regal truck in from Mexico; Columbus McKinnon taps Asia to reduce backlog. Also: ZIM reshuffles 2M membership; EU launches WTO dispute against China; Manufacturers running out of memory

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