Supply Chain Research

Supply Chain Edge: Tariff escalation pause, vulnerable bridges, technology

April 11, 2025

– Import tariff-driven trade rivalry between the US and mainland China continued to evolve rapidly in the past week. In new research, we take a deep dive into the implications of mainland China’s wide-ranging 84% tariffs on US imports, and review the Trump administration’s plan to restructure ... Read more →

Supply Chain Edge: Tariffs expand for metals, autos; ready for the Red Sea

February 21, 2025

– The US Trump administration continues to roll out its tariff program, with new and expanded duties on imports of steel and aluminum as well as the near-term prospect of more duties on the autos sector. We also find that executives’ concerns about tariffs are less negative than in 2018.

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Supply Chain Edge: Trade rivalries escalate, fraudulent flags flown, Valentine’s tariffs dodged

February 7, 2025

– US President Donald Trump’s third week started with delayed tariffs on imports from Mexico and Canada after an agreement on drug enforcement and the implementation of tariffs on mainland China, which quickly responded with its own tariffs and the use of the Unreliable Entities List.
– ... 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 →

Supply Chain Edge: Proven resilience in 2024, gas could beat tariffs in 2025

January 3, 2025

– Across nearly 300 reports, we found that supply chains proved resilient once again in 2024, overcoming conflict, infrastructure damage, heightened protectionism, extreme weather and widening regulations. Most of 2024’s hurdles will stay on the track in 2025, with locational and technology in... 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: Fixing supply networks, ASML vs. Nvidia, Trump’s tariff plans

October 18, 2024

– In new research this week, we outline ways to combine datasets to create superior supply network analyses, including electronics teardown data from iFixit. There is more evidence of the multispeed development of the technology sector, with ASML Holding NV warning of slower sales of its chipm... 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: Tough time for Turkey, Canada’s canola caned, HP’s printer challenges

September 6, 2024

– Turkey’s potential as a reshoring hub is highlighted by its strategic location and extensive free trade agreements, but it faces challenges such as slowing foreign direct investment, high labor costs, and competition from regions like North Africa and the Association of Southeast Asian Natio... Read more →

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Supply Chain Edge: Under the EU influence, spinning up electronics

May 31, 2024

• The EU may delay its initial judgment on mainland China’s electric vehicle supply chains, reducing geopolitical pressures, although firms are still looking at reshoring strategies to reduce their reliance on mainland China as a production center for vehicles and parts. India is one winner. T... Read more →

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