Supply Chain Research

Supply Chain Edge: AI diffusion limits, delayed peace dividend, phased tariff

January 17, 2025

– Technology supply chains remain in a state of flux, with the last week of the US Biden administration bringing new rules to limit trade in AI products, while Foxconn is facing delays in shipping parts to India and Lenovo Group Ltd. outlines plans to expand manufacturing in Saudi Arabia.
Read more →

2024-09-27-sce-east-coast-port-strike-600x391

Supply Chain Edge: Strike time, Middle East AI, forestry feuds

September 27, 2024

– In new research this week, we preview the potential impact of a US East Coast port strike, highlighting adaptations in ocean shipping networks and rail network challenges. Elsewhere, the logistics sector is having to deal with weak manufacturing demand and an asset expropriation in Mexico.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 →

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 →

2024-01-26-sce-eu-imports-asia-sea-600x393

Supply Chain Edge: Shelving Red Sea plans, ‘forceful measures’ for EVs

January 26, 2024

• In new research this week, we extend our analysis of the fallout from the logistics disruptions in the Red Sea. In the furniture sector, 63% of all EU imports come from Asia by sea, raising the need for alternative shipping modes and price rises. A new road route from the United Arab Emirate... Read more →

2023-12-15-sce-bangladesh-apparel-600x391

Supply Chain Edge: Reversible reshoring, Israeli supply chain risks, EU’s mainland China strategy

December 15, 2023

• In new research this week, we dive into the risks for Israeli supply chains from the worsening security situation in the Red Sea; the possibility of a reversal of reshoring for Bangladesh’s apparel industry; the EU’s as-yet undefined supply chain de-risking strategy vis-à-vis mainland China;... Read more →

U.S. oil import pickup arriving sooner than Saudi Aramco’s demand view

March 23, 2021

Oil major Saudi Aramco reported a 22.7% drop in Q4’20 revenues as the pandemic took a bite out of demand. The firm’s CEO, Amin Nasser, has stated that at the start of 2021 “demand remains challenged in the U.S. and Europe, but with vaccine deployment accelerating, we expect recovery to acceler... Read more →

Saudi delivery cuts, Mexican rules keep U.S. oil supply chains off balance

January 7, 2021

Oil supply chains in North America continue to be roiled by a mixture of market fundamentals and regulations. The U.S. imported no oil from Saudi Arabia in the week to Jan. 1, the first time that has occurred since at least June 2010, while Saudi Arabia’s new production cut may keep flows down... Read more →

Taiwan on the post-election agenda whatever the result as Trump’s arms sales surge

October 28, 2020

The Chinese government has imposed sanctions against Boeing, Lockheed Martin and Raytheon’s defense operations after the U.S. State Department approved arms sales worth $1.8 billion to Taiwan. That came against the backdrop of total approved sales to Taiwan of $4.98 billion in 2020 so far and ... Read more →

USMCA may join COVID-19, OPEC as complications for Pemex

June 18, 2020

Global oil markets are being roiled by COVID-19 and ongoing OPEC discipline issues. A drop in U.S. demand relating to reduced driving during the COVID-19 lockdown has reduced the attractions of the market to exports, with shipments from Saudi Arabia to the U.S. representing just 0.8% of the to... Read more →

Showing research about Saudi Arabia