Supply Chain Research

Supply Chain Edge: Reshoring makes a comeback; France and Germany take a stand; shipbuilding boosted

October 9, 2026

– Our latest supply chain outlook report updates our views on corporate supply chain strategies heading into 2027. AI spending continues to cause challenges across electronics supply chains, with plenty of other bottleneck challenges to be dealt with from conflict to water availability. The di... Read more →

Supply Chain Edge: A novel, bottlenecked future; big meet, small gains; realigning Peloton

October 2, 2026

– Our latest outlook reports dig into the prospects for global trade policy and the logistics sector heading into 2027. In trade policy, the US will remain the center of volatility, with new Section 301 tariffs focused on manufacturing capacity as well as the increasing use of novel techniques... Read more →

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Supply Chain Edge: Destructive competition; technology back-to-basics; early Halloween horror

September 18, 2026

– Much of the trade protectionism launched in the past two years around the world has been in response to mainland China’s surging exports. In new research, we take a deep dive into the impact of mainland China’s anti-involution policies that seek to curb those exports, and find new energy sec... Read more →

Supply Chain Edge: Polysilicon’s pricing, Thailand’s attractions, Ukraine’s robust consumers

August 14, 2026

Key findings

– August is supposed to be about vacations, but has become the month of trade policy changes. The US government’s Section 232 tariffs for polysilicon come with the new complication of price floors that, when combined with prior duties, set solar module tariffs at 105.5%. T... Read more →

Supply Chain Edge: Evolving involution, forecasting transport prices, sourcing Ukraine’s electronics

July 17, 2026

– Mainland China’s anti-involution campaign is set to remain a supply chain policy priority even as producer prices return to inflation, with the focus shifting from broad capacity cuts to demand repair, investment discipline and higher returns on capital. The US removal of de minimis exemptio... Read more →

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Supply Chain Edge: Hurdling disruptions, adjusting tariffs, ending discs

July 10, 2026

– We continue our outlook series this week with the prospects for the logistics sector globally and for US supply chain activity. Global logistics and trade are being shaped by recovery from the ongoing Middle East conflict and the AI-driven electronics boom. We see overall global trade volume... Read more →

Supply Chain Edge: Section 232 time, Middle East conflict costs and upcoming consoles

March 20, 2026

– US trade policy and the resulting tariffs remain highly dynamic, with the average US import duty rate reaching 9.8% in January ahead of the replacement of International Emergency Economic Powers Act (IEEPA) duties with Section 122 and previously signed trade deals in question. The latest act... Read more →

Supply Chain Edge: Falling shipping rates, merging container lines, tariffed toys

February 20, 2026

– Ahead of the Journal of Commerce’s TPM26 conference from March 2 we address a range of upcoming issues for the container shipping sector. Global container freight rates are expected to decline further in 2026 with capacity growth of 4.7% outstripping demand growth of 1.7% with two scenarios ... Read more →

Supply Chain Edge: New tariffs, new partnerships, new exercise options

January 23, 2026

– US tariff volatility has made itself felt over the past week, dashing hopes for a quiet 2026 in global trade policy. In the semiconductor sector, the interim Section 232 review of electronics has clarified the situation for AI accelerators, while a proposed trade deal with Taiwan expands the... Read more →

Supply Chain Edge: How to stay agile in 2026, what to expect for USMCA and a habit to avoid

January 2, 2026

– Our 2026 Supply Chain Outlook reports out this week dig into the policy, logistics and corporate strategy issues to watch for in the coming year.

– In the government policy report, we find that 2025’s trade policy volatility will subside but risks remain elevated. US policies will cen... Read more →

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