Supply Chain Research

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: Center of AI attention, the electric herd, clean Lego

August 30, 2024

– In new research this week we take a deep dive into the supply chains behind the data centers that house AI, and find surging shipments of cooling systems, electrical transformers and servers. It’s not all good news in the technology sector though, with industrial and electric vehicle (EV) de... Read more →

China Set To Seek More Imports From CEEC, EU Membership An Issue

June 11, 2018

The Chinese government will set up a demonstration FTZ in Zhejiang to encourage increased trade with the 16-member Central and East European Countries group. That comes against the backdrop of the physical infrastructure, particularly in rail, from the belt-and-road initiative as well as Chine... Read more →

General Motors Has Supply Chain Issues to Address After PSA Deal

March 6, 2017

General Motors will sell its European operations to Peugeot Citroen (PSA) and BNP Paribas for over $2 billion. What isn’t clear yet is how GM’s supply chain with its U.S. operations will proceed. PSA does not sell directly in the U.S., reducing competitive conflicts. Yet, GM has sourced around... Read more →

Lego Set to Build Sales in Second Half

September 6, 2016

First half results from Lego included a slowdown in U.S. sales – the company is building more factories to meet demand. U.S. imports of Lego products have grown in the longer term – Panjiva data shows expansion in 15 of the past 18 months. A 17% drop in August likely reflects the popularity of... Read more →

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Supply Chain Edge: Supply chain attack, de minimis shrinks, tariffs settled

Supply Chain Edge: Center of AI attention, the electric herd, clean Lego

China Set To Seek More Imports From CEEC, EU Membership An Issue

General Motors Has Supply Chain Issues to Address After PSA Deal

Lego Set to Build Sales in Second Half