Supply Chain Research

2023-04-28-sce-china-memory-chips-600x393

Supply Chain Edge: Mighty microchip buyers

April 28, 2023

The US has stated that semiconductor export rules “aren’t designed to hurt China” amid a potential tightening of memory chip flows. Yet, mainland China is already one of the largest buyers in the world, with 43% of imports in 2022, and is rapidly expanding its exports in a consolidating market... Read more →

Supply Chain Edge: Smoothed chains, popped stocks

March 24, 2023

Our second-quarter 2023 outlook report finds that 2023 is proving to be a year of normalization for supply chains, but we are not quite there yet and significant corporate strategy (inventory and reshoring) and government policy uncertainties will take at least the rest of the year to play out... Read more →

Supply Chain Edge: Furniture flattened, apparel folded

March 17, 2023

Supply chain activity and retail sales data indicate that the furniture and apparel sectors are in a state of decline, dragging total US seaborne imports down 20% year over year in February. Evidence from memory-chip makers indicates that the tech sector is still in a downturn, although a head... Read more →

Supply Chain Edge: Yeezy deflates kicks

March 10, 2023

Adidas has a pressing need to reduce its inventories after a failed collaboration with Kanye West. US imports linked to the firm surged in 2022 and are now reversing. The firm’s supplies have shifted toward Indonesia, yielding lower costs and price inflation. Trends in sports equipment supply ... Read more →

Special Report: Thyssenkrupp, Voestalpine set to gain from sweeping US-EU steel and aluminum deal

November 2, 2021

The U.S. and the EU have announced an agreement to partially lift the Section 232 “national security” tariffs on steel and aluminum. The breakthrough came right at the deadline set by the EU, thus preventing an increase in retaliatory tariffs on U.S. goods that was set to go into effect in Dec... Read more →

Mahle, Valeo may see additional costs from aluminium foil ruling

October 26, 2021

The U.S. International Trade Commission recently ruled that imports of aluminum foil from Armenia, Brazil, Oman, Russia and Turkey “materially” injure U.S. industry. The injury is caused by sales at less than fair value, also known as dumping, as determined by a prior decision by the Departmen... Read more →

Supply chain inflation bow wave washes into Q3’21

August 16, 2021

Global supply chains have been beset by cost inflation since late 2020 with a wide range of commodities continuing to experience rising prices, up 0.5% as of August 13. This inflation is not limited to commodities, as import price data shows the prices of key manufacturing components like plas... Read more →

Thyssenkrupp, SSAB scale up steel shipments; long wait for tariff leniency ahead

August 8, 2021

The U.S. and EU are continuing their negotiations to resolve the future of U.S. Section 232 steel and aluminum duties, with a commitment to completing discussions by Nov. 1. Other Section 232 tariffs have recently been abandoned, while plans on both sides for Carbon Border Adjustment Mechanism... Read more →

ArcelorMittal, JSW Steel face risks from U.S., EU carbon border tariff initiatives

July 21, 2021

The recent introduction by the EU of a Carbon Border Adjustment Mechanism – effectively a tariff on imports from countries with higher carbon emission intensities or lower carbon prices – is drawing responses from other countries. In the U.S. Senator Chris Coons and Representative Scott Peters... Read more →

Presidential power affirmed as Turkey loses steel tariff appeal

July 15, 2021

The U.S. Court of Appeals has overturned an earlier court decision that ruled against President Trump’s action to double section 232 (national security) tariffs on imports from Turkey. That reaffirms the President’s discretionary power with regards to tariffs. It’s unlikely that the Biden admi... Read more →

Supply Chain Research

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