Supply Chain Research

2024-06-28-sce-outlook-china-peak-exports-600x391

Supply Chain Edge: Eyes on the horizon, UK election prospects, the electric bandwagon

June 28, 2024

• Our latest supply chain outlook finds that activity growth remains slow and there are considerable uncertainties ahead of peak season ranging from hurricanes to tariffs. We dig into network design alternatives and raise a red flag about corporations’ focus on their supply chain issues.
... Read more →

Supply Chain Edge: Red Sea inventory fallout, smart strikes, fab spending

March 15, 2024

• In new research reports this week, we dig into the evidence for continued inventory destocking despite Red Sea disruptions, the impact of strikes in Finland and new investments in India’s semiconductor supply chain.
• Elsewhere in industrials, we also dig into the EU’s watering-down of... Read more →

Supply Chain Edge: Israel-Gaza war risks for electronics and healthcare; 14-month consumer downturn ends

October 13, 2023

• In new research this week, we investigate the supply chain implications of the Israel-Gaza war, including for the electronics and healthcare sectors. The EU’s trade policy activity continues to accelerate with potential investigations of wind turbines and steel, while the US has slightly rel... Read more →

Supply Chain Edge: Rice restrictions, Barbie’s trip, batteries’ delay

July 28, 2023

• In new research this week, S&P Global Market Intelligence looks at the disruptions to food supply chains caused by India’s new rice export rules. Evidence from survey data, chemical production and warehouse vacancies shows manufacturing is in decline while two large freight forwarders have d... Read more →

Supply Chain Edge: Two ways to make Britain greater

June 23, 2023

• UK supply chains have had a tough time post-Brexit. We have published two in-depth reports looking at export opportunities in mainland China and participation in North American electric vehicle supply chains. Elsewhere in industrials goods supply chains, automakers are receiving more governm... Read more →

General Motors could be impacted by new Mexico trade rules

December 7, 2021

New customs regulations in Mexico have added additional paperwork to shipments. This may complicate shipments as all parties in the supply chain work to adapt to the new regulations. Failure to comply could result in fines, and likely gives an advantage to companies that have more digital proc... Read more →

GE, Schneider Electric avoid tariffs, receive insights into Trump trade policy

August 4, 2021

The U.S. International Trade Commission received just two petitions to investigate trade policy infractions in July. That was the lowest since January 2019 and may reflect uncertainties about the Biden administration’s position on tariffs. The ITC also released four reports covering section 23... Read more →

Diageo, Bacardi may be last winners from U.S.-U.K. thaw as TPA deadline looms

June 21, 2021

The U.S. and U.K. have signed an agreement to suspend their disputes regarding subsidies for Boeing and Airbus respectively. The structure is similar to that agreed with the EU and will reduce tariffs on U.S. imports of spirits from the U.K. U.S. seaborne imports of whisky and gin fell by 17.4... Read more →

Boeing 737 may be the way to Max out phase 1 commitments

June 17, 2021

The U.S. Commerce Secretary, Gina Raimondo, has stated the administration is “absolutely working on” securing Chinese approval for renewed sales of the Boeing 737 jet. New orders could help meet the requirements for Chinese purchases of U.S. products under the phase 1 trade deal. The aggregate... Read more →

Thyssenkrupp, Outokumpu still face tariffs after U.S., EU harvest low-flying fruit

June 16, 2021

The EU and U.S. have signed an agreement to suspend bilateral tariffs applied as part of a dispute over aerospace subsidies for five years. The two will instead tackle “non-market practices of third parties that may harm their respective large civil aircraft industries”, likely to be directed ... Read more →

Supply Chain Research

Showing research about Industrials - Aero/Defense