Supply Chain Research

Supply Chain Edge: The return of tariffs, the need for drones and the costs of AI for PCs

June 5, 2026

– The Trump administration has made several new import tariff announcements in the past week. The application of Section 301 (labor standards) duties at a rate of 10% to 12.5% on imports from 60 countries is just the start of rebuilding tariff rates: We analyze the latest changes and look ahea... Read more →

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Supply Chain Edge: Jet fuel shortages, cargo train delays, tequila shots

April 24, 2026

– The on-again, off-again ceasefire in the Middle East means little for global supply chains that are firmly experiencing the effects of shortages. In new research this week, we dig into the South Korean parliament’s support package for the industry — key for global electronics supply chains —... 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 →

Supply Chain Edge: EU hits and misses, Moroccan opportunities, timing toys

July 31, 2025

– On the eve of the Trump administration’s Aug. 1 deadline for applying additional tariffs, we dig into the recently announced trade deal with the EU and examine key uncertainties for pharmaceutical and metals supply chains as well as the potential for energy purchases.
– Corporations co... Read more →

Supply Chain Edge: Q3 outlook has conflicting decisions; US inventories rise; dull fireworks boom

June 27, 2025

• A focus on tariffs has distracted decision-makers from other disruptive challenges in supply chains, our third-quarter supply chain outlook finds, with escalations in kinetic conflicts, natural risk and trade disputes possible.
• Tariffs will still play an important role, with rulings ... Read more →

Supply Chain Edge: Doubling tariffs, fishing inventory, tracking drones

June 6, 2025

– The Trump administration’s increase in steel and aluminum duties reflects weak industry conditions and imports that have only fallen slightly — there is a risk of retaliatory action. The impacts of tariff-disrupted trade flows are being felt in the auto sector with plant shutdowns while Chin... Read more →

Supply Chain Edge: Outlooks adrift, auto tariffs, congestion in Europe

March 28, 2025

– The early months of the US Trump administration have disrupted global supply chains through investigations and initial tariffs, although frequent changes and unfulfilled threats are contributing to uncertainty.
– Muted industrial activity and rising trade protectionism are expected to ... Read more →

Supply Chain Edge: Trump’s rapid tariff evolution, reactions from mainland China, Canada and EU

March 14, 2025

• The past two weeks have brought a rapid evolution in the US-centered escalation of trade protectionism. United States-Mexico-Canada Agreement-compliant goods from Canada and Mexico, covering 37.8% and 48.9% of US imports, respectively, get a one-month reprieve, while Canada has applied retal... Read more →

Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed

April 5, 2024

• In new research this week, we take a deeper look at the supply chain impact of the Francis Scott Key Bridge disaster in Baltimore, looking at how shipping routes are healing around the disruption, as well as detailing the effects in the automotive, construction equipment and coal sectors. El... Read more →

Cosco Shipping drives China’s shipyards ahead while KSOE faces cost inflation

July 26, 2021

The global shipbuilding industry has entered a period of booming orders as container shipping firms aim to meet elevated demand and improve their environmental profile. The process is long and expensive, shown by Cosco Shipping’s $1.50 billion order for 10 container ships that will be delivere... Read more →

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