Supply Chain Research

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 →

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Supply Chain Edge: AI boom bottleneck outlook; tariff technicalities abound; finding the next maritime chokepoint

July 24, 2026

– Electronics supply chains face mounting strain as the AI boom drives divergent fortunes. Our latest electronics sector outlook notes that consumer electronics sentiment fell to its lowest since first quarter 2023, while data center infrastructure revenue is forecast to hit US$576 billion in ... 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 →

Supply Chain Edge: Raising defenses, clearing bottlenecks — outlooks for Q3 2026 and beyond

July 3, 2026

– Our latest outlook for global trade policy and supply chain regulations identifies a wave of new US tariff decisions to come during the remainder of 2026, including three Section 301 reviews and five Section 232 reviews, while the future of the United States-Mexico-Canada Agreement (USMCA) r... Read more →

Supply Chain Edge: Recovering with a 14-point plan; Nvidia’s next mainland China move; drones overtaking fireworks

June 19, 2026

– The world’s two major ongoing conflicts have had a marked impact on global supply chains. The 14-point plan extending the ceasefire between the US and Iran may reduce disruptions at the Strait of Hormuz, but goods flows and inventories may not recover until early 2027 — with some products ta... Read more →

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: Expect the unexpected from Trump-Xi summit; drink and drive tariffs; new Middle East route

May 7, 2026

– The May 14 summit meeting between President Trump and President Xi will likely represent a stabilization of relations rather than a reset, with implications for tariffs (including a likely continuation of the current stand-still), export purchases, access to Artificial Intelligence hardware ... Read more →

Supply Chain Edge: Refunds and front-loading, Ukraine’s logistics four years on, mainland China’s new export controls

February 27, 2026

– In new research this week, we find that supply chain decision-makers are being pulled back into short-term decision-making on refunds and front-loading following the US Supreme Court’s ruling on overall International Emergency Economic Powers Act (IEEPA) tariffs, with the Trump administratio... 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: Tariff inflection point, Europe’s congested ports, pricier strollers

May 16, 2025

– A point of inflection may have arrived for the tariff challenges faced by supply chain decision-makers, with the US having reached deals with the UK and mainland China. The action is moving onto product-level tariffs, with 10 Section 232 reviews in place, most recently including the aerospac... Read more →

Showing research about Ukraine