Supply Chain Research

Supply Chain Edge: National security week, tariffs-for-kids, IMO costs

April 17, 2025

– The past week brought a temporary reprieve for the electronics sector from US tariffs, but also set the scene for new tariff investigations to run through the rest of 2025 with Section 232 “national security” reviews launched in electronics, pharmaceuticals and critical minerals. In electron... Read more →

Supply Chain Edge: AI diffusion limits, delayed peace dividend, phased tariff

January 17, 2025

– Technology supply chains remain in a state of flux, with the last week of the US Biden administration bringing new rules to limit trade in AI products, while Foxconn is facing delays in shipping parts to India and Lenovo Group Ltd. outlines plans to expand manufacturing in Saudi Arabia.
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Supply Chain Edge: Olympian sourcing, Mexican metals, expensive memories

July 26, 2024

– The Paris 2024 Olympic and Paralympic Games present an opportunity to revive the declining sports equipment and apparel supply chains, which saw US imports drop from US$20.97 billion in 2021 to US$14.85 billion in 2023.
– Elsewhere in consumer goods, there are protests in Bangladesh an... 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 →

Mexican gas surge illustrates challenges of currency manipulation assessments

April 20, 2021

The U.S. Treasury Department has declined to declare any countries as being currency manipulators in its latest review. That comes despite having determined that Vietnam and Switzerland meet the criteria and will instead carry out “enhanced engagement”. There’s a geopolitical calculus at work ... Read more →

Life After the Elections: Trump leaves currency conundrum, tariffs for Biden

December 18, 2020

The U.S. Treasury Department has declared Vietnam and Switzerland to be currency manipulators as part of a long-delayed review. Importantly, China is not designated as a manipulator, reducing the risk that President Trump cancels the phase 1 trade deal. In the case of Switzerland, most of the ... Read more →

Brexit Watch: Strides Pharma, Cipla step in but can’t offset pre-Brexit drug shortfall

October 13, 2020

Brexit negotiations are coming to a head at an intergovernmental meeting on Oct. 15, hopefully bringing to a close four years of uncertainty for supply chain planners. The U.K. Prime Minister, Boris Johnson, has stated that “the UK is prepared to end the transition period on Australia-style te... Read more →

Nevada’s copper and blood pay the price for U.S.-China trade war

February 13, 2020

U.S. trade policy has become increasingly hawkish under the Trump administration, while commentary from Democratic Party candidates suggests a similar stance could continue into 2021 no matter who wins the Presidency. The run-up to the Nevada primary on Feb. 22 may include a focus on trade mat... Read more →

Brexit Watch: Drug Shipments Down On Brexit Hangover, Headaches Remain

August 13, 2019

The healthcare sector is particularly exposed to ongoing legal and political uncertainties regarding Brexit. The senior management of Sanofi and Alliance Pharma have indicated they boosted inventories ahead of the original March deadline as a response. It’s not just about short-term planning t... Read more →

Tariff Quote Watch: Syngenta Harvests The Cost Of Tariffs With Lower Income

July 24, 2019

Syngenta blamed tariffs and flooding for a recent 34.0% year over year fall in net income, CFO Mark Patrick has stated “the economics now with these tariffs has meant it’s had impacts on Mexican farmers. It goes to resolution of current trade disputes that are ongoing between the United States... Read more →

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