Supply Chain Research

Supply Chain Edge: Tariff escalation pause, vulnerable bridges, technology

April 11, 2025

– Import tariff-driven trade rivalry between the US and mainland China continued to evolve rapidly in the past week. In new research, we take a deep dive into the implications of mainland China’s wide-ranging 84% tariffs on US imports, and review the Trump administration’s plan to restructure ... Read more →

Supply Chain Edge: Tariffs made a comeback, flooding in Brazil

May 17, 2024

• New tariffs by the US administration of President Joe Biden look to shore up some of the gaps in the Section 301 and 201 implementations on China, targeting batteries, electric vehicles (EVs), solar panels, gantry cranes and more. Batteries are the most affected, with 71.5% of US imports fro... Read more →

Supply Chain Edge: Decorated supply chains, strike strategy revealed

October 5, 2023

• The US peak shipping season is starting ahead of holiday shopping events. Shipping seasonality is close to normal, while US imports in September were flat versus a year earlier. Holiday decoration supply chains are the focus for our latest research. Apparel firms continue to repair their sup... Read more →

Supply Chain Edge: Halloween shock, AI-powered chip recovery, mineral protections

August 24, 2023

• In new research this week, we find that retail supply chains have geared up earlier than normal for Halloween. Labor conditions in Cambodian apparel production are being scrutinized. Home-appliance maker Breville Group Ltd. has reshored to Mexico. Home improvements supply chain activity rema... Read more →

Supply Chain Edge: COVID no more, tariffs in abeyance

May 19, 2023

Healthcare supply chains have been disrupted during the COVID-19 pandemic. The US administration of President Joe Biden has downgraded the Public Health Emergency, while also extending a waiver on tariffs on imports from mainland China. Imports from mainland China are down 70% from their peak,... Read more →

Supply Chain Edge: Slower, steadier and smoother

April 14, 2023

Evidence from US seaborne imports shows that supply chain activity continues to slow, further reducing pressure on supply chains. US containerized imports fell by nearly a quarter in March versus a year earlier, led by consumer durable goods. The S&P Global PMI for manufacturing supplier deliv... Read more →

Rapid apparel reshoring: Alternatives to sourcing from Myanmar

April 3, 2023

Uniqlo-owner Fast Retailing’s exit from manufacturing in Myanmar is reportedly due to elevated political risks. Myanmar’s share of apparel imports to the EU, Japan and the US has stalled at 2.1% following the 2021 coup d’etat. Alternative supplier locations, which include: similar or larger ap... Read more →

Pandemic risks renewed for apparel-makers as Bangladesh locks down

July 22, 2021

The government of Bangladesh has closed most economic activity including factories for two weeks from July 23 following a worsening of the COVID-19 pandemic. That also comes as factory production in Vietnam is being curtailed due to staff shortages. The two countries together accounted for 27.... Read more →

2021 Outlook: COVID-21, mines and straits – outlier risks for supply chains

January 7, 2021

After a tumultuous 2020 global supply chains continue to face a wide range of outlier risks in 2021 that are outside most planners’ core scenario. This report highlights four major buckets of risks and approaches for mitigating them. A significant mutation of SARS-COV-2 that renders current va... Read more →

Indonesia’s RCEP opportunities led by apparel, risks for autos

November 16, 2020

The signing of the Regional Comprehensive Economic Partnership (RCEP) trade deal will bring greatly reduced tariffs and facilitated trade to a group of 15 countries including the ASEAN group, China, South Korea, Japan, Australia and New Zealand. The deal must be ratified by six ASEAN and three... Read more →

Showing research about Cambodia