Supply Chain Research

Supply Chain Edge: Tariff smoke clearing, Tesla’s energy duties, front-loading for 2026

October 31, 2025

Key findings – The past week has brought more details on US International Emergency Economic Powers Act (IEEPA) tariffs and related deals, setting the agenda for further trade policy developments in 2026. The US-mainland China agreement will cut tariff rates, but a review of mainland China’s p... Read more →

Supply Chain Edge: Focus on Cambodia, tariffs in Mexico, semiconductor charge

September 19, 2025

– Cambodia has emerged as a key reshoring center for apparel, with exports in this sector making up 45% of its total exports in the 12 months leading up to March 2025. The country faces significant exposure to US tariffs — ranked seventh on the US Trade and Tariff Vulnerability Index with a sc... Read more →

Supply Chain Edge: Missing details, furnishing tariffs, reserving cobalt

August 29, 2025

– The EU and US have provided more details of their July trade agreement, but crucial information on rules of origin is missing and automakers will have to wait to benefit from lower duties. Meanwhile, BMW AG may resume its shipments from the US to Canada after it ran down pre-tariff inventori... Read more →

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 →

Showing research about Cambodia