Supply Chain Research

Supply Chain Edge: Waiting for the big election, dealing with a big strike, putting out fires

October 4, 2024

– In new research this week, we outline our expectations for supply chain issues to watch in the remainder of 2024 and into 2025. The recovery in supply chain activity may have been the result of pre-loading for potential disruptions. Logistics networks need to contend with strikes and heavy w... Read more →

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Supply Chain Edge: Strike time, Middle East AI, forestry feuds

September 27, 2024

– In new research this week, we preview the potential impact of a US East Coast port strike, highlighting adaptations in ocean shipping networks and rail network challenges. Elsewhere, the logistics sector is having to deal with weak manufacturing demand and an asset expropriation in Mexico.Read more →

Supply Chain Edge: Supply chain attack, de minimis shrinks, tariffs settled

September 20, 2024

– Technology supply chains face a new round of challenges. In new research this week, we dig into the Hezbollah pager attack and tragic floods in Vietnam. The latter come just as the consumer electronic sectors is running at full pelt for the peak device delivery season — we look at shifts in ... Read more →

Supply Chain Edge: Center of AI attention, the electric herd, clean Lego

August 30, 2024

– In new research this week we take a deep dive into the supply chains behind the data centers that house AI, and find surging shipments of cooling systems, electrical transformers and servers. It’s not all good news in the technology sector though, with industrial and electric vehicle (EV) de... Read more →

Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil

August 23, 2024

– Trade restrictions are back in focus this week. In new research, we dig into mainland China’s restrictions on exports of antimony and an investigation of EU dairy products shortly after the EU’s reiteration of electric vehicle tariffs. Elsewhere, the Colombian government is looking to ban co... Read more →

Supply Chain Edge: Back to school sprint, CS3D risks, Pixel’s focus

August 16, 2024

• In new research this week we dig into the prospects for the back-to-school season and expect retail sales to grow 3.6% year over year in real terms, supported by a 7% jump in imports of kids apparel and a 15% surge in school supplies.
• Elsewhere in consumer goods: The Home Depot Inc. ... Read more →

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Supply Chain Edge: Early peak evidence, AI chip delay, Chile’s woes

August 9, 2024

– US seaborne imports of containerized freight surged 14% year over year in July, with sequential growth of 8% in consumer durables suggesting peak season is arriving early. Further evidence includes a pull-forward of Prime Day goods and comments from container line A.P. Møller – Mærsk A/S. It... Read more →

Supply Chain Edge: Building on the ‘70s, delaying tariffs, shipping slips

August 1, 2024

– In new research this week, we look at Malaysia’s future as a reshoring center, which has been building since the 1970s but now faces stiff competition as labor gets more expensive and a new round of electronics investments is needed.
– Mainland China’s “Third Plenum” meeting brings a n... Read more →

Supply Chain Edge: India’s future, pork’s tariffs and Sonos Inc.’s headphones

June 21, 2024

• In new research this week, we dig into the impact of the Indian elections on the country’s attractions as a reshoring location and find that an attractive domestic market, production incentives and active trade policy are likely to continue, albeit with some adaptations.
• Tensions bet... Read more →

Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

June 14, 2024

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging ... Read more →

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