Supply Chain Research

Supply Chain Edge: Trump’s tariff thinking, wood recycling, chip splitting

November 15, 2024

– In new research this week we look on of the driving forces of President-elect Trump’s stated tariff plans, most notably the structure of US trade deficits. Another major focus of US trade policy has been in restrictions on exports of the latest computer processors, which has led TSMC to repo... Read more →

Supply Chain Edge: Tough time for Turkey, Canada’s canola caned, HP’s printer challenges

September 6, 2024

– Turkey’s potential as a reshoring hub is highlighted by its strategic location and extensive free trade agreements, but it faces challenges such as slowing foreign direct investment, high labor costs, and competition from regions like North Africa and the Association of Southeast Asian Natio... Read more →

2024-08-09-sce-us-import-sectors-600x399

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: Surge protection, managed de minimis, forestry failings

July 19, 2024

• In new research this week, we investigate the evidence for early shipping in US supply chains ahead of the peak season amid slow retail sales. We also take a data-driven deep dive into bicycle supply chains, which are coming out of a supply chain bullwhip. Elsewhere in the consumer goods sec... Read more →

Supply Chain Edge: Three speed semiconductors, auto tariffs bite, hurricane hazards hit

July 12, 2024

– The semiconductor sector is seeing varied recovery rates, with AI applications and Nvidia driving growth, but supply chain challenges persist with sector revenue growth expected to fall to 24% in Q1 2024 from 44% in the same period the prior year. Consumer devices have mixed prospects, with ... Read more →

2024-06-28-sce-outlook-china-peak-exports-600x391

Supply Chain Edge: Eyes on the horizon, UK election prospects, the electric bandwagon

June 28, 2024

• Our latest supply chain outlook finds that activity growth remains slow and there are considerable uncertainties ahead of peak season ranging from hurricanes to tariffs. We dig into network design alternatives and raise a red flag about corporations’ focus on their supply chain issues.
... Read more →

2024-05-31-sce-china-to-eu-autos-600x394

Supply Chain Edge: Under the EU influence, spinning up electronics

May 31, 2024

• The EU may delay its initial judgment on mainland China’s electric vehicle supply chains, reducing geopolitical pressures, although firms are still looking at reshoring strategies to reduce their reliance on mainland China as a production center for vehicles and parts. India is one winner. T... Read more →

Supply China Edge: Tech restrictions widen, Adidas kicks inventory, rate boom returns

May 2, 2024

• In new research this week, we dive into Japan’s latest technology restrictions, which follow a surge in exports to mainland China and carry the risk of retaliation. Elsewhere in tech, telecom network equipment supply chains show signs of bifurcating. Taiwan Semiconductor Manufacturing Co. Lt... Read more →

Supply Chain Edge: Aluminum sanctioned, Aries seized, Apple spreads

April 19, 2024

• The UK and US have applied new rules to limit Russia’s earnings from aluminum, copper and nickel, but the main result may just be shifting trade flows. The Biden administration is also launching a new range of aluminum and steel tariffs. Indonesia’s nickel policies may have claimed another v... 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 →

Showing research about United Kingdom