Supply Chain Research

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Supply Chain Edge: Destructive competition; technology back-to-basics; early Halloween horror

September 18, 2026

– Much of the trade protectionism launched in the past two years around the world has been in response to mainland China’s surging exports. In new research, we take a deep dive into the impact of mainland China’s anti-involution policies that seek to curb those exports, and find new energy sec... Read more →

Supply Chain Edge: Four ways to use refunds, AI decision-making, Dolphin’s disruptions and Lego’s diversification

August 28, 2026

– Trade negotiations between Canada and the US have been suspended, with Canada applying tariffs on US imports that will affect 23.9% of US exports of the products covered (in the 12 months to June 30, 2026) across consumer goods, materials and machinery. Further countermeasures from the US ar... Read more →

Supply Chain Edge: Polysilicon’s pricing, Thailand’s attractions, Ukraine’s robust consumers

August 14, 2026

Key findings

– August is supposed to be about vacations, but has become the month of trade policy changes. The US government’s Section 232 tariffs for polysilicon come with the new complication of price floors that, when combined with prior duties, set solar module tariffs at 105.5%. T... Read more →

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Supply Chain Edge: Hurdling disruptions, adjusting tariffs, ending discs

July 10, 2026

– We continue our outlook series this week with the prospects for the logistics sector globally and for US supply chain activity. Global logistics and trade are being shaped by recovery from the ongoing Middle East conflict and the AI-driven electronics boom. We see overall global trade volume... Read more →

Supply Chain Edge: Refunds and front-loading, Ukraine’s logistics four years on, mainland China’s new export controls

February 27, 2026

– In new research this week, we find that supply chain decision-makers are being pulled back into short-term decision-making on refunds and front-loading following the US Supreme Court’s ruling on overall International Emergency Economic Powers Act (IEEPA) tariffs, with the Trump administratio... Read more →

Supply Chain Edge: Testing tariffs, electronics supply chain outlook and port proceedings

February 6, 2026

– The US Trump administration’s flagship International Emergency Economic Powers Act (IEEPA) tariffs are aimed in part at reducing the merchandise trade deficit, which fell by 19.8% year over year in November 2025. At the same time, widening exemptions from tariffs in food cut the average tari... Read more →

Supply Chain Edge: New tariffs, new partnerships, new exercise options

January 23, 2026

– US tariff volatility has made itself felt over the past week, dashing hopes for a quiet 2026 in global trade policy. In the semiconductor sector, the interim Section 232 review of electronics has clarified the situation for AI accelerators, while a proposed trade deal with Taiwan expands the... Read more →

Supply Chain Edge: More deals, fewer tariffs; a decade of automotive change; winter chills begin

November 21, 2025

– A renewed round of trade deal frameworks announced by the US government has brought the total to 13 with a wide mix of concessions on tariffs — including reduced rates for Switzerland and reduced apparel tariffs in Latin America — in return for investment and purchasing commitments. At the s... Read more →

Supply Chain Edge: Life after August, AGOA’s future, Apple’s US$100 problem

August 8, 2025

– The implementation of International Emergency Economic Powers Act (IEEPA) import duties by the US on Aug. 7 is not the end of the story for tariff uncertainty. Our analysis of the latest announcements indicates an average IEEPA duty of around 20% and looks ahead to the next steps for tariff ... Read more →

Supply Chain Edge: EU hits and misses, Moroccan opportunities, timing toys

July 31, 2025

– On the eve of the Trump administration’s Aug. 1 deadline for applying additional tariffs, we dig into the recently announced trade deal with the EU and examine key uncertainties for pharmaceutical and metals supply chains as well as the potential for energy purchases.
– Corporations co... Read more →

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