Supply Chain Research

Supply Chain Edge: A novel, bottlenecked future; big meet, small gains; realigning Peloton

October 2, 2026

– Our latest outlook reports dig into the prospects for global trade policy and the logistics sector heading into 2027. In trade policy, the US will remain the center of volatility, with new Section 301 tariffs focused on manufacturing capacity as well as the increasing use of novel techniques... Read more →

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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: Adapting tariffs, blocking inverters, supplying sunscreen

July 31, 2026

– Global trade policy remains in a period of rapid change. The US Section 301 tariffs applied to 60 economies have largely replaced Section 122 tariffs and could generate as much as US$101.7 billion in tariffs annually. Not all tariffs stay in place, with aluminum duties being adjusted for fir... Read more →

Supply Chain Edge: From German drugs to Australian iron — six new supply network disruptions

June 26, 2026

– The US government continues to reconstruct its tariff wall with the launch of a Section 301 review of Germany’s drug prices, even though Germany has been paying more 256.8% more for imports of pharmaceuticals from the US since 2021.
– Tariffs are not the only form of restrictive trade ... Read more →

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Supply Chain Edge: Jet fuel shortages, cargo train delays, tequila shots

April 24, 2026

– The on-again, off-again ceasefire in the Middle East means little for global supply chains that are firmly experiencing the effects of shortages. In new research this week, we dig into the South Korean parliament’s support package for the industry — key for global electronics supply chains —... Read more →

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Supply Chain Edge: Tracing Middle East supply chain dependencies, investigating new corridors, tracking CHPIs

March 26, 2026

– Conflict in the Middle East continues to present challenges for supply chain decision-makers. Our deep dive into regional supply chain exposures across six sectors and 90 countries highlights that the challenge is moving from price hikes to shortages in availability. South Asia is particular... Read more →

Supply Chain Edge: Falling shipping rates, merging container lines, tariffed toys

February 20, 2026

– Ahead of the Journal of Commerce’s TPM26 conference from March 2 we address a range of upcoming issues for the container shipping sector. Global container freight rates are expected to decline further in 2026 with capacity growth of 4.7% outstripping demand growth of 1.7% with two scenarios ... 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: How to stay agile in 2026, what to expect for USMCA and a habit to avoid

January 2, 2026

– Our 2026 Supply Chain Outlook reports out this week dig into the policy, logistics and corporate strategy issues to watch for in the coming year.

– In the government policy report, we find that 2025’s trade policy volatility will subside but risks remain elevated. US policies will cen... 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 →

Showing research about Germany