Supply Chain Research

Supply Chain Edge: Reshoring makes a comeback; France and Germany take a stand; shipbuilding boosted

October 9, 2026

– Our latest supply chain outlook report updates our views on corporate supply chain strategies heading into 2027. AI spending continues to cause challenges across electronics supply chains, with plenty of other bottleneck challenges to be dealt with from conflict to water availability. The di... 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: Evolving involution, forecasting transport prices, sourcing Ukraine’s electronics

July 17, 2026

– Mainland China’s anti-involution campaign is set to remain a supply chain policy priority even as producer prices return to inflation, with the focus shifting from broad capacity cuts to demand repair, investment discipline and higher returns on capital. The US removal of de minimis exemptio... Read more →

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Supply Chain Edge: Expect the unexpected from Trump-Xi summit; drink and drive tariffs; new Middle East route

May 7, 2026

– The May 14 summit meeting between President Trump and President Xi will likely represent a stabilization of relations rather than a reset, with implications for tariffs (including a likely continuation of the current stand-still), export purchases, access to Artificial Intelligence hardware ... 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 →

Supply Chain Edge: Tariff twilight zone, bonded warehouses, tracked rails

May 30, 2025

– The Trump administration’s flagship International Emergency Economic Powers Act (IEEPA) tariffs have been blocked by the US Court of International Trade and then ordered to be left in place by the Court of Appeals for the Federal Circuit, and now face an uncertain appeals process. In the mea... 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 →

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