Supply Chain Research

Supply Chain Edge: US booms, EU deals, smartphones slide

October 16, 2026

– US supply chains are in the midst of a peak season boom after seaborne containerized imports climbed 9.1% year over year in September, while seasonality for consumer goods has normalized. Growth is expected to slow in mid-2027 as activity returns to normal, while disruptions from the Middle ... Read more →

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: 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 →

Supply Chain Edge: Canada cutoff, El Niño preempted, SpaceX’s new launch

September 11, 2026

– Escalation has been a theme in the past week in global trade policy. The US decision to bar certain imports from Canada only covers about US$1.04 billion-worth of products, but is a sign of the path ahead for tariff policy. A move by the mainland Chinese government to apply 99.2% tariffs on ... 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: Ford and Google cut back mainland China, Hanwha to expand in the US

August 21, 2026

– We continue our reshoring series this week with Indonesia. Successive governments have attempted to convert the country’s rich resource heritage into industrial development, with a wide range of trade deals including the US and EU upcoming as well as pragmatic relations with mainland China. ... Read more →

Supply Chain Edge: Problematic planning, the return of drop shipping and dumped duck meat

August 6, 2026

– Technology supply chains have faced shortages and rising prices in 2026, and recent statements from Apple Inc. on memory costs as well as the latest capital expenditure forecasts from the hyperscalers suggest pressures will continue into 2027 and beyond.
– Relieving sourcing pressures,... 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 →

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Supply Chain Edge: AI boom bottleneck outlook; tariff technicalities abound; finding the next maritime chokepoint

July 24, 2026

– Electronics supply chains face mounting strain as the AI boom drives divergent fortunes. Our latest electronics sector outlook notes that consumer electronics sentiment fell to its lowest since first quarter 2023, while data center infrastructure revenue is forecast to hit US$576 billion in ... 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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