Supply Chain Research

Supply Chain Edge: Trump’s rapid tariff evolution, reactions from mainland China, Canada and EU

March 14, 2025

• The past two weeks have brought a rapid evolution in the US-centered escalation of trade protectionism. United States-Mexico-Canada Agreement-compliant goods from Canada and Mexico, covering 37.8% and 48.9% of US imports, respectively, get a one-month reprieve, while Canada has applied retal... Read more →

Supply Chain Edge: 25 supply chain issues for 2025

December 20, 2024

– In new research this week, we identify 25 issues for supply chain decision-makers to consider in 2025, ranging from the evolution of trade rivalries (and friendships), the progress toward balance in logistics networks, the development of sustainable supply chains, the delivery of the energy ... Read more →

Supply Chain Edge: The next early rush, EV rivalry, tariff sunburn

October 11, 2024

– US supply chains have dealt with storms and strikes while contending with a wave of early arriving imports which saw seaborne imports rise by 13.0% year over year in the third quarter of 2024, led by consumer goods. Looking ahead, firms appear unconcerned by the state of their supply chains ... 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 →

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 →

Supply Chain Edge: Corporate focus on supply chains wanes, tariff details matter

June 7, 2024

• Consumer goods supply chains no longer face the demand pressures that they used to, leading to a reduced focus on supply chain issues by company managers and investors. Performance is markedly different across sectors, with footwear expanding and home appliances contracting. Shipments of “Sq... Read more →

Supply Chain Edge: Tariffs made a comeback, flooding in Brazil

May 17, 2024

• New tariffs by the US administration of President Joe Biden look to shore up some of the gaps in the Section 301 and 201 implementations on China, targeting batteries, electric vehicles (EVs), solar panels, gantry cranes and more. Batteries are the most affected, with 71.5% of US imports fro... 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: Stellar start, building ban, India’s Apple

April 12, 2024

• In new research this week, we find that US seaborne imports have a stellar start to 2024 with growth of 15% year over year in the first quarter, driven by industrial materials. Caution is needed as growth may slow and the prospects for the peak season are clouded by supply chain disruptions ... 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 Malaysia