Supply Chain Research

Supply Chain Edge: Risky tariff business, Tesla’s troubles, Nvidia’s delivery

March 21, 2025

– US retailers are attempting to mitigate the effect of tariffs by negotiating lower prices with their suppliers, but the strategy may only have been marginally effective in the past and creates regulatory risks in mainland China. Chemical tanker operator Stolt-Nielsen Ltd. is boosting its US ... Read more →

Supply Chain Edge: Trade rivalries escalate, fraudulent flags flown, Valentine’s tariffs dodged

February 7, 2025

– US President Donald Trump’s third week started with delayed tariffs on imports from Mexico and Canada after an agreement on drug enforcement and the implementation of tariffs on mainland China, which quickly responded with its own tariffs and the use of the Unreliable Entities List.
– ... Read more →

Supply Chain Edge: After the big one, Bluey’s the best, semiconductor slowdown

November 7, 2024

– The US election brought a Republican sweep and raise 10 major issues for supply chain decision-makers, including wide-ranging tariffs, agricultural trade flows, the future of the USMCA, technology export limits and investments, labor relations, the future of energy transition supply chains a... Read more →

Supply Chain Edge: Apple branches out, early peak evidence

May 10, 2024

• In new research this week, we look at how Apple Inc.’s supply chain has changed in the past year through its supplier and critical mineral reports. Elsewhere in tech, conditions in the electronics industry have improved but have yet to return to growth, as shown by the latest S&P Global Purc... Read more →

Supply Chain Edge: Bridge to the future, peak season prep, new chips

March 28, 2024

• In new research this week we look ahead to the rest of 2024 and beyond and find that supply chains are likely to remain in a state of flux and disruptions. Logistics challenges through the Red Sea are set to continue heading into the critical peak season, though trade growth is expected to r... Read more →

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Supply China Edge: Red Sea ripples through trains, automobiles and warehouses

January 19, 2024

• The impact of disruptions to shipping through the Red Sea is rippling through supply chains. In new research this week we look at the impact on the automotive sector where four manufacturers are already cutting production or adjusting their operations and electric vehicles appear more expose... Read more →

Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking

November 24, 2023

• In new research this week with our colleagues from across S&P Global Market Intelligence, we look ahead to the key strategic trends and opportunities facing supply chains in 2024. Supply chain resilience is more important than ever, but falling profits and evidence of declining diversificati... Read more →

Supply Chain Edge: Amazon problems, earnings lessons, sinking gin

October 20, 2023

• In new research this week, we examine corporate earnings calls and data to find that supply chain developments are a net positive but of declining interest to investors, while inventories may have further to fall. New retail inventory data paints a similar picture. We have also looked at gin... Read more →

Supply Chain Edge: Moving to Mexico, clearing the chip traffic jam

July 21, 2023

• In new research this week, S&P Global Market Intelligence looks at soccer ball supply chains, as the FIFA Women’s World Cup gets started, and finds rapid growth, rising prices and recycling challenges. US retail sales are rising, potentially aiding firms ranging from home appliances to appar... Read more →

Volkswagen shipping goes green as activity remains below pre-pandemic levels

July 19, 2021

Volkswagen has ordered four new liquefied natural gas fuelled car carrying ships for delivery by the end of 2023 as it looks to reduce its carbon emissions. The firm has a significant exposure to the EU’s inclusion of shipping in the Emissions Trading Scheme. Shipments from Germany accounted f... Read more →

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