Supply Chain Research

2023-03-31-sce-athleisure-airfreight-600x399

Supply Chain Edge: Athleisure swims after flying

March 31, 2023

Athleisure apparel supply chains are changing rapidly, both in terms of tactical measures, such as the use of air freight discussed by Lululemon, and strategic decisions regarding regional sourcing. Apparel supply chains are in flux more broadly, with new subsidies from the government of India... Read more →

Supply Chain Edge: Vietnamese sneakers slip

February 24, 2023

Key findings this week: Layoffs at a major footwear supplier in Vietnam raise questions about the state of supply chains in the apparel industry — a downturn has already begun. The Home Depot’s cautious outlook is borne out by rapidly softening trade flows in hand and power tools. Europe’s ene... Read more →

Russian invasion of Ukraine adds additional strain to stretched supply chains

March 1, 2022

The Russian offensive in Ukraine is likely to result in much human tragedy. The fallout from the conflict is also expected to spread into global supply chains and impact economies in Eastern Europe and beyond. The first-order effects may come from the mounting economic sanctions imposed by the... Read more →

Energy, corn, chips drive late surge in US exports to China

December 14, 2021

Trade rhetoric is starting to rise again between the U.S. and China. While not to the levels seen during the U.S. China trade war, actions like the joint U.S. EU statement on steel and the Chinese application to the CPTPP show that disagreements remain unresolved. One aspect that may come back... Read more →

Cheniere, Sempra Energy may need more India sales as EU methane rules evolve

July 19, 2021

The EU’s “Fit for 55” environment program includes potential tariffs on high carbon imports but initially excludes liquefied natural gas (LNG). Yet, new rules on methane emissions may capture and limit imports of LNG from the U.S. That adds to other political challenges, particularly relations... Read more →

China-U.S. phase 1 trade deal delivery options overshadowed by Taiwan, Xinjiang

June 28, 2021

Relations between the Chinese and U.S. governments remain strained following the recent extension of U.S. sanctions against trade with counterparties in the Xinjiang region. Talks from June 30 between the U.S. and Taiwan on supply chains – likely including semiconductors – and digital trade ma... Read more →

Nord Stream 2 completion could leave U.S. LNG looking for alternatives

June 25, 2021

European natural gas prices have surged after Russia’s Gazprom reportedly reduced supplies to below pre-pandemic levels. That follows the completion of the Nord Stream 2 gas pipeline and waiving of U.S. sanctions linked to the project’s developers. Russia accounted for 39.9% of EU gas imports ... Read more →

Biden’s hand may be forced as China’s phase 1 purchases lag by $6.8B in April

May 26, 2021

President Biden faces pressure to adapt policy regarding China from forthcoming Senate legislation which is designed to strike “right at the heart of China’s anti-competitive and morally abhorrent labor, environmental and digital practices”. It will likely form part of the Endless Frontiers Ac... Read more →

Mexican gas surge illustrates challenges of currency manipulation assessments

April 20, 2021

The U.S. Treasury Department has declined to declare any countries as being currency manipulators in its latest review. That comes despite having determined that Vietnam and Switzerland meet the criteria and will instead carry out “enhanced engagement”. There’s a geopolitical calculus at work ... Read more →

Canada helped by supply chain inflation, hindered by chip crunch

April 8, 2021

Canada’s international trade activity inched 0.6% higher year over year in February after an import contraction of 2.8% was offset by a 4.1% improvement in exports. The latter outpaced the United States’ 5.1% downturn and largely reflects the two countries’ differing exposures to commodities. ... Read more →

Supply Chain Research

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