Supply Chain Research

Supply Chain Edge: Doubling tariffs, fishing inventory, tracking drones

June 6, 2025

– The Trump administration’s increase in steel and aluminum duties reflects weak industry conditions and imports that have only fallen slightly — there is a risk of retaliatory action. The impacts of tariff-disrupted trade flows are being felt in the auto sector with plant shutdowns while Chin... Read more →

Supply Chain Edge: Dealmakers, device-makers, toymakers and toolmakers

May 9, 2025

– The governments of the US and mainland China will meet to discuss trade relations, potentially leading to lower tariffs, although there are significant barriers to a deal before July. The US government in the meantime has clarified Section 232 automotive tariffs, including tariff rebates and... Read more →

Supply Chain Edge: Tackling tariffs with global regionalization, pricey tires and early

May 1, 2025

– As the corporate earnings season gets underway, more firms are discussing their approaches to dealing with tariffs with a range of tactical price and cost responses and steady moves to strategic reshoring in what we are referring to as “global regionalization.”
– A prime example comes ... Read more →

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: Tariffs expand for metals, autos; ready for the Red Sea

February 21, 2025

– The US Trump administration continues to roll out its tariff program, with new and expanded duties on imports of steel and aluminum as well as the near-term prospect of more duties on the autos sector. We also find that executives’ concerns about tariffs are less negative than in 2018.

<... Read more →

Supply Chain Edge: A system called reciprocity; hydrogen winter; Baltimore one year on

February 14, 2025

– US President Donald Trump has introduced a “Fair and Reciprocal” plan that will increase import duties to levels charged by other countries and could add 4.8 percentage points to average duty rates across the largest 50 exporting regions before adding allowances for value-added tax (VAT) rat... Read more →

Supply Chain Edge: Trump’s first week, mainland China’s chip investigation, Houthi threat remains

January 24, 2025

– US President Donald Trump’s first week in office has started to bring clarity to the policy outlook for supply chains in 2025 and beyond. In new research this week, we examine the America First Trade Policy and note that while tariffs may not arrive until after the April 1 reporting date for... Read more →

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Supply Chain Edge: Trump’s tariff opportunities, slashed rebates, early holidays

November 22, 2024

– In new research this week, we continue our investigation of the tariff risks and opportunities that may emerge under the incoming US administration of President-elect Donald Trump. Various tariff measures are available to the president, ranging from plain antidumping cases through the invoca... Read more →

Supply Chain Edge: Fixing supply networks, ASML vs. Nvidia, Trump’s tariff plans

October 18, 2024

– In new research this week, we outline ways to combine datasets to create superior supply network analyses, including electronics teardown data from iFixit. There is more evidence of the multispeed development of the technology sector, with ASML Holding NV warning of slower sales of its chipm... Read more →

Supply Chain Edge: Tough time for Turkey, Canada’s canola caned, HP’s printer challenges

September 6, 2024

– Turkey’s potential as a reshoring hub is highlighted by its strategic location and extensive free trade agreements, but it faces challenges such as slowing foreign direct investment, high labor costs, and competition from regions like North Africa and the Association of Southeast Asian Natio... Read more →

Showing research about Metals - Steel