Supply Chain Research

Supply Chain Edge: The US$431B answer, Europe’s tough choices, H20 order flood

April 4, 2025

– The US Trump administration’s announcement of “reciprocal” tariffs and revised de minimis shipping rules reduce the tariff uncertainties facing supply chain decision-makers, but could significantly increase costs for consumer goods sectors including apparel, toys and smartphones.
– Tar... Read more →

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: 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 →

Supply Chain Edge: Power plays, maritime chokepoints, Nvidia’s spotlight

December 13, 2024

– In new research this week, Market Intelligence finds the interplay of geopolitical rivalries, economic shifts and evolving trade dynamics will define a conflicted global landscape over 2025.
– In logistics, we look ahead to the maritime chokepoints that may define 2025 as well as the p... Read more →

Supply Chain Edge: Waiting for the big election, dealing with a big strike, putting out fires

October 4, 2024

– In new research this week, we outline our expectations for supply chain issues to watch in the remainder of 2024 and into 2025. The recovery in supply chain activity may have been the result of pre-loading for potential disruptions. Logistics networks need to contend with strikes and heavy w... Read more →

Supply Chain Edge: Olympian sourcing, Mexican metals, expensive memories

July 26, 2024

– The Paris 2024 Olympic and Paralympic Games present an opportunity to revive the declining sports equipment and apparel supply chains, which saw US imports drop from US$20.97 billion in 2021 to US$14.85 billion in 2023.
– Elsewhere in consumer goods, there are protests in Bangladesh an... Read more →

Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

June 14, 2024

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging ... 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 →

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Supply Chain Edge: Beyond AI, refrigerator reflation, limited Red Sea scope

March 1, 2024

• In new research, we take a deep dive into the semiconductor sector and find that the excitement around AI is hiding a sluggish recovery in consumer, mobility and industrial activity. The sector will remain at the nexus of industrial and national security policies. Elsewhere in technology, we... Read more →

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