Supply Chain Research

Supply Chain Edge: Tariffs normalized, memory constrained, sugar sweetened

November 14, 2025

– US import tariffs are becoming a business-as-usual matter for supply chain decision-makers. In new research this week, we analyze the overlapping nature of the US Trump administration’s various tariff actions and examine the strategic implications of positions taken by companies in the curre... Read more →

Supply Chain Edge: Focus on Cambodia, tariffs in Mexico, semiconductor charge

September 19, 2025

– Cambodia has emerged as a key reshoring center for apparel, with exports in this sector making up 45% of its total exports in the 12 months leading up to March 2025. The country faces significant exposure to US tariffs — ranked seventh on the US Trade and Tariff Vulnerability Index with a sc... Read more →

Supply Chain Edge: Life after August, AGOA’s future, Apple’s US$100 problem

August 8, 2025

– The implementation of International Emergency Economic Powers Act (IEEPA) import duties by the US on Aug. 7 is not the end of the story for tariff uncertainty. Our analysis of the latest announcements indicates an average IEEPA duty of around 20% and looks ahead to the next steps for tariff ... Read more →

Supply Chain Edge: Japan’s deal winners; the end of inventory management; sanctions stepped up again

July 25, 2025

– A new trade deal between the US and Japan includes an exception from Section 232 tariffs on autos, generating a competitive advantage for Japanese automakers and setting the scene for further deals. The framework deal with Indonesia shows transshipment/rules-of-origin rules have yet to be na... Read more →

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: 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 →

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