Supply Chain Research

Supply Chain Edge: Revealing rates, costing conflict, building artificial intelligence

November 28, 2025

– The resumption of US trade data after the government shutdown reveals new details about the rates of tariffs being paid — the headline average tariff rate of 10.4% is flattered by exemptions and United States-Mexico-Canada Agreement (USMCA) compliance, with underlying rates at 17.0% and set ... Read more →

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: Entering the age of agility; decision-making beyond tariffs; new technology frictions

November 7, 2025

We have published two new reports looking at the outlook for supply chains in 2026. In our macroeconomic and geopolitical outlook, we identify the continuation of fluctuating trade policies, a delicately balanced global economy and shifting asymmetric geopolitical power providing an environmen... Read more →

Supply Chain Edge: Reshoring winners, VR on the move, autos tariff relief

October 24, 2025

– Our research series on reshoring continues with a comparison of the positioning of different ASEAN markets and the road ahead for supply chain realignments as the early movers seek to defend their position against newcomers in both emerging and developed markets. We also dig into the prospec... Read more →

Supply Chain Edge: Rising tech tensions, Philippine focus, tariff margin math

October 17, 2025

– Trade tensions moved beyond import duties in the past week. Mainland China tightened export restrictions for rare earths, adding to measures that resulted in reduced exports of materials and magnets. The Dutch government has restricted the operations of a mainland Chinese-owned chipmaker, in... Read more →

Supply Chain Edge: Smarter glasses, pricier Xbox, looser cobalt

September 26, 2025

Key highlights – Summer may be gone, but sunglasses remain in the spotlight as EssilorLuxottica SA and Meta Platforms Inc. launch a new range of smart glasses with complex electronics supply chains. Well-established supply chains can still face regulatory scrutiny, with labor practices for bic... 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: Focus on Thailand, list updates tweak tariffs, August seaborne imports mixed

September 12, 2025

– Thailand is strategically positioned for reshoring in Southeast Asia, with a favorable Strategic Opportunity Index score and strong trade ties through 14 bilateral agreements, including with the US and mainland China. The export-oriented economy, where electricals and electronics make up 34.... Read more →

Supply Chain Edge: Indonesian opportunities, tariff processors, climate challenges

September 4, 2025

– We continue our series on manufacturing reshoring this week with the outlook for Indonesia, which has a large domestic market, low labor costs and policy stability but has yet to break out of its resource-led export economy. Indonesia is not the only attractive in-market, for-market manufact... Read more →

Supply Chain Edge: Reshoring’s future, chocolate’s choices and Türkiye’s wildfires

August 22, 2025

• In a new research series, we consider the future for reshoring in the wake of US tariffs and ahead of forthcoming free trade deals, starting this week with Malaysia, which was an early winner from reshoring but faces challenges both from other reshoring centers and its client markets in the ... Read more →

Showing research about Info Tech - Tech Hardware