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: 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: 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: Inflection points, cyberattacks, fire disruptions

October 10, 2025

Key findings – US supply chain activity is at an inflection point, our latest outlook shows, with an early end to the peak shipping season, container shipping rates continuing to fall and lower imports expected for next year. It might be too early for holiday decorations, but imports are alrea... Read more →

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Supply Chain Edge: Not all risks are bad; new tariffs, new reviews; the Eagle flies

October 3, 2025

– Our new outlook for trade and supply chains finds considerable trade policy uncertainties remain, with US tariffs on the risk side of the balance and global trade deals centered on the EU and the Association of Southeast Asian Nations (ASEAN) groups on the opportunities side. Trade activity ... 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 →

Supply Chain Edge: Labor vs. tariffs, throttled performance and a new record

August 15, 2025

– The devil is always in the details with supply chain regulations, and the latest round of US import duties is not different. We look at the potential for International Emergency Economic Powers Act (IEEPA)-based rules of origin to unpick the labor-cost underpinnings of corporate reshoring de... 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 →

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