Supply Chain Research

Supply Chain Edge: Deals week, video game diversification and circular metals

February 13, 2026

– Trade deals continue to reshape global supply chains amid policy uncertainty. The US finalized bilateral agreements with India, Argentina and Bangladesh, offering tariff reductions but introducing complexity through rules of origin requirements. India’s pharmaceutical exports face an unclear... Read more →

Supply Chain Edge: New tariffs, new partnerships, new exercise options

January 23, 2026

– US tariff volatility has made itself felt over the past week, dashing hopes for a quiet 2026 in global trade policy. In the semiconductor sector, the interim Section 232 review of electronics has clarified the situation for AI accelerators, while a proposed trade deal with Taiwan expands the... Read more →

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Supply Chain Edge: What’s next for Venezuela, navigating green corridors, tariffs on the move again

January 9, 2026

• The US intervention in Venezuela — from removing Venezuelan President Nicolás Maduro from power to seizing oil tankers — also touches on the South American country’s supply chains with the US government planning to direct the sale of an initial 30 million to 50 million barrels of crude oil, ... Read more →

Supply Chain Edge: How to stay agile in 2026, what to expect for USMCA and a habit to avoid

January 2, 2026

– Our 2026 Supply Chain Outlook reports out this week dig into the policy, logistics and corporate strategy issues to watch for in the coming year.

– In the government policy report, we find that 2025’s trade policy volatility will subside but risks remain elevated. US policies will cen... Read more →

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: More deals, fewer tariffs; a decade of automotive change; winter chills begin

November 21, 2025

– A renewed round of trade deal frameworks announced by the US government has brought the total to 13 with a wide mix of concessions on tariffs — including reduced rates for Switzerland and reduced apparel tariffs in Latin America — in return for investment and purchasing commitments. At the s... 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: Tariff smoke clearing, Tesla’s energy duties, front-loading for 2026

October 31, 2025

Key findings – The past week has brought more details on US International Emergency Economic Powers Act (IEEPA) tariffs and related deals, setting the agenda for further trade policy developments in 2026. The US-mainland China agreement will cut tariff rates, but a review of mainland China’s p... 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 →

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