Supply Chain Research

Supply Chain Edge: Three speed semiconductors, auto tariffs bite, hurricane hazards hit

July 12, 2024

– The semiconductor sector is seeing varied recovery rates, with AI applications and Nvidia driving growth, but supply chain challenges persist with sector revenue growth expected to fall to 24% in Q1 2024 from 44% in the same period the prior year. Consumer devices have mixed prospects, with ... Read more →

Supply Chain Edge: Corporate focus on supply chains wanes, tariff details matter

June 7, 2024

• Consumer goods supply chains no longer face the demand pressures that they used to, leading to a reduced focus on supply chain issues by company managers and investors. Performance is markedly different across sectors, with footwear expanding and home appliances contracting. Shipments of “Sq... Read more →

Supply Chain Edge: Tariffs made a comeback, flooding in Brazil

May 17, 2024

• New tariffs by the US administration of President Joe Biden look to shore up some of the gaps in the Section 301 and 201 implementations on China, targeting batteries, electric vehicles (EVs), solar panels, gantry cranes and more. Batteries are the most affected, with 71.5% of US imports fro... Read more →

Supply Chain Edge: Halloween shock, AI-powered chip recovery, mineral protections

August 24, 2023

• In new research this week, we find that retail supply chains have geared up earlier than normal for Halloween. Labor conditions in Cambodian apparel production are being scrutinized. Home-appliance maker Breville Group Ltd. has reshored to Mexico. Home improvements supply chain activity rema... Read more →

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Getting the right environment: Air conditioner supply chains

August 10, 2023

• Elevated temperatures in the United States and globally have increased the use of air conditioning for home and office, raising demand both for machinery and for maintenance. Global exports of air conditioners, reversible heat pumps and components rose by 8% year over year in the first four ... Read more →

Supply Chain Edge: Apple’s season, cooling aircon, tin canned

August 10, 2023

• Supply chain data shows that the US consumer goods industry is still in decline, shown by shipping volumes that fell for the 12th straight month in July. The slide has been led by a downturn in toys and leisure goods, while the electrical goods shipments linked to infrastructure investments ... Read more →

Supply Chain Edge: Mexi-shoring, India’s moment and sportswear on track

August 4, 2023

• In new research this week, we find that Mexico has a strong track record as a center for reshoring, but continued success is far from guaranteed in autos and electronics and Mexico is far from being the only game in town. The autos industry remains focused on normalizing supply chains as inv... Read more →

Supply Chain Edge: Moving to Mexico, clearing the chip traffic jam

July 21, 2023

• In new research this week, S&P Global Market Intelligence looks at soccer ball supply chains, as the FIFA Women’s World Cup gets started, and finds rapid growth, rising prices and recycling challenges. US retail sales are rising, potentially aiding firms ranging from home appliances to appar... Read more →

Supply Chain Edge: Right place, right time – outlook for Q3’23

June 30, 2023

• S&P Global Market Intelligence’s outlook for the rest of 2023 and beyond finds that supply chain operations are mostly close to normal, and that trade activity will recover late in 2023. Policy events to watch include US-mainland China tariff relations, EU environment policy and the war in U... Read more →

Supply Chain Edge: COVID no more, tariffs in abeyance

May 19, 2023

Healthcare supply chains have been disrupted during the COVID-19 pandemic. The US administration of President Joe Biden has downgraded the Public Health Emergency, while also extending a waiver on tariffs on imports from mainland China. Imports from mainland China are down 70% from their peak,... Read more →

Supply Chain Research

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