Supply Chain Research

Supply Chain Edge: Ford and Google cut back mainland China, Hanwha to expand in the US

August 21, 2026

– We continue our reshoring series this week with Indonesia. Successive governments have attempted to convert the country’s rich resource heritage into industrial development, with a wide range of trade deals including the US and EU upcoming as well as pragmatic relations with mainland China. ... Read more →

Supply Chain Edge: Evolving involution, forecasting transport prices, sourcing Ukraine’s electronics

July 17, 2026

– Mainland China’s anti-involution campaign is set to remain a supply chain policy priority even as producer prices return to inflation, with the focus shifting from broad capacity cuts to demand repair, investment discipline and higher returns on capital. The US removal of de minimis exemptio... Read more →

Supply Chain Edge: Raising defenses, clearing bottlenecks — outlooks for Q3 2026 and beyond

July 3, 2026

– Our latest outlook for global trade policy and supply chain regulations identifies a wave of new US tariff decisions to come during the remainder of 2026, including three Section 301 reviews and five Section 232 reviews, while the future of the United States-Mexico-Canada Agreement (USMCA) r... Read more →

Supply Chain Edge: Three months of conflict, Indonesia’s export controls, Huawei’s new technique

May 29, 2026

– After three months of conflict in the Middle East, the drag to supply chains is clear from a variety of data-points including purchasing managers’ assessments of delivery times, container shipping rates and corporate sentiment, although challenges are not yet at pandemic-era levels. The past... Read more →

Supply Chain Edge: Section 232 time, Middle East conflict costs and upcoming consoles

March 20, 2026

– US trade policy and the resulting tariffs remain highly dynamic, with the average US import duty rate reaching 9.8% in January ahead of the replacement of International Emergency Economic Powers Act (IEEPA) duties with Section 122 and previously signed trade deals in question. The latest act... Read more →

Supply Chain Edge: Tools for tariffs, automotive positioning, dialing up India

January 31, 2025

– US President Donald Trump’s second week in office has brought a new range of challenges and opportunities for supply chains. Threats of tariffs on copper for national security reasons could affect US$15 billion of imports, led by Chile and Canada. Tariffs as a negotiating tool with Colombia ... Read more →

Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil

August 23, 2024

– Trade restrictions are back in focus this week. In new research, we dig into mainland China’s restrictions on exports of antimony and an investigation of EU dairy products shortly after the EU’s reiteration of electric vehicle tariffs. Elsewhere, the Colombian government is looking to ban co... Read more →

Supply Chain Edge: India’s future, pork’s tariffs and Sonos Inc.’s headphones

June 21, 2024

• In new research this week, we dig into the impact of the Indian elections on the country’s attractions as a reshoring location and find that an attractive domestic market, production incentives and active trade policy are likely to continue, albeit with some adaptations.
• Tensions bet... Read more →

Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

June 14, 2024

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging ... Read more →

Starbucks, JM Smucker face higher prices as Brazilian beans dry up

July 14, 2021

Global coffee prices have soared as a result of a once-in-a-century drought and the reopening of cafes as pandemic related lockdowns are eased. The importance of the drought can already be seen in a 19.6% year over year drop in Brazilian coffee exports in May which dragged global exports down ... Read more →

Showing research about Colombia