Supply Chain Research

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 →

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Supply Chain Edge: Hurdling disruptions, adjusting tariffs, ending discs

July 10, 2026

– We continue our outlook series this week with the prospects for the logistics sector globally and for US supply chain activity. Global logistics and trade are being shaped by recovery from the ongoing Middle East conflict and the AI-driven electronics boom. We see overall global trade volume... 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: From German drugs to Australian iron — six new supply network disruptions

June 26, 2026

– The US government continues to reconstruct its tariff wall with the launch of a Section 301 review of Germany’s drug prices, even though Germany has been paying more 256.8% more for imports of pharmaceuticals from the US since 2021.
– Tariffs are not the only form of restrictive trade ... Read more →

Supply Chain Edge: Recovering with a 14-point plan; Nvidia’s next mainland China move; drones overtaking fireworks

June 19, 2026

– The world’s two major ongoing conflicts have had a marked impact on global supply chains. The 14-point plan extending the ceasefire between the US and Iran may reduce disruptions at the Strait of Hormuz, but goods flows and inventories may not recover until early 2027 — with some products ta... Read more →

Supply Chain Edge: The return of tariffs, the need for drones and the costs of AI for PCs

June 5, 2026

– The Trump administration has made several new import tariff announcements in the past week. The application of Section 301 (labor standards) duties at a rate of 10% to 12.5% on imports from 60 countries is just the start of rebuilding tariff rates: We analyze the latest changes and look ahea... Read more →

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Supply Chain Edge: Passage to peace, national security tariffs revisited, slowdown slows down

April 10, 2026

– A narrow US-Iran two‑week ceasefire will not immediately smooth logistics through the Strait of Hormuz. More than 600 vessels are waiting at Persian Gulf ports and crossings fell to three per day in March versus a usual 100, leaving disruption likely to persist even if tensions ease.
–... 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: Middle East war’s supply chain implications for electronics, food, autos and data centers; new US tariffs; Lego’s success

March 13, 2026

– The impact of the Middle East war is being felt across a wide range of supply chains, our research finds this week. The reduced availability of oil and gas is obvious, but reduced gas production also means reduced noble gas shipments for the electronics sector. Food supplies are at risk from... Read more →

Supply Chain Edge: Refunds and front-loading, Ukraine’s logistics four years on, mainland China’s new export controls

February 27, 2026

– In new research this week, we find that supply chain decision-makers are being pulled back into short-term decision-making on refunds and front-loading following the US Supreme Court’s ruling on overall International Emergency Economic Powers Act (IEEPA) tariffs, with the Trump administratio... Read more →

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