Supply Chain Research

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Supply Chain Edge: Cutting edge controls, cutting edge memory, cutting out perfume

October 23, 2026

– Mainland China’s accelerating technological prowess has been in focus in our research this week. The government’s new export restrictions on advanced technologies appear designed to maintain a leading national security edge in drones, a project advantage through tunnelling equipment and an e... Read more →

Supply Chain Edge: US booms, EU deals, smartphones slide

October 16, 2026

– US supply chains are in the midst of a peak season boom after seaborne containerized imports climbed 9.1% year over year in September, while seasonality for consumer goods has normalized. Growth is expected to slow in mid-2027 as activity returns to normal, while disruptions from the Middle ... Read more →

Supply Chain Edge: Reshoring makes a comeback; France and Germany take a stand; shipbuilding boosted

October 9, 2026

– Our latest supply chain outlook report updates our views on corporate supply chain strategies heading into 2027. AI spending continues to cause challenges across electronics supply chains, with plenty of other bottleneck challenges to be dealt with from conflict to water availability. The di... Read more →

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Supply Chain Edge: Destructive competition; technology back-to-basics; early Halloween horror

September 18, 2026

– Much of the trade protectionism launched in the past two years around the world has been in response to mainland China’s surging exports. In new research, we take a deep dive into the impact of mainland China’s anti-involution policies that seek to curb those exports, and find new energy sec... Read more →

Supply Chain Edge: Chips tariffs ahead; China guides autos competition; chillers and diggers service AI

September 4, 2026

– Global trade policy is dynamic, and so are the tariffs that result from such policies. The US is set to introduce a new round of tariffs on semiconductors just as non-AI demand is slowing, while adaptations to beef quotas seek to address consumer concerns. Canada has also adapted its duties ... Read more →

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: Problematic planning, the return of drop shipping and dumped duck meat

August 6, 2026

– Technology supply chains have faced shortages and rising prices in 2026, and recent statements from Apple Inc. on memory costs as well as the latest capital expenditure forecasts from the hyperscalers suggest pressures will continue into 2027 and beyond.
– Relieving sourcing pressures,... Read more →

Supply Chain Edge: Adapting tariffs, blocking inverters, supplying sunscreen

July 31, 2026

– Global trade policy remains in a period of rapid change. The US Section 301 tariffs applied to 60 economies have largely replaced Section 122 tariffs and could generate as much as US$101.7 billion in tariffs annually. Not all tariffs stay in place, with aluminum duties being adjusted for fir... 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 →

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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 →

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