Supply Chain Research

Supply Chain Edge: Trump’s rapid tariff evolution, reactions from mainland China, Canada and EU

March 14, 2025

• The past two weeks have brought a rapid evolution in the US-centered escalation of trade protectionism. United States-Mexico-Canada Agreement-compliant goods from Canada and Mexico, covering 37.8% and 48.9% of US imports, respectively, get a one-month reprieve, while Canada has applied retal... Read more →

2024-05-31-sce-china-to-eu-autos-600x394

Supply Chain Edge: Under the EU influence, spinning up electronics

May 31, 2024

• The EU may delay its initial judgment on mainland China’s electric vehicle supply chains, reducing geopolitical pressures, although firms are still looking at reshoring strategies to reduce their reliance on mainland China as a production center for vehicles and parts. India is one winner. T... Read more →

Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed

April 5, 2024

• In new research this week, we take a deeper look at the supply chain impact of the Francis Scott Key Bridge disaster in Baltimore, looking at how shipping routes are healing around the disruption, as well as detailing the effects in the automotive, construction equipment and coal sectors. El... Read more →

Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

February 9, 2024

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not conc... Read more →

Supply Chain Edge: Graphite retaliation, chip restraints and levelled-up consoles

October 27, 2023

• In two new reports this week, we look at the widening rivalry between the US and mainland China. New US semiconductor export rules widen the range of graphics processors that cannot be shipped to mainland China, which accounts for over a quarter of global revenue for chipmakers. Mainland Chi... Read more →

Top Glove, Hartalega’s Malaysian shutdown leaves U.S. more reliant on China

July 9, 2021

Top Glove has had to close its factories in Klang, Malaysia. While the government has allowed factories, including those of Top Glove’s competitor Hartalega, to remain open the restriction on movement of staff has meant capacity is curtailed. The closure may have a significant impact on Top Gl... Read more →

China winning boat-building book as Japan resorts to tax breaks

May 21, 2021

The shipbuilding industry faces a mixture of near- and long-term challenges. Competition remains fierce with the Japanese government offering incentives to the sector as restructuring continues, most recently between Tsuneishi Shipbuilding and Mitsui E&S Shipbuilding. Japanese exports of compl... Read more →

Suez blockage removed, supply chain effects could last for months

March 29, 2021

The Ever Given, which has blocked the Suez Canal since March 23, has been partially refloated. After tests and transit to the Great Bitter Lake the canal should be able to reopen. Estimates of the time taken to clear the backlog of around 370 vessels vary with Hapag-Lloyd and Maersk indicating... Read more →

ResMed, Danaher face continued demand, new headwinds in ventilator supplies

February 3, 2021

U.S. demand for ventilators appears to be expanding as the pandemic continues. That includes ongoing sales with ResMed CFO Brett Sandercock noting the “success of our resupply service offerings”. Manufacturers face new headwinds however. Danaher CFO Matthew McGrew alluded to some of those, not... Read more →

Brexit Watch: Cars, jet engine exports depend on deals yet to be done

November 24, 2020

The U.K. and Canada have signed a continuity agreement to ensure the terms of the Canada-EU CETA deal remain in place once the U.K.’s current trading arrangements with the EU end in December. A review of the U.K.-Canada deal may tailor and improve terms for the U.K., as the Brexit process inte... Read more →

Showing research about Singapore