Supply Chain Research

Supply Chain Edge: America’s tariffs, battery finance chickens, freight’s silver lining

April 26, 2024

• Supply chains have been beset by a swathe of new trade protectionism in the past week. In new research, we take a deep dive into the US administration of President Joe Biden’s new tariffs on imports from mainland China. We also dig into mainland China’s tariffs on US chemicals and Taiwanese ... Read more →

Supply Chain Edge: Tesla’s canal route pain, upbeat apparel, mixed chips

January 12, 2024

• In new research this week, we examine the dynamic situation facing logistics networks due to violence in the Red Sea. The impact on US supply chains may be felt most keenly by selected food products and automakers, while the impact on consumer goods is lower due to seasonality.
• On th... Read more →

Supply Chain Edge: Disjointed world, Tesla’s woes, bad canal choices

December 8, 2023

• Supply chains in 2024 face higher labor costs which may hinder investments in resilience. Firms are returning to “just in time” rather than “just in case” inventory strategies and diversification of suppliers is falling. Reshoring continues, however, as firms look to cut costs and risks even... Read more →

Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking

November 24, 2023

• In new research this week with our colleagues from across S&P Global Market Intelligence, we look ahead to the key strategic trends and opportunities facing supply chains in 2024. Supply chain resilience is more important than ever, but falling profits and evidence of declining diversificati... 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 →

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 →

Russian invasion of Ukraine adds additional strain to stretched supply chains

March 1, 2022

The Russian offensive in Ukraine is likely to result in much human tragedy. The fallout from the conflict is also expected to spread into global supply chains and impact economies in Eastern Europe and beyond. The first-order effects may come from the mounting economic sanctions imposed by the... Read more →

General Motors could be impacted by new Mexico trade rules

December 7, 2021

New customs regulations in Mexico have added additional paperwork to shipments. This may complicate shipments as all parties in the supply chain work to adapt to the new regulations. Failure to comply could result in fines, and likely gives an advantage to companies that have more digital proc... Read more →

Supply chain inflation bow wave washes into Q3’21

August 16, 2021

Global supply chains have been beset by cost inflation since late 2020 with a wide range of commodities continuing to experience rising prices, up 0.5% as of August 13. This inflation is not limited to commodities, as import price data shows the prices of key manufacturing components like plas... Read more →

China-U.S. phase 1 trade deal delivery options overshadowed by Taiwan, Xinjiang

June 28, 2021

Relations between the Chinese and U.S. governments remain strained following the recent extension of U.S. sanctions against trade with counterparties in the Xinjiang region. Talks from June 30 between the U.S. and Taiwan on supply chains – likely including semiconductors – and digital trade ma... Read more →

Supply Chain Research

Showing research about Energy - Crude Oil