Supply Chain Research

Supply Chain Edge: Inflection points, cyberattacks, fire disruptions

October 10, 2025

Key findings – US supply chain activity is at an inflection point, our latest outlook shows, with an early end to the peak shipping season, container shipping rates continuing to fall and lower imports expected for next year. It might be too early for holiday decorations, but imports are alrea... Read more →

Supply Chain Edge: Focus on Thailand, list updates tweak tariffs, August seaborne imports mixed

September 12, 2025

– Thailand is strategically positioned for reshoring in Southeast Asia, with a favorable Strategic Opportunity Index score and strong trade ties through 14 bilateral agreements, including with the US and mainland China. The export-oriented economy, where electricals and electronics make up 34.... Read more →

Supply Chain Edge: The price of pricing, understanding carbon, limiting the little

May 23, 2025

– Firms have a wide range of strategies for dealing with tariffs, but the US retail sector is finding that price increases can come with a cost; but with inventory management and cost control proving limited, they may have few other tactical choices. Sony Group Corp., by contrast, has used inv... Read more →

Supply Chain Edge: Trade rivalries escalate, fraudulent flags flown, Valentine’s tariffs dodged

February 7, 2025

– US President Donald Trump’s third week started with delayed tariffs on imports from Mexico and Canada after an agreement on drug enforcement and the implementation of tariffs on mainland China, which quickly responded with its own tariffs and the use of the Unreliable Entities List.
– ... Read more →

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Supply China Edge: Red Sea ripples through trains, automobiles and warehouses

January 19, 2024

• The impact of disruptions to shipping through the Red Sea is rippling through supply chains. In new research this week we look at the impact on the automotive sector where four manufacturers are already cutting production or adjusting their operations and electric vehicles appear more expose... Read more →

South Korean shipyards win in December as China suffers setbacks

January 21, 2021

South Korea’s shipyards reportedly won 42.6% of new orders globally in 2020, beating Chinese yards’ 41.2%. A recovery in industry orders hasn’t obviated the need for consolidation though with the merger of Hyundai Heavy Industries and Daewoo Shipbuilding still on track for late H1’21. South Ko... Read more →

Panama Canal misses out on Asia-U.S. trade recovery bonanza

October 15, 2020

The Panama Canal has seen a continued downturn in traffic in the wake of COVID-19 disruptions to global shipping. Total transits fell by 16.5% year over year in September despite a marked surge in global trade volumes. While the Canal offers a faster route to the U.S. east coast from Asia in n... Read more →

Shell, Sempra LNG shipments deflate as Mexican demand drops

June 24, 2020

Liquefied Natural Gas (LNG) demand in Asia is proving slow to recover after COVID-19, leading to cancellations of 40 to 45 deliveries from U.S. exporters in August, a similar number to that seen in July. The sector was already struggling. While U.S. LNG exports climbed 71.0% higher in April co... Read more →

AMLO’s coronavirus reaction could deflate CFE, Pemex gas imports

March 31, 2020

The government of President Andrés Manuel López Obrador may extend restrictions on activity in Mexico relating to the coronavirus outbreak, which in turn could cut natural gas demand according to S&P Global Platts. Mexican natural gas imports had already been in decline, with the value of inbo... Read more →

Terrible End to 2010s For Marine Logistics Employment, Raises Strike Risks

January 13, 2020

U.S. logistics employment ended 2019 on a low note. Payroll growth of 1.0% year over year in December was the slowest rate since Sept. 2010 including a 9.6% slump in rail due to the introduction of precision rail-roading efficiency measures. Employment in the waterborne sector fell by 1.9%, wi... Read more →

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