Supply Chain Research

Supply Chain Edge: Q3 outlook has conflicting decisions; US inventories rise; dull fireworks boom

June 27, 2025

• A focus on tariffs has distracted decision-makers from other disruptive challenges in supply chains, our third-quarter supply chain outlook finds, with escalations in kinetic conflicts, natural risk and trade disputes possible.
• Tariffs will still play an important role, with rulings ... Read more →

Supply Chain Edge: Copper security, expensive technology, Gemini’s aims

February 28, 2025

– The latest wave of tariff announcements from US President Donald Trump includes a national security review of copper imports, which may affect Chile and Peru, among others; and a threatened increase in forestry product duties. Trade policy actions are not limited to the US, with the EU havin... Read more →

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Supply Chain Edge: Eyes on the horizon, UK election prospects, the electric bandwagon

June 28, 2024

• Our latest supply chain outlook finds that activity growth remains slow and there are considerable uncertainties ahead of peak season ranging from hurricanes to tariffs. We dig into network design alternatives and raise a red flag about corporations’ focus on their supply chain issues.
... Read more →

Supply Chain Edge: India’s future, pork’s tariffs and Sonos Inc.’s headphones

June 21, 2024

• In new research this week, we dig into the impact of the Indian elections on the country’s attractions as a reshoring location and find that an attractive domestic market, production incentives and active trade policy are likely to continue, albeit with some adaptations.
• Tensions bet... Read more →

Supply Chain Edge: Mexi-shoring, India’s moment and sportswear on track

August 4, 2023

• In new research this week, we find that Mexico has a strong track record as a center for reshoring, but continued success is far from guaranteed in autos and electronics and Mexico is far from being the only game in town. The autos industry remains focused on normalizing supply chains as inv... Read more →

Peru’s copper export slide started by Antamina, could be followed by Las Bambas

January 6, 2021

A protest near MMG’s Las Bambas copper mine in Peru has held up around $530 million of exports in the past three weeks, leading the firm to declare force majeure on deliveries. Las Bambas represented 14.7% of Peru’s copper exports in the 12 months to Nov. 30, with 51.5% of the mine’s output he... Read more →

Glencore, Codelco copper exports corrode as coronavirus spreads

March 26, 2020

The mining industry is starting to feel the effects of the coronavirus outbreak both in safety-related mine closures and reduced demand. Chile’s exports of copper, including those by Codelco, dropped 4.3% year over year in January. That included a 7.5% slip in shipments to China – which repres... Read more →

Starbucks cuts Brazilian coffee purchases ahead of coronavirus closures

March 25, 2020

Global coffee prices have surged in part due to logistical concerns linked to coronavirus, though demand is also likely to slide as firms including Starbucks shut their stores. Global coffee exports fell 6.2% year over year in January due to a 23.3% slide in shipments from Vietnam while those ... Read more →

Peru’s Timber Felled on U.S. Logging Scrutiny, Reputational Risks May Grow

July 30, 2019

The U.S. government has blocked timber imports from Peru by Inversiones WCA “based on illegally harvested timber found in its supply chain”. That’s the second instance of such a ruling under U.S.-Peru trade rules. WCA accounted for $26.4 million of exports globally since Jan. 2012, though just... Read more →

Calavo, Del Monte Meet America’s Avocado Hunger From Mexico, Mission from Peru

July 9, 2019

A surge in avocado prices due to a weak Californian harvest is drawing in expanded supplies to the U.S. Imports from Mexico climbed 6.5% year over year in the three months to May 31 while those from Peru and Chile surged 45.5% and 66.7% higher respectively. That’s good news for Mexican exporte... Read more →

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