Supply Chain Research

Supply Chain Edge: Compliance triple-header, strike averted, Nvidia’s Digit

January 10, 2025

– The US and mainland China have both extended export controls in the past week, increasing complexity for supply chain decision-makers across the aerospace, defense, critical minerals and technology sectors. The US Department of Defense’s new procurement rules may cause wider supply chain cha... 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 →

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Supply Chain Edge: The new Vietnam

April 21, 2023

Thailand might be the next computer supply chain hub, although there will be a fight to displace mainland China as the main exporter and beat Mexico and Vietnam as rapidly expanding centers. We published new research this week looking at downturn-era supply chain strategies among the global to... Read more →

Brexit Watch: Novo, Sanofi Highlight Unprecedented Supply Chain Challenges

September 18, 2019

The uncertainties of Brexit are creating challenges that are “unprecedented from a logistics point of view” according to Novo Nordisk while switching supply chains requires time “to test and validate these routes”, Sanofi has stated. With political uncertainty overhanging the actual date of Br... Read more →

Vestas, Siemens-Gamesa May Be Helped by Trump Tariffs on Wind Power Gear

May 9, 2018

American trade policy intervention in the renewable energy industry has so far focused on the solar power industry. Yet, imports of wind-power equipment by sea have surged 22% higher in the 12 months to April 30. That comes against the backdrop of a 17% annualized rise in installed capacity in... Read more →

Maersk Gets Tyra Tax Break, Can Move On With Oil Demerger

March 23, 2017

The Danish government’s move to provide $3.8 billion of tax breaks for Maersk’s Tyra gas field investment removes one hurdle for the demerger of its oil business. A final decision on the investment is due later this year. That could lead the oil division to become cash consumptive, supporting ... Read more →

Maersk Needs Tyra Answer Before Addressing HamSu Finance Questions

March 9, 2017

Maersk may face delays in demerging its energy business after government plans to support North Sea natural gas investments at Tyra were delayed, local press reports. This raises the question as to how its Hamburg Sud acquisition will be financed. The company has yet to formally outline plans ... Read more →

Lego Set to Build Sales in Second Half

September 6, 2016

First half results from Lego included a slowdown in U.S. sales – the company is building more factories to meet demand. U.S. imports of Lego products have grown in the longer term – Panjiva data shows expansion in 15 of the past 18 months. A 17% drop in August likely reflects the popularity of... Read more →

Maersk Misses, but by Less Than Hapag, Japanese Shippers

August 12, 2016

Maersk’s 2Q revenues were 2.4% below those expected by the market. Yet, that miss was smaller than that experienced by Hapag-Lloyd and the Japanese shippers due to a strong ports performance. The outlook for the container liner business is unchanged, though 3Q may be tougher based on volumes f... Read more →

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