Supply Chain Research

Supply Chain Edge: Tariffs normalized, memory constrained, sugar sweetened

November 14, 2025

– US import tariffs are becoming a business-as-usual matter for supply chain decision-makers. In new research this week, we analyze the overlapping nature of the US Trump administration’s various tariff actions and examine the strategic implications of positions taken by companies in the curre... Read more →

Supply Chain Edge: Rising tech tensions, Philippine focus, tariff margin math

October 17, 2025

– Trade tensions moved beyond import duties in the past week. Mainland China tightened export restrictions for rare earths, adding to measures that resulted in reduced exports of materials and magnets. The Dutch government has restricted the operations of a mainland Chinese-owned chipmaker, in... Read more →

Supply Chain Edge: Smarter glasses, pricier Xbox, looser cobalt

September 26, 2025

Key highlights – Summer may be gone, but sunglasses remain in the spotlight as EssilorLuxottica SA and Meta Platforms Inc. launch a new range of smart glasses with complex electronics supply chains. Well-established supply chains can still face regulatory scrutiny, with labor practices for bic... Read more →

Supply Chain Edge: Howling at tariffs, finding a framework, speeding GPUs

June 13, 2025

– The turbulence caused by US import duties can be seen in new US seaborne import data for May, which included a 5.7% year-over-year drop in total imports and an unseasonal month-over-month decrease in shipments of consumer electronics and leisure goods of 15.8%. Changes in de minimis shipping... Read more →

Supply Chain Edge: Tariff inflection point, Europe’s congested ports, pricier strollers

May 16, 2025

– A point of inflection may have arrived for the tariff challenges faced by supply chain decision-makers, with the US having reached deals with the UK and mainland China. The action is moving onto product-level tariffs, with 10 Section 232 reviews in place, most recently including the aerospac... Read more →

Supply Chain Edge: National security week, tariffs-for-kids, IMO costs

April 17, 2025

– The past week brought a temporary reprieve for the electronics sector from US tariffs, but also set the scene for new tariff investigations to run through the rest of 2025 with Section 232 “national security” reviews launched in electronics, pharmaceuticals and critical minerals. In electron... Read more →

Supply Chain Edge: The US$431B answer, Europe’s tough choices, H20 order flood

April 4, 2025

– The US Trump administration’s announcement of “reciprocal” tariffs and revised de minimis shipping rules reduce the tariff uncertainties facing supply chain decision-makers, but could significantly increase costs for consumer goods sectors including apparel, toys and smartphones.
– Tar... Read more →

Supply Chain Edge: Trump’s first week, mainland China’s chip investigation, Houthi threat remains

January 24, 2025

– US President Donald Trump’s first week in office has started to bring clarity to the policy outlook for supply chains in 2025 and beyond. In new research this week, we examine the America First Trade Policy and note that while tariffs may not arrive until after the April 1 reporting date for... Read more →

Supply Chain Edge: AI diffusion limits, delayed peace dividend, phased tariff

January 17, 2025

– Technology supply chains remain in a state of flux, with the last week of the US Biden administration bringing new rules to limit trade in AI products, while Foxconn is facing delays in shipping parts to India and Lenovo Group Ltd. outlines plans to expand manufacturing in Saudi Arabia.
Read more →

Supply Chain Edge: 25 supply chain issues for 2025

December 20, 2024

– In new research this week, we identify 25 issues for supply chain decision-makers to consider in 2025, ranging from the evolution of trade rivalries (and friendships), the progress toward balance in logistics networks, the development of sustainable supply chains, the delivery of the energy ... Read more →

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