Supply Chain Research

Supply Chain Edge: Turkish strategies, US exemptions, memory markups

December 5, 2025

– Supply chain regulations, tariffs and strategies are in focus this week. We have extended our series on reshoring to look at Türkiye’s opportunities to diversify beyond Europe as a customer market. Aside from reshoring decision-making, there are many uses for supply chain network mapping — i... Read more →

Supply Chain Edge: Revealing rates, costing conflict, building artificial intelligence

November 28, 2025

– The resumption of US trade data after the government shutdown reveals new details about the rates of tariffs being paid — the headline average tariff rate of 10.4% is flattered by exemptions and United States-Mexico-Canada Agreement (USMCA) compliance, with underlying rates at 17.0% and set ... Read more →

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Supply Chain Edge: Not all risks are bad; new tariffs, new reviews; the Eagle flies

October 3, 2025

– Our new outlook for trade and supply chains finds considerable trade policy uncertainties remain, with US tariffs on the risk side of the balance and global trade deals centered on the EU and the Association of Southeast Asian Nations (ASEAN) groups on the opportunities side. Trade activity ... Read more →

Supply Chain Edge: Focus on Cambodia, tariffs in Mexico, semiconductor charge

September 19, 2025

– Cambodia has emerged as a key reshoring center for apparel, with exports in this sector making up 45% of its total exports in the 12 months leading up to March 2025. The country faces significant exposure to US tariffs — ranked seventh on the US Trade and Tariff Vulnerability Index with a sc... 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: Finding a home for tariffs; conflict risks return; Mexico’s reshoring future

June 20, 2025

– US import duties are not a new phenomenon for home goods firms, but new challenges and solutions abound. A deep dive into the furniture sector shows a steady long-term trend in reshoring away from mainland China and (eventually) to the US, while tactically firms are using price increases spa... Read more →

Supply Chain Edge: Doubling tariffs, fishing inventory, tracking drones

June 6, 2025

– The Trump administration’s increase in steel and aluminum duties reflects weak industry conditions and imports that have only fallen slightly — there is a risk of retaliatory action. The impacts of tariff-disrupted trade flows are being felt in the auto sector with plant shutdowns while Chin... Read more →

Supply Chain Edge: Dealmakers, device-makers, toymakers and toolmakers

May 9, 2025

– The governments of the US and mainland China will meet to discuss trade relations, potentially leading to lower tariffs, although there are significant barriers to a deal before July. The US government in the meantime has clarified Section 232 automotive tariffs, including tariff rebates and... Read more →

Supply Chain Edge: And then there were nine; rerouting tariffs; unseasonal chills

April 25, 2025

– In new research this week, we examine three major tariff actions by the Trump administration. The launch of a Section 232 review of critical minerals has yet to be fully defined but will likely target mainland China and may not lead to tariffs. The Section 232 review of medium and heavy truc... Read more →

Supply Chain Edge: Tariff escalation pause, vulnerable bridges, technology

April 11, 2025

– Import tariff-driven trade rivalry between the US and mainland China continued to evolve rapidly in the past week. In new research, we take a deep dive into the implications of mainland China’s wide-ranging 84% tariffs on US imports, and review the Trump administration’s plan to restructure ... Read more →

Showing research about Industrials - Capital Goods