Supply Chain Edge: Trump’s car directions, AIS off, AI memory on — Panjiva
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Supply Chain Edge: Trump’s car directions, AIS off, AI memory on

Ags - Grains/Beans 304 Ags - Softs 137 Business Sentiment 216 China 3000 Cons. Discr. - Autos 1207 Consumer Staples 775 Corp - Shipping 992 Earnings 744 Egypt 6 European Union 845 Germany 252 India 529 Industrials - Capital Goods 601 Info Tech - Comms Equip 246 Info Tech - Tech Hardware 825 Israel 24 Mexico 896 Mode - Containerized 1490 Netherlands 28 Russia 122 Sanctions 165 South Korea 594 Tariffs 1819 Theme - Canals 136 U.S. 5348 United Kingdom 377

• Automotive supply chains are among the most complex, from both operational and regulatory perspectives. In new research this week, we look at the US presidential candidates’ policies on automotive tariffs and find that mainland China is an integral part of Mexico’s vehicle supply chains. Meanwhile, India is cutting import duties on electric vehicles to incentivize domestic manufacturing.
• Conflict continues to beset supply chain operations. The US government is advising shipping in the Red Sea to switch off their AIS trackers, although new data shows European supplier delivery t...

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