Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave — Panjiva
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Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

Brazil 402 Business Sentiment 216 Canada 504 China 3000 Colombia 73 Cons. Discr. - Autos 1207 Corp - Ports 893 Corp - Shipping 992 Energy - Coal 66 Energy - Conventional 452 Energy - PetChem 27 European Union 845 France 157 Germany 252 Info Tech - Comms Equip 246 Info Tech - Tech Hardware 825 Israel 24 Italy 64 Materials - Chemicals 255 Mexico 896 Mode - Containerized 1490 Mode - Rail 119 Mode - Seaborne 1819 Mode - Truck 75 Saudi Arabia 48 Spain 50 Strikes 75 Tariffs 1819 Theme - Canals 136 U.S. 5348

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging from paint additives tire materials, while supplier disruptions have cut back US gulf coast output of key food and packaging chemicals. Elsewhere in commodities, trade limits reign with export controls on coal from Colombia and fertilizer supplies from mainland China.
• In technology, Apple In...

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