Supply Chain Research

Supply Chain Edge: Trump’s latest tariff salvo, electronics playbooks, Uniqlo’s mainland China commitment

November 29, 2024

• In new research this week, we examine US President-elect Donald Trump’s latest tariff threats against mainland China, Mexico and Canada, including the risks of retaliatory measures and tariff “pancaking.”
– Electronics firms ranging from printer-maker Ricoh Co. Ltd. to PC specialists H... Read more →

Supply Chain Edge: Tracking chips, cutting costs, container caution

November 1, 2024

– In new research this week, we look at two major supply chain visibility challenges for technology supply chains. First, Turkey has tightened up the export rules for Common High Priority Item exports to Russia, while India’s exports have grown — we identify other export flows. Second, Taiwan ... Read more →

Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil

August 23, 2024

– Trade restrictions are back in focus this week. In new research, we dig into mainland China’s restrictions on exports of antimony and an investigation of EU dairy products shortly after the EU’s reiteration of electric vehicle tariffs. Elsewhere, the Colombian government is looking to ban co... Read more →

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

June 14, 2024

• 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 ... Read more →

Supply Chain Edge: America’s tariffs, battery finance chickens, freight’s silver lining

April 26, 2024

• Supply chains have been beset by a swathe of new trade protectionism in the past week. In new research, we take a deep dive into the US administration of President Joe Biden’s new tariffs on imports from mainland China. We also dig into mainland China’s tariffs on US chemicals and Taiwanese ... Read more →

Supply Chain Edge: Tesla’s canal route pain, upbeat apparel, mixed chips

January 12, 2024

• In new research this week, we examine the dynamic situation facing logistics networks due to violence in the Red Sea. The impact on US supply chains may be felt most keenly by selected food products and automakers, while the impact on consumer goods is lower due to seasonality.
• On th... Read more →

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Supply Chain Edge: Stormy 2024, Red Sea security, tariff reviews ahead

December 22, 2023

• In new research this week, we look ahead to the prospects for supply chains in 2024. Physical operations are the biggest challenge in the first part of the year, while politics will inject a new round of uncertainty into supply chain planning later in 2024. Investments in resilience appear l... 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: Apparel outlook, strike hangover, beer-by-train

December 1, 2023

• In our latest sector outlook, we find that the apparel industry’s slowdown has led to a reduction in inventories, although there is more to do with 57% of firms still discussing their inventories in a negative light. Risks including strikes and logistics disruptions still face the industry. ... Read more →

Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking

November 24, 2023

• In new research this week with our colleagues from across S&P Global Market Intelligence, we look ahead to the key strategic trends and opportunities facing supply chains in 2024. Supply chain resilience is more important than ever, but falling profits and evidence of declining diversificati... Read more →

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