Supply Chain Research

Supply Chain Edge: Fixing supply networks, ASML vs. Nvidia, Trump’s tariff plans

October 18, 2024

– In new research this week, we outline ways to combine datasets to create superior supply network analyses, including electronics teardown data from iFixit. There is more evidence of the multispeed development of the technology sector, with ASML Holding NV warning of slower sales of its chipm... Read more →

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Supply Chain Edge: Strike time, Middle East AI, forestry feuds

September 27, 2024

– In new research this week, we preview the potential impact of a US East Coast port strike, highlighting adaptations in ocean shipping networks and rail network challenges. Elsewhere, the logistics sector is having to deal with weak manufacturing demand and an asset expropriation in Mexico.Read more →

Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

February 9, 2024

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not conc... Read more →

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Supply Chain Edge: Shelving Red Sea plans, ‘forceful measures’ for EVs

January 26, 2024

• In new research this week, we extend our analysis of the fallout from the logistics disruptions in the Red Sea. In the furniture sector, 63% of all EU imports come from Asia by sea, raising the need for alternative shipping modes and price rises. A new road route from the United Arab Emirate... 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 →

Aluminum supply chains about to get even more bureaucratic

May 26, 2021

The U.S. government has outlined the final rules for its Aluminum Import Monitoring and Analysis system which will allow for “timely monitoring of import surges”. While adding supply chain transparency the system, which comes online from June 28, comes on top of a complex process for requestin... Read more →

Quota-busting Canadians present Biden with aluminum dilemma

February 9, 2021

Canadian aluminum producers breached their quota for shipments to the U.S. in December, raising the question as to whether President Biden will retain the limits, put in place by President Trump in 2020, or sacrifice them in the interest of rebuilding relations. President Biden’s decision to d... Read more →

Trump reimposes aluminum tariffs that could help Rusal, Norsk Hydro

August 10, 2020

President Trump has reimposed 10% duties on imports of unwrought aluminum from Canada under the section 232 “national security” program. That follows a 77.3% surge in shipments in the 12 months to June 30 following the removal of the original section 232 duties which formed part of the run-up ... Read more →

Norsk Hydro, Rio Tinto lose market share as Canadian aluminum shipments surge

July 14, 2020

U.S. aluminum prices are starting to factor in the prospect of new tariffs on imports from Canada according to S&P Global Platts. That’s become a possibility after U.S. imports of aluminum from Canada surged in the wake of an exemption granted from section 232 tariffs and comes as the U.S.-Mex... Read more →

COVID-19 car demand drop drives Aleris to cut production, Norsk Hydro cuts imports

April 8, 2020

The U.S. automotive industry is experiencing a drop in demand linked to the coronavirus outbreak. In turn that’s acting as a drag on demand for aluminum, leading Aleris among others to scale back production. U.S. imports are also in decline, after previously losing competitiveness due to wides... Read more →

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