Supply Chain Research

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 →

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Supply Chain Edge: Transition inflection, tariff deflection, laptop limitation

October 25, 2024

– In new research this week, we dive into the supply chain issues facing the energy transition, ranging from government policies and options for green logistics to critical minerals access and financing challenges.
– Elsewhere among energy transition issues, we also look at India’s poten... Read more →

Supply Chain Edge: Strike hits, green Apple, boring supply chains

September 15, 2023

• In new research this week we find that the United Auto Workers strike in the US has the potential to cut GDP by 0.39 percentage point in the third quarter of 2023 and cause upheaval across global autos supply chains. The EU may apply higher import duties on mainland China’s electric vehicle ... Read more →

Fast Train To China Increasingly Popular With Poles as BRI Benefits Begin

June 29, 2018

Polish rail operator PKP has launched a new China-bound containerized freight operator. In common with services recently launched by Maersk and Kerry that’s predicated on being able to offer a faster service than by sea. That’s particularly acute for Polish exporters that generally rely on por... Read more →

China Set To Seek More Imports From CEEC, EU Membership An Issue

June 11, 2018

The Chinese government will set up a demonstration FTZ in Zhejiang to encourage increased trade with the 16-member Central and East European Countries group. That comes against the backdrop of the physical infrastructure, particularly in rail, from the belt-and-road initiative as well as Chine... Read more →

Japan’s Pork Farmers Might Not Link With U.S. Consumers Despite Rule Change

June 7, 2018

The USDA has declared Japan free of swine flu and will allow pork exports to resume from July. That may be a moot point as Japanese producers will face two major areas of competition. One is from domestic produce. An excess of supply is likely to emerge given Mexico has applied duties against ... Read more →

Americans Can Pig Out On Mexican Pork as USDA Lifts Import Restriction

January 16, 2018

The USDA has certified Mexico as being free from Swine Fever, greatly increasing the potential market for Mexican farmers. Their exports had already climbed 21% in the past 12 months to November 30, including hitting a record in October of $53 million. The number one market currently for Mexic... Read more →

Hyundai MM Finds Rail the Best Way to Europe, Tackling K+N and Ceva

December 14, 2017

Hyundai Merchant Marine is launching a South Korea to Europe containerized freight service that will use maritime routes to China before onward shipment via rail to Poland. The routing will take 17 days less than a traditional maritime route. It likely represents Hyundai MM attempting to retai... Read more →

Patriotic Poland Helps American Weapons Exports Shoot the Lights Out

November 21, 2017

The U.S. State Department approved a $10.5 billion export order for the Patriot-3 missile system to Poland. That’s 7x all Poland’s orders from the U.S. since 2010, and brings total U.S. approved exports to $62 billion so far this year. That compares to $51 billion at the same time last year an... Read more →

CETA Comes Into Force, For a Given Value of Force

September 20, 2017

The CETA trade deal between the EU and Canada came into force on September 21 on a provisional basis, but still requires ratification by each EU member state. Despite the deal having been initially agreed in October 2016, EC records show little progress towards national approvals. Most countri... Read more →

Showing research about Poland