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: Trump’s tariff thinking, wood recycling, chip splitting

November 15, 2024

– In new research this week we look on of the driving forces of President-elect Trump’s stated tariff plans, most notably the structure of US trade deficits. Another major focus of US trade policy has been in restrictions on exports of the latest computer processors, which has led TSMC to repo... Read more →

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 →

Supply Chain Edge: The next early rush, EV rivalry, tariff sunburn

October 11, 2024

– US supply chains have dealt with storms and strikes while contending with a wave of early arriving imports which saw seaborne imports rise by 13.0% year over year in the third quarter of 2024, led by consumer goods. Looking ahead, firms appear unconcerned by the state of their supply chains ... Read more →

Supply Chain Edge: Tough time for Turkey, Canada’s canola caned, HP’s printer challenges

September 6, 2024

– Turkey’s potential as a reshoring hub is highlighted by its strategic location and extensive free trade agreements, but it faces challenges such as slowing foreign direct investment, high labor costs, and competition from regions like North Africa and the Association of Southeast Asian Natio... 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: Back to school sprint, CS3D risks, Pixel’s focus

August 16, 2024

• In new research this week we dig into the prospects for the back-to-school season and expect retail sales to grow 3.6% year over year in real terms, supported by a 7% jump in imports of kids apparel and a 15% surge in school supplies.
• Elsewhere in consumer goods: The Home Depot Inc. ... Read more →

Supply Chain Edge: Building on the ‘70s, delaying tariffs, shipping slips

August 1, 2024

– In new research this week, we look at Malaysia’s future as a reshoring center, which has been building since the 1970s but now faces stiff competition as labor gets more expensive and a new round of electronics investments is needed.
– Mainland China’s “Third Plenum” meeting brings a n... Read more →

Supply Chain Edge: Olympian sourcing, Mexican metals, expensive memories

July 26, 2024

– The Paris 2024 Olympic and Paralympic Games present an opportunity to revive the declining sports equipment and apparel supply chains, which saw US imports drop from US$20.97 billion in 2021 to US$14.85 billion in 2023.
– Elsewhere in consumer goods, there are protests in Bangladesh an... Read more →

Supply Chain Edge: Surge protection, managed de minimis, forestry failings

July 19, 2024

• In new research this week, we investigate the evidence for early shipping in US supply chains ahead of the peak season amid slow retail sales. We also take a data-driven deep dive into bicycle supply chains, which are coming out of a supply chain bullwhip. Elsewhere in the consumer goods sec... Read more →

Showing research about European Union