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 →

Indian Oil may switch away from American oil if Iran nuclear deal proceeds

May 21, 2021

An agreement to restart the JCPOA nuclear deal with Iran may reopen the potential for the renewed Iranian oil sales. Buyers in India and Europe have already reportedly started preparations. Iran’s plans to export from the Jask terminal on the Gulf of Oman coast will also make it one of the few... Read more →

2021 Outlook: COVID-21, mines and straits – outlier risks for supply chains

January 7, 2021

After a tumultuous 2020 global supply chains continue to face a wide range of outlier risks in 2021 that are outside most planners’ core scenario. This report highlights four major buckets of risks and approaches for mitigating them. A significant mutation of SARS-COV-2 that renders current va... Read more →

LT Foods leads Indian rice boom as U.S. demand boils over

October 12, 2020

Indian rice exporters are reportedly looking to negotiate their contacts with U.S. and other buyers due to rising shipping costs. Global exports of rice by Indian suppliers surged 39.3% higher year over year in the three months to July 31 despite a slump in shipments to Iran linked to sanction... Read more →

Iran, Mexico, oil and the sourcing of Venezuela’s food

June 22, 2020

Iran has threatened to retaliate against U.S. shipping if the U.S. blocks Iranian tankers bound for Venezuela. Shipments of oil and food to Venezuela remain fragile in the wake of U.S. sanctions. Panjiva’s data shows Venezuelan imports are dominated by foodstuffs including soybean oil and rice... Read more →

Trump’s oil aims may not mean U.S. imports shoot downward

April 23, 2020

The most recent collapse in crude oil prices has been driven by an emerging lack of storage for oil in the face of slumping demand. There are several options for limiting U.S. imports and mitigating the impact on U.S. oil drillers. President Donald Trump has called for the Treasury and Energy ... Read more →

2020 Outlook: The Year It All (Might) Go Wrong – Black Swan Risks

January 20, 2020

There’s no shortage of black swan risks – low probability, high impact events – that can lead to physical and / or financial disruption of global supply chains in 2020. We identify eight examples. A contested result to the U.S. election could cast doubt over the direction of trade policy and m... Read more →

Yara, Mosaic May Have Bigger Hormuz Exposure in Brazil Than Petrobras

January 13, 2020

New U.S. sanctions against Iranian exports of metals and other products, combined with a widening reluctance of commodity shippers such as Petrobras to navigate the Straits of Hormuz may make life more complex for the Brazilian economy. While the Middle East only represents 1.0% of Brazil’s oi... Read more →

Reliance Relies on Barter with PdVSA as Oil Sanctions Widen

October 16, 2019

India’s oil refiners are facing increasing challenges due to U.S. sanctions on imports from Iran and Venezuela which have come at the same time as demand is rising. Total Indian crude oil imports rose 10.2% year over year in the 12 months to Jun. 30, with shipments from Iran having dropped to ... Read more →

India’s Iranian Rice Problem May Find a Fix In Indonesia

September 17, 2019

The Indonesian government has reportedly agreed to facilitate additional imports of Indian rice in return for preferential access to India’s palm oil market. Indian rice exports need the help, with exports to all countries having fallen by 21.4% year over year in 2Q. The biggest contributor to... Read more →

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