Supply Chain Research

Supply Chain Edge: Refunds and front-loading, Ukraine’s logistics four years on, mainland China’s new export controls

February 27, 2026

– In new research this week, we find that supply chain decision-makers are being pulled back into short-term decision-making on refunds and front-loading following the US Supreme Court’s ruling on overall International Emergency Economic Powers Act (IEEPA) tariffs, with the Trump administratio... Read more →

Supply Chain Edge: Falling shipping rates, merging container lines, tariffed toys

February 20, 2026

– Ahead of the Journal of Commerce’s TPM26 conference from March 2 we address a range of upcoming issues for the container shipping sector. Global container freight rates are expected to decline further in 2026 with capacity growth of 4.7% outstripping demand growth of 1.7% with two scenarios ... Read more →

Supply Chain Edge: Deals week, video game diversification and circular metals

February 13, 2026

– Trade deals continue to reshape global supply chains amid policy uncertainty. The US finalized bilateral agreements with India, Argentina and Bangladesh, offering tariff reductions but introducing complexity through rules of origin requirements. India’s pharmaceutical exports face an unclear... Read more →

Supply Chain Edge: Testing tariffs, electronics supply chain outlook and port proceedings

February 6, 2026

– The US Trump administration’s flagship International Emergency Economic Powers Act (IEEPA) tariffs are aimed in part at reducing the merchandise trade deficit, which fell by 19.8% year over year in November 2025. At the same time, widening exemptions from tariffs in food cut the average tari... Read more →

Supply Chain Edge: Approving the mother of all deals, diversifying Canada and BYD’s doubling

January 30, 2026

– The trade agreement reached between India and the EU this week is another step forward in nearly 20 years of negotiations, with the terms appearing to be designed to optimize the chance of passage, avoiding key sensitive sectors such as agriculture, although the EU’s aims to double exports b... Read more →

Supply Chain Edge: New tariffs, new partnerships, new exercise options

January 23, 2026

– US tariff volatility has made itself felt over the past week, dashing hopes for a quiet 2026 in global trade policy. In the semiconductor sector, the interim Section 232 review of electronics has clarified the situation for AI accelerators, while a proposed trade deal with Taiwan expands the... Read more →

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Supply Chain Edge: IEEPA’s future, Mexico’s tariffs, Europe’s storms

January 16, 2026

– The new year brings a renewed focus on tariffs around the world. As we wait for a ruling from the Supreme Court on International Emergency Economic Powers Act (IEEPA) duties, we investigate a world without them alongside our economics, country risk and pricing forecast teams. Meanwhile, Japa... Read more →

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Supply Chain Edge: What’s next for Venezuela, navigating green corridors, tariffs on the move again

January 9, 2026

• The US intervention in Venezuela — from removing Venezuelan President Nicolás Maduro from power to seizing oil tankers — also touches on the South American country’s supply chains with the US government planning to direct the sale of an initial 30 million to 50 million barrels of crude oil, ... Read more →

Supply Chain Edge: How to stay agile in 2026, what to expect for USMCA and a habit to avoid

January 2, 2026

– Our 2026 Supply Chain Outlook reports out this week dig into the policy, logistics and corporate strategy issues to watch for in the coming year.

– In the government policy report, we find that 2025’s trade policy volatility will subside but risks remain elevated. US policies will cen... Read more →

Supply Chain Edge: Tariff teach-in, lobster nativity, AI catch up

December 19, 2025

– 2025 saw historic changes in US trade policy. Heading into 2026, we provide a guide to the different types of US tariffs, coping strategies and examples of their effects in the energy sector. The latest data shows US import duties reached a record high in dollar terms in September 2025 with ... Read more →