Supply Chain Research

Supply Chain Edge: Raising defenses, clearing bottlenecks — outlooks for Q3 2026 and beyond

July 3, 2026

– Our latest outlook for global trade policy and supply chain regulations identifies a wave of new US tariff decisions to come during the remainder of 2026, including three Section 301 reviews and five Section 232 reviews, while the future of the United States-Mexico-Canada Agreement (USMCA) r... Read more →

Supply Chain Edge: From German drugs to Australian iron — six new supply network disruptions

June 26, 2026

– The US government continues to reconstruct its tariff wall with the launch of a Section 301 review of Germany’s drug prices, even though Germany has been paying more 256.8% more for imports of pharmaceuticals from the US since 2021.
– Tariffs are not the only form of restrictive trade ... Read more →

Supply Chain Edge: Recovering with a 14-point plan; Nvidia’s next mainland China move; drones overtaking fireworks

June 19, 2026

– The world’s two major ongoing conflicts have had a marked impact on global supply chains. The 14-point plan extending the ceasefire between the US and Iran may reduce disruptions at the Strait of Hormuz, but goods flows and inventories may not recover until early 2027 — with some products ta... Read more →

Supply Chain Edge: Securing tungsten, more Middle East disruption evidence, booming US imports

June 12, 2026

– Critical minerals are in focus this week, following a summit meeting between mainland Chinese President Xi Jinping and North Korean Supreme Leader Kim Jong Un that reflects mainland China’s effort to remain North Korea’s main strategic partner as the former builds its strategic reserves of t... Read more →

Supply Chain Edge: The return of tariffs, the need for drones and the costs of AI for PCs

June 5, 2026

– The Trump administration has made several new import tariff announcements in the past week. The application of Section 301 (labor standards) duties at a rate of 10% to 12.5% on imports from 60 countries is just the start of rebuilding tariff rates: We analyze the latest changes and look ahea... Read more →

Supply Chain Edge: Three months of conflict, Indonesia’s export controls, Huawei’s new technique

May 29, 2026

– After three months of conflict in the Middle East, the drag to supply chains is clear from a variety of data-points including purchasing managers’ assessments of delivery times, container shipping rates and corporate sentiment, although challenges are not yet at pandemic-era levels. The past... Read more →

Supply Chain Edge: New routes, risks, and realignment after Trump-Xi summit and amid continued Middle East-driven shifts

May 21, 2026

Key findings
– The summit between US President Donald Trump and mainland Chinese President Xi Jinping lowered the temperature, not the stakes: both sides signaled a managed stabilization in ties, but the deliverables remain narrow and reversible, and see unresolved points from Taiwan to ... Read more →

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Supply Chain Edge: Expect the unexpected from Trump-Xi summit; drink and drive tariffs; new Middle East route

May 7, 2026

– The May 14 summit meeting between President Trump and President Xi will likely represent a stabilization of relations rather than a reset, with implications for tariffs (including a likely continuation of the current stand-still), export purchases, access to Artificial Intelligence hardware ... Read more →

Supply Chain Edge: Taiwan’s electronics position; conflict knock-on effects from fuel to clothing; Panama port demands

May 1, 2026

– Taiwan’s position in global electronics supply chains is our main focus this week. Taiwan faces sustained risks from military action by mainland China according to new S&P Global Market Intelligence scenario analysis. Taiwan is central to the AI economy and a leader in electronics more broad... Read more →

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Supply Chain Edge: Jet fuel shortages, cargo train delays, tequila shots

April 24, 2026

– The on-again, off-again ceasefire in the Middle East means little for global supply chains that are firmly experiencing the effects of shortages. In new research this week, we dig into the South Korean parliament’s support package for the industry — key for global electronics supply chains —... Read more →