Supply Chain Research

The denouement of the China-U.S. tariff saga arrived in September. Our most read research report covered the details of President Trump’s imposition of 10% duties (rising to 25%) on $200 billion of Chinese exports – including products that avoided new duties. Our accompanying analyses of China’s retaliation – with LNG and telecoms being winners – and the relative success of duties applied so far also featured highly. Looking ahead we also considered President Trump’s options for further tariffs and Premier Li’s potential duty reductions for consumer goods. In logistics our determination ...