Supply Chain Research

Supply Chain Edge: Turkish strategies, US exemptions, memory markups

December 5, 2025

– Supply chain regulations, tariffs and strategies are in focus this week. We have extended our series on reshoring to look at Türkiye’s opportunities to diversify beyond Europe as a customer market. Aside from reshoring decision-making, there are many uses for supply chain network mapping — i... Read more →

Supply Chain Edge: Revealing rates, costing conflict, building artificial intelligence

November 28, 2025

– The resumption of US trade data after the government shutdown reveals new details about the rates of tariffs being paid — the headline average tariff rate of 10.4% is flattered by exemptions and United States-Mexico-Canada Agreement (USMCA) compliance, with underlying rates at 17.0% and set ... Read more →

Supply Chain Edge: Entering the age of agility; decision-making beyond tariffs; new technology frictions

November 7, 2025

We have published two new reports looking at the outlook for supply chains in 2026. In our macroeconomic and geopolitical outlook, we identify the continuation of fluctuating trade policies, a delicately balanced global economy and shifting asymmetric geopolitical power providing an environmen... Read more →

Supply Chain Edge: Tariff smoke clearing, Tesla’s energy duties, front-loading for 2026

October 31, 2025

Key findings – The past week has brought more details on US International Emergency Economic Powers Act (IEEPA) tariffs and related deals, setting the agenda for further trade policy developments in 2026. The US-mainland China agreement will cut tariff rates, but a review of mainland China’s p... Read more →

Supply Chain Edge: Reshoring winners, VR on the move, autos tariff relief

October 24, 2025

– Our research series on reshoring continues with a comparison of the positioning of different ASEAN markets and the road ahead for supply chain realignments as the early movers seek to defend their position against newcomers in both emerging and developed markets. We also dig into the prospec... Read more →

Supply Chain Edge: Rising tech tensions, Philippine focus, tariff margin math

October 17, 2025

– Trade tensions moved beyond import duties in the past week. Mainland China tightened export restrictions for rare earths, adding to measures that resulted in reduced exports of materials and magnets. The Dutch government has restricted the operations of a mainland Chinese-owned chipmaker, in... Read more →

Supply Chain Edge: Inflection points, cyberattacks, fire disruptions

October 10, 2025

Key findings – US supply chain activity is at an inflection point, our latest outlook shows, with an early end to the peak shipping season, container shipping rates continuing to fall and lower imports expected for next year. It might be too early for holiday decorations, but imports are alrea... Read more →

Supply Chain Edge: Focus on Cambodia, tariffs in Mexico, semiconductor charge

September 19, 2025

– Cambodia has emerged as a key reshoring center for apparel, with exports in this sector making up 45% of its total exports in the 12 months leading up to March 2025. The country faces significant exposure to US tariffs — ranked seventh on the US Trade and Tariff Vulnerability Index with a sc... Read more →

Supply Chain Edge: Focus on Thailand, list updates tweak tariffs, August seaborne imports mixed

September 12, 2025

– Thailand is strategically positioned for reshoring in Southeast Asia, with a favorable Strategic Opportunity Index score and strong trade ties through 14 bilateral agreements, including with the US and mainland China. The export-oriented economy, where electricals and electronics make up 34.... Read more →

Supply Chain Edge: Indonesian opportunities, tariff processors, climate challenges

September 4, 2025

– We continue our series on manufacturing reshoring this week with the outlook for Indonesia, which has a large domestic market, low labor costs and policy stability but has yet to break out of its resource-led export economy. Indonesia is not the only attractive in-market, for-market manufact... Read more →

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