Supply Chain Research

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: 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: 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: Counter-blockade, an acid test and Peru’s position

April 17, 2026

– In our latest outlook for corporate supply chain decision-making, we find the immediate future holds a multifactor challenge where geopolitical conflict, tariff uncertainty and sector-specific shortages interact. Supply chain delays worsened in March, led by computing equipment and intermedi... Read more →

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Supply Chain Edge: Passage to peace, national security tariffs revisited, slowdown slows down

April 10, 2026

– A narrow US-Iran two‑week ceasefire will not immediately smooth logistics through the Strait of Hormuz. More than 600 vessels are waiting at Persian Gulf ports and crossings fell to three per day in March versus a usual 100, leaving disruption likely to persist even if tensions ease.
–... Read more →

Supply Chain Edge: Widening impact of Middle East war, outlook for trade policies, prospects for US-mainland China deal

April 2, 2026

Key findings – The continued conflict in the Middle East is driving a widening range of supply chain disruptions. In new research this week, we identify challenges for US farmers from nitrogenous fertilizer shortages, clothing and industrial materials makers from reduced naphtha availability, ... Read more →

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Supply Chain Edge: Tracing Middle East supply chain dependencies, investigating new corridors, tracking CHPIs

March 26, 2026

– Conflict in the Middle East continues to present challenges for supply chain decision-makers. Our deep dive into regional supply chain exposures across six sectors and 90 countries highlights that the challenge is moving from price hikes to shortages in availability. South Asia is particular... Read more →

Supply Chain Edge: Section 232 time, Middle East conflict costs and upcoming consoles

March 20, 2026

– US trade policy and the resulting tariffs remain highly dynamic, with the average US import duty rate reaching 9.8% in January ahead of the replacement of International Emergency Economic Powers Act (IEEPA) duties with Section 122 and previously signed trade deals in question. The latest act... Read more →

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