EsA state visit by President Trump to India has yielded a “joint statement” for future relations rather than a fully fleshed out trade deal. That’s not a surprise given India’s continuing commitment to the tariff-led “Make in India” industrial strategy. President Trump has nonetheless committed to cutting tariffs with India, though such a deal could take months to complete. Two tangible actions have come in purchases of military aircraft and sourcing of energy products. India will buy $3 billion of helicopters from Sikorsky and Boeing. The U.S. has also recently approved $2.9 billion of we...
Related Research
Supply Chain Edge: Tariffs normalized, memory constrained, sugar sweetened
– US import tariffs are becoming a business-as-usual matter for supply chain decision-makers. In new research this week, we analy... Read more →
Supply Chain Edge: Entering the age of agility; decision-making beyond tariffs; new technology frictions
We have published two new reports looking at the outlook for supply chains in 2026. In our macroeconomic and geopolitical outlook... Read more →
Supply Chain Edge: Reshoring winners, VR on the move, autos tariff relief
– Our research series on reshoring continues with a comparison of the positioning of different ASEAN markets and the road ahead f... Read more →
Supply Chain Edge: Inflection points, cyberattacks, fire disruptions
Key findings – US supply chain activity is at an inflection point, our latest outlook shows, with an early end to the peak shippi... Read more →
Copyright © 2025 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
