Supply Chain Edge: America’s tariffs, battery finance chickens, freight’s silver lining — Panjiva
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Supply Chain Research

Supply Chain Edge: America’s tariffs, battery finance chickens, freight’s silver lining

Brazil 399 Business Sentiment 207 Canada 496 Chile 104 China 2979 Cons. Discr. - Apparel 500 Cons. Discr. - Autos 1186 Corp - Forwarders 342 Corp - Ports 884 Earnings 730 Energy - Conventional 449 Energy - Crude Oil 301 Energy - PetChem 26 Energy - Renewables 185 European Union 832 Industrials - Capital Goods 585 Info Tech - Comms Equip 229 Info Tech - Tech Hardware 803 Japan 605 Materials - Chemicals 241 Materials - Metals/Mining 755 Materials - Packaging 52 Metals - Aluminum 252 Metals - Steel 518 Mexico 887 Mode - Containerized 1475 Mode - Seaborne 1806 Taiwan 210 Tariffs 1801 U.S. 5325 Venezuela 66

• Supply chains have been beset by a swathe of new trade protectionism in the past week. In new research, we take a deep dive into the US administration of President Joe Biden’s new tariffs on imports from mainland China. We also dig into mainland China’s tariffs on US chemicals and Taiwanese polycarbonate, the US withdrawal of a Venezuelan oil license and duties on steel applied by Brazil, Chile and Mexico.
• A recent closed-invite battery materials seminar held on behalf of the US Department of Energy found that investment is being held up by the chicken-and-egg problem of matchi...

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