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 396 Business Sentiment 205 Canada 493 Chile 103 China 2973 Cons. Discr. - Apparel 496 Cons. Discr. - Autos 1181 Corp - Forwarders 341 Corp - Ports 881 Earnings 727 Energy - Conventional 448 Energy - Crude Oil 301 Energy - PetChem 25 Energy - Renewables 183 European Union 828 Industrials - Capital Goods 583 Info Tech - Comms Equip 225 Info Tech - Tech Hardware 797 Japan 602 Materials - Chemicals 238 Materials - Metals/Mining 752 Materials - Packaging 52 Metals - Aluminum 249 Metals - Steel 514 Mexico 883 Mode - Containerized 1470 Mode - Seaborne 1803 Taiwan 209 Tariffs 1795 U.S. 5319 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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