Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave — Panjiva
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Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

Brazil 415 Business Sentiment 220 Canada 529 China 3049 Colombia 74 Cons. Discr. - Autos 1248 Corp - Ports 910 Corp - Shipping 1027 Energy - Coal 69 Energy - Conventional 469 Energy - PetChem 30 European Union 879 France 167 Germany 267 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Israel 29 Italy 68 Materials - Chemicals 273 Mexico 928 Mode - Containerized 1524 Mode - Rail 120 Mode - Seaborne 1845 Mode - Truck 75 Saudi Arabia 50 Spain 57 Strikes 78 Tariffs 1867 Theme - Canals 141 U.S. 5400

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging from paint additives tire materials, while supplier disruptions have cut back US gulf coast output of key food and packaging chemicals. Elsewhere in commodities, trade limits reign with export controls on coal from Colombia and fertilizer supplies from mainland China.
• In technology, Apple...

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