Supply Chain Edge: Finding a home for tariffs; conflict risks return; Mexico’s reshoring future — Panjiva
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Supply Chain Edge: Finding a home for tariffs; conflict risks return; Mexico’s reshoring future

Ags - Meat/Dairy 281 China 3083 Cons. Discr. - Autos 1266 Cons. Discr. - Durables 597 Consumer Staples 834 Corp - Ports 935 Earnings 764 Egypt 13 Energy - Conventional 482 Energy - Natural Gas 171 Industrials - Capital Goods 630 Iran 45 Israel 31 Materials - Chemicals 284 Mexico 939 Mode - Containerized 1552 Mode - Seaborne 1866 Norway 7 Qatar 20 Saudi Arabia 60 Tariffs 1894 U.S. 5440 UAE 39

– US import duties are not a new phenomenon for home goods firms, but new challenges and solutions abound. A deep dive into the furniture sector shows a steady long-term trend in reshoring away from mainland China and (eventually) to the US, while tactically firms are using price increases sparingly while also building inventories. The home appliances importers now face tariffs on the value of steel imported to the US, as well as future copper and electronics duties.
– Conflict has returned to the forefront of supply chain decision-makers’ concerns, with the Iran-Isr...

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