Supply Chain Edge: Q3 outlook has conflicting decisions; US inventories rise; dull fireworks boom — Panjiva
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Supply Chain Edge: Q3 outlook has conflicting decisions; US inventories rise; dull fireworks boom

Ags - Fruit/Veg 146 Chile 115 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1248 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Consumer Staples 805 Energy - Renewables 205 European Union 879 India 552 Iran 39 Israel 29 Materials - Chemicals 273 Materials - Metals/Mining 793 Metals - Aluminum 270 Metals - Steel 543 Mexico 928 Mode - Containerized 1524 Mode - Seaborne 1845 Peru 47 South Africa 51 South Korea 605 Spain 57 Tariffs 1867 Theme - Shipbuilding 113 Trade Balance 935 Trade Deals 1017 U.S. 5400 USMCA 462 United Kingdom 389 Vietnam 412

• A focus on tariffs has distracted decision-makers from other disruptive challenges in supply chains, our third-quarter supply chain outlook finds, with escalations in kinetic conflicts, natural risk and trade disputes possible.
• Tariffs will still play an important role, with rulings and negotiations on IEEPA duties due in July, and the potential for recommendations on Section 232 cases at any time. The US is not the only one seeking to secure trade deals, with the EU looking across the Atlantic to Mercosur, talks with India and continuing negotiations with mainland China.

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