Supply Chain Research

• In new research this week we find that the United Auto Workers strike in the US has the potential to cut GDP by 0.39 percentage point in the third quarter of 2023 and cause upheaval across global autos supply chains. The EU may apply higher import duties on mainland China’s electric vehicle exports.
• Apple Inc.’s annual iPhone and Watch announcements have important supply chain considerations across the use of recycled materials, transportation plans and new processors. Taiwan Semiconductor Manufacturing Company expects an ongoing shortage in the availability of graphics process...