Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific — Panjiva
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Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

Australia 124 Belgium 18 China 2972 Cons. Discr. - Apparel 495 Cons. Discr. - Autos 1180 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Corp - Ports 881 Corp - Shipping 976 Earnings 726 Energy - Renewables 183 European Union 827 France 153 Germany 244 Greece 8 India 512 Industrials - Capital Goods 583 Info Tech - Comms Equip 225 Info Tech - Tech Hardware 797 Japan 601 Malaysia 145 Materials - Chemicals 237 Materials - Metals/Mining 752 Mexico 882 Mode - Airfreight 181 Mode - Containerized 1469 Mode - Seaborne 1802 Philippines 56 Saudi Arabia 46 Singapore 68 Strikes 65 Taiwan 208 Tariffs 1795 Theme - Canals 132 Theme - Rates 234 Trade Balance 932 U.S. 5318 UAE 25 United Kingdom 369 Vietnam 374

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not concerned about shipping disruptions while Germany’s chemical firms very much are.
• In other new research this week, we consider former US president Donald Trump’s latest pronouncements on tariffs with data on the impact of prior tariff impositions and the options for President Joe Biden.
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