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 133 Belgium 25 China 3047 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1246 Cons. Discr. - Durables 573 Cons. Discr. - Retailing 517 Corp - Ports 908 Corp - Shipping 1025 Earnings 759 Energy - Renewables 205 European Union 877 France 167 Germany 267 Greece 8 India 550 Industrials - Capital Goods 619 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 861 Japan 628 Malaysia 160 Materials - Chemicals 273 Materials - Metals/Mining 792 Mexico 928 Mode - Airfreight 182 Mode - Containerized 1523 Mode - Seaborne 1845 Philippines 58 Saudi Arabia 50 Singapore 71 Strikes 78 Taiwan 231 Tariffs 1865 Theme - Canals 141 Theme - Rates 239 Trade Balance 935 U.S. 5398 UAE 28 United Kingdom 389 Vietnam 412

• 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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