EsKey findings – The past week has brought more details on US International Emergency Economic Powers Act (IEEPA) tariffs and related deals, setting the agenda for further trade policy developments in 2026. The US-mainland China agreement will cut tariff rates, but a review of mainland China’s previous purchase commitments provides a risk for January. Deals with four Association of Southeast Asian … Continue reading
– Our research series on reshoring continues with a comparison of the positioning of different ASEAN markets and the road ahead f... Read more → – Trade tensions moved beyond import duties in the past week. Mainland China tightened export restrictions for rare earths, addin... Read more → Key findings – US supply chain activity is at an inflection point, our latest outlook shows, with an early end to the peak shippi... Read more → – Our new outlook for trade and supply chains finds considerable trade policy uncertainties remain, with US tariffs on the risk s... Read more →
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Ags - Grains/Beans 318 Ags - Meat/Dairy 268 Cambodia 28 China 3047 Cons. Discr. - Autos 1246 Cons. Discr. - Durables 573 Consumer Staples 804 Corp - Ports 908 Corp - Shipping 1025 Energy - Coal 69 Energy - Conventional 468 Energy - Crude Oil 311 Energy - Natural Gas 164 Energy - PetChem 30 Energy - Refined Oil 203 India 550 Malaysia 160 Materials - Metals/Mining 792 Metals - Aluminum 270 Mode - Containerized 1523 Mode - Seaborne 1845 Morocco 11 Spain 57 Tariffs 1865 Thailand 145 U.S. 5398 Vietnam 412Copyright © 2025 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
