Supply Chain Edge: The return of tariffs, the need for drones and the costs of AI for PCs — Panjiva
Más

Supply Chain Edge: The return of tariffs, the need for drones and the costs of AI for PCs

Bangladesh 45 Brazil 420 China 3073 Cons. Discr. - Apparel 540 Consumer Staples 825 Corp - Shipping 1051 Industrials - Aero/Defense 209 Industrials - Capital Goods 626 Info Tech - Comms Equip 274 Info Tech - Tech Hardware 886 Materials - Metals/Mining 809 Metals - Aluminum 279 Metals - Copper 86 Metals - Steel 552 Mexico 935 Mode - Containerized 1544 Mode - Seaborne 1860 Taiwan 241 Tariffs 1885 Theme - Shipbuilding 116 U.S. 5428 Ukraine 28 Vietnam 420

– The Trump administration has made several new import tariff announcements in the past week. The application of Section 301 (labor standards) duties at a rate of 10% to 12.5% on imports from 60 countries is just the start of rebuilding tariff rates: We analyze the latest changes and look ahead to the Section 301 (manufacturing capacity) review, which is likely to apply tariffs of another 10% on countries representing 75% of imports.
– Vietnam and Brazil also face tariff volatility, with a USTR review launched into several of Vietnam’s services-related practices that...

Copyright © 2026 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.