Supply Chain Edge: Transition inflection, tariff deflection, laptop limitation — Panjiva
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Supply Chain Edge: Transition inflection, tariff deflection, laptop limitation

Ags - Grains/Beans 304 Australia 131 Belgium 22 China 3000 Cons. Discr. - Autos 1207 Cons. Discr. - Durables 534 Consumer Staples 775 Energy - Renewables 192 India 529 Industrials - Capital Goods 601 Info Tech - Comms Equip 246 Info Tech - Tech Hardware 825 Mexico 896 Poland 13 South Korea 594 U.S. 5348

– In new research this week, we dive into the supply chain issues facing the energy transition, ranging from government policies and options for green logistics to critical minerals access and financing challenges.
– Elsewhere among energy transition issues, we also look at India’s potential hydrogen tariff plans, germanium deliveries to Belgium, General Motors Co.’s new lithium investment, Ford Motor Co.’s restructured battery deal and lessons from Tesla Inc.’s latest results.
– Looking ahead to 2025, trade protectionism will remain on the agenda — so we have outlined in new...

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