Supply Chain Edge: Trump’s car directions, AIS off, AI memory on — Panjiva
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Supply Chain Edge: Trump’s car directions, AIS off, AI memory on

Ags - Grains/Beans 318 Ags - Softs 143 Business Sentiment 220 China 3049 Cons. Discr. - Autos 1248 Consumer Staples 805 Corp - Shipping 1027 Earnings 759 Egypt 10 European Union 879 Germany 267 India 552 Industrials - Capital Goods 621 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Israel 29 Mexico 928 Mode - Containerized 1524 Netherlands 35 Russia 134 Sanctions 170 South Korea 605 Tariffs 1867 Theme - Canals 141 U.S. 5400 United Kingdom 389

• Automotive supply chains are among the most complex, from both operational and regulatory perspectives. In new research this week, we look at the US presidential candidates’ policies on automotive tariffs and find that mainland China is an integral part of Mexico’s vehicle supply chains. Meanwhile, India is cutting import duties on electric vehicles to incentivize domestic manufacturing.
• Conflict continues to beset supply chain operations. The US government is advising shipping in the Red Sea to switch off their AIS trackers, although new data shows European supplier deliver...

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