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 3047 Cons. Discr. - Autos 1246 Consumer Staples 804 Corp - Shipping 1025 Earnings 759 Egypt 10 European Union 877 Germany 267 India 550 Industrials - Capital Goods 619 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 861 Israel 28 Mexico 928 Mode - Containerized 1523 Netherlands 35 Russia 132 Sanctions 170 South Korea 605 Tariffs 1865 Theme - Canals 141 U.S. 5398 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 delivery t...

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