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 310 Ags - Softs 140 Business Sentiment 218 China 3028 Cons. Discr. - Autos 1230 Consumer Staples 793 Corp - Shipping 1014 Earnings 751 Egypt 10 European Union 862 Germany 262 India 545 Industrials - Capital Goods 615 Info Tech - Comms Equip 258 Info Tech - Tech Hardware 846 Israel 27 Mexico 918 Mode - Containerized 1512 Netherlands 32 Russia 130 Sanctions 170 South Korea 602 Tariffs 1847 Theme - Canals 139 U.S. 5377 United Kingdom 386

• 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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