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

Supply Chain Research

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

Ags - Grains/Beans 299 Ags - Softs 135 Business Sentiment 206 China 2975 Cons. Discr. - Autos 1183 Consumer Staples 762 Corp - Shipping 978 Earnings 728 Egypt 6 European Union 829 Germany 244 India 512 Industrials - Capital Goods 583 Info Tech - Comms Equip 226 Info Tech - Tech Hardware 799 Israel 20 Mexico 884 Mode - Containerized 1471 Netherlands 25 Russia 119 Sanctions 162 South Korea 580 Tariffs 1797 Theme - Canals 132 U.S. 5321 United Kingdom 370

• 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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