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 299 Ags - Softs 134 Business Sentiment 205 China 2972 Cons. Discr. - Autos 1180 Consumer Staples 760 Corp - Shipping 976 Earnings 726 Egypt 6 European Union 827 Germany 244 India 512 Industrials - Capital Goods 583 Info Tech - Comms Equip 225 Info Tech - Tech Hardware 797 Israel 19 Mexico 882 Mode - Containerized 1469 Netherlands 25 Russia 119 Sanctions 162 South Korea 578 Tariffs 1795 Theme - Canals 132 U.S. 5318 United Kingdom 369

• 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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