Supply Chain Edge: Trump’s latest tariff salvo, electronics playbooks, Uniqlo’s mainland China commitment — Panjiva
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Supply Chain Edge: Trump’s latest tariff salvo, electronics playbooks, Uniqlo’s mainland China commitment

Ags - Meat/Dairy 268 China 3048 Cons. Discr. - Apparel 530 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Consumer Staples 805 Corp - Shipping 1026 Earnings 759 Energy - Conventional 468 European Union 878 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Iran 39 Israel 29 Materials - Chemicals 273 Mode - Containerized 1524 Mode - Seaborne 1845 Qatar 16 Tariffs 1866 U.S. 5399

• In new research this week, we examine US President-elect Donald Trump’s latest tariff threats against mainland China, Mexico and Canada, including the risks of retaliatory measures and tariff “pancaking.”
– Electronics firms ranging from printer-maker Ricoh Co. Ltd. to PC specialists HP Inc. and Dell Technologies Inc. are setting out their tariff reaction plans. Huawei Technologies Co. Ltd. has launched a new range of premium phones after dealing with foundational supply chain challenges linked to US technology export restrictions.
– Tariffs are limited to the US, with main...

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