Supply Chain Research

Supply Chain Edge: Outlook for supply chains – time, tariffs and tracking

September 29, 2023

• Our newly published outlook for the rest of 2023 and into 2024 finds that there are significant uncertainties around corporate strategy, global trade policy and the implementation of environmental measures to be considered. The good news is that supply chain operations are largely back to no... Read more →

Supply Chain Edge: Strike hits, green Apple, boring supply chains

September 15, 2023

• In new research this week we find that the United Auto Workers strike in the US has the potential to cut GDP by 0.39 percentage point in the third quarter of 2023 and cause upheaval across global autos supply chains. The EU may apply higher import duties on mainland China’s electric vehicle ... Read more →

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Supply Chain Edge: Peak season expectations, mysterious phone, more blocked lithium

September 8, 2023

• In new research this week, we look at the prospects for the US peak shipping season. The good news is that the seasonality of shipping is back to the 2016–19 level. The bad news is that consumer goods volumes are still weak. Elsewhere, there is evidence of slow activity in UK retail and conc... Read more →

Supply Chain Edge: Navigating forests, strikes ahead, localized Lego

September 1, 2023

• In new research, we show how the EU Deforestation Regulation will have an effect on supply chains, ranging from food and personal care to autos and furniture. Elsewhere in commodities, there have been further Indian food trade restrictions and a mainland Chinese seafood import ban to contend... Read more →

Supply Chain Edge: Halloween shock, AI-powered chip recovery, mineral protections

August 24, 2023

• In new research this week, we find that retail supply chains have geared up earlier than normal for Halloween. Labor conditions in Cambodian apparel production are being scrutinized. Home-appliance maker Breville Group Ltd. has reshored to Mexico. Home improvements supply chain activity rema... Read more →

Supply Chain Edge: Dealing with forced labor, going back to school, restricting computers and tin

August 18, 2023

• In three new research reports this week, we dig into US retail supply chains in the back-to-school shopping season, India’s new restrictions on imports of personal computers and the potential effects of Myanmar’s mining restrictions in the tin sector.
• Reports of forced labor issues h... Read more →

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Getting the right environment: Air conditioner supply chains

August 10, 2023

• Elevated temperatures in the United States and globally have increased the use of air conditioning for home and office, raising demand both for machinery and for maintenance. Global exports of air conditioners, reversible heat pumps and components rose by 8% year over year in the first four ... Read more →

Supply Chain Edge: Apple’s season, cooling aircon, tin canned

August 10, 2023

• Supply chain data shows that the US consumer goods industry is still in decline, shown by shipping volumes that fell for the 12th straight month in July. The slide has been led by a downturn in toys and leisure goods, while the electrical goods shipments linked to infrastructure investments ... Read more →

Supply Chain Edge: Mexi-shoring, India’s moment and sportswear on track

August 4, 2023

• In new research this week, we find that Mexico has a strong track record as a center for reshoring, but continued success is far from guaranteed in autos and electronics and Mexico is far from being the only game in town. The autos industry remains focused on normalizing supply chains as inv... Read more →

Supply Chain Edge: Rice restrictions, Barbie’s trip, batteries’ delay

July 28, 2023

• In new research this week, S&P Global Market Intelligence looks at the disruptions to food supply chains caused by India’s new rice export rules. Evidence from survey data, chemical production and warehouse vacancies shows manufacturing is in decline while two large freight forwarders have d... Read more →

Supply Chain Research

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