Supply Chain Research

Supply Chain Edge: Stellar start, building ban, India’s Apple

April 12, 2024

• In new research this week, we find that US seaborne imports have a stellar start to 2024 with growth of 15% year over year in the first quarter, driven by industrial materials. Caution is needed as growth may slow and the prospects for the peak season are clouded by supply chain disruptions ... Read more →

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Supply China Edge: Red Sea ripples through trains, automobiles and warehouses

January 19, 2024

• The impact of disruptions to shipping through the Red Sea is rippling through supply chains. In new research this week we look at the impact on the automotive sector where four manufacturers are already cutting production or adjusting their operations and electric vehicles appear more expose... Read more →

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Supply Chain Edge: Reversible reshoring, Israeli supply chain risks, EU’s mainland China strategy

December 15, 2023

• In new research this week, we dive into the risks for Israeli supply chains from the worsening security situation in the Red Sea; the possibility of a reversal of reshoring for Bangladesh’s apparel industry; the EU’s as-yet undefined supply chain de-risking strategy vis-à-vis mainland China;... Read more →

Yarn, wind power face new duties; olives poised to wrinkle US-EU relationship

November 30, 2021

The U.S. International Trade Commission has issued a variety of rulings in November, with polyester yarn, wind towers, and solar panels all receiving some form of additional tariff burden. The polyester yarn ruling targeted subject imports from Malaysia, Indonesia, Thailand, and Vietnam that w... Read more →

Mahle, Valeo may see additional costs from aluminium foil ruling

October 26, 2021

The U.S. International Trade Commission recently ruled that imports of aluminum foil from Armenia, Brazil, Oman, Russia and Turkey “materially” injure U.S. industry. The injury is caused by sales at less than fair value, also known as dumping, as determined by a prior decision by the Departmen... Read more →

Presidential power affirmed as Turkey loses steel tariff appeal

July 15, 2021

The U.S. Court of Appeals has overturned an earlier court decision that ruled against President Trump’s action to double section 232 (national security) tariffs on imports from Turkey. That reaffirms the President’s discretionary power with regards to tariffs. It’s unlikely that the Biden admi... Read more →

Russia’s food price worries create another opportunity for U.S. farmers

June 9, 2021

The Russian government is applying a series of curbs including “flexible export duties” to cut outbound shipments of agricultural products and control food price inflation. That represents yet another distortion to global food supply chains in the wake of the pandemic. Russian food exports are... Read more →

Pause for effect as Biden adds leverage for global tax talks

June 4, 2021

The Biden administration has completed its review of digital services taxes imposed by six countries and has put in place retaliatory import duties that will come into effect in six months’ time. The impose-and-suspend approach is linked to the administration’s wider negotiations at the OECD a... Read more →

Kao Corp, Natura face digital tax retaliation tariff makeover

April 1, 2021

The U.S. Trade Representative has proposed retaliatory duties against imports from six countries that have put digital services taxes into place, as part of an action initiated by the Trump administration. The consultation, covering imports from the U.K., Turkey, India and three EU states, are... Read more →

Ford joins GM’s decontenting trend with implications for global supply chain

March 23, 2021

Ford Motor has joined General Motors in shipping models of its light trucks and SUVs without certain electronic modules due to the “global semiconductor shortage – combined with parts shortages created by the central U.S. winter storm in February”. Ford may already have been scaling back its N... Read more →

Supply Chain Research

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