Supply Chain Research

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Supply Chain Edge: Expect the unexpected from Trump-Xi summit; drink and drive tariffs; new Middle East route

May 7, 2026

– The May 14 summit meeting between President Trump and President Xi will likely represent a stabilization of relations rather than a reset, with implications for tariffs (including a likely continuation of the current stand-still), export purchases, access to Artificial Intelligence hardware ... Read more →

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Supply Chain Edge: Jet fuel shortages, cargo train delays, tequila shots

April 24, 2026

– The on-again, off-again ceasefire in the Middle East means little for global supply chains that are firmly experiencing the effects of shortages. In new research this week, we dig into the South Korean parliament’s support package for the industry — key for global electronics supply chains —... Read more →

Supply Chain Edge: Counter-blockade, an acid test and Peru’s position

April 17, 2026

– In our latest outlook for corporate supply chain decision-making, we find the immediate future holds a multifactor challenge where geopolitical conflict, tariff uncertainty and sector-specific shortages interact. Supply chain delays worsened in March, led by computing equipment and intermedi... Read more →

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Supply Chain Edge: Passage to peace, national security tariffs revisited, slowdown slows down

April 10, 2026

– A narrow US-Iran two‑week ceasefire will not immediately smooth logistics through the Strait of Hormuz. More than 600 vessels are waiting at Persian Gulf ports and crossings fell to three per day in March versus a usual 100, leaving disruption likely to persist even if tensions ease.
–... Read more →

Supply Chain Edge: Widening impact of Middle East war, outlook for trade policies, prospects for US-mainland China deal

April 2, 2026

Key findings – The continued conflict in the Middle East is driving a widening range of supply chain disruptions. In new research this week, we identify challenges for US farmers from nitrogenous fertilizer shortages, clothing and industrial materials makers from reduced naphtha availability, ... Read more →

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Supply Chain Edge: Tracing Middle East supply chain dependencies, investigating new corridors, tracking CHPIs

March 26, 2026

– Conflict in the Middle East continues to present challenges for supply chain decision-makers. Our deep dive into regional supply chain exposures across six sectors and 90 countries highlights that the challenge is moving from price hikes to shortages in availability. South Asia is particular... Read more →

Supply Chain Edge: Middle East war’s supply chain implications for electronics, food, autos and data centers; new US tariffs; Lego’s success

March 13, 2026

– The impact of the Middle East war is being felt across a wide range of supply chains, our research finds this week. The reduced availability of oil and gas is obvious, but reduced gas production also means reduced noble gas shipments for the electronics sector. Food supplies are at risk from... Read more →

Supply Chain Edge: Impact of Middle East conflict; shifting maritime regulations; new deals in Latin America

March 6, 2026

– The conflict in the Middle East has serious repercussions for global supply chains. In new research this week, we consider the impact of the loss of transshipment hubs for global container freight and the loss of airfreight access for electronics and pharmaceuticals. The US government also c... Read more →

Supply Chain Edge: Finding a home for tariffs; conflict risks return; Mexico’s reshoring future

June 20, 2025

– US import duties are not a new phenomenon for home goods firms, but new challenges and solutions abound. A deep dive into the furniture sector shows a steady long-term trend in reshoring away from mainland China and (eventually) to the US, while tactically firms are using price increases spa... Read more →

Supply Chain Edge: Fixing supply networks, ASML vs. Nvidia, Trump’s tariff plans

October 18, 2024

– In new research this week, we outline ways to combine datasets to create superior supply network analyses, including electronics teardown data from iFixit. There is more evidence of the multispeed development of the technology sector, with ASML Holding NV warning of slower sales of its chipm... Read more →

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