Supply Chain Research

Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed

April 5, 2024

• In new research this week, we take a deeper look at the supply chain impact of the Francis Scott Key Bridge disaster in Baltimore, looking at how shipping routes are healing around the disruption, as well as detailing the effects in the automotive, construction equipment and coal sectors. El... Read more →

Supply Chain Edge: Bridge to the future, peak season prep, new chips

March 28, 2024

• In new research this week we look ahead to the rest of 2024 and beyond and find that supply chains are likely to remain in a state of flux and disruptions. Logistics challenges through the Red Sea are set to continue heading into the critical peak season, though trade growth is expected to r... Read more →

Supply Chain Edge: Disjointed world, Tesla’s woes, bad canal choices

December 8, 2023

• Supply chains in 2024 face higher labor costs which may hinder investments in resilience. Firms are returning to “just in time” rather than “just in case” inventory strategies and diversification of suppliers is falling. Reshoring continues, however, as firms look to cut costs and risks even... Read more →

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Supply Chain Edge: Athleisure swims after flying

March 31, 2023

Athleisure apparel supply chains are changing rapidly, both in terms of tactical measures, such as the use of air freight discussed by Lululemon, and strategic decisions regarding regional sourcing. Apparel supply chains are in flux more broadly, with new subsidies from the government of India... Read more →

Supply Chain Edge: Furniture flattened, apparel folded

March 17, 2023

Supply chain activity and retail sales data indicate that the furniture and apparel sectors are in a state of decline, dragging total US seaborne imports down 20% year over year in February. Evidence from memory-chip makers indicates that the tech sector is still in a downturn, although a head... Read more →

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Supply Chain Edge: Mobile smartphone manufacturers

March 6, 2023

A new crop of smartphones at the latest Mobile World Congress (MWC) aims to arrest a downturn in global demand. We dive into reshoring as a way to cut costs and look at the rise of India as a production and export center. Retailers are starting to cut excess inventories built up as a result of... Read more →

Energy, corn, chips drive late surge in US exports to China

December 14, 2021

Trade rhetoric is starting to rise again between the U.S. and China. While not to the levels seen during the U.S. China trade war, actions like the joint U.S. EU statement on steel and the Chinese application to the CPTPP show that disagreements remain unresolved. One aspect that may come back... Read more →

Yamaha, Honda may have new opportunities from Indonesia-Canada trade deal

June 23, 2021

The governments of Indonesia and Canada are starting negotiations to formulate a free trade agreement “as soon as possible”. That would likely be more wide-ranging in coverage than the RCEP free trade deal which Indonesia joined in 2020 and could be a stepping stone to joining the CPTPP deal o... Read more →

Australian exports return to growth even as China trade war keeps its grip

January 26, 2021

Australia’s exports increased in December for the first time in 11 months, rising by 2.5% year over year. That included a 0.3% improvement in exports to China despite the trade war between the two countries and largely reflects a surge in shipments of iron ore. Total Australian exports of coal... Read more →

China’s Australia coal restriction provides Banpu, Bumi Resources with opportunity

December 16, 2020

China’s National Development and Reform Commission has reportedly formalized restrictions on imports of Australian coal. If confirmed that extends the geopolitical spat with Australia. There does not appear to be a path to reconciliation, with Australia set to dispute the measures – alongside ... Read more →

Supply Chain Research

Showing research about Energy - Coal