Supply Chain Research

Supply Chain Edge: Rising tech tensions, Philippine focus, tariff margin math

October 17, 2025

– Trade tensions moved beyond import duties in the past week. Mainland China tightened export restrictions for rare earths, adding to measures that resulted in reduced exports of materials and magnets. The Dutch government has restricted the operations of a mainland Chinese-owned chipmaker, in... Read more →

Supply Chain Edge: Japan’s deal winners; the end of inventory management; sanctions stepped up again

July 25, 2025

– A new trade deal between the US and Japan includes an exception from Section 232 tariffs on autos, generating a competitive advantage for Japanese automakers and setting the scene for further deals. The framework deal with Indonesia shows transshipment/rules-of-origin rules have yet to be na... Read more →

Supply Chain Edge: Summer of tariffs, summits and Labubus

July 11, 2025

– The past week has set out the stall for US-tariff linked supply chain decisions over the rest of the summer. Current US tariff rates have been extended to Aug. 1, with high-rate tariffs promised for copper and pharmaceuticals. A trade deal with Vietnam is lacking details around the vitally i... Read more →

Supply Chain Edge: Tariff inflection point, Europe’s congested ports, pricier strollers

May 16, 2025

– A point of inflection may have arrived for the tariff challenges faced by supply chain decision-makers, with the US having reached deals with the UK and mainland China. The action is moving onto product-level tariffs, with 10 Section 232 reviews in place, most recently including the aerospac... Read more →

Supply Chain Edge: National security week, tariffs-for-kids, IMO costs

April 17, 2025

– The past week brought a temporary reprieve for the electronics sector from US tariffs, but also set the scene for new tariff investigations to run through the rest of 2025 with Section 232 “national security” reviews launched in electronics, pharmaceuticals and critical minerals. In electron... Read more →

Supply Chain Edge: The US$431B answer, Europe’s tough choices, H20 order flood

April 4, 2025

– The US Trump administration’s announcement of “reciprocal” tariffs and revised de minimis shipping rules reduce the tariff uncertainties facing supply chain decision-makers, but could significantly increase costs for consumer goods sectors including apparel, toys and smartphones.
– Tar... Read more →

Supply Chain Edge: Trump’s first week, mainland China’s chip investigation, Houthi threat remains

January 24, 2025

– US President Donald Trump’s first week in office has started to bring clarity to the policy outlook for supply chains in 2025 and beyond. In new research this week, we examine the America First Trade Policy and note that while tariffs may not arrive until after the April 1 reporting date for... 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 →

Supply Chain Edge: Two faces of AI, huge Halloween, 3D limits

September 13, 2024

– In new research this week, we look at two facets of the AI revolution. The push to include AI in consumer goods is driving increasing supply chain complexity in consumer devices for Apple Inc. and Huawei Technologies Co. Ltd. The uses of generative AI in procurement appear limited, but AI mo... Read more →

Supply Chain Edge: Building on the ‘70s, delaying tariffs, shipping slips

August 1, 2024

– In new research this week, we look at Malaysia’s future as a reshoring center, which has been building since the 1970s but now faces stiff competition as labor gets more expensive and a new round of electronics investments is needed.
– Mainland China’s “Third Plenum” meeting brings a n... Read more →

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