Supply Chain Research

Supply Chain Edge: Reshoring’s future, chocolate’s choices and Türkiye’s wildfires

August 22, 2025

• In a new research series, we consider the future for reshoring in the wake of US tariffs and ahead of forthcoming free trade deals, starting this week with Malaysia, which was an early winner from reshoring but faces challenges both from other reshoring centers and its client markets in the ... Read more →

Supply Chain Edge: EU hits and misses, Moroccan opportunities, timing toys

July 31, 2025

– On the eve of the Trump administration’s Aug. 1 deadline for applying additional tariffs, we dig into the recently announced trade deal with the EU and examine key uncertainties for pharmaceutical and metals supply chains as well as the potential for energy purchases.
– Corporations co... Read more →

Supply Chain Edge: Doubling tariffs, fishing inventory, tracking drones

June 6, 2025

– The Trump administration’s increase in steel and aluminum duties reflects weak industry conditions and imports that have only fallen slightly — there is a risk of retaliatory action. The impacts of tariff-disrupted trade flows are being felt in the auto sector with plant shutdowns while Chin... 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: Trump’s rapid tariff evolution, reactions from mainland China, Canada and EU

March 14, 2025

• The past two weeks have brought a rapid evolution in the US-centered escalation of trade protectionism. United States-Mexico-Canada Agreement-compliant goods from Canada and Mexico, covering 37.8% and 48.9% of US imports, respectively, get a one-month reprieve, while Canada has applied retal... Read more →

Supply Chain Edge: Compliance triple-header, strike averted, Nvidia’s Digit

January 10, 2025

– The US and mainland China have both extended export controls in the past week, increasing complexity for supply chain decision-makers across the aerospace, defense, critical minerals and technology sectors. The US Department of Defense’s new procurement rules may cause wider supply chain cha... 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: Supply chain attack, de minimis shrinks, tariffs settled

September 20, 2024

– Technology supply chains face a new round of challenges. In new research this week, we dig into the Hezbollah pager attack and tragic floods in Vietnam. The latter come just as the consumer electronic sectors is running at full pelt for the peak device delivery season — we look at shifts in ... Read more →

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Supply Chain Edge: Under the EU influence, spinning up electronics

May 31, 2024

• The EU may delay its initial judgment on mainland China’s electric vehicle supply chains, reducing geopolitical pressures, although firms are still looking at reshoring strategies to reduce their reliance on mainland China as a production center for vehicles and parts. India is one winner. T... Read more →

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 →

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