Supply Chain Research

Supply Chain Edge: Three speed semiconductors, auto tariffs bite, hurricane hazards hit

July 12, 2024

– The semiconductor sector is seeing varied recovery rates, with AI applications and Nvidia driving growth, but supply chain challenges persist with sector revenue growth expected to fall to 24% in Q1 2024 from 44% in the same period the prior year. Consumer devices have mixed prospects, with ... Read more →

Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

June 14, 2024

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging ... 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: Tariffs made a comeback, flooding in Brazil

May 17, 2024

• New tariffs by the US administration of President Joe Biden look to shore up some of the gaps in the Section 301 and 201 implementations on China, targeting batteries, electric vehicles (EVs), solar panels, gantry cranes and more. Batteries are the most affected, with 71.5% of US imports fro... Read more →

Supply China Edge: Tech restrictions widen, Adidas kicks inventory, rate boom returns

May 2, 2024

• In new research this week, we dive into Japan’s latest technology restrictions, which follow a surge in exports to mainland China and carry the risk of retaliation. Elsewhere in tech, telecom network equipment supply chains show signs of bifurcating. Taiwan Semiconductor Manufacturing Co. Lt... Read more →

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 →

Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

February 9, 2024

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not conc... Read more →

Supply Chain Edge: Shipping rates reverse, AI saves the day

February 2, 2024

• Logistics networks are continuing to adapt in the face of ongoing disruptions to shipping through the Red Sea, including reduced services for Indian exporters, a shift in timing of expected deliveries and container rates that are in decline. Consumer goods firms across apparel and home appli... Read more →

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Supply Chain Edge: Shelving Red Sea plans, ‘forceful measures’ for EVs

January 26, 2024

• In new research this week, we extend our analysis of the fallout from the logistics disruptions in the Red Sea. In the furniture sector, 63% of all EU imports come from Asia by sea, raising the need for alternative shipping modes and price rises. A new road route from the United Arab Emirate... Read more →

Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake

January 5, 2024

• Our most-read research reports of 2023 show the way-ahead for supply chains in 2024, including the potential for labor strikes in disrupting operations and raising costs, the compounding effect of military action in the Red Sea and water stress on the Panama Canal, the slow-but-steady recove... Read more →

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