Supply Chain Research

Supply Chain Edge: Waiting for the big election, dealing with a big strike, putting out fires

October 4, 2024

– In new research this week, we outline our expectations for supply chain issues to watch in the remainder of 2024 and into 2025. The recovery in supply chain activity may have been the result of pre-loading for potential disruptions. Logistics networks need to contend with strikes and heavy w... 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 →

Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil

August 23, 2024

– Trade restrictions are back in focus this week. In new research, we dig into mainland China’s restrictions on exports of antimony and an investigation of EU dairy products shortly after the EU’s reiteration of electric vehicle tariffs. Elsewhere, the Colombian government is looking to ban co... Read more →

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Supply Chain Edge: Early peak evidence, AI chip delay, Chile’s woes

August 9, 2024

– US seaborne imports of containerized freight surged 14% year over year in July, with sequential growth of 8% in consumer durables suggesting peak season is arriving early. Further evidence includes a pull-forward of Prime Day goods and comments from container line A.P. Møller – Mærsk A/S. It... 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 →

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 →

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