Supply Chain Research

Supply Chain Edge: Approving the mother of all deals, diversifying Canada and BYD’s doubling

January 30, 2026

– The trade agreement reached between India and the EU this week is another step forward in nearly 20 years of negotiations, with the terms appearing to be designed to optimize the chance of passage, avoiding key sensitive sectors such as agriculture, although the EU’s aims to double exports b... Read more →

Supply Chain Edge: H200 liberated, CBAM expanded, shipping slowed

December 12, 2025

– Supply chains are at the center of delivering the promise of AI, and have had to deal with regulatory volatility in 2025. Nvidia Corp. has received clearance to export its H200 accelerator to mainland China, but will still face substantial hurdles both within mainland China and from the avai... Read more →

Supply Chain Edge: Revealing rates, costing conflict, building artificial intelligence

November 28, 2025

– The resumption of US trade data after the government shutdown reveals new details about the rates of tariffs being paid — the headline average tariff rate of 10.4% is flattered by exemptions and United States-Mexico-Canada Agreement (USMCA) compliance, with underlying rates at 17.0% and set ... Read more →

Supply Chain Edge: More deals, fewer tariffs; a decade of automotive change; winter chills begin

November 21, 2025

– A renewed round of trade deal frameworks announced by the US government has brought the total to 13 with a wide mix of concessions on tariffs — including reduced rates for Switzerland and reduced apparel tariffs in Latin America — in return for investment and purchasing commitments. At the s... Read more →

Supply Chain Edge: Reshoring winners, VR on the move, autos tariff relief

October 24, 2025

– Our research series on reshoring continues with a comparison of the positioning of different ASEAN markets and the road ahead for supply chain realignments as the early movers seek to defend their position against newcomers in both emerging and developed markets. We also dig into the prospec... Read more →

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 →

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Supply Chain Edge: Not all risks are bad; new tariffs, new reviews; the Eagle flies

October 3, 2025

– Our new outlook for trade and supply chains finds considerable trade policy uncertainties remain, with US tariffs on the risk side of the balance and global trade deals centered on the EU and the Association of Southeast Asian Nations (ASEAN) groups on the opportunities side. Trade activity ... Read more →

Supply Chain Edge: Focus on Thailand, list updates tweak tariffs, August seaborne imports mixed

September 12, 2025

– Thailand is strategically positioned for reshoring in Southeast Asia, with a favorable Strategic Opportunity Index score and strong trade ties through 14 bilateral agreements, including with the US and mainland China. The export-oriented economy, where electricals and electronics make up 34.... Read more →

Supply Chain Edge: Indonesian opportunities, tariff processors, climate challenges

September 4, 2025

– We continue our series on manufacturing reshoring this week with the outlook for Indonesia, which has a large domestic market, low labor costs and policy stability but has yet to break out of its resource-led export economy. Indonesia is not the only attractive in-market, for-market manufact... Read more →

Supply Chain Edge: Labor vs. tariffs, throttled performance and a new record

August 15, 2025

– The devil is always in the details with supply chain regulations, and the latest round of US import duties is not different. We look at the potential for International Emergency Economic Powers Act (IEEPA)-based rules of origin to unpick the labor-cost underpinnings of corporate reshoring de... Read more →

Showing research about Cons. Discr. - Apparel