Supply Chain Research

Supply Chain Edge: Finding a home for tariffs; conflict risks return; Mexico’s reshoring future

June 20, 2025

– US import duties are not a new phenomenon for home goods firms, but new challenges and solutions abound. A deep dive into the furniture sector shows a steady long-term trend in reshoring away from mainland China and (eventually) to the US, while tactically firms are using price increases spa... 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: Dealmakers, device-makers, toymakers and toolmakers

May 9, 2025

– The governments of the US and mainland China will meet to discuss trade relations, potentially leading to lower tariffs, although there are significant barriers to a deal before July. The US government in the meantime has clarified Section 232 automotive tariffs, including tariff rebates and... Read more →

Supply Chain Edge: Tackling tariffs with global regionalization, pricey tires and early

May 1, 2025

– As the corporate earnings season gets underway, more firms are discussing their approaches to dealing with tariffs with a range of tactical price and cost responses and steady moves to strategic reshoring in what we are referring to as “global regionalization.”
– A prime example comes ... Read more →

Supply Chain Edge: And then there were nine; rerouting tariffs; unseasonal chills

April 25, 2025

– In new research this week, we examine three major tariff actions by the Trump administration. The launch of a Section 232 review of critical minerals has yet to be fully defined but will likely target mainland China and may not lead to tariffs. The Section 232 review of medium and heavy truc... 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: Copper security, expensive technology, Gemini’s aims

February 28, 2025

– The latest wave of tariff announcements from US President Donald Trump includes a national security review of copper imports, which may affect Chile and Peru, among others; and a threatened increase in forestry product duties. Trade policy actions are not limited to the US, with the EU havin... Read more →

Supply Chain Edge: Tariffs expand for metals, autos; ready for the Red Sea

February 21, 2025

– The US Trump administration continues to roll out its tariff program, with new and expanded duties on imports of steel and aluminum as well as the near-term prospect of more duties on the autos sector. We also find that executives’ concerns about tariffs are less negative than in 2018.

<... Read more →

Supply Chain Edge: A system called reciprocity; hydrogen winter; Baltimore one year on

February 14, 2025

– US President Donald Trump has introduced a “Fair and Reciprocal” plan that will increase import duties to levels charged by other countries and could add 4.8 percentage points to average duty rates across the largest 50 exporting regions before adding allowances for value-added tax (VAT) rat... Read more →

Supply Chain Edge: Power plays, maritime chokepoints, Nvidia’s spotlight

December 13, 2024

– In new research this week, Market Intelligence finds the interplay of geopolitical rivalries, economic shifts and evolving trade dynamics will define a conflicted global landscape over 2025.
– In logistics, we look ahead to the maritime chokepoints that may define 2025 as well as the p... Read more →

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