Supply Chain Research

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: 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: Tariff escalation pause, vulnerable bridges, technology

April 11, 2025

– Import tariff-driven trade rivalry between the US and mainland China continued to evolve rapidly in the past week. In new research, we take a deep dive into the implications of mainland China’s wide-ranging 84% tariffs on US imports, and review the Trump administration’s plan to restructure ... Read more →

Supply Chain Edge: The US$431B answer, Europe’s tough choices, H20 order flood

April 4, 2025

– The US Trump administration’s announcement of “reciprocal” tariffs and revised de minimis shipping rules reduce the tariff uncertainties facing supply chain decision-makers, but could significantly increase costs for consumer goods sectors including apparel, toys and smartphones.
– Tar... 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: 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: Trade rivalries escalate, fraudulent flags flown, Valentine’s tariffs dodged

February 7, 2025

– US President Donald Trump’s third week started with delayed tariffs on imports from Mexico and Canada after an agreement on drug enforcement and the implementation of tariffs on mainland China, which quickly responded with its own tariffs and the use of the Unreliable Entities List.
– ... Read more →

Supply Chain Edge: Tools for tariffs, automotive positioning, dialing up India

January 31, 2025

– US President Donald Trump’s second week in office has brought a new range of challenges and opportunities for supply chains. Threats of tariffs on copper for national security reasons could affect US$15 billion of imports, led by Chile and Canada. Tariffs as a negotiating tool with Colombia ... Read more →

Supply Chain Edge: Trump’s first week, mainland China’s chip investigation, Houthi threat remains

January 24, 2025

– US President Donald Trump’s first week in office has started to bring clarity to the policy outlook for supply chains in 2025 and beyond. In new research this week, we examine the America First Trade Policy and note that while tariffs may not arrive until after the April 1 reporting date for... Read more →

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