Supply Chain Research

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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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 →

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Supply Chain Edge: Apparel outlook, strike hangover, beer-by-train

December 1, 2023

• In our latest sector outlook, we find that the apparel industry’s slowdown has led to a reduction in inventories, although there is more to do with 57% of firms still discussing their inventories in a negative light. Risks including strikes and logistics disruptions still face the industry. ... Read more →

Supply Chain Edge: Amazon problems, earnings lessons, sinking gin

October 20, 2023

• In new research this week, we examine corporate earnings calls and data to find that supply chain developments are a net positive but of declining interest to investors, while inventories may have further to fall. New retail inventory data paints a similar picture. We have also looked at gin... Read more →

Supply Chain Edge: Israel-Gaza war risks for electronics and healthcare; 14-month consumer downturn ends

October 13, 2023

• In new research this week, we investigate the supply chain implications of the Israel-Gaza war, including for the electronics and healthcare sectors. The EU’s trade policy activity continues to accelerate with potential investigations of wind turbines and steel, while the US has slightly rel... Read more →

Supply Chain Edge: Outlook for supply chains – time, tariffs and tracking

September 29, 2023

• Our newly published outlook for the rest of 2023 and into 2024 finds that there are significant uncertainties around corporate strategy, global trade policy and the implementation of environmental measures to be considered. The good news is that supply chain operations are largely back to no... Read more →

Supply Chain Edge: Navigating forests, strikes ahead, localized Lego

September 1, 2023

• In new research, we show how the EU Deforestation Regulation will have an effect on supply chains, ranging from food and personal care to autos and furniture. Elsewhere in commodities, there have been further Indian food trade restrictions and a mainland Chinese seafood import ban to contend... Read more →

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Time for phase two: Mexico as a supply chain reshoring center

August 4, 2023

• Mexico has been at the forefront of supply chain reshoring since the enactment of the North American Free Trade Agreement (NAFTA) in 1994. The electrification of the automotive industry, rivalry between the US and mainland China and post-pandemic resilience investments raise the question as ... Read more →

Supply Chain Edge: Judging calm, recycling rags, striking potash

July 14, 2023

• In new research this week, we have reviewed 2023 so far through the lens of 10 key data points and found that supply chains are mostly back to normal, but there are key areas of concern. Our deep dive into new export restrictions in mainland China finds that the threat to critical mineral su... Read more →

Supply Chain Edge: A light in the semiconductor tunnel

May 5, 2023

Demand for semiconductors remains depressed while a recovery will take until later in the year, based on a review of the forward-looking comments from eight firms including Apple Inc. The latter’s supply chain remains in flux, with one supplier leaving India and another setting up in Vietnam. ... Read more →

Supply Chain Research

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