Supply Chain Research

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: 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: Risky tariff business, Tesla’s troubles, Nvidia’s delivery

March 21, 2025

– US retailers are attempting to mitigate the effect of tariffs by negotiating lower prices with their suppliers, but the strategy may only have been marginally effective in the past and creates regulatory risks in mainland China. Chemical tanker operator Stolt-Nielsen Ltd. is boosting its US ... 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: 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 →

Showing research about Info Tech - Tech Hardware