Supply Chain Research

Supply Chain Edge: Howling at tariffs, finding a framework, speeding GPUs

June 13, 2025

– The turbulence caused by US import duties can be seen in new US seaborne import data for May, which included a 5.7% year-over-year drop in total imports and an unseasonal month-over-month decrease in shipments of consumer electronics and leisure goods of 15.8%. Changes in de minimis shipping... Read more →

Supply Chain Edge: Tariff twilight zone, bonded warehouses, tracked rails

May 30, 2025

– The Trump administration’s flagship International Emergency Economic Powers Act (IEEPA) tariffs have been blocked by the US Court of International Trade and then ordered to be left in place by the Court of Appeals for the Federal Circuit, and now face an uncertain appeals process. In the mea... Read more →

Supply Chain Edge: The price of pricing, understanding carbon, limiting the little

May 23, 2025

– Firms have a wide range of strategies for dealing with tariffs, but the US retail sector is finding that price increases can come with a cost; but with inventory management and cost control proving limited, they may have few other tactical choices. Sony Group Corp., by contrast, has used inv... 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: 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: 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: 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: 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 →

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