Supply Chain Research

Supply Chain Edge: H200 liberated, CBAM expanded, shipping slowed

December 12, 2025

– Supply chains are at the center of delivering the promise of AI, and have had to deal with regulatory volatility in 2025. Nvidia Corp. has received clearance to export its H200 accelerator to mainland China, but will still face substantial hurdles both within mainland China and from the avai... Read more →

Supply Chain Edge: Turkish strategies, US exemptions, memory markups

December 5, 2025

– Supply chain regulations, tariffs and strategies are in focus this week. We have extended our series on reshoring to look at Türkiye’s opportunities to diversify beyond Europe as a customer market. Aside from reshoring decision-making, there are many uses for supply chain network mapping — i... Read more →

Supply Chain Edge: Tariff smoke clearing, Tesla’s energy duties, front-loading for 2026

October 31, 2025

Key findings – The past week has brought more details on US International Emergency Economic Powers Act (IEEPA) tariffs and related deals, setting the agenda for further trade policy developments in 2026. The US-mainland China agreement will cut tariff rates, but a review of mainland China’s p... Read more →

Supply Chain Edge: Inflection points, cyberattacks, fire disruptions

October 10, 2025

Key findings – US supply chain activity is at an inflection point, our latest outlook shows, with an early end to the peak shipping season, container shipping rates continuing to fall and lower imports expected for next year. It might be too early for holiday decorations, but imports are alrea... Read more →

Supply Chain Edge: Indonesian opportunities, tariff processors, climate challenges

September 4, 2025

– We continue our series on manufacturing reshoring this week with the outlook for Indonesia, which has a large domestic market, low labor costs and policy stability but has yet to break out of its resource-led export economy. Indonesia is not the only attractive in-market, for-market manufact... Read more →

Supply Chain Edge: Missing details, furnishing tariffs, reserving cobalt

August 29, 2025

– The EU and US have provided more details of their July trade agreement, but crucial information on rules of origin is missing and automakers will have to wait to benefit from lower duties. Meanwhile, BMW AG may resume its shipments from the US to Canada after it ran down pre-tariff inventori... Read more →

Supply Chain Edge: Life after August, AGOA’s future, Apple’s US$100 problem

August 8, 2025

– The implementation of International Emergency Economic Powers Act (IEEPA) import duties by the US on Aug. 7 is not the end of the story for tariff uncertainty. Our analysis of the latest announcements indicates an average IEEPA duty of around 20% and looks ahead to the next steps for tariff ... Read more →

Supply Chain Edge: What to expect when you’re expecting tariffs

July 3, 2025

– The Trump administration’s July 9 deadline for signing reciprocal trade deals is unlikely to be the end of tariff uncertainty for supply chain decision-makers — no matter the outcome, there are still Section 232 reviews, court references and ad hoc policy decisions to contend with.
– M... Read more →

Supply Chain Edge: Q3 outlook has conflicting decisions; US inventories rise; dull fireworks boom

June 27, 2025

• A focus on tariffs has distracted decision-makers from other disruptive challenges in supply chains, our third-quarter supply chain outlook finds, with escalations in kinetic conflicts, natural risk and trade disputes possible.
• Tariffs will still play an important role, with rulings ... Read more →

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 →

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