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: 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: 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: 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: 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: Proven resilience in 2024, gas could beat tariffs in 2025

January 3, 2025

– Across nearly 300 reports, we found that supply chains proved resilient once again in 2024, overcoming conflict, infrastructure damage, heightened protectionism, extreme weather and widening regulations. Most of 2024’s hurdles will stay on the track in 2025, with locational and technology in... Read more →

Supply Chain Edge: 25 supply chain issues for 2025

December 20, 2024

– In new research this week, we identify 25 issues for supply chain decision-makers to consider in 2025, ranging from the evolution of trade rivalries (and friendships), the progress toward balance in logistics networks, the development of sustainable supply chains, the delivery of the energy ... Read more →

Supply Chain Edge: Power plays, maritime chokepoints, Nvidia’s spotlight

December 13, 2024

– In new research this week, Market Intelligence finds the interplay of geopolitical rivalries, economic shifts and evolving trade dynamics will define a conflicted global landscape over 2025.
– In logistics, we look ahead to the maritime chokepoints that may define 2025 as well as the p... Read more →

Supply Chain Edge: Tariffs in many forms, chip and mineral controls, long list of global sourcing headwinds

December 6, 2024

– US President-elect Donald Trump’s proposed tariffs on imports from Mexico and Canada may lead to an early renegotiation of the United States-Mexico-Canada Agreement (USMCA), with the US trade deficit with these countries rising to US$165.4 billion. The potential for retaliatory tariffs from ... Read more →

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