Supply Chain Research

Supply Chain Edge: Tariff teach-in, lobster nativity, AI catch up

December 19, 2025

– 2025 saw historic changes in US trade policy. Heading into 2026, we provide a guide to the different types of US tariffs, coping strategies and examples of their effects in the energy sector. The latest data shows US import duties reached a record high in dollar terms in September 2025 with ... Read more →

Supply Chain Edge: Smarter glasses, pricier Xbox, looser cobalt

September 26, 2025

Key highlights – Summer may be gone, but sunglasses remain in the spotlight as EssilorLuxottica SA and Meta Platforms Inc. launch a new range of smart glasses with complex electronics supply chains. Well-established supply chains can still face regulatory scrutiny, with labor practices for bic... 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: Reshoring’s future, chocolate’s choices and Türkiye’s wildfires

August 22, 2025

• In a new research series, we consider the future for reshoring in the wake of US tariffs and ahead of forthcoming free trade deals, starting this week with Malaysia, which was an early winner from reshoring but faces challenges both from other reshoring centers and its client markets in the ... Read more →

Supply Chain Edge: EU hits and misses, Moroccan opportunities, timing toys

July 31, 2025

– On the eve of the Trump administration’s Aug. 1 deadline for applying additional tariffs, we dig into the recently announced trade deal with the EU and examine key uncertainties for pharmaceutical and metals supply chains as well as the potential for energy purchases.
– Corporations co... Read more →

Supply Chain Edge: Japan’s deal winners; the end of inventory management; sanctions stepped up again

July 25, 2025

– A new trade deal between the US and Japan includes an exception from Section 232 tariffs on autos, generating a competitive advantage for Japanese automakers and setting the scene for further deals. The framework deal with Indonesia shows transshipment/rules-of-origin rules have yet to be na... Read more →

Supply Chain Edge: Indonesia’s deal, copper’s inventory, drones’ take-off, beers’ fizz

July 18, 2025

– US tariff policies continue to set the agenda for supply chain decision-makers in the run-up to the Aug. 1 implementation of a wide range of duties. A framework trade deal with Indonesia sets the second-lowest rate in Association of Southeast Asian Nations (ASEAN) markets and is the first to... 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: 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: 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 →

Showing research about Energy - Renewables