Supply Chain Research

Supply Chain Edge: Summer of tariffs, summits and Labubus

July 11, 2025

– The past week has set out the stall for US-tariff linked supply chain decisions over the rest of the summer. Current US tariff rates have been extended to Aug. 1, with high-rate tariffs promised for copper and pharmaceuticals. A trade deal with Vietnam is lacking details around the vitally i... 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 →

Supply Chain Edge: Doubling tariffs, fishing inventory, tracking drones

June 6, 2025

– The Trump administration’s increase in steel and aluminum duties reflects weak industry conditions and imports that have only fallen slightly — there is a risk of retaliatory action. The impacts of tariff-disrupted trade flows are being felt in the auto sector with plant shutdowns while Chin... 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: 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: 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: 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 →

Showing research about Vietnam