Supply Chain Research

Supply Chain Edge: Three months of conflict, Indonesia’s export controls, Huawei’s new technique

May 29, 2026

– After three months of conflict in the Middle East, the drag to supply chains is clear from a variety of data-points including purchasing managers’ assessments of delivery times, container shipping rates and corporate sentiment, although challenges are not yet at pandemic-era levels. The past... Read more →

Supply Chain Edge: Section 232 time, Middle East conflict costs and upcoming consoles

March 20, 2026

– US trade policy and the resulting tariffs remain highly dynamic, with the average US import duty rate reaching 9.8% in January ahead of the replacement of International Emergency Economic Powers Act (IEEPA) duties with Section 122 and previously signed trade deals in question. The latest act... 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: Milk and metal mayhem, reshoring recliners, tracks in turmoil

August 23, 2024

– Trade restrictions are back in focus this week. In new research, we dig into mainland China’s restrictions on exports of antimony and an investigation of EU dairy products shortly after the EU’s reiteration of electric vehicle tariffs. Elsewhere, the Colombian government is looking to ban co... Read more →

Supply Chain Edge: India’s future, pork’s tariffs and Sonos Inc.’s headphones

June 21, 2024

• In new research this week, we dig into the impact of the Indian elections on the country’s attractions as a reshoring location and find that an attractive domestic market, production incentives and active trade policy are likely to continue, albeit with some adaptations.
• Tensions bet... Read more →

Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

June 14, 2024

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging ... Read more →

Starbucks, JM Smucker face higher prices as Brazilian beans dry up

July 14, 2021

Global coffee prices have soared as a result of a once-in-a-century drought and the reopening of cafes as pandemic related lockdowns are eased. The importance of the drought can already be seen in a 19.6% year over year drop in Brazilian coffee exports in May which dragged global exports down ... Read more →

Starbucks, Constellation Brands may face CMA CGM’s Oakland surcharge

June 22, 2021

CMA CGM has imposed a Port Congestion Surcharge of $250 per container for shipments into the Port of Oakland, California from ports in Central and South America. Congestion has built up in part because of diverted services by CMA CGM and others to Oakland from Los Angeles. The timing of the su... Read more →

Hapag-Lloyd seeks to stem southerly spread of container congestion

April 21, 2021

Hapag-Lloyd has suspended bookings for container shipping from Mexico and Colombia to the west coast of the U.S. due to “accumulated operational constraints” at the North American ports that are causing “challenging transshipment operations and congestion” in Mexico and Colombia. The decision ... Read more →

Starbucks needs fresh supplies once Brazil’s coffee export surge slows

February 15, 2021

Brazil’s coffee farmers are reportedly hoarding supplies after a surge in exports in Q4’20 and ahead of weaker expected harvest conditions. Official data shows Brazil’s exports climbed 38.7% year over year in December with global coffee shipments up by just 4.4% as a result of lower exports fr... Read more →

Showing research about Colombia