Supply Chain Research

Supply Chain Edge: Chips tariffs ahead; China guides autos competition; chillers and diggers service AI

September 4, 2026

– Global trade policy is dynamic, and so are the tariffs that result from such policies. The US is set to introduce a new round of tariffs on semiconductors just as non-AI demand is slowing, while adaptations to beef quotas seek to address consumer concerns. Canada has also adapted its duties ... Read more →

Supply Chain Edge: Ford and Google cut back mainland China, Hanwha to expand in the US

August 21, 2026

– We continue our reshoring series this week with Indonesia. Successive governments have attempted to convert the country’s rich resource heritage into industrial development, with a wide range of trade deals including the US and EU upcoming as well as pragmatic relations with mainland China. ... Read more →

Supply Chain Edge: Problematic planning, the return of drop shipping and dumped duck meat

August 6, 2026

– Technology supply chains have faced shortages and rising prices in 2026, and recent statements from Apple Inc. on memory costs as well as the latest capital expenditure forecasts from the hyperscalers suggest pressures will continue into 2027 and beyond.
– Relieving sourcing pressures,... Read more →

Supply Chain Edge: Adapting tariffs, blocking inverters, supplying sunscreen

July 31, 2026

– Global trade policy remains in a period of rapid change. The US Section 301 tariffs applied to 60 economies have largely replaced Section 122 tariffs and could generate as much as US$101.7 billion in tariffs annually. Not all tariffs stay in place, with aluminum duties being adjusted for fir... Read more →

Supply Chain Edge: Evolving involution, forecasting transport prices, sourcing Ukraine’s electronics

July 17, 2026

– Mainland China’s anti-involution campaign is set to remain a supply chain policy priority even as producer prices return to inflation, with the focus shifting from broad capacity cuts to demand repair, investment discipline and higher returns on capital. The US removal of de minimis exemptio... Read more →

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Supply Chain Edge: Hurdling disruptions, adjusting tariffs, ending discs

July 10, 2026

– We continue our outlook series this week with the prospects for the logistics sector globally and for US supply chain activity. Global logistics and trade are being shaped by recovery from the ongoing Middle East conflict and the AI-driven electronics boom. We see overall global trade volume... Read more →

Supply Chain Edge: Raising defenses, clearing bottlenecks — outlooks for Q3 2026 and beyond

July 3, 2026

– Our latest outlook for global trade policy and supply chain regulations identifies a wave of new US tariff decisions to come during the remainder of 2026, including three Section 301 reviews and five Section 232 reviews, while the future of the United States-Mexico-Canada Agreement (USMCA) r... Read more →

Supply Chain Edge: From German drugs to Australian iron — six new supply network disruptions

June 26, 2026

– The US government continues to reconstruct its tariff wall with the launch of a Section 301 review of Germany’s drug prices, even though Germany has been paying more 256.8% more for imports of pharmaceuticals from the US since 2021.
– Tariffs are not the only form of restrictive trade ... Read more →

Supply Chain Edge: Recovering with a 14-point plan; Nvidia’s next mainland China move; drones overtaking fireworks

June 19, 2026

– The world’s two major ongoing conflicts have had a marked impact on global supply chains. The 14-point plan extending the ceasefire between the US and Iran may reduce disruptions at the Strait of Hormuz, but goods flows and inventories may not recover until early 2027 — with some products ta... Read more →

Supply Chain Edge: The return of tariffs, the need for drones and the costs of AI for PCs

June 5, 2026

– The Trump administration has made several new import tariff announcements in the past week. The application of Section 301 (labor standards) duties at a rate of 10% to 12.5% on imports from 60 countries is just the start of rebuilding tariff rates: We analyze the latest changes and look ahea... Read more →

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