Supply Chain Research

Supply Chain Edge: After the big one, Bluey’s the best, semiconductor slowdown

November 7, 2024

– The US election brought a Republican sweep and raise 10 major issues for supply chain decision-makers, including wide-ranging tariffs, agricultural trade flows, the future of the USMCA, technology export limits and investments, labor relations, the future of energy transition supply chains a... Read more →

Supply Chain Edge: Three speed semiconductors, auto tariffs bite, hurricane hazards hit

July 12, 2024

– The semiconductor sector is seeing varied recovery rates, with AI applications and Nvidia driving growth, but supply chain challenges persist with sector revenue growth expected to fall to 24% in Q1 2024 from 44% in the same period the prior year. Consumer devices have mixed prospects, with ... Read more →

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Supply Chain Edge: Eyes on the horizon, UK election prospects, the electric bandwagon

June 28, 2024

• Our latest supply chain outlook finds that activity growth remains slow and there are considerable uncertainties ahead of peak season ranging from hurricanes to tariffs. We dig into network design alternatives and raise a red flag about corporations’ focus on their supply chain issues.
... Read more →

Walk the walk, hang on to your hats – June 2021 supply chain calendar

June 1, 2021

The month of June will bring a slew of trade policy decisions from the Biden administration. The most important is the result of the administration’s critical supply chain review due early in the month. It will address ways to offset “production shortages, trade disruptions, natural disasters ... Read more →

Biden’s next 1,361 days – onshoring, vaccines and taxes but no big trade deals

April 29, 2021

President Biden’s first 100 days in office have set the stage for the remainder of his term in office, with policy support for supply chain adaptations such as onshoring and decarbonization rather than wide ranging trade deals. That comes as trade activity has boomed, with U.S. exports and imp... Read more →

Damp squibs and longer lists – the final actions of the Trump administration

January 19, 2021

The White House, U.S. Trade Representative and Commerce Department have issued a swathe of trade policy reports and actions in the twilight of the Trump administration. Broadly speaking these are illustrative of recent policy but will not have a significant impact on supply chains in most inst... Read more →

2021 Outlook: Tough on China, (re)making friends – U.S. trade policy

January 8, 2021

President-elect Biden starts his term in office with the Democrats in control of the Presidency, House and Senate, potentially making the confirmation of key trade policy staff, renewal of Trade Promotion Authority and passage of future trade deals more likely. Biden has stated his administrat... Read more →

2020 Review: Pandemic, discipline and failing to fail – What we got wrong this year

December 30, 2020

The past year has brought plenty of surprises, sadly mostly ill, for global supply chains and the analysts that cover them. This report reappraises our 2020 Outlook to see what we got wrong and what may happen next. Like many we failed to predict the chaos caused by the SARS-COV-2 pandemic. We... Read more →

2020 Review: COVID-19, phase 1 and Brexit – 12 events that shaped global supply chains

December 30, 2020

2020 was mostly the year of COVID-19, though developments in trade policy and the logistics industry also had a significant impact on global supply chains. This report draws on over 1,200 reports published by Panjiva Research in 2020 to provide a pen-sketch of key events that shaped the year. ... Read more →

Life After the Elections: Toyota, Daimler show adaptations to U.S. steel tariffs

December 17, 2020

President-elect Biden has inherited a wide range of tariff programs from the Trump administration. Among the most controversial are the section 232 (“national security”) tariffs applied to imports of steel and aluminum since 2018. Those tariffs were designed to ensure capacity utilization in s... Read more →

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