Supply Chain Research

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 →

Supply Chain Edge: New routes, risks, and realignment after Trump-Xi summit and amid continued Middle East-driven shifts

May 21, 2026

Key findings
– The summit between US President Donald Trump and mainland Chinese President Xi Jinping lowered the temperature, not the stakes: both sides signaled a managed stabilization in ties, but the deliverables remain narrow and reversible, and see unresolved points from Taiwan to ... Read more →

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Supply Chain Edge: Expect the unexpected from Trump-Xi summit; drink and drive tariffs; new Middle East route

May 7, 2026

– The May 14 summit meeting between President Trump and President Xi will likely represent a stabilization of relations rather than a reset, with implications for tariffs (including a likely continuation of the current stand-still), export purchases, access to Artificial Intelligence hardware ... Read more →

Supply Chain Edge: Taiwan’s electronics position; conflict knock-on effects from fuel to clothing; Panama port demands

May 1, 2026

– Taiwan’s position in global electronics supply chains is our main focus this week. Taiwan faces sustained risks from military action by mainland China according to new S&P Global Market Intelligence scenario analysis. Taiwan is central to the AI economy and a leader in electronics more broad... Read more →

Supply Chain Edge: Counter-blockade, an acid test and Peru’s position

April 17, 2026

– In our latest outlook for corporate supply chain decision-making, we find the immediate future holds a multifactor challenge where geopolitical conflict, tariff uncertainty and sector-specific shortages interact. Supply chain delays worsened in March, led by computing equipment and intermedi... Read more →

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Supply Chain Edge: Tracing Middle East supply chain dependencies, investigating new corridors, tracking CHPIs

March 26, 2026

– Conflict in the Middle East continues to present challenges for supply chain decision-makers. Our deep dive into regional supply chain exposures across six sectors and 90 countries highlights that the challenge is moving from price hikes to shortages in availability. South Asia is particular... Read more →

Supply Chain Edge: Deals week, video game diversification and circular metals

February 13, 2026

– Trade deals continue to reshape global supply chains amid policy uncertainty. The US finalized bilateral agreements with India, Argentina and Bangladesh, offering tariff reductions but introducing complexity through rules of origin requirements. India’s pharmaceutical exports face an unclear... Read more →

Supply Chain Edge: Testing tariffs, electronics supply chain outlook and port proceedings

February 6, 2026

– The US Trump administration’s flagship International Emergency Economic Powers Act (IEEPA) tariffs are aimed in part at reducing the merchandise trade deficit, which fell by 19.8% year over year in November 2025. At the same time, widening exemptions from tariffs in food cut the average tari... Read more →

Supply Chain Edge: New tariffs, new partnerships, new exercise options

January 23, 2026

– US tariff volatility has made itself felt over the past week, dashing hopes for a quiet 2026 in global trade policy. In the semiconductor sector, the interim Section 232 review of electronics has clarified the situation for AI accelerators, while a proposed trade deal with Taiwan expands the... Read more →

Supply Chain Edge: Tariffs normalized, memory constrained, sugar sweetened

November 14, 2025

– US import tariffs are becoming a business-as-usual matter for supply chain decision-makers. In new research this week, we analyze the overlapping nature of the US Trump administration’s various tariff actions and examine the strategic implications of positions taken by companies in the curre... Read more →

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