Supply Chain Research

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Supply Chain Edge: Trump’s tariff opportunities, slashed rebates, early holidays

November 22, 2024

– In new research this week, we continue our investigation of the tariff risks and opportunities that may emerge under the incoming US administration of President-elect Donald Trump. Various tariff measures are available to the president, ranging from plain antidumping cases through the invoca... Read more →

Supply Chain Edge: Trump’s tariff thinking, wood recycling, chip splitting

November 15, 2024

– In new research this week we look on of the driving forces of President-elect Trump’s stated tariff plans, most notably the structure of US trade deficits. Another major focus of US trade policy has been in restrictions on exports of the latest computer processors, which has led TSMC to repo... Read more →

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: Tracking chips, cutting costs, container caution

November 1, 2024

– In new research this week, we look at two major supply chain visibility challenges for technology supply chains. First, Turkey has tightened up the export rules for Common High Priority Item exports to Russia, while India’s exports have grown — we identify other export flows. Second, Taiwan ... Read more →

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Supply Chain Edge: Transition inflection, tariff deflection, laptop limitation

October 25, 2024

– In new research this week, we dive into the supply chain issues facing the energy transition, ranging from government policies and options for green logistics to critical minerals access and financing challenges.
– Elsewhere among energy transition issues, we also look at India’s poten... Read more →

Supply Chain Edge: The next early rush, EV rivalry, tariff sunburn

October 11, 2024

– US supply chains have dealt with storms and strikes while contending with a wave of early arriving imports which saw seaborne imports rise by 13.0% year over year in the third quarter of 2024, led by consumer goods. Looking ahead, firms appear unconcerned by the state of their supply chains ... Read more →

Supply Chain Edge: Waiting for the big election, dealing with a big strike, putting out fires

October 4, 2024

– In new research this week, we outline our expectations for supply chain issues to watch in the remainder of 2024 and into 2025. The recovery in supply chain activity may have been the result of pre-loading for potential disruptions. Logistics networks need to contend with strikes and heavy w... Read more →

Supply Chain Edge: Supply chain attack, de minimis shrinks, tariffs settled

September 20, 2024

– Technology supply chains face a new round of challenges. In new research this week, we dig into the Hezbollah pager attack and tragic floods in Vietnam. The latter come just as the consumer electronic sectors is running at full pelt for the peak device delivery season — we look at shifts in ... Read more →

Supply Chain Edge: Two faces of AI, huge Halloween, 3D limits

September 13, 2024

– In new research this week, we look at two facets of the AI revolution. The push to include AI in consumer goods is driving increasing supply chain complexity in consumer devices for Apple Inc. and Huawei Technologies Co. Ltd. The uses of generative AI in procurement appear limited, but AI mo... Read more →

Supply Chain Edge: Center of AI attention, the electric herd, clean Lego

August 30, 2024

– In new research this week we take a deep dive into the supply chains behind the data centers that house AI, and find surging shipments of cooling systems, electrical transformers and servers. It’s not all good news in the technology sector though, with industrial and electric vehicle (EV) de... Read more →

Showing research about Industrials - Capital Goods