Supply Chain Research

Supply Chain Edge: AI diffusion limits, delayed peace dividend, phased tariff

January 17, 2025

– Technology supply chains remain in a state of flux, with the last week of the US Biden administration bringing new rules to limit trade in AI products, while Foxconn is facing delays in shipping parts to India and Lenovo Group Ltd. outlines plans to expand manufacturing in Saudi Arabia.
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Supply Chain Edge: Compliance triple-header, strike averted, Nvidia’s Digit

January 10, 2025

– The US and mainland China have both extended export controls in the past week, increasing complexity for supply chain decision-makers across the aerospace, defense, critical minerals and technology sectors. The US Department of Defense’s new procurement rules may cause wider supply chain cha... Read more →

Supply Chain Edge: Proven resilience in 2024, gas could beat tariffs in 2025

January 3, 2025

– Across nearly 300 reports, we found that supply chains proved resilient once again in 2024, overcoming conflict, infrastructure damage, heightened protectionism, extreme weather and widening regulations. Most of 2024’s hurdles will stay on the track in 2025, with locational and technology in... Read more →

Supply Chain Edge: 25 supply chain issues for 2025

December 20, 2024

– In new research this week, we identify 25 issues for supply chain decision-makers to consider in 2025, ranging from the evolution of trade rivalries (and friendships), the progress toward balance in logistics networks, the development of sustainable supply chains, the delivery of the energy ... Read more →

Supply Chain Edge: Power plays, maritime chokepoints, Nvidia’s spotlight

December 13, 2024

– In new research this week, Market Intelligence finds the interplay of geopolitical rivalries, economic shifts and evolving trade dynamics will define a conflicted global landscape over 2025.
– In logistics, we look ahead to the maritime chokepoints that may define 2025 as well as the p... Read more →

Supply Chain Edge: Tariffs in many forms, chip and mineral controls, long list of global sourcing headwinds

December 6, 2024

– US President-elect Donald Trump’s proposed tariffs on imports from Mexico and Canada may lead to an early renegotiation of the United States-Mexico-Canada Agreement (USMCA), with the US trade deficit with these countries rising to US$165.4 billion. The potential for retaliatory tariffs from ... Read more →

Supply Chain Edge: Trump’s latest tariff salvo, electronics playbooks, Uniqlo’s mainland China commitment

November 29, 2024

• In new research this week, we examine US President-elect Donald Trump’s latest tariff threats against mainland China, Mexico and Canada, including the risks of retaliatory measures and tariff “pancaking.”
– Electronics firms ranging from printer-maker Ricoh Co. Ltd. to PC specialists H... Read more →

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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 →