Supply Chain Edge: COVID no more, tariffs in abeyance — Panjiva
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Supply Chain Edge: COVID no more, tariffs in abeyance

Cambodia 29 Canada 532 China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Cons. Discr. - Retailing 525 Earnings 761 Energy - Renewables 208 European Union 890 Germany 272 Health Care 365 India 563 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Japan 638 Malaysia 161 Materials - Chemicals 280 Mexico 931 Tariffs 1878 Thailand 145 U.S. 5418 United Kingdom 393 Vietnam 418

Healthcare supply chains have been disrupted during the COVID-19 pandemic. The US administration of President Joe Biden has downgraded the Public Health Emergency, while also extending a waiver on tariffs on imports from mainland China. Imports from mainland China are down 70% from their peak, and its suppliers have a lower share than they did before the pandemic. Supply chains for renewables and electric vehicles also have to deal with fluctuating government policies, with US tariffs and the long hangover of Brexit to deal with. On the latter, Stellantis, Ford and the UK government w...

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