Supply Chain Edge: Trump’s car directions, AIS off, AI memory on — Panjiva
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Supply Chain Edge: Trump’s car directions, AIS off, AI memory on

Ags - Grains/Beans 324 Ags - Softs 148 Business Sentiment 220 China 3063 Cons. Discr. - Autos 1255 Consumer Staples 818 Corp - Shipping 1042 Earnings 761 Egypt 11 European Union 890 Germany 272 India 563 Industrials - Capital Goods 625 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Israel 31 Mexico 931 Mode - Containerized 1535 Netherlands 36 Russia 141 Sanctions 173 South Korea 609 Tariffs 1878 Theme - Canals 143 U.S. 5418 United Kingdom 393

• Automotive supply chains are among the most complex, from both operational and regulatory perspectives. In new research this week, we look at the US presidential candidates’ policies on automotive tariffs and find that mainland China is an integral part of Mexico’s vehicle supply chains. Meanwhile, India is cutting import duties on electric vehicles to incentivize domestic manufacturing.
• Conflict continues to beset supply chain operations. The US government is advising shipping in the Red Sea to switch off their AIS trackers, although new data shows European supplier deliver...

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