Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave — Panjiva
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Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

Brazil 416 Business Sentiment 220 Canada 532 China 3063 Colombia 75 Cons. Discr. - Autos 1255 Corp - Ports 922 Corp - Shipping 1042 Energy - Coal 69 Energy - Conventional 478 Energy - PetChem 33 European Union 890 France 169 Germany 272 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Israel 31 Italy 68 Materials - Chemicals 280 Mexico 931 Mode - Containerized 1535 Mode - Rail 121 Mode - Seaborne 1853 Mode - Truck 75 Saudi Arabia 55 Spain 60 Strikes 78 Tariffs 1878 Theme - Canals 143 U.S. 5418

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging from paint additives tire materials, while supplier disruptions have cut back US gulf coast output of key food and packaging chemicals. Elsewhere in commodities, trade limits reign with export controls on coal from Colombia and fertilizer supplies from mainland China.
• In technology, Apple...

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