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

Ags - Grains/Beans 324 Australia 134 Belgium 25 China 3063 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Consumer Staples 818 Energy - Renewables 208 India 563 Industrials - Capital Goods 625 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Mexico 931 Poland 17 South Korea 609 U.S. 5418

– 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 potential hydrogen tariff plans, germanium deliveries to Belgium, General Motors Co.’s new lithium investment, Ford Motor Co.’s restructured battery deal and lessons from Tesla Inc.’s latest results.
– Looking ahead to 2025, trade protectionism will remain on the agenda — so we...

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