Supply Chain Edge: Trump’s tariff opportunities, slashed rebates, early holidays — Panjiva
MENU

Supply Chain Edge: Trump’s tariff opportunities, slashed rebates, early holidays

China 3063 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Cons. Discr. - Retailing 525 Earnings 761 Industrials - Capital Goods 625 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Materials - Metals/Mining 803 Metals - Steel 548 Tariffs 1878 U.S. 5418 Vietnam 418

– 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 invocation of emergency powers. Tariffs on imports from mainland China could surge to 60%, covering products such as laptops and phones that have thus far been immune — a further drop in mainland China’s share of US imports is expected.
– The mainland Chinese government has also been ...

Copyright © 2026 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.