Supply Chain Edge: Finding a home for tariffs; conflict risks return; Mexico’s reshoring future — Panjiva
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Supply Chain Edge: Finding a home for tariffs; conflict risks return; Mexico’s reshoring future

Ags - Meat/Dairy 274 China 3063 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Consumer Staples 818 Corp - Ports 922 Earnings 761 Egypt 11 Energy - Conventional 478 Energy - Natural Gas 169 Industrials - Capital Goods 625 Iran 43 Israel 31 Materials - Chemicals 280 Mexico 931 Mode - Containerized 1535 Mode - Seaborne 1853 Norway 6 Qatar 19 Saudi Arabia 55 Tariffs 1878 U.S. 5418 UAE 35

– US import duties are not a new phenomenon for home goods firms, but new challenges and solutions abound. A deep dive into the furniture sector shows a steady long-term trend in reshoring away from mainland China and (eventually) to the US, while tactically firms are using price increases sparingly while also building inventories. The home appliances importers now face tariffs on the value of steel imported to the US, as well as future copper and electronics duties.
– Conflict has returned to the forefront of supply chain decision-makers’ concerns, with the Iran-Isr...

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