Supply Chain Edge: Missing details, furnishing tariffs, reserving cobalt — Panjiva
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Supply Chain Edge: Missing details, furnishing tariffs, reserving cobalt

Cambodia 29 Canada 532 China 3063 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Corp - Shipping 1042 Energy - Renewables 208 European Union 890 India 563 Materials - Metals/Mining 803 Mode - Containerized 1535 Spain 60 Tariffs 1878 U.S. 5418 Vietnam 418

– The EU and US have provided more details of their July trade agreement, but crucial information on rules of origin is missing and automakers will have to wait to benefit from lower duties. Meanwhile, BMW AG may resume its shipments from the US to Canada after it ran down pre-tariff inventories.
– Further supply chain disruptions linked to US tariffs await, with President Donald Trump planning tariffs linked to digital services taxes — which is consistent with an investigation launched under the first Trump administration — as well as on furniture as part of a fores...

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