Supply Chain Edge: Refunds and front-loading, Ukraine’s logistics four years on, mainland China’s new export controls — Panjiva
MENU

Supply Chain Edge: Refunds and front-loading, Ukraine’s logistics four years on, mainland China’s new export controls

Ags - Forestry 136 Ags - Fruit/Veg 151 Ags - Grains/Beans 324 Ags - Meat/Dairy 274 Ags - Softs 148 Cameroon 2 China 3063 Cons. Discr. - Autos 1255 Consumer Staples 818 Corp - Ports 922 Corp - Shipping 1042 European Union 890 Indonesia 118 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Japan 638 Materials - Chemicals 280 Materials - Metals/Mining 803 Mode - Containerized 1535 Poland 17 Russia 141 Spain 60 Tariffs 1878 Trade Deals 1020 U.S. 5418 Ukraine 23

– In new research this week, we find that supply chain decision-makers are being pulled back into short-term decision-making on refunds and front-loading following the US Supreme Court’s ruling on overall International Emergency Economic Powers Act (IEEPA) tariffs, with the Trump administration imposing Section 122 tariffs and proposing a range of other measures.
– Most territories are expected to take a wait-and-see approach to their deals with the US. We also take a deep dive into the newly signed Indonesia-US trade deal and find that uncertainties remain on the tr...

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