Supply Chain Research

Supply Chain Edge: Widening impact of Middle East war, outlook for trade policies, prospects for US-mainland China deal

April 2, 2026

Key findings – The continued conflict in the Middle East is driving a widening range of supply chain disruptions. In new research this week, we identify challenges for US farmers from nitrogenous fertilizer shortages, clothing and industrial materials makers from reduced naphtha availability, ... Read more →

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Supply Chain Edge: Tracing Middle East supply chain dependencies, investigating new corridors, tracking CHPIs

March 26, 2026

– Conflict in the Middle East continues to present challenges for supply chain decision-makers. Our deep dive into regional supply chain exposures across six sectors and 90 countries highlights that the challenge is moving from price hikes to shortages in availability. South Asia is particular... Read more →

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

February 27, 2026

– 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 administratio... Read more →

Supply Chain Edge: Deals week, video game diversification and circular metals

February 13, 2026

– Trade deals continue to reshape global supply chains amid policy uncertainty. The US finalized bilateral agreements with India, Argentina and Bangladesh, offering tariff reductions but introducing complexity through rules of origin requirements. India’s pharmaceutical exports face an unclear... Read more →

Supply Chain Edge: Approving the mother of all deals, diversifying Canada and BYD’s doubling

January 30, 2026

– The trade agreement reached between India and the EU this week is another step forward in nearly 20 years of negotiations, with the terms appearing to be designed to optimize the chance of passage, avoiding key sensitive sectors such as agriculture, although the EU’s aims to double exports b... Read more →

Supply Chain Edge: Revealing rates, costing conflict, building artificial intelligence

November 28, 2025

– The resumption of US trade data after the government shutdown reveals new details about the rates of tariffs being paid — the headline average tariff rate of 10.4% is flattered by exemptions and United States-Mexico-Canada Agreement (USMCA) compliance, with underlying rates at 17.0% and set ... Read more →

Supply Chain Edge: Tariffs normalized, memory constrained, sugar sweetened

November 14, 2025

– US import tariffs are becoming a business-as-usual matter for supply chain decision-makers. In new research this week, we analyze the overlapping nature of the US Trump administration’s various tariff actions and examine the strategic implications of positions taken by companies in the curre... Read more →

Supply Chain Edge: Indonesian opportunities, tariff processors, climate challenges

September 4, 2025

– We continue our series on manufacturing reshoring this week with the outlook for Indonesia, which has a large domestic market, low labor costs and policy stability but has yet to break out of its resource-led export economy. Indonesia is not the only attractive in-market, for-market manufact... Read more →

Supply Chain Edge: Howling at tariffs, finding a framework, speeding GPUs

June 13, 2025

– The turbulence caused by US import duties can be seen in new US seaborne import data for May, which included a 5.7% year-over-year drop in total imports and an unseasonal month-over-month decrease in shipments of consumer electronics and leisure goods of 15.8%. Changes in de minimis shipping... Read more →

Supply Chain Edge: Tariff twilight zone, bonded warehouses, tracked rails

May 30, 2025

– The Trump administration’s flagship International Emergency Economic Powers Act (IEEPA) tariffs have been blocked by the US Court of International Trade and then ordered to be left in place by the Court of Appeals for the Federal Circuit, and now face an uncertain appeals process. In the mea... Read more →

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