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: New tariffs, new partnerships, new exercise options

January 23, 2026

– US tariff volatility has made itself felt over the past week, dashing hopes for a quiet 2026 in global trade policy. In the semiconductor sector, the interim Section 232 review of electronics has clarified the situation for AI accelerators, while a proposed trade deal with Taiwan expands the... Read more →

Supply Chain Edge: More deals, fewer tariffs; a decade of automotive change; winter chills begin

November 21, 2025

– A renewed round of trade deal frameworks announced by the US government has brought the total to 13 with a wide mix of concessions on tariffs — including reduced rates for Switzerland and reduced apparel tariffs in Latin America — in return for investment and purchasing commitments. At the s... 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: Tariff smoke clearing, Tesla’s energy duties, front-loading for 2026

October 31, 2025

Key findings – The past week has brought more details on US International Emergency Economic Powers Act (IEEPA) tariffs and related deals, setting the agenda for further trade policy developments in 2026. The US-mainland China agreement will cut tariff rates, but a review of mainland China’s p... Read more →

Supply Chain Edge: Focus on Thailand, list updates tweak tariffs, August seaborne imports mixed

September 12, 2025

– Thailand is strategically positioned for reshoring in Southeast Asia, with a favorable Strategic Opportunity Index score and strong trade ties through 14 bilateral agreements, including with the US and mainland China. The export-oriented economy, where electricals and electronics make up 34.... Read more →

Showing research about Ags - Meat/Dairy