Supply Chain Research

Supply Chain Edge: Taiwan’s electronics position; conflict knock-on effects from fuel to clothing; Panama port demands

May 1, 2026

– Taiwan’s position in global electronics supply chains is our main focus this week. Taiwan faces sustained risks from military action by mainland China according to new S&P Global Market Intelligence scenario analysis. Taiwan is central to the AI economy and a leader in electronics more broad... Read more →

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Supply Chain Edge: Passage to peace, national security tariffs revisited, slowdown slows down

April 10, 2026

– A narrow US-Iran two‑week ceasefire will not immediately smooth logistics through the Strait of Hormuz. More than 600 vessels are waiting at Persian Gulf ports and crossings fell to three per day in March versus a usual 100, leaving disruption likely to persist even if tensions ease.
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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: Middle East war’s supply chain implications for electronics, food, autos and data centers; new US tariffs; Lego’s success

March 13, 2026

– The impact of the Middle East war is being felt across a wide range of supply chains, our research finds this week. The reduced availability of oil and gas is obvious, but reduced gas production also means reduced noble gas shipments for the electronics sector. Food supplies are at risk from... Read more →

Supply Chain Edge: Falling shipping rates, merging container lines, tariffed toys

February 20, 2026

– Ahead of the Journal of Commerce’s TPM26 conference from March 2 we address a range of upcoming issues for the container shipping sector. Global container freight rates are expected to decline further in 2026 with capacity growth of 4.7% outstripping demand growth of 1.7% with two scenarios ... Read more →

Supply Chain Edge: Testing tariffs, electronics supply chain outlook and port proceedings

February 6, 2026

– The US Trump administration’s flagship International Emergency Economic Powers Act (IEEPA) tariffs are aimed in part at reducing the merchandise trade deficit, which fell by 19.8% year over year in November 2025. At the same time, widening exemptions from tariffs in food cut the average tari... 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 →

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Supply Chain Edge: What’s next for Venezuela, navigating green corridors, tariffs on the move again

January 9, 2026

• The US intervention in Venezuela — from removing Venezuelan President Nicolás Maduro from power to seizing oil tankers — also touches on the South American country’s supply chains with the US government planning to direct the sale of an initial 30 million to 50 million barrels of crude oil, ... 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: Life after August, AGOA’s future, Apple’s US$100 problem

August 8, 2025

– The implementation of International Emergency Economic Powers Act (IEEPA) import duties by the US on Aug. 7 is not the end of the story for tariff uncertainty. Our analysis of the latest announcements indicates an average IEEPA duty of around 20% and looks ahead to the next steps for tariff ... Read more →

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