Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific — Panjiva
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Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

Australia 128 Belgium 19 China 2985 Cons. Discr. - Apparel 505 Cons. Discr. - Autos 1193 Cons. Discr. - Durables 524 Cons. Discr. - Retailing 477 Corp - Ports 887 Corp - Shipping 986 Earnings 735 Energy - Renewables 188 European Union 838 France 156 Germany 249 Greece 8 India 522 Industrials - Capital Goods 590 Info Tech - Comms Equip 232 Info Tech - Tech Hardware 810 Japan 611 Malaysia 149 Materials - Chemicals 245 Materials - Metals/Mining 761 Mexico 892 Mode - Airfreight 182 Mode - Containerized 1481 Mode - Seaborne 1811 Philippines 57 Saudi Arabia 47 Singapore 69 Strikes 72 Taiwan 213 Tariffs 1807 Theme - Canals 136 Theme - Rates 237 Trade Balance 933 U.S. 5332 UAE 25 United Kingdom 375 Vietnam 381

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not concerned about shipping disruptions while Germany’s chemical firms very much are.
• In other new research this week, we consider former US president Donald Trump’s latest pronouncements on tariffs with data on the impact of prior tariff impositions and the options for President Joe Biden.
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