Supply Chain Edge: America’s tariffs, battery finance chickens, freight’s silver lining — Panjiva
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Supply Chain Research

Supply Chain Edge: America’s tariffs, battery finance chickens, freight’s silver lining

Brazil 400 Business Sentiment 210 Canada 500 Chile 108 China 2985 Cons. Discr. - Apparel 505 Cons. Discr. - Autos 1193 Corp - Forwarders 342 Corp - Ports 887 Earnings 735 Energy - Conventional 449 Energy - Crude Oil 301 Energy - PetChem 27 Energy - Renewables 188 European Union 838 Industrials - Capital Goods 590 Info Tech - Comms Equip 232 Info Tech - Tech Hardware 810 Japan 611 Materials - Chemicals 245 Materials - Metals/Mining 761 Materials - Packaging 54 Metals - Aluminum 255 Metals - Steel 524 Mexico 892 Mode - Containerized 1481 Mode - Seaborne 1811 Taiwan 213 Tariffs 1807 U.S. 5332 Venezuela 66

• Supply chains have been beset by a swathe of new trade protectionism in the past week. In new research, we take a deep dive into the US administration of President Joe Biden’s new tariffs on imports from mainland China. We also dig into mainland China’s tariffs on US chemicals and Taiwanese polycarbonate, the US withdrawal of a Venezuelan oil license and duties on steel applied by Brazil, Chile and Mexico.
• A recent closed-invite battery materials seminar held on behalf of the US Department of Energy found that investment is being held up by the chicken-and-egg problem of matchi...

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