Supply Chain Research

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging from paint additives tire materials, while supplier disruptions have cut back US gulf coast output of key food and packaging chemicals. Elsewhere in commodities, trade limits reign with export controls on coal from Colombia and fertilizer supplies from mainland China.
• In technology, Apple In...