Supply Chain Research

2024-08-09-sce-us-import-sectors-600x399

Supply Chain Edge: Early peak evidence, AI chip delay, Chile’s woes

August 9, 2024

– US seaborne imports of containerized freight surged 14% year over year in July, with sequential growth of 8% in consumer durables suggesting peak season is arriving early. Further evidence includes a pull-forward of Prime Day goods and comments from container line A.P. Møller – Mærsk A/S. It... Read more →

Supply Chain Edge: Surge protection, managed de minimis, forestry failings

July 19, 2024

• In new research this week, we investigate the evidence for early shipping in US supply chains ahead of the peak season amid slow retail sales. We also take a data-driven deep dive into bicycle supply chains, which are coming out of a supply chain bullwhip. Elsewhere in the consumer goods sec... Read more →

Supply Chain Edge: Three speed semiconductors, auto tariffs bite, hurricane hazards hit

July 12, 2024

– The semiconductor sector is seeing varied recovery rates, with AI applications and Nvidia driving growth, but supply chain challenges persist with sector revenue growth expected to fall to 24% in Q1 2024 from 44% in the same period the prior year. Consumer devices have mixed prospects, with ... Read more →

2024-06-28-sce-outlook-china-peak-exports-600x391

Supply Chain Edge: Eyes on the horizon, UK election prospects, the electric bandwagon

June 28, 2024

• Our latest supply chain outlook finds that activity growth remains slow and there are considerable uncertainties ahead of peak season ranging from hurricanes to tariffs. We dig into network design alternatives and raise a red flag about corporations’ focus on their supply chain issues.
... Read more →

2024-05-31-sce-china-to-eu-autos-600x394

Supply Chain Edge: Under the EU influence, spinning up electronics

May 31, 2024

• The EU may delay its initial judgment on mainland China’s electric vehicle supply chains, reducing geopolitical pressures, although firms are still looking at reshoring strategies to reduce their reliance on mainland China as a production center for vehicles and parts. India is one winner. T... Read more →

Supply China Edge: Tech restrictions widen, Adidas kicks inventory, rate boom returns

May 2, 2024

• In new research this week, we dive into Japan’s latest technology restrictions, which follow a surge in exports to mainland China and carry the risk of retaliation. Elsewhere in tech, telecom network equipment supply chains show signs of bifurcating. Taiwan Semiconductor Manufacturing Co. Lt... Read more →

Supply Chain Edge: Aluminum sanctioned, Aries seized, Apple spreads

April 19, 2024

• The UK and US have applied new rules to limit Russia’s earnings from aluminum, copper and nickel, but the main result may just be shifting trade flows. The Biden administration is also launching a new range of aluminum and steel tariffs. Indonesia’s nickel policies may have claimed another v... Read more →

Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed

April 5, 2024

• In new research this week, we take a deeper look at the supply chain impact of the Francis Scott Key Bridge disaster in Baltimore, looking at how shipping routes are healing around the disruption, as well as detailing the effects in the automotive, construction equipment and coal sectors. El... Read more →

Supply Chain Edge: Bridge to the future, peak season prep, new chips

March 28, 2024

• In new research this week we look ahead to the rest of 2024 and beyond and find that supply chains are likely to remain in a state of flux and disruptions. Logistics challenges through the Red Sea are set to continue heading into the critical peak season, though trade growth is expected to r... Read more →

Supply Chain Edge: Trump’s car directions, AIS off, AI memory on

March 22, 2024

• Automotive supply chains are among the most complex, from both operational and regulatory perspectives. In new research this week, we look at the US presidential candidates’ policies on automotive tariffs and find that mainland China is an integral part of Mexico’s vehicle supply chains. Mea... Read more →

Supply Chain Research

Showing research about United Kingdom