Supply Chain Research

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.
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Supply Chain Edge: Corporate focus on supply chains wanes, tariff details matter

June 7, 2024

• Consumer goods supply chains no longer face the demand pressures that they used to, leading to a reduced focus on supply chain issues by company managers and investors. Performance is markedly different across sectors, with footwear expanding and home appliances contracting. Shipments of “Sq... 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: Stellar start, building ban, India’s Apple

April 12, 2024

• In new research this week, we find that US seaborne imports have a stellar start to 2024 with growth of 15% year over year in the first quarter, driven by industrial materials. Caution is needed as growth may slow and the prospects for the peak season are clouded by supply chain disruptions ... Read more →

Supply Chain Edge: Yeezy deflates kicks

March 10, 2023

Adidas has a pressing need to reduce its inventories after a failed collaboration with Kanye West. US imports linked to the firm surged in 2022 and are now reversing. The firm’s supplies have shifted toward Indonesia, yielding lower costs and price inflation. Trends in sports equipment supply ... Read more →

Supply chain inflation bow wave washes into Q3’21

August 16, 2021

Global supply chains have been beset by cost inflation since late 2020 with a wide range of commodities continuing to experience rising prices, up 0.5% as of August 13. This inflation is not limited to commodities, as import price data shows the prices of key manufacturing components like plas... Read more →

Evraz, TMK face dual duty squeeze as Russia manages metals inflation

June 29, 2021

The Russian government will apply export duties to a range of base metals including steel, aluminum, nickel and copper. That follows a similar move in the food sector and is an attempt to manage domestic inflation. The duties may further distort metals supply chains, exacerbating a prior slide... Read more →

BHP, Anglo American face Chilean copper cut as China aims to manage inflation

June 17, 2021

The Chinese government has reportedly announced plans to cut its strategic reserves of aluminum, copper and zinc due to rising prices and the knock-on impact on supply chain inflation. The release of reserves will be an unwelcome turn for Chile’s copper exporters whose shipments to China climb... Read more →

Plastic’s fantastic import price rise shows supply chain inflation risks

April 14, 2021

U.S. supply chain inflation accelerated in March with U.S. import prices having increased by 6.9% year over year while the underlying figure excluding food and fuels rose by 3.8%. The latter’s price index of 102.9 was the highest since April 2013, confirming the increased inflation rate is not... Read more →

Trade price inflation hits series record as materials prices, Chinese imports surge

March 16, 2021

U.S. trade price inflation has continued to accelerate with import prices excluding food and fuels rising by 2.9% year over year in February. That was the fastest rate of growth since the data series was started in January 2012 while the index level reached its highest since October 2014. That... Read more →

Supply Chain Research

Showing research about Metals - Copper