Supply Chain Research

Supply Chain Edge: Olympian sourcing, Mexican metals, expensive memories

July 26, 2024

– The Paris 2024 Olympic and Paralympic Games present an opportunity to revive the declining sports equipment and apparel supply chains, which saw US imports drop from US$20.97 billion in 2021 to US$14.85 billion in 2023.
– Elsewhere in consumer goods, there are protests in Bangladesh an... Read more →

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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 Chain Edge: Apple branches out, early peak evidence

May 10, 2024

• In new research this week, we look at how Apple Inc.’s supply chain has changed in the past year through its supplier and critical mineral reports. Elsewhere in tech, conditions in the electronics industry have improved but have yet to return to growth, as shown by the latest S&P Global Purc... Read more →

Manitowoc looks for national security lift from mobile crane investigation

May 11, 2020

The U.S. government has launched an investigation into imports of mobile cranes using the section 232 “national security” mechanism at the behest of Manitowoc. That’s the second new national security trade review in a few days, indicating a more robust approach towards capital goods supply cha... Read more →

Lenzing cuts costs as COVID-19 disrupts textile fiber flows

March 31, 2020

Textile fiber producer Lenzing has suspended its earnings guidance as the impact of the COVID-19 outbreak “cannot yet be reliably estimated” while the firm has started cost cutting to offset the “negative impact on its textile sales volume”. Lenzing is deep within the apparel supply chain and ... Read more →

Red Bull, Glock May Be In Firing Line For Next Round of U.S. Digital Tax Retaliation

December 4, 2019

The U.S. government will extend its section 301 investigation of digital services taxes (DST) to Austria, Italy and Turkey after proposing a tariff-based reaction to France’s taxes. The structure of DST in Austria, Italy and Turkey are the same as those in France, though the U.S. Trade Represe... Read more →

Rare ITC Case Brought as Strontium Imports Explode

September 7, 2018

The U.S. ITC will investigate alleged dumping of strontium chromate from Austria and France. There’s been relatively few standalone investigations in the past three months as petitioners await the outcome of other Trump administration trade efforts including negotiations with the EU. Seaborne ... Read more →

NAFTA Watch: Magna International, Already Struggling, Faces a “Lose-Lose-Lose”

January 11, 2018

Don Walker, CEO of automotive-parts maker Magna International, has warned that a revised NAFTA deal could be a “lose-lose-lose” if it becomes overly complex and bureaucratic. That’s likely a reference to the critical rules-of-origin component of the deal. Magna operates in one of the most expo... Read more →

With 2 of 13 Months Left in Steel Case, Korea Already Back In Market

March 31, 2017

The U.S. Department of Commerce has affirmed its decision that cut-to-length steel from eight countries, including South Korea, was dumped in the U.S. at margins of up to 54%. Rate orders will be issued on May 22 in a case that started in April 2016. It is difficult to see the Trump administra... Read more →

General Motors Has Supply Chain Issues to Address After PSA Deal

March 6, 2017

General Motors will sell its European operations to Peugeot Citroen (PSA) and BNP Paribas for over $2 billion. What isn’t clear yet is how GM’s supply chain with its U.S. operations will proceed. PSA does not sell directly in the U.S., reducing competitive conflicts. Yet, GM has sourced around... Read more →

Supply Chain Research

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