Supply Chain Research

Supply Chain Edge: Building on the ‘70s, delaying tariffs, shipping slips

August 1, 2024

– In new research this week, we look at Malaysia’s future as a reshoring center, which has been building since the 1970s but now faces stiff competition as labor gets more expensive and a new round of electronics investments is needed.
– Mainland China’s “Third Plenum” meeting brings a n... 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: India’s future, pork’s tariffs and Sonos Inc.’s headphones

June 21, 2024

• In new research this week, we dig into the impact of the Indian elections on the country’s attractions as a reshoring location and find that an attractive domestic market, production incentives and active trade policy are likely to continue, albeit with some adaptations.
• Tensions bet... Read more →

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: 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: Navigating forests, strikes ahead, localized Lego

September 1, 2023

• In new research, we show how the EU Deforestation Regulation will have an effect on supply chains, ranging from food and personal care to autos and furniture. Elsewhere in commodities, there have been further Indian food trade restrictions and a mainland Chinese seafood import ban to contend... Read more →

Supply Chain Edge: Consumer slowdown is slowing down

May 15, 2023

US seaborne imports of containerized freight fell for the ninth straight month in April, led by a 24% slide in consumer goods shipments. However, the rate of decline is slowing. Destocking, which may have gone too far for some apparel firms, and slower sales are likely drivers. Seasonal patter... Read more →

Price hikes, trade cutbacks become more common as inflation worries widen

May 18, 2021

Supply chain inflation has become an increasing preoccupation since U.S. import prices returned to inflationary territory in October 2020. Import prices excluding food and fuels climbed 7.2% on a sequential, annualized basis in April while the index reached its highest since Feb. 2013. A mixt... Read more →

Canada helped by supply chain inflation, hindered by chip crunch

April 8, 2021

Canada’s international trade activity inched 0.6% higher year over year in February after an import contraction of 2.8% was offset by a 4.1% improvement in exports. The latter outpaced the United States’ 5.1% downturn and largely reflects the two countries’ differing exposures to commodities. ... Read more →

Suzano’s break-bulk challenge wipes out Brazilian tissue wood pulp shipments

March 25, 2021

Brazilian wood pulp exporter Suzano’s CEO, Walter Schalka, has noted that global supplies of the product are being disrupted by reduced availability of break bulk shipping with the potential for the situation to worsen. That may disrupt supply chains for personal tissue paper products. Brazil ... Read more →

Supply Chain Research

Showing research about Ags - Forestry