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.
... Read more →

Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

June 14, 2024

• 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 ... Read more →

Supply Chain Edge: America’s tariffs, battery finance chickens, freight’s silver lining

April 26, 2024

• Supply chains have been beset by a swathe of new trade protectionism in the past week. In new research, we take a deep dive into the US administration of President Joe Biden’s new tariffs on imports from mainland China. We also dig into mainland China’s tariffs on US chemicals and Taiwanese ... Read more →

Supply Chain Edge: Amazon problems, earnings lessons, sinking gin

October 20, 2023

• In new research this week, we examine corporate earnings calls and data to find that supply chain developments are a net positive but of declining interest to investors, while inventories may have further to fall. New retail inventory data paints a similar picture. We have also looked at gin... Read more →

Supply Chain Edge: Apple’s season, cooling aircon, tin canned

August 10, 2023

• Supply chain data shows that the US consumer goods industry is still in decline, shown by shipping volumes that fell for the 12th straight month in July. The slide has been led by a downturn in toys and leisure goods, while the electrical goods shipments linked to infrastructure investments ... Read more →

Supply Chain Edge: Mexi-shoring, India’s moment and sportswear on track

August 4, 2023

• In new research this week, we find that Mexico has a strong track record as a center for reshoring, but continued success is far from guaranteed in autos and electronics and Mexico is far from being the only game in town. The autos industry remains focused on normalizing supply chains as inv... Read more →

Russian invasion of Ukraine adds additional strain to stretched supply chains

March 1, 2022

The Russian offensive in Ukraine is likely to result in much human tragedy. The fallout from the conflict is also expected to spread into global supply chains and impact economies in Eastern Europe and beyond. The first-order effects may come from the mounting economic sanctions imposed by the... 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 →

Indian Potash, Coromandel fertilizer imports may wilt as prices peak

February 23, 2021

A surge in potash pricing may lead to a reduction in imports to Indian for the fertilizer as the “consumption of potash is very price sensitive” according to Indian Potash’s MD, P.S. Gahlaut. India was the second largest importer of fertilizers more broadly in 2019 with 11.0% of global import... Read more →

Freight, furniture feeds import inflation as Fed flags supply chain constraints

February 18, 2021

The U.S. Federal Reserve has noted “there could be increases in the prices of some goods whose production has been subject to supply chain constraints, or soon could be” in the latest FOMC minutes. Corporations in most industries tracked by Panjiva have already flagged higher shipping and comm... Read more →

Supply Chain Research

Showing research about Energy - PetChem