Supply Chain Research

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 →

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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: 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: Tariffs made a comeback, flooding in Brazil

May 17, 2024

• New tariffs by the US administration of President Joe Biden look to shore up some of the gaps in the Section 301 and 201 implementations on China, targeting batteries, electric vehicles (EVs), solar panels, gantry cranes and more. Batteries are the most affected, with 71.5% of US imports fro... 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: 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: 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: Tariff man dons his cape once more; Australia gets more Pacific

February 9, 2024

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not conc... Read more →

Supply Chain Edge: Shipping rates reverse, AI saves the day

February 2, 2024

• Logistics networks are continuing to adapt in the face of ongoing disruptions to shipping through the Red Sea, including reduced services for Indian exporters, a shift in timing of expected deliveries and container rates that are in decline. Consumer goods firms across apparel and home appli... Read more →

Supply Chain Research

Showing research about Energy - Renewables