Supply Chain Edge: COVID no more, tariffs in abeyance — Panjiva
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Supply Chain Edge: COVID no more, tariffs in abeyance

Cambodia 28 Canada 530 China 3053 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1251 Cons. Discr. - Retailing 519 Earnings 759 Energy - Renewables 207 European Union 882 Germany 268 Health Care 363 India 553 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 866 Japan 631 Malaysia 161 Materials - Chemicals 273 Mexico 929 Tariffs 1870 Thailand 145 U.S. 5404 United Kingdom 391 Vietnam 414

Healthcare supply chains have been disrupted during the COVID-19 pandemic. The US administration of President Joe Biden has downgraded the Public Health Emergency, while also extending a waiver on tariffs on imports from mainland China. Imports from mainland China are down 70% from their peak, and its suppliers have a lower share than they did before the pandemic. Supply chains for renewables and electric vehicles also have to deal with fluctuating government policies, with US tariffs and the long hangover of Brexit to deal with. On the latter, Stellantis, Ford and the UK government w...

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