Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific — Panjiva
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Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

Australia 133 Belgium 25 China 3053 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 519 Corp - Ports 911 Corp - Shipping 1030 Earnings 759 Energy - Renewables 207 European Union 882 France 168 Germany 268 Greece 8 India 553 Industrials - Capital Goods 623 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 866 Japan 631 Malaysia 161 Materials - Chemicals 273 Materials - Metals/Mining 796 Mexico 929 Mode - Airfreight 182 Mode - Containerized 1525 Mode - Seaborne 1846 Philippines 58 Saudi Arabia 50 Singapore 71 Strikes 78 Taiwan 231 Tariffs 1870 Theme - Canals 141 Theme - Rates 240 Trade Balance 935 U.S. 5404 UAE 28 United Kingdom 391 Vietnam 414

• 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 concerned about shipping disruptions while Germany’s chemical firms very much are.
• In other new research this week, we consider former US president Donald Trump’s latest pronouncements on tariffs with data on the impact of prior tariff impositions and the options for President Joe Biden.

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