– US President Donald Trump’s second week in office has brought a new range of challenges and opportunities for supply chains. Threats of tariffs on copper for national security reasons could affect US$15 billion of imports, led by Chile and Canada. Tariffs as a negotiating tool with Colombia raise risks for exports from elsewhere in Central America, particularly in apparel and food. Russia may become subject to a new round of tariffs, possibly via third parties.
– We also show in new research how to use tools typically used in the finance sector to analyze tariff im...