Supply Chain Edge: Missing details, furnishing tariffs, reserving cobalt — Panjiva
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Supply Chain Edge: Missing details, furnishing tariffs, reserving cobalt

Cambodia 28 Canada 530 China 3053 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Corp - Shipping 1030 Energy - Renewables 207 European Union 882 India 553 Materials - Metals/Mining 796 Mode - Containerized 1525 Spain 58 Tariffs 1870 U.S. 5404 Vietnam 414

– The EU and US have provided more details of their July trade agreement, but crucial information on rules of origin is missing and automakers will have to wait to benefit from lower duties. Meanwhile, BMW AG may resume its shipments from the US to Canada after it ran down pre-tariff inventories.
– Further supply chain disruptions linked to US tariffs await, with President Donald Trump planning tariffs linked to digital services taxes — which is consistent with an investigation launched under the first Trump administration — as well as on furniture as part of a fores...

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