Supply Chain Edge: Tariff smoke clearing, Tesla’s energy duties, front-loading for 2026 — Panjiva
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Supply Chain Edge: Tariff smoke clearing, Tesla’s energy duties, front-loading for 2026

Ags - Grains/Beans 318 Ags - Meat/Dairy 268 Cambodia 28 China 3053 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Consumer Staples 807 Corp - Ports 911 Corp - Shipping 1030 Energy - Coal 69 Energy - Conventional 469 Energy - Crude Oil 312 Energy - Natural Gas 164 Energy - PetChem 30 Energy - Refined Oil 203 India 553 Malaysia 161 Materials - Metals/Mining 796 Metals - Aluminum 271 Mode - Containerized 1525 Mode - Seaborne 1846 Morocco 11 Spain 58 Tariffs 1870 Thailand 145 U.S. 5404 Vietnam 414

Key findings – The past week has brought more details on US International Emergency Economic Powers Act (IEEPA) tariffs and related deals, setting the agenda for further trade policy developments in 2026. The US-mainland China agreement will cut tariff rates, but a review of mainland China’s previous purchase commitments provides a risk for January. Deals with four Association of Southeast Asian

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