Supply Chain Research

Supply Chain Edge: H200 liberated, CBAM expanded, shipping slowed

December 12, 2025

– Supply chains are at the center of delivering the promise of AI, and have had to deal with regulatory volatility in 2025. Nvidia Corp. has received clearance to export its H200 accelerator to mainland China, but will still face substantial hurdles both within mainland China and from the avai... Read more →

Supply Chain Edge: More deals, fewer tariffs; a decade of automotive change; winter chills begin

November 21, 2025

– A renewed round of trade deal frameworks announced by the US government has brought the total to 13 with a wide mix of concessions on tariffs — including reduced rates for Switzerland and reduced apparel tariffs in Latin America — in return for investment and purchasing commitments. At the s... Read more →

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

October 31, 2025

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 p... Read more →

Supply Chain Edge: Indonesian opportunities, tariff processors, climate challenges

September 4, 2025

– We continue our series on manufacturing reshoring this week with the outlook for Indonesia, which has a large domestic market, low labor costs and policy stability but has yet to break out of its resource-led export economy. Indonesia is not the only attractive in-market, for-market manufact... Read more →

Supply Chain Edge: Life after August, AGOA’s future, Apple’s US$100 problem

August 8, 2025

– The implementation of International Emergency Economic Powers Act (IEEPA) import duties by the US on Aug. 7 is not the end of the story for tariff uncertainty. Our analysis of the latest announcements indicates an average IEEPA duty of around 20% and looks ahead to the next steps for tariff ... Read more →

Supply Chain Edge: EU hits and misses, Moroccan opportunities, timing toys

July 31, 2025

– On the eve of the Trump administration’s Aug. 1 deadline for applying additional tariffs, we dig into the recently announced trade deal with the EU and examine key uncertainties for pharmaceutical and metals supply chains as well as the potential for energy purchases.
– Corporations co... Read more →

Supply Chain Edge: Japan’s deal winners; the end of inventory management; sanctions stepped up again

July 25, 2025

– A new trade deal between the US and Japan includes an exception from Section 232 tariffs on autos, generating a competitive advantage for Japanese automakers and setting the scene for further deals. The framework deal with Indonesia shows transshipment/rules-of-origin rules have yet to be na... Read more →

Supply Chain Edge: Indonesia’s deal, copper’s inventory, drones’ take-off, beers’ fizz

July 18, 2025

– US tariff policies continue to set the agenda for supply chain decision-makers in the run-up to the Aug. 1 implementation of a wide range of duties. A framework trade deal with Indonesia sets the second-lowest rate in Association of Southeast Asian Nations (ASEAN) markets and is the first to... Read more →

Supply Chain Edge: Summer of tariffs, summits and Labubus

July 11, 2025

– The past week has set out the stall for US-tariff linked supply chain decisions over the rest of the summer. Current US tariff rates have been extended to Aug. 1, with high-rate tariffs promised for copper and pharmaceuticals. A trade deal with Vietnam is lacking details around the vitally i... Read more →

Supply Chain Edge: Finding a home for tariffs; conflict risks return; Mexico’s reshoring future

June 20, 2025

– US import duties are not a new phenomenon for home goods firms, but new challenges and solutions abound. A deep dive into the furniture sector shows a steady long-term trend in reshoring away from mainland China and (eventually) to the US, while tactically firms are using price increases spa... Read more →

Showing research about Energy - Conventional