Supply Chain Edge: India’s future, pork’s tariffs and Sonos Inc.’s headphones June 21, 2024 • In new research this week, we dig into the impact of the Indian elections on the country’s attractions as a reshoring location and find that an attractive domestic market, production incentives and active trade policy are likely to continue, albeit with some adaptations. • Tensions bet... Read more →
Supply Chain Edge: Red Sea meets Black Friday, cars impounded, PlayStation cut February 16, 2024 • In new research this week, we take a deep dive into the impact of Red Sea shipping disruptions on the apparel industry. Should delays last until later in the year, the peak shipping season could be affected, while most firms for now see higher costs as a bigger challenge than delays. Elsewhe... Read more →
Strikes join chips, costs and COVID-19 in Volkswagen’s list of woes June 2, 2021 Volkswagen, like many other automakers, has had to contend with demand volatility, a shortage of semiconductors, rising raw material costs and staff sickness during the pandemic. Added to these is the threat of a new round of strikes at the firm’s Puebla, Mexico factory in August. Exports of v... Read more →
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