As demand grows for critical minerals like cobalt, copper, and lithium, African nations are navigating opportunities and risks—from boosting local...
Supply chain
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Displaying 1 to 20 of 277 results
Research Briefing
Our proprietary Eurozone Supply Stress Indicator shows that supply stress is still low, even after the US tariff announcement on...
Research Briefing
The 'liberation day' tariffs have been postponed, but the existing tariffs and those likely forthcoming present significant downside risks for...
Research Briefing
The increase in tariffs announced so far will add more than 10ppts to the cost of business equipment in the...
Research Briefing
The 'Liberation Day' tariffs announced by US President Trump have been postponed. But they will have significant consequences for ASEAN...
Research Briefing
US tariffs of 25% on all automobile and auto parts will weigh heavily on the Japanese and South Korean automotive...
Research Briefing
Our bottom-up framework of how imports feed into consumer spending identifies where we expect the largest tariff impacts.
Research Briefing
Tariff threats and heightened trade policy uncertainty began causing stress in supply chains.
Research Briefing
A North American trade war unfolded in dramatic fashion this week.
Tariff-induced price increases call into question tightly integrated supply chains across North America and make large swathes of exports less...
Research Briefing
The United States has introduced an additional 10% levy on Chinese imports as part of the opening round of the...
Research Briefing
Related Services US Forecasting Service Access to short- and long-term analysis, scenarios and forecasts for the US economy. Find Out...
Research Briefing
Our analysis of industry and trade structure between the US and Japan reveals the auto and non-electrical machinery sectors are...
Tariff-induced price increases call into question tightly integrated supply chains across North America and make large swathes of exports less...
We expect the impact of Trump policies will be a net positive for Japan. The boost from higher import demand...
Consulting Report
This study, commissioned by the British Army, assesses both the long-term contribution the organisation makes to the UK's productive capacity...
Consulting Report
This study, commissioned by the Motion Picture Association (MPA) - Canada, focuses on the production of the fifth season of...
Research Briefing
We expect Trump's tariffs will reduce global trade values by more than 7% by 2030 compared to our pre-election forecasts.
Consulting Report
Dubai is a major global hub for air travel, with its airports serving more than 88 million passengers and the...
Research Briefing
January poses a triple threat to US imports
