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Think Tank
Global Trade & Economics: Page 67
Canada Threatens Stellantis with Legal Action Over Planned Move to U.S.
The plan to move Jeep Compass production out of Ontario was announced as part of a larger $13 billion investment from Stellantis has committed to make in U.S. manufacturing over the next four years.
TSMC Reports Record Profits in Q3 as AI Fuels Demand for Chips
TSMC recorded $15 billion in net profits between July and September, marking a record high for a single quarter and beating the $13.6 billion estimate that had been projected by analysts.
Stellantis Plans $13B U.S. Investment to Spur Growth
Under Antonio Filosa, who was appointed CEO earlier this year, Stellantis has sought to recalibrate investments across regions, with a particular emphasis on its U.S. business.
Supreme Court Strikedown on Trump Tariffs Would Be Positive, Say SC Execs
Nearly 60% of supply chain leaders expect to see their sales or revenues increase if the Supreme Court strikes down President Donald Trump's tariffs.
Port of Los Angeles Logs Record Quarter for Cargo Volumes
The port's record third quarter numbers were in spite of a 7.5% year-over-year dip in TEUs in September, as the peak shipping season drew to a close.
U.S. Commences Fees on Chinese Ships
The U.S. port fees took effect on the same day as new tariffs on imported furniture, kitchen cabinets and lumber.
Disruption Now a 'Core Financial Exposure' for Supply Chain Leaders
Nearly three-quarters of supply chain leaders have gone through supplier disruptions in the past year, while 23% reported significant losses as a result of those disruptions.
Survey: Holiday Shoppers Feel the Pinch as Tariffs Drive Up Costs
With many keeping their budgets small, shoppers are prioritizing retailers that offer reliable shipping, hassle-free returns, and value-packed loyalty programs.
USMCA Turns Six: Why the 2026 Review Demands Manufacturer Attention
Waiting until 2026 to react means missing the opportunity to shape the rules before they’re rewritten.
GM Braces for $1.6B Earnings Blow as EV Tax Credits Expire
GM expects to absorb a $1.2 billion accounting charge for adjustments to EV production capacity, as well as $400 million for canceling supplier contracts tied to EV investments.
China Puts Sanctions on U.S. Subsidiaries of Shipbuilder Hanwha Ocean
China also announced that it would be looking a 2024 probe launched by the USTR, which asserted that China's dominance in the shipbuilding sector posed a national security threat.
Shipping Faces ‘Sizeable Disruption’ as U.S., China Spar on Fees
The industry had already been racing to find workarounds to blunt the blow from the USTR's punishing port fees. Now it faces additional challenges from China’s retaliation.
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