Standard Risk Global articles related to Supply Chain.
President Trump has imposed a 50% additional duty on $20 billion of Canadian electronics, machinery, dairy and auto imports under Section 338, effective August 19. The move, triggered by three procla…
The United States imposed an additional 50% tariff on select Canadian goods via three Section 338 proclamations on July 20, targeting hockey sticks, wine, cement, dairy, and alcohol. The move bypasse…
The USTR's proposed Section 301 forced-labor tariffs — 12.5% on 44 countries and 10% on 16 others, spanning 60 economies total — mark the most sweeping unilateral trade action of the decade. The Drew…
Physical crude markets are running nearly $90/bbl above J.P. Morgan's 2026 Brent forecast of $60/bbl, with IEA data showing North Sea Dated averaging $120.36/bbl in April 2026 after a $16.50/bbl mont…
The Reciprocal, Fair, and Balanced Trade Agreement enters force on 1 July 2026, imposing a 15% US tariff on almost all EU goods. The agreement applies the higher of either the Most Favored Nation rat…
The U.S.-Iran preliminary memorandum has opened a path to clear the 1,500 ships stranded at the Strait of Hormuz, yet oil prices are set for an 8-week stabilization period that will test global suppl…
Energy, FX, shipping, and sanctions exposure are converging into one transmission channel across Asian balance sheets.
Sixty-four days after the April 7 ceasefire, the financial economy and the physical economy are telling opposite stories. Brent has surrendered roughly half its war premium, gold has corrected ~26% from its January peak, and the VIX trades near 19 — markets, in aggregate, are pricing peace. Yet the Strait of Hormuz moves 5–10% of its pre-war traffic, war-risk insurance costs 3–8x its February baseline, Asian spot LNG runs ~70% above January, and supertanker freight is double last year. For Asian enterprises, the...
The U.S.-Iran ceasefire passed its expiry Tuesday night without a permanent deal, leaving the Strait of Hormuz effectively closed for a 56th day and Brent crude at $98.48 , up 3.0% on the session. Fo…
A diplomatic breakthrough between the US and Iran on March 31 sent Brent crude tumbling from $113 to $101 per barrel, erasing one-third of the war premium accumulated since late February. The S&P 500…
Brent crude settled at $112.57 per barrel on Friday, capping a 54% surge since the Strait of Hormuz closed to commercial shipping on March 2 — the largest monthly oil price increase in market history…
President Trump issued a 48-hour ultimatum on March 22 threatening to strike Iran's power grid unless Tehran fully reopens the Strait of Hormuz, pushing Brent crude to 12 per barrel and triggering a …
Brent crude closed at $103.14 on Friday - up 38% in two weeks - as Iran's closure of the Strait of Hormuz enters its third week, coinciding with this week's Federal Reserve meeting and live US-China …
The US-Iran war has effectively closed the Strait of Hormuz for ten consecutive days, sending Brent crude above $100/bbl and the S&P 500 to its 2026 low of 6,673. With 20% of global oil transit block…
The global semiconductor industry — $627.6 billion in revenue in 2024 and growing at 19.1% — is simultaneously the most strategically important and the most concentrated supply chain in the global economy. TSMC commands 67.1% of global foundry revenue and over 90% of advanced node (sub-5nm) capacity, making Taiwan's fabrication infrastructure a single point of failure for every industry from automotive to artificial intelligence. ASML holds a 100% monopoly on EUV lithography systems, without which no chip below...
The Strait of Hormuz closure enters its second week with Brent crude sustaining above $92/bbl, WTI near $90, and no diplomatic off-ramp in sight. Iran's Revolutionary Guard has deployed additional mi…
The global electric vehicle industry has reached a critical inflection point. Sales hit 17.1 million units in 2024 — one in five vehicles sold worldwide — and are projected to exceed 20.7 million in 2025. But beneath the growth narrative lies a profitability crisis: only four EV manufacturers are profitable (BYD, Tesla, Li Auto, and Seres/Aito), while legacy automakers have collectively lost $114 billion on their EV divisions since 2022. BYD surpassed Tesla in pure electric vehicle sales for the first time in...
The global industry landscape is being reshaped by an unprecedented convergence of tariff escalation, export controls, sanctions enforcement, and competitive industrial policy. In the twelve months to February 2026, the United States imposed six major tariff actions — from 25% on Mexico and Canada to 145% effective rates on Chinese goods to 100% on branded pharmaceuticals — while simultaneously restricting semiconductor exports and expanding CHIPS Act investment tax credits to 35%. The European Union activated...
The Dow Jones Industrial Average plunged 784 points to close at 47,954.74 — its worst single-day loss of 2026 — after Iran's Supreme National Security Council declared an "indefinite closure" of the …
Taiwan Semiconductor reported Q4 2025 net income of NT$505.74 billion ($16.01 billion), crushing estimates by 5.7% on revenue of NT$1.05 trillion. High-performance computing (HPC) revenue grew 48% ye…
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