Another view of China’s deep involvement in global supply chains
September 2024
Rhetoric on derisking trade from China is growing due to geopolitical tensions, but strong trade complementarity remains, highlighting China's crucial role in global supply chains.
"China Week" Does Not Address Key Trade Issues
September 2024
The US House of Representatives has released a list of proposed China-focused legislation expected to come to a vote over the course of what Speaker of the House Mike Johnson (R-LA) dubbed “China Week".
Thailand's Political Dynamics and Their Impact on the Eastern Economic Corridor (EEC) Development
September 2024
Thailand's political landscape fosters the development of the EEC, benefiting businesses through enhanced connectivity and infrastructure upgrades.
Increase in E-commerce from China Prompts US & EU Scrutiny
August 2024
The rapid growth in e-commerce flows from China to the US and Europe is prompting intense scrutiny from policymakers. New restrictions may soon come into force.
Walz VP Pick Indicates Democrat Continuity Approach to Trade
August 2024
Kamala Harris has selected Minnesota governor Tim Walz as her Vice Presidential candidate for the 2024 US election, finalizing the ticket for the Democratic Party heading into November.
US Industrial Policy: CHIPS Act and IRA
July 2024
Analysis of the impacts and upcoming election risks due to these pivotal pieces of legislation passed in the United States in 2022.
Latest US Data Point to Federal Reserve September Rate Cut
July 2024
Recent US economic data updates are opening the door to a Fed rate cut in September, as the Fed balances the risks of causing a sharper slowdown in the economy.
2024 Midpoint Trade and Geopolitical Update
July 2024
Midyear update to key trade and geopolitical trends, with a focus on elections, risk management and assessing the long-term picture for supply chains.
2024 Midpoint Economic Update
July 2024
Midyear update to our outlook on global economic trends, particularly with respect to the US, the EU, and China.
The Old is New Again: China’s Third Plenum Likely to Be Redux of Supply-Side Reform
July 2024
China's Third Plenum is historically an important avenue to announce reform, but this session will likely see a doubling down on supply-side reforms.
UK and France Elections 2024: Results and Aftermath
July 2024
National elections in the UK and France have resulted in changes to the composition of legislative power in each country.
Internationalization of Chinese companies
June 2024
A spike in Chinese exports is fueling concerns in advanced economies even as Chinese companies are investing abroad.
Scope of USG supply chain interests likely to be clarified by the end of 2024
June 2024
Commerce is set to release a comprehensive list of strategic technologies that will form the basis of future export control and tariff regimes, including updated restrictions on EVs and their components.
European Elections 2024: Results and Aftermath
June 2024
European Union Parliament elections concluded in early June, which resulted in a higher vote share for far-right parties, who will now hold a quarter of seats in the European Parliament.
Southeast Asian Leaders Unveil Ambitious Policies at 2024 Nikkei Forum
June 2024
At the Nikkei Forum, Southeast Asian leaders shared insights on upcoming policy initiatives, seeking to address key concerns of businesses in the region.
Southeast Asia-5 Future Capacity and Industry Specialization
June 2024
Supply chain diversification to Southeast Asia-5 countries prompts capacity concerns; focus on labor productivity and industry specialization emerge as key strategies.
United States: IRA Faces Headwinds on Energy Transition
May 2024
Disbursement of funds from the Inflation Reduction Act is underway, although faces challenges in transforming low carbon value chains and meeting its policy objectives.
Europe Elections, National Policy and US Relations
May 2024
With EU Parliament elections in June, national-level policy factors, and transatlantic relations with the US, Europe policy comes into focus for 2024-2025.
India's Elections and Investment Dynamics
May 2024
With Prime Minister Narendra Modi's party expected to secure the majority seats in upcoming parliamentary elections, India aims to become the leading manufacturer in Asia.
With EU elections, Russia and China relations come into focus
May 2024
As European Union voters select a new European Parliament, geopolitical pressures from Russia, China, and the US play a role.
Success of the CHIPS Act Faces Complex Geopolitical Conditions
May 2024
Analysis of the challenges that exist for this key piece of US industrial policy in rebuilding a strong US chip industry
Mexico’s Elections and the Future of Nearshoring
May 2024
With upcoming June elections, how will new leadership facilitate investment and prioritize the US-Mexico relationship?
Supply Chain Diversification to Southeast Asia
April 2024
Supply chain diversification to five key Southeast Asia nations is underway, but completely replacing China poses challenges.
SE Asia Attracts Investment but Faces Capacity Crunch
April 2024
Investment is shifting from China, creating pressure on manufacturing capacity and driving nations to increase labor productivity with industry specialization.
Macro Outlook April 2024
April 2024
Our global macro outlook update including forecasts for global growth and economic conditions in the US and European Union.
CBAM and Implications for Global Trade
April 2024
An overview of the EU's Carbon Border Adjustment Mechanism (CBAM) and its implications for global trade
Logistics and Warehousing in Europe After Brexit
March 2024
Brexit has influenced how firms are setting up their EU and UK production, operations, and location or expansion of warehouses based on the end market dynamics.
CHIPS and Science Act - Analysis of Impacts
March 2024
An overview and updated analysis of the CHIPS act that was passed in 2022 - how it aims to impact US industrial policy through investments in the semiconductor industry
Vietnam - Outlook for Manufacturing and Logistics Infrastructure
March 2024
Analyzing how strong investment flows are interacting with the manufacturing labor environment, and a review of the logistics infrastructure policies and planned development
South China Sea - Geopolitical Analysis and Scenarios
March 2024
An assessment of this maritime area, analyzing the geopolitical factors and potential escalation path for this key shipping corridor
Reducing Scope 3 Emissions
February 2024
Analysis of the tradeoffs and alternatives to meet Scope 3 goals, and how government policy is impacting strategic plans for global companies
China’s Property Sector Correction Weighs on Growth
February 2024
A deep correction to the housing market leads to additional reforms to unlock consumption and future economic growth
Indonesia 2024 Elections: Impact on Industrial and Climate Policies
February 2024
A preview of the upcoming elections, with policy implications for manufacturing, sourcing and environmental considerations
China Navigates Economic Challenges to Spur Growth
February 2024
Analysis of how China is using policy to overcome structural headwinds by investment in strategic emerging industries
Logistics Outlook 2024
January 2024
Assessing medium-term cost pressures along with logistics infrastructure by various countries, including India, Mexico and Vietnam
Electric Vehicle Automotive Market Outlook
January 2024
Our EV automotive outlook assesses competition, market share and industrial policy, along with geopolitical variables such as mining of critical minerals
Trajectory of Red Sea Crisis and Impact on Global Commerce
January 2024
Analysis of the ongoing disruption in the Red Sea, with Yemen's Houthis having initiated a series of attacks against shipments through the corridor
Supply Chain Implications of Taiwan’s 2024 Presidential Elections
January 2024
Taiwan voters head to the polls to select a president amongst three candidates. Key election issues include cross-strait relations and strategies to boost weak economic growth.
Turning Point: Outlook for 2024
December 2023
Our outlook for 2024 assesses the global economic picture, supply chain considerations, and looming geopolitical risks.
Will the US revoke Permanent Normal Trade Relations with China?
December 2023
An analysis of the likelihood and implications of what removking PNTR with China would mean for multinational firms.
Automotive Outlook - The Road Ahead for Production and Demand
November 2023
Our automotive outlook assesses the key global production factors facing automakers and parts suppliers, amidst consumer demand uncertainties.
Chinese Auto Firms Follow Tesla to Mexico
July 2023
Auto and auto parts makers setting up nearer Tesla’s main EV market —North America —must navigate challenges to avoid U.S. barriers.
Globalization in 2023 [PODCAST]
June 2023
Fernanda Kroup, Vice President and Head of Onyx Strategic Insights, gives her take on how things are looking this year and how current trends are affecting logistics in 2023.
US readying additional trade and investment restrictions on China
May 2023
US policymakers are poised to implement at least nine restrictions on China in 2023 across six industries, ranging from telecoms to agriculture and oil and gas.
2023 China Outlook - Growth Faces Macro and Geopolitical Challenges
May 2023
Our China Outlook assesses how China’s leadership will attempt to manage long term vulnerabilities while undergoing a bumpy economic rebound from lockdowns in the previous year.
2023 Tech Outlook - The Messy Middle of Globalization
March 2023
Our technology outlook lays out our geopolitical and macroeconomic forecasts and long-term considerations for the technology industry in the year ahead.
2023 Global Outlook – A Year of Transitions
February 2023
With the first Onyx Global Outlook, you will find our geopolitical and macroeconomic forecasts for the year ahead, alternative scenarios, and long-term considerations.