US Elections: Trade Policy and Economic Outlook
October 2024
An assessment of the trade policy and economic impact for the upcoming US Elections, highlighting notable supply chain impacts.
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.
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.
Internationalization of Chinese companies
June 2024
A spike in Chinese exports is fueling concerns in advanced economies even as Chinese companies are investing abroad.
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.
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.
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.
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.
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
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
Turning Point: Outlook for 2024
December 2023
Our outlook for 2024 assesses the global economic picture, supply chain considerations, and looming geopolitical risks.
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.
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.
