Tariff
U.S.-China Tariff Framework: What the $60 Billion Deal Actually Changes
The U.S. and China approved roughly $30 billion of trade on each side for potential tariff relief, but implementation still determines what companies actually owe.
Supply chain risk
Tariff
Trump Generic-Drug Tariffs: What Businesses Can—and Cannot—Plan For
Trump’s announced generic-drug tariffs could reshape supply chains beginning in 2028. Here is what manufacturers, healthcare purchasers and boards can assess now—and which unanswered policy questions prevent reliable forecasts.
Supply chain risk
EO 14411 Importer of Record Requirements: Who's Responsible for Evidence They Don't Control
EO 14411 restructures importer of record accountability, requiring IORs to submit supply chain documentation they may not control — while the statutory "reasonable care" liability under 19 U.S.C. § 1484 remains on them. CBP has 90–180 days to define the standards.
Supply chain risk
AI Asset Defensibility: CrowdStrike’s Technology Threat Signal
CrowdStrike says China-nexus adversaries targeted technology more than any other sector, but the deeper signal is evidence: can organizations prove how sensitive assets are controlled?
Supply chain risk
GAO Chinese Telecom Equipment Review Flags Supply-Chain Visibility Gaps
GAO found little covered Chinese telecom equipment on selected agency IT networks, but documented supply-chain visibility gaps tied to scans, records, white-labeling, subsidiaries, and affiliates.
Supply chain risk
Iran War Pushes PCB Supply Chain Costs Higher
Middle East conflict is pushing cost pressure into PCB raw-material inputs, exposing a less visible supply-chain layer beneath AI servers and advanced electronics.
Supply chain risk
Hormuz Disruption Is Turning Fertilizer Into a Timing Risk Before Late-2026 Weather Even Arrives
Hormuz disruption is becoming a fertilizer timing problem before it becomes a full supply story. The real risk is whether LNG and transit disruption arrive during a planting window with too little time to absorb delay.