Sourcing Spotlight: Trump 100% tariff threat, Apple's $600 billion investment and India's Energy Policy
This week signals another major shift in global sourcing. President Trump’s Truth Social post hinting at a 100% tariff on Chinese imports - still unconfirmed by the White House - has reignited trade tensions and pushed brands to ship early. At the same time, Apple’s record $600 billion U.S. investment underscores a move toward localisation and tariff resilience, while India’s sweeping electricity reforms aim to stabilise power and attract more manufacturing. Together, these developments show the supply chain is being redrawn once again - around politics, energy, and production sovereignty.
