Resilinc Special Report

International Supply Chain Trends in Q2 2025: Compliance, Semiconductor Delays, and Tariff Changes

This special report delivers a Q2 2025 update on critical disruptions reshaping global manufacturing and trade, viewed through the lens of global supply chain insights. As companies navigate escalating tariffs, rare earth export restrictions, and semiconductor delays, pressure is rising across key sectors like aerospace, automotive, and electronics. Highlighting urgent threats to supplier networks, the report examines how international supply chain trends are shifting in response to regulatory demands, dual-sourcing mandates, and AI-driven risk modeling.
Key Insights:
  • Trump’s proposed 50% copper import tariff, starting August 1st, is said to include refined metal. This would highly impact businesses that rely on imported copper
  • Nearly one-third (32%) of global semiconductor production will be reliant on copper supplies at risk of water shortages over the next decade
  • On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was officially signed into law by President Trump. The OBBBA significantly tightens the PV subsidy provisions established under the 2022 Inflation Reduction Act (IRA)