The Intel Vault
Real-world case studies and deep-dive market updates. This is where we demonstrate our ability to turn complex trade data into clear strategic advantages.
Proof of work before you pay for it.
Case studies and market updates written in the same format as our deliverables. If you can act on these, you know what you are buying.
Case Studies
Timber importer avoids $340K in tariff exposure by re-routing through ASEAN
A European timber importer faced an unexpected 14% tariff surge on direct China-to-EU shipments under new CBR rules. Our audit identified a duty-free corridor via Vietnam, saving $340K annually with a 6-week re-routing window.
Supply chain audit reveals 67% supplier concentration risk for EU auto parts distributor
A concentration analysis of an EU auto parts distributor's semiconductor sourcing showed 67% dependency on two Taiwanese foundries. We modelled a 90-day disruption scenario and mapped 11 alternative qualified suppliers.
Market Updates
EU Carbon Border Adjustment: Trade flow implications for cement and steel
The CBAM mechanism creates an effective tariff equivalent of 18–24% for high-carbon imports by 2026. We track weekly flow data showing early rerouting by Turkish and Indian producers.
U.S.–China Phase Two uncertainty: What the data shows about decoupling in electronics
ITC data shows a 31% decline in direct US electronics imports from China since Q1 2024, with a corresponding 28% surge through Vietnam and Malaysia — suggesting trans-shipment rather than genuine decoupling.
New intelligence published weekly. Updates delivered to subscribers before public release.
Subscribe to Weekly Intel
Get the latest market updates delivered to your inbox.