O’Reilly Automotive, suppliers sharing tariff refund benefits

The auto parts retailer hasn’t paid a lot of direct tariffs, as its sourcing model primarily depends on suppliers as the importer of record, per an earnings call.

By Kelly Stroh • Aug. 6, 2026

Commerce Department proposes tariffs on more steel, aluminum, copper goods

The agency wants to impose duties on derivative products ranging from brass wind instruments and floor safes to tanker trailers and semi-trailers.

By Antone Gonsalves • Aug. 6, 2026

Explore the Trendline➔

Top 5 stories from Supply Chain Dive

Here’s how companies are navigating evolving global trade and tariff policies, rising costs and operational uncertainty across supply chain networks.

By Supply Chain Dive staff

Retailers — eager for cash — sell off rights to potential tariff refunds

A secondary market has emerged for retailers, such as American Eagle Outfitters and The Children's Place, to get capital quicker by monetizing tariff refunds. 

By Dani James • Aug. 6, 2026

Chipotle pulls some jalapeños over Salmonella concerns

The brand removed peppers that its ingredient traceability system identified as potentially contaminated and replaced them with products from alternate suppliers.

By Aneurin Canham-Clyne • Aug. 5, 2026

Apple warns memory prices, constraints to keep rising

Supply constraints were driven mainly by a lack of advanced-node capacity for producing Apple’s systems-on-a-chip.

By Antone Gonsalves • Aug. 5, 2026

25 states sue Trump over Section 301 forced-labor tariffs

The suit claims the tariffs are a workaround for a Supreme Court decision that revoked sweeping duties imposed by President Donald Trump.

By Antone Gonsalves • Aug. 4, 2026

Trump has another tariff plan to reshore generic drug production. Will it work?

The president’s most recent tariff proposal gives pharma more time to transition its global supply chain and reshore generic drug production.

By Kelly Bilodeau • Aug. 4, 2026

US manufacturing expands for seventh month in a row: ISM

Prices are “still too high but going in the right direction,” said Susan Spence, chair of the Institute for Supply Management.

By Jeff Kinney • Aug. 3, 2026

Farm Rio targets digitized supply chain, improved traceability

The apparel brand is using several solutions from software company Inspectorio to automate operations as it looks to scale its international footprint.

By Kelly Stroh • Aug. 3, 2026

Chocolate makers rethink supply chains in face of cocoa price swings

Mondelēz International and Hershey are relying on innovation and sourcing diversification to shield themselves from volatility.

By Sarah Zimmerman • Aug. 3, 2026

Amazon to issue tariff refunds in ‘limited set of circumstances’

The e-commerce giant also will use the $600 million it has recouped from invalidated tariffs to lower prices for shoppers, per a Thursday earnings call.

By Phil Neuffer • Aug. 3, 2026

Amazon’s 2025 emissions jump as AI brings ‘momentum and complexity’: report

The company’s absolute carbon emissions rose 16% year-over-year in 2025, driven primarily by scope 3 emissions, as it rapidly added data center capacity. 

By Lamar Johnson • July 31, 2026

GE Aerospace trims lead times by 60%

The aircraft engine manufacturer consolidated processes and cut distance traveled during the quarter, leading to a jump in F110 deliveries in Q2.

By Phil Neuffer • July 31, 2026

General Motors drives toward supply chain resiliency

The automaker is upping its domestic production investments while securing memory supply to shield rising commodity and logistics costs.

By Phil Neuffer • July 30, 2026

Fed holds benchmark rate steady in vote with three dissents

The central bank held the main interest rate steady as inflation remained elevated due to supply shocks across sectors such as energy.

By Grace Noto • July 30, 2026

Fashion brands plan to consolidate sourcing over next 2 years

Companies are maintaining the geographic diversity they already have while prioritizing flexibility and compliance rigor, per a 2026 fashion benchmarking study.

By Kelly Stroh • July 29, 2026

US to lift Mexico cattle ban to combat high beef prices

The USDA will remove restrictions placed to contain the spread of a deadly livestock parasite as the White House looks to tamp down grocery inflation.

By Sarah Zimmerman • July 29, 2026

Gap meets 2025 fabric sourcing goals, emissions cuts uneven

The retailer procured 100% of its cotton from sustainable sources in fiscal 2025, but certain emissions increased from the prior year, per its annual environmental report.

By Antone Gonsalves • July 28, 2026

Trump’s Section 301 tariffs face lawsuit seeking removal, refunds

Two businesses argue that levies installed to address forced labor regulations are being used as a workaround to replace previously removed duties.

By Phil Neuffer • July 27, 2026

3 tips for shippers watching the USMCA review

As trade priorities change, companies need to ensure their supply chains are optimized to pivot, experts said during a panel hosted by Supply Chain Dive.

By Kelly Stroh • July 27, 2026

Iran war escalation rankles plastic supply chains

July fighting squashed the promise of a June ceasefire and the Strait of Hormuz reopening, creating a “stop-start recovery” for the flow of virgin materials as prices rise. 

By Katie Pyzyk • Updated July 24, 2026

US imposes tariffs over forced labor before global duty ends

Imports from 60 trading partners will be subject to either a 10% or 12.5% tariff, effective Friday, the same day Section 122 levies will expire.

By Phil Neuffer • July 23, 2026

TSMC makes another $100B US investment

The funding will result in four additional advanced semiconductor manufacturing facilities, bringing the company’s total in the U.S. to 12, the National Institute of Standards and Technology said.

By Jeff Kinney • July 23, 2026

Mondelēz shows uneven gains on 2025 sustainable sourcing goals

The Oreo and Ritz maker reported 100% certified sourcing for palm oil and cocoa.

By Antone Gonsalves • July 23, 2026

Trump maps out 200% tariffs for generic pharmaceuticals

The president said Tuesday he would maintain duty-free treatment for qualifying goods the next two years before hiking the tariffs in ensuing years.

By Phil Neuffer • July 22, 2026