Why The Yen Isn't The Supply Chain Story Importers Should Be Watching The recent intervention by Washington and Tokyo to stabilize the Japanese yen has been hailed as a crucial move in the ongoing trade war saga, but it's not the only story that importers should be watching.
While the yen may have hit historic lows, its impact on actual import costs is minimal. The real pressure on supply chains comes from elsewhere.
The conflict in the Middle East has sent shockwaves through global supply chains, causing bunker fuel prices to skyrocket and carriers to pass on the costs to customers.