Supply Chain Research

Qurate, Mattel may feel effect of Shenzhen lockdowns

March 15, 2022

Several districts in Shenzhen have instituted COVID-19 lockdowns, Supply Chain Dive reports, in an effort to stamp out the spread of the virus in that region. The restrictions, which cover around 17 million people, come at a bad time for logistics networks that were hoping to recover from the ... Read more →

Ningbo’s heightened COVID-19 restrictions could hit GoPlus, Dollarama

January 5, 2022

China has increased restrictions around the port of Ningbo as a response to outbreaks of COVID-19 in the surrounding city. Carrier Maersk also issued an advisory outlining that three of the five terminals faced restrictions on entry and exit, but that loading and unloading operations were cont... Read more →

Vietnam sourcing still problematic for Adidas, Nike

December 7, 2021

Vietnam benefited from the surge in U.S. imports over the past year, building on successes claimed during the U.S. China trade war and rising with overall trends. The country saw U.S. imports increase by 36.0% year over year in August, but the outbreak of COVID-19 and subsequent lockdowns saw ... Read more →

Danaher cuts imports; PPE down from pandemic highs

October 26, 2021

Imports of masks to the U.S. have settled from pandemic highs, down 86.6% year over year in July and August combined, while imports of gloves have seen more sustained growth, up 164.3% in the same two months. Imports are still relatively higher than 2019 levels, however, by 18.8% for masks and... Read more →

Reduced by WRO, Top Glove imports face competition

September 13, 2021

Top Glove, a maker of rubber gloves, was freed from a withhold release order issued in July 2020, alleging forced labor in Malaysian manufacturing. Imports of gloves, of which 70.8% in 2020 came from Malaysia, had fallen by 75.7% year over year by Q2 and 85.2% year over year in July and August... Read more →

IKEA, Adidas, seek recovery in Vietnam as new outbreak looms

August 30, 2021

The Vietnamese army has increased lockdown measures designed to curb the spread of COVID-19 in the country as the tragic outbreaks intensify. These measures, essential to bring the virus under control, will likely have impacts throughout global supply chains, especially manufacturers that swit... Read more →

Dollarama, Dick’s may face peak season disruptions as Ningbo Zhoushan closes

August 12, 2021

The Meidong Container Terminal at Ningbo Zhoushan Port in China has had to close due to a COVID-19 outbreak. A similar event at Yantian in May and June took almost a month to ultimately resolve. Shipments from Ningbo to the U.S. represented 19.0% of U.S. seaborne imports from China in the 12 m... Read more →

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Competition to donate doses accelerates; pharma ingredients in decline

August 10, 2021

The U.S. and China have outlined accelerated plans to rollout COVID-19 vaccines. China meanwhile has outlined plans to export two billion doses by the end of 2021 compared to 750 million exported so far. The U.S. has donated 111.7 million doses and has plans to ship a further 500 million doses... Read more →

TJX, Goodyear Tire may face Vietnam challenge as port closure looms

August 3, 2021

The Saigon Newport Corporation may need to close a terminal near Ho Chi Minh City due to staff shortages linked to the pandemic, declaring that the “COVID-19 pandemic is a force majeure event”. The company runs facilities in Haiphong and Ho Chi Minh City which together accounted for 14.3% of U... Read more →

Vaccine rollout questions remain, AstraZeneca maintains shipments to Mexico

August 2, 2021

Details regarding inspection failures at an Emergent Biosolutions facility for producing AstraZeneca and Johnson & Johnson’s COVID-19 vaccines have started to emerge. That’s unlikely to change the current rollout globally which is increasingly reliant on the U.S. and other G7 members as India ... Read more →

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