– Technology supply chains remain in a state of flux, with the last week of the US Biden administration bringing new rules to limit trade in AI products, while Foxconn is facing delays in shipping parts to India and Lenovo Group Ltd. outlines plans to expand manufacturing in Saudi Arabia.
– The emergent peace in the Middle East may not lead to a significant drop in shipping rates with Houthi attacks expected to continue. Shipping also continues to be disrupted due to widening sanctions against Russia, requiring further adaptations to oil sourcing in mainland China an...