Supply Chain Edge: Aluminum sanctioned, Aries seized, Apple spreads — Panjiva
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Supply Chain Edge: Aluminum sanctioned, Aries seized, Apple spreads

Brazil 397 China 2975 Cons. Discr. - Autos 1183 Corp - Ports 881 Corp - Shipping 978 European Union 829 India 512 Indonesia 101 Info Tech - Comms Equip 226 Info Tech - Tech Hardware 799 Israel 20 Malaysia 146 Materials - Chemicals 239 Materials - Metals/Mining 753 Metals - Aluminum 250 Metals - Copper 69 Metals - Steel 515 Mode - Containerized 1471 Mode - Seaborne 1803 Russia 119 Sanctions 162 South Africa 44 South Korea 580 Tariffs 1797 Theme - Canals 132 U.S. 5321 United Kingdom 370 Vietnam 376

• The UK and US have applied new rules to limit Russia’s earnings from aluminum, copper and nickel, but the main result may just be shifting trade flows. The Biden administration is also launching a new range of aluminum and steel tariffs. Indonesia’s nickel policies may have claimed another victim, while the Chinese government is removing urea export restrictions.
• The Iranian government’s seizure of the M/V MSC Aries may disrupt supply chains in plastics and chemicals, while the risk of escalating action with Israel brings and increasing probability of the closure of the Strait ...

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