Supply Chain Edge: Bridge to the future, peak season prep, new chips — Panjiva
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Supply Chain Research

Supply Chain Edge: Bridge to the future, peak season prep, new chips

Ags - Forestry 124 Ags - Grains/Beans 299 Australia 124 Chile 103 China 2972 Cons. Discr. - Autos 1180 Consumer Staples 760 Corp - Ports 881 Corp - Shipping 976 Energy - Coal 64 European Union 827 Finland 11 Germany 244 Health Care 353 Info Tech - Comms Equip 225 Info Tech - Tech Hardware 797 Materials - Chemicals 237 Materials - Metals/Mining 752 Materials - Packaging 52 Metals - Aluminum 249 Metals - Steel 514 Mode - Bulk 135 Mode - Containerized 1469 Mode - Seaborne 1802 Sanctions 162 South Korea 578 Tariffs 1795 U.S. 5318 United Kingdom 369 Vietnam 374

• In new research this week we look ahead to the rest of 2024 and beyond and find that supply chains are likely to remain in a state of flux and disruptions. Logistics challenges through the Red Sea are set to continue heading into the critical peak season, though trade growth is expected to remain low. Political risks are rising, particularly in the US later in the year, while regulatory uncertainties remain elevated too. Investments in resilience are being curtailed in terms of inventory management and diversification while visibility technologies and reshoring increase.
• The Ba...

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