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 127 Ags - Grains/Beans 300 Australia 127 Chile 107 China 2983 Cons. Discr. - Autos 1191 Consumer Staples 767 Corp - Ports 885 Corp - Shipping 984 Energy - Coal 65 European Union 837 Finland 11 Germany 249 Health Care 354 Info Tech - Comms Equip 231 Info Tech - Tech Hardware 808 Materials - Chemicals 244 Materials - Metals/Mining 759 Materials - Packaging 54 Metals - Aluminum 254 Metals - Steel 522 Mode - Bulk 136 Mode - Containerized 1479 Mode - Seaborne 1809 Sanctions 164 South Korea 586 Tariffs 1805 U.S. 5330 United Kingdom 374 Vietnam 379

• 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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