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 2975 Cons. Discr. - Autos 1183 Consumer Staples 762 Corp - Ports 881 Corp - Shipping 978 Energy - Coal 64 European Union 829 Finland 11 Germany 244 Health Care 353 Info Tech - Comms Equip 226 Info Tech - Tech Hardware 799 Materials - Chemicals 239 Materials - Metals/Mining 753 Materials - Packaging 52 Metals - Aluminum 250 Metals - Steel 515 Mode - Bulk 136 Mode - Containerized 1471 Mode - Seaborne 1803 Sanctions 162 South Korea 580 Tariffs 1797 U.S. 5321 United Kingdom 370 Vietnam 376

• 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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