Supply Chain Edge: Disjointed world, Tesla’s woes, bad canal choices — Panjiva
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Supply Chain Research

Supply Chain Edge: Disjointed world, Tesla’s woes, bad canal choices

Argentina 57 Brazil 394 China 2970 Cons. Discr. - Apparel 494 Cons. Discr. - Autos 1178 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Consumer Staples 760 Corp - Shipping 975 Denmark 8 Earnings 725 Energy - Coal 64 Energy - Conventional 447 Energy - Crude Oil 300 European Union 825 India 511 Info Tech - Comms Equip 223 Info Tech - Tech Hardware 795 Israel 18 Materials - Chemicals 235 Materials - Metals/Mining 750 Mode - Containerized 1467 Mode - Seaborne 1800 Norway 5 Strikes 65 Sweden 19 Theme - Canals 131 Trade Balance 932 U.S. 5316 UAE 25 United Kingdom 368 Vietnam 373

• Supply chains in 2024 face higher labor costs which may hinder investments in resilience. Firms are returning to “just in time” rather than “just in case” inventory strategies and diversification of suppliers is falling. Reshoring continues, however, as firms look to cut costs and risks even as corporate cash flows remain pressured.
• New data shows that US seaborne imports recovered more quickly in November, although a faster-than-normal seasonal dip may hold the seeds of a new slowdown. Tequila’s growing dominance drags on other spirits’ supply chains, including cognac.
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