Supply Chain Edge: Israel-Gaza war risks for electronics and healthcare; 14-month consumer downturn ends — Panjiva
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Supply Chain Edge: Israel-Gaza war risks for electronics and healthcare; 14-month consumer downturn ends

China 2965 Cons. Discr. - Autos 1172 Cons. Discr. - Durables 509 Cons. Discr. - Retailing 463 Corp - Ports 875 Corp - Shipping 969 Energy - Conventional 447 Energy - Natural Gas 153 Energy - Renewables 180 European Union 819 Finland 8 Health Care 351 India 506 Industrials - Aero/Defense 195 Info Tech - Tech Hardware 789 Israel 16 Metals - Aluminum 244 Metals - Steel 508 Mexico 878 Mode - Containerized 1461 Mode - Rail 112 Mode - Seaborne 1795 Mode - Truck 73 Sanctions 156 Strikes 64 Tariffs 1787 U.S. 5310

• In new research this week, we investigate the supply chain implications of the Israel-Gaza war, including for the electronics and healthcare sectors. The EU’s trade policy activity continues to accelerate with potential investigations of wind turbines and steel, while the US has slightly relaxed its semiconductor equipment export limits. Strike action continues in the automotive industry.
• After 14 months of falling volumes, US seaborne imports of consumer discretionary goods improved in September while supply chains are normalizing across the audio-visual and apparel sectors.

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