Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake — Panjiva
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Supply Chain Research

Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake

China 2970 Cons. Discr. - Autos 1178 Consumer Staples 760 Corp - Ports 879 Corp - Shipping 975 Energy - Renewables 182 European Union 825 India 511 Info Tech - Comms Equip 223 Info Tech - Tech Hardware 795 Japan 600 Materials - Chemicals 235 Metals - Steel 512 Mode - Containerized 1467 Mode - Seaborne 1800 Outlook 95 Sanctions 161 Strikes 65 Taiwan 207 Tariffs 1793 Theme - Canals 131 Theme - Rates 234 U.S. 5316 Vietnam 373

• Our most-read research reports of 2023 show the way-ahead for supply chains in 2024, including the potential for labor strikes in disrupting operations and raising costs, the compounding effect of military action in the Red Sea and water stress on the Panama Canal, the slow-but-steady recovery in the semiconductor industry, food protectionism resulting from weather systems and climate change, and mainland China’s retaliation against technology export restrictions.
• In new research this week, we look at mainland China’s new tariffs on imports of chemicals from Taiwan and the risk...

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