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

China 3048 Cons. Discr. - Autos 1247 Consumer Staples 805 Corp - Ports 909 Corp - Shipping 1026 Energy - Renewables 205 European Union 878 India 551 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Japan 629 Materials - Chemicals 273 Metals - Steel 543 Mode - Containerized 1524 Mode - Seaborne 1845 Outlook 96 Sanctions 170 Strikes 78 Taiwan 231 Tariffs 1866 Theme - Canals 141 Theme - Rates 239 U.S. 5399 Vietnam 412

• 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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