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 2972 Cons. Discr. - Autos 1180 Consumer Staples 760 Corp - Ports 881 Corp - Shipping 976 Energy - Renewables 183 European Union 827 India 512 Info Tech - Comms Equip 225 Info Tech - Tech Hardware 797 Japan 601 Materials - Chemicals 237 Metals - Steel 514 Mode - Containerized 1469 Mode - Seaborne 1802 Outlook 95 Sanctions 162 Strikes 65 Taiwan 208 Tariffs 1795 Theme - Canals 132 Theme - Rates 234 U.S. 5318 Vietnam 374

• 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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