Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil — Panjiva
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Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil

Ags - Meat/Dairy 260 Canada 511 China 3010 Colombia 74 Cons. Discr. - Autos 1212 Cons. Discr. - Durables 542 Cons. Discr. - Retailing 492 Consumer Staples 781 Corp - Ports 895 Earnings 745 Energy - Coal 67 Energy - Conventional 455 European Union 851 India 536 Industrials - Capital Goods 607 Info Tech - Comms Equip 250 Info Tech - Tech Hardware 833 Israel 25 Japan 620 Materials - Chemicals 259 Materials - Metals/Mining 774 Metals - Aluminum 259 Metals - Steel 531 Mode - Containerized 1498 Mode - Rail 119 South Korea 598 Strikes 77 Taiwan 224 Tariffs 1828 U.S. 5358 Vietnam 388

– Trade restrictions are back in focus this week. In new research, we dig into mainland China’s restrictions on exports of antimony and an investigation of EU dairy products shortly after the EU’s reiteration of electric vehicle tariffs. Elsewhere, the Colombian government is looking to ban coal exports to Israel, and India is investigating alleged steel dumping from Vietnam.
– The technology sector continues to be a hotbed of geopolitical friction, as discussed in our new research on US-mainland China relations. Evidence is emerging of just how advanced mainland China’s semiconduc...

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