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 268 Canada 529 China 3048 Colombia 74 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Consumer Staples 805 Corp - Ports 909 Earnings 759 Energy - Coal 69 Energy - Conventional 468 European Union 878 India 551 Industrials - Capital Goods 620 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Israel 29 Japan 629 Materials - Chemicals 273 Materials - Metals/Mining 792 Metals - Aluminum 270 Metals - Steel 543 Mode - Containerized 1524 Mode - Rail 120 South Korea 605 Strikes 78 Taiwan 231 Tariffs 1866 U.S. 5399 Vietnam 412

– 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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