Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed — Panjiva
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Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed

Australia 133 Business Sentiment 220 China 3048 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Consumer Staples 805 Corp - Ports 909 Corp - Shipping 1026 Earnings 759 Energy - Coal 69 Energy - Renewables 205 European Union 878 Finland 11 Health Care 362 India 551 Indonesia 114 Industrials - Capital Goods 620 Info Tech - Tech Hardware 862 Japan 629 Malaysia 160 Materials - Chemicals 273 Materials - Metals/Mining 792 Materials - Packaging 59 Mexico 928 Mode - Containerized 1524 Mode - Seaborne 1845 Netherlands 35 Singapore 71 South Korea 605 Switzerland 15 Taiwan 231 Tariffs 1866 Theme - Shipbuilding 113 Trade Deals 1017 U.S. 5399 United Kingdom 389 Vietnam 412

• In new research this week, we take a deeper look at the supply chain impact of the Francis Scott Key Bridge disaster in Baltimore, looking at how shipping routes are healing around the disruption, as well as detailing the effects in the automotive, construction equipment and coal sectors. Elsewhere in logistics, we assess Ocean Network Express Pte. Ltd.’s (ONE) ambitious growth plans, where annual capacity growth of 8% will outstrip global trade growth of 2% through 2030.
• Taiwan’s earthquake is a human tragedy but has largely left supply chains untouched. Further tensions in th...

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