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 124 Business Sentiment 206 China 2975 Cons. Discr. - Apparel 497 Cons. Discr. - Autos 1183 Cons. Discr. - Durables 516 Cons. Discr. - Retailing 470 Consumer Staples 762 Corp - Ports 881 Corp - Shipping 978 Earnings 728 Energy - Coal 64 Energy - Renewables 184 European Union 829 Finland 11 Health Care 353 India 512 Indonesia 101 Industrials - Capital Goods 583 Info Tech - Tech Hardware 799 Japan 603 Malaysia 146 Materials - Chemicals 239 Materials - Metals/Mining 753 Materials - Packaging 52 Mexico 884 Mode - Containerized 1471 Mode - Seaborne 1803 Netherlands 25 Singapore 68 South Korea 580 Switzerland 8 Taiwan 209 Tariffs 1797 Theme - Shipbuilding 108 Trade Deals 1000 U.S. 5321 United Kingdom 370 Vietnam 376

• 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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