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 131 Business Sentiment 215 China 2997 Cons. Discr. - Apparel 510 Cons. Discr. - Autos 1205 Cons. Discr. - Durables 532 Cons. Discr. - Retailing 485 Consumer Staples 774 Corp - Ports 893 Corp - Shipping 991 Earnings 741 Energy - Coal 66 Energy - Renewables 192 European Union 843 Finland 11 Health Care 356 India 529 Indonesia 105 Industrials - Capital Goods 599 Info Tech - Tech Hardware 823 Japan 616 Malaysia 150 Materials - Chemicals 253 Materials - Metals/Mining 766 Materials - Packaging 55 Mexico 895 Mode - Containerized 1489 Mode - Seaborne 1818 Netherlands 28 Singapore 69 South Korea 593 Switzerland 9 Taiwan 220 Tariffs 1816 Theme - Shipbuilding 108 Trade Deals 1002 U.S. 5345 United Kingdom 376 Vietnam 384

• 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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