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 205 China 2972 Cons. Discr. - Apparel 495 Cons. Discr. - Autos 1180 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Consumer Staples 760 Corp - Ports 881 Corp - Shipping 976 Earnings 726 Energy - Coal 64 Energy - Renewables 183 European Union 827 Finland 11 Health Care 353 India 512 Indonesia 99 Industrials - Capital Goods 583 Info Tech - Tech Hardware 797 Japan 601 Malaysia 145 Materials - Chemicals 237 Materials - Metals/Mining 752 Materials - Packaging 52 Mexico 882 Mode - Containerized 1469 Mode - Seaborne 1802 Netherlands 25 Singapore 68 South Korea 578 Switzerland 8 Taiwan 208 Tariffs 1795 Theme - Shipbuilding 108 Trade Deals 1000 U.S. 5318 United Kingdom 369 Vietnam 374

• 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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