Supply Chain Edge: Outlook for supply chains – time, tariffs and tracking — Panjiva
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Supply Chain Research

Supply Chain Edge: Outlook for supply chains – time, tariffs and tracking

Ags - Grains/Beans 299 Ags - Softs 134 Business Sentiment 204 Canada 491 China 2971 Cons. Discr. - Autos 1179 Consumer Staples 760 Energy - Conventional 447 Energy - Refined Oil 198 European Union 826 Germany 244 India 512 Info Tech - Tech Hardware 796 Malaysia 145 Materials - Metals/Mining 751 Metals - Aluminum 248 Metals - Steel 513 Mexico 881 Mode - Containerized 1468 Mode - Rail 112 Mode - Seaborne 1801 Mode - Truck 73 Russia 119 Strikes 65 Tariffs 1794 Theme - Rates 234 U.S. 5317 Ukraine 20 Vietnam 374

• Our newly published outlook for the rest of 2023 and into 2024 finds that there are significant uncertainties around corporate strategy, global trade policy and the implementation of environmental measures to be considered. The good news is that supply chain operations are largely back to normal.
• The widening United Auto Workers strike in the US is disrupting supply chains across the component supply sector. We update our forecasts and look at the sourcing strategies of the big 3 automakers. Elsewhere there are cutbacks in electric vehicle production and widening restrictions o...

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