Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking — Panjiva
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Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking

Argentina 60 Brazil 415 China 3048 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Corp - Ports 909 Corp - Shipping 1026 Earnings 759 Energy - Conventional 468 Energy - Crude Oil 311 Energy - Natural Gas 164 European Union 878 Germany 267 India 551 Industrials - Capital Goods 620 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Japan 629 Materials - Construction 120 Materials - Metals/Mining 792 Metals - Aluminum 270 Metals - Steel 543 Mode - Bulk 139 Mode - Containerized 1524 Mode - Seaborne 1845 South Korea 605 Strikes 78 Sweden 19 Taiwan 231 Theme - Canals 141 Trade Deals 1017 U.S. 5399 United Kingdom 389

• In new research this week with our colleagues from across S&P Global Market Intelligence, we look ahead to the key strategic trends and opportunities facing supply chains in 2024. Supply chain resilience is more important than ever, but falling profits and evidence of declining diversification suggest firms are either unable or unwilling to invest in the near term.
• Our new deep-dive into the state of the semiconductor sector — including analytics based on supply chain activity measures, macroeconomic data, financial forecasts, and both manual and natural language processing of ...

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