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

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

Argentina 57 Brazil 395 China 2971 Cons. Discr. - Autos 1179 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Corp - Ports 880 Corp - Shipping 976 Earnings 725 Energy - Conventional 447 Energy - Crude Oil 300 Energy - Natural Gas 153 European Union 826 Germany 244 India 512 Industrials - Capital Goods 582 Info Tech - Comms Equip 224 Info Tech - Tech Hardware 796 Japan 600 Materials - Construction 113 Materials - Metals/Mining 751 Metals - Aluminum 248 Metals - Steel 513 Mode - Bulk 135 Mode - Containerized 1468 Mode - Seaborne 1801 South Korea 578 Strikes 65 Sweden 19 Taiwan 207 Theme - Canals 132 Trade Deals 1000 U.S. 5317 United Kingdom 369

• 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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