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 58 Brazil 400 China 2983 Cons. Discr. - Autos 1191 Cons. Discr. - Durables 522 Cons. Discr. - Retailing 475 Corp - Ports 885 Corp - Shipping 984 Earnings 733 Energy - Conventional 449 Energy - Crude Oil 301 Energy - Natural Gas 153 European Union 837 Germany 249 India 520 Industrials - Capital Goods 588 Info Tech - Comms Equip 231 Info Tech - Tech Hardware 808 Japan 609 Materials - Construction 113 Materials - Metals/Mining 759 Metals - Aluminum 254 Metals - Steel 522 Mode - Bulk 136 Mode - Containerized 1479 Mode - Seaborne 1809 South Korea 586 Strikes 70 Sweden 19 Taiwan 212 Theme - Canals 135 Trade Deals 1000 U.S. 5330 United Kingdom 374

• 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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