Supply Chain Edge: Red Sea inventory fallout, smart strikes, fab spending — Panjiva
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Supply Chain Edge: Red Sea inventory fallout, smart strikes, fab spending

China 2975 Cons. Discr. - Apparel 497 Cons. Discr. - Autos 1183 Cons. Discr. - Durables 516 Cons. Discr. - Retailing 470 Corp - Shipping 978 Earnings 728 European Union 829 Finland 11 Germany 244 India 512 Industrials - Aero/Defense 196 Industrials - Capital Goods 583 Info Tech - Comms Equip 226 Info Tech - Tech Hardware 799 Japan 603 Materials - Metals/Mining 753 Materials - Packaging 52 Metals - Aluminum 250 Metals - Steel 515 Mexico 884 Mode - Containerized 1471 Mode - Seaborne 1803 Russia 119 Sanctions 162 South Korea 580 Tariffs 1797 Theme - Canals 132 Theme - Rates 234 U.S. 5321 United Kingdom 370

• In new research reports this week, we dig into the evidence for continued inventory destocking despite Red Sea disruptions, the impact of strikes in Finland and new investments in India’s semiconductor supply chain.
• Elsewhere in industrials, we also dig into the EU’s watering-down of key supply chain regulations, the state of the EU’s investigation of Chinese electric vehicles and Japanese wage negotiations.
• In technology, the US has applied a new round of semiconductor export restrictions and Thales SA is still facing supply chain challenges. Finally, the latest US con...

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