Supply Chain Edge: Red Sea meets Black Friday, cars impounded, PlayStation cut — Panjiva
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Supply Chain Edge: Red Sea meets Black Friday, cars impounded, PlayStation cut

Australia 129 Bangladesh 38 Business Sentiment 211 China 2988 Cons. Discr. - Apparel 506 Cons. Discr. - Autos 1196 Cons. Discr. - Durables 527 Cons. Discr. - Retailing 480 Consumer Staples 769 Corp - Forwarders 342 Corp - Ports 890 Corp - Shipping 987 Earnings 738 European Union 840 India 523 Info Tech - Comms Equip 235 Info Tech - Tech Hardware 813 Japan 613 Materials - Chemicals 248 Materials - Metals/Mining 764 Metals - Steel 526 Mexico 892 Mode - Containerized 1483 Mode - Seaborne 1813 Russia 121 Theme - Canals 136 U.S. 5335 United Kingdom 375

• In new research this week, we take a deep dive into the impact of Red Sea shipping disruptions on the apparel industry. Should delays last until later in the year, the peak shipping season could be affected, while most firms for now see higher costs as a bigger challenge than delays. Elsewhere in consumer goods, toymakers see little growth in the start of 2024 and Australian wine is set to return to mainland China.
• The automotive industry appears relaxed about the disruptions from Red Sea shipping, despite early electric vehicle plant closures. BYD Auto Co. Ltd. may invest in M...

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