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 124 Bangladesh 36 Business Sentiment 204 China 2971 Cons. Discr. - Apparel 494 Cons. Discr. - Autos 1179 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Consumer Staples 760 Corp - Forwarders 340 Corp - Ports 880 Corp - Shipping 976 Earnings 725 European Union 826 India 512 Info Tech - Comms Equip 224 Info Tech - Tech Hardware 796 Japan 600 Materials - Chemicals 236 Materials - Metals/Mining 751 Metals - Steel 513 Mexico 881 Mode - Containerized 1468 Mode - Seaborne 1801 Russia 119 Theme - Canals 132 U.S. 5317 United Kingdom 369

• 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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