Supply Chain Edge: Reversible reshoring, Israeli supply chain risks, EU’s mainland China strategy — Panjiva
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Supply Chain Edge: Reversible reshoring, Israeli supply chain risks, EU’s mainland China strategy

Ags - Fruit/Veg 133 Ags - Grains/Beans 299 Bangladesh 36 Canada 491 China 2970 Cons. Discr. - Apparel 494 Cons. Discr. - Autos 1178 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Consumer Staples 760 Corp - Ports 879 Corp - Shipping 975 Earnings 725 Egypt 6 European Union 825 France 153 India 511 Indonesia 98 Info Tech - Comms Equip 223 Info Tech - Tech Hardware 795 Israel 18 Materials - Metals/Mining 750 Mode - Containerized 1467 Mode - Seaborne 1800 Russia 118 Sanctions 161 Saudi Arabia 46 Strikes 65 Theme - Canals 131 Turkey 64 U.S. 5316 Vietnam 373

• In new research this week, we dive into the risks for Israeli supply chains from the worsening security situation in the Red Sea; the possibility of a reversal of reshoring for Bangladesh’s apparel industry; the EU’s as-yet undefined supply chain de-risking strategy vis-à-vis mainland China; and India’s latest food protectionism, covering onions.
• In the consumer goods sector, the holiday shopping season is revealing weakness in demand for toys and televisions. The toy sector’s falling sales have led to expanding inventories as supply chain activity has continued to imply an ass...

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