Supply Chain Edge: Shelving Red Sea plans, ‘forceful measures’ for EVs — Panjiva
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Supply Chain Edge: Shelving Red Sea plans, ‘forceful measures’ for EVs

Business Sentiment 204 Canada 491 China 2970 Cons. Discr. - Apparel 494 Cons. Discr. - Autos 1178 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Corp - Shipping 975 Earnings 725 European Union 825 India 511 Industrials - Capital Goods 582 Info Tech - Comms Equip 223 Info Tech - Tech Hardware 795 Israel 18 Materials - Chemicals 235 Mexico 881 Mode - Containerized 1467 Mode - Seaborne 1800 Mode - Truck 73 Sanctions 161 Saudi Arabia 46 South Korea 577 Strikes 65 Taiwan 207 Theme - Canals 131 Theme - Rates 234 Trade Deals 1000 U.S. 5316 UAE 25 United Kingdom 368 Vietnam 373

• In new research this week, we extend our analysis of the fallout from the logistics disruptions in the Red Sea. In the furniture sector, 63% of all EU imports come from Asia by sea, raising the need for alternative shipping modes and price rises. A new road route from the United Arab Emirates (UAE) could assist two-fifths of Israel’s seaborne imports from Asia.
• New S&P Global Purchasing Managers’ IndexTM (PMI) data shows the Red Sea disruptions may have caused UK and eurozone supplier delivery times to rise to their longest since 2022. Container rates have nonetheless started t...

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