Supply Chain Edge: Shipping rates reverse, AI saves the day — Panjiva
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Supply Chain Research

Supply Chain Edge: Shipping rates reverse, AI saves the day

Business Sentiment 211 Canada 503 China 2988 Cons. Discr. - Apparel 506 Cons. Discr. - Autos 1196 Cons. Discr. - Durables 527 Cons. Discr. - Retailing 480 Corp - Forwarders 342 Corp - Ports 890 Corp - Shipping 987 Earnings 738 Energy - Renewables 188 European Union 840 Finland 11 France 156 India 523 Industrials - Capital Goods 592 Info Tech - Comms Equip 235 Info Tech - Tech Hardware 813 Japan 613 Materials - Chemicals 248 Materials - Metals/Mining 764 Metals - Aluminum 257 Metals - Steel 526 Mexico 892 Mode - Containerized 1483 Mode - Rail 119 Mode - Seaborne 1813 Russia 121 Sanctions 164 Strikes 73 Taiwan 215 Tariffs 1810 Theme - Canals 136 Theme - Rates 237 U.S. 5335 United Kingdom 375 Vietnam 382

• Logistics networks are continuing to adapt in the face of ongoing disruptions to shipping through the Red Sea, including reduced services for Indian exporters, a shift in timing of expected deliveries and container rates that are in decline. Consumer goods firms across apparel and home appliances are using strategies including route adaptations and sourcing mixes, although most see the disruptions as an inconvenient extra cost than transformative.
• Technology supply chains are feeling the benefits of spending on AI applications including shipments of server components and semico...

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