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 204 Canada 491 China 2971 Cons. Discr. - Apparel 494 Cons. Discr. - Autos 1179 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Corp - Forwarders 340 Corp - Ports 880 Corp - Shipping 976 Earnings 725 Energy - Renewables 182 European Union 826 Finland 11 France 153 India 512 Industrials - Capital Goods 582 Info Tech - Comms Equip 224 Info Tech - Tech Hardware 796 Japan 600 Materials - Chemicals 236 Materials - Metals/Mining 751 Metals - Aluminum 248 Metals - Steel 513 Mexico 881 Mode - Containerized 1468 Mode - Rail 112 Mode - Seaborne 1801 Russia 119 Sanctions 162 Strikes 65 Taiwan 207 Tariffs 1794 Theme - Canals 132 Theme - Rates 234 U.S. 5317 United Kingdom 369 Vietnam 374

• 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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