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 206 Canada 493 China 2974 Cons. Discr. - Apparel 497 Cons. Discr. - Autos 1182 Cons. Discr. - Durables 515 Cons. Discr. - Retailing 469 Corp - Forwarders 341 Corp - Ports 881 Corp - Shipping 978 Earnings 728 Energy - Renewables 183 European Union 829 Finland 11 France 154 India 512 Industrials - Capital Goods 583 Info Tech - Comms Equip 226 Info Tech - Tech Hardware 798 Japan 603 Materials - Chemicals 239 Materials - Metals/Mining 753 Metals - Aluminum 250 Metals - Steel 515 Mexico 883 Mode - Containerized 1470 Mode - Rail 112 Mode - Seaborne 1803 Russia 119 Sanctions 162 Strikes 66 Taiwan 209 Tariffs 1796 Theme - Canals 132 Theme - Rates 234 U.S. 5320 United Kingdom 370 Vietnam 375

• 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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