Supply Chain Edge: Stellar start, building ban, India’s Apple — Panjiva
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Supply Chain Edge: Stellar start, building ban, India’s Apple

Bangladesh 37 Brazil 400 China 2983 Cons. Discr. - Apparel 503 Cons. Discr. - Autos 1191 Cons. Discr. - Durables 522 Cons. Discr. - Retailing 475 Consumer Staples 767 Corp - Ports 885 Corp - Shipping 984 Energy - Renewables 188 European Union 837 India 520 Indonesia 102 Industrials - Capital Goods 588 Info Tech - Comms Equip 231 Info Tech - Tech Hardware 808 Israel 21 Malaysia 148 Materials - Chemicals 244 Materials - Construction 113 Materials - Metals/Mining 759 Metals - Copper 71 Metals - Steel 522 Mode - Containerized 1479 Mode - Seaborne 1809 Morocco 9 Norway 5 Sanctions 164 South Korea 586 Strikes 70 Tariffs 1805 Theme - Rates 236 Turkey 66 U.S. 5330 Vietnam 379

• In new research this week, we find that US seaborne imports have a stellar start to 2024 with growth of 15% year over year in the first quarter, driven by industrial materials. Caution is needed as growth may slow and the prospects for the peak season are clouded by supply chain disruptions and the US elections. Elsewhere in the logistics sector, we look at the prospects for the reopening of the Port of Baltimore and the prospects for escalating confrontations in the South China Sea.
• The US government is enhancing its handling of customs violations in the apparel sector, while ...

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