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 36 Brazil 397 China 2975 Cons. Discr. - Apparel 497 Cons. Discr. - Autos 1183 Cons. Discr. - Durables 516 Cons. Discr. - Retailing 470 Consumer Staples 762 Corp - Ports 881 Corp - Shipping 978 Energy - Renewables 184 European Union 829 India 512 Indonesia 101 Industrials - Capital Goods 583 Info Tech - Comms Equip 226 Info Tech - Tech Hardware 799 Israel 20 Malaysia 146 Materials - Chemicals 239 Materials - Construction 113 Materials - Metals/Mining 753 Metals - Copper 69 Metals - Steel 515 Mode - Containerized 1471 Mode - Seaborne 1803 Morocco 9 Norway 5 Sanctions 162 South Korea 580 Strikes 67 Tariffs 1797 Theme - Rates 234 Turkey 65 U.S. 5321 Vietnam 376

• 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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