Supply Chain Edge: Stormy 2024, Red Sea security, tariff reviews ahead — Panjiva
Más

Supply Chain Research

Supply Chain Edge: Stormy 2024, Red Sea security, tariff reviews ahead

China 2971 Cons. Discr. - Apparel 494 Cons. Discr. - Autos 1179 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Corp - Ports 880 Corp - Shipping 976 Earnings 725 Energy - Conventional 447 European Union 826 Industrials - Capital Goods 582 Info Tech - Comms Equip 224 Info Tech - Tech Hardware 796 Israel 19 Malaysia 145 Materials - Chemicals 236 Materials - Metals/Mining 751 Metals - Aluminum 248 Metals - Steel 513 Mexico 881 Mode - Containerized 1468 Mode - Seaborne 1801 Russia 119 Sanctions 162 Taiwan 207 Tariffs 1794 Theme - Alliances 97 Theme - Canals 132 U.S. 5317 United Kingdom 369

• In new research this week, we look ahead to the prospects for supply chains in 2024. Physical operations are the biggest challenge in the first part of the year, while politics will inject a new round of uncertainty into supply chain planning later in 2024. Investments in resilience appear limited to reshoring, rather than inventory increases or diversification.
• Our deep dive into the knock-on effects of the Red Sea security situation finds container shipping capacity may drop by the equivalent of 7%, while the consumer goods industry is most affected in Asia-to-Europe trade an...

Copyright © 2024 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.