Supply Chain Edge: Strike hits, green Apple, boring supply chains — Panjiva
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Supply Chain Edge: Strike hits, green Apple, boring supply chains

Ags - Grains/Beans 299 China 2971 Cons. Discr. - Autos 1179 Cons. Discr. - Durables 513 Consumer Staples 760 Corp - Forwarders 340 Energy - Renewables 182 European Union 826 G20 34 Germany 244 India 512 Indonesia 99 Industrials - Capital Goods 582 Info Tech - Comms Equip 224 Info Tech - Tech Hardware 796 Materials - Metals/Mining 751 Metals - Steel 513 Mexico 881 Mode - Seaborne 1801 Poland 11 Strikes 65 Tariffs 1794 Theme - Canals 132 Theme - Rates 234 Trade Deals 1000 U.S. 5317 Ukraine 20 United Kingdom 369

• In new research this week we find that the United Auto Workers strike in the US has the potential to cut GDP by 0.39 percentage point in the third quarter of 2023 and cause upheaval across global autos supply chains. The EU may apply higher import duties on mainland China’s electric vehicle exports.
• Apple Inc.’s annual iPhone and Watch announcements have important supply chain considerations across the use of recycled materials, transportation plans and new processors. Taiwan Semiconductor Manufacturing Company expects an ongoing shortage in the availability of graphics process...

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