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 300 China 2983 Cons. Discr. - Autos 1191 Cons. Discr. - Durables 522 Consumer Staples 767 Corp - Forwarders 342 Energy - Renewables 188 European Union 837 G20 34 Germany 249 India 520 Indonesia 102 Industrials - Capital Goods 588 Info Tech - Comms Equip 231 Info Tech - Tech Hardware 808 Materials - Metals/Mining 759 Metals - Steel 522 Mexico 892 Mode - Seaborne 1809 Poland 11 Strikes 70 Tariffs 1805 Theme - Canals 135 Theme - Rates 236 Trade Deals 1000 U.S. 5330 Ukraine 20 United Kingdom 374

• 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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