Supply Chain Edge: Striking back, Panama problems, worrying shipments — Panjiva
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Supply Chain Edge: Striking back, Panama problems, worrying shipments

Ags - Grains/Beans 299 Australia 124 Canada 494 China 2975 Cons. Discr. - Apparel 497 Cons. Discr. - Autos 1183 Cons. Discr. - Durables 516 Consumer Staples 762 Corp - Forwarders 341 Corp - Ports 881 Corp - Shipping 978 Earnings 728 Energy - Conventional 448 Energy - Natural Gas 153 European Union 829 India 512 Industrials - Capital Goods 583 Info Tech - Comms Equip 226 Info Tech - Tech Hardware 799 Materials - Metals/Mining 753 Mexico 884 Mode - Airfreight 181 Mode - Containerized 1471 Mode - Seaborne 1803 Sanctions 162 South Korea 580 Strikes 67 Theme - Canals 132 U.S. 5321

• The US autoworkers’ strike has ended, causing a 0.2-percentage-point drag to US GDP and US$3 billion of lost profits for the “Big 3” automakers — ratification should not be taken for granted. Other automakers are struggling with supply chain shortages, and more evidence of a slowdown in electric vehicle supply chains is emerging.
• The latest cutbacks to activity through the Panama Canal will accelerate a shift away from east coast ports for Asian shipments, although it is still quicker to go via Panama than Suez, for now. The major freight forwarders and container lines are caut...

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