Supply Chain Edge: Tesla’s canal route pain, upbeat apparel, mixed chips — Panjiva
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Supply Chain Research

Supply Chain Edge: Tesla’s canal route pain, upbeat apparel, mixed chips

Bangladesh 36 Business Sentiment 204 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 Energy - Crude Oil 300 European Union 826 Germany 244 India 512 Info Tech - Comms Equip 224 Info Tech - Tech Hardware 796 Mode - Containerized 1468 Mode - Seaborne 1801 Theme - Canals 132 U.S. 5317

• In new research this week, we examine the dynamic situation facing logistics networks due to violence in the Red Sea. The impact on US supply chains may be felt most keenly by selected food products and automakers, while the impact on consumer goods is lower due to seasonality.
• On the other side of the Atlantic, Tesla Inc.’s European business is already dealing with disruptions. Among other firms, the container lines are redesigning their routes and rate negotiations continue. European retailers are considering using rail connections from Europe to Asia.
• In the meantime...

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