Supply Chain Edge: The new Vietnam — Panjiva
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Supply Chain Edge: The new Vietnam

Ags - Grains/Beans 318 Bangladesh 41 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Corp - Shipping 1026 Denmark 9 ESG 61 Earnings 759 European Union 878 India 551 Industrials - Capital Goods 620 Info Tech - Tech Hardware 862 Malaysia 160 Mexico 928 Sanctions 170 Taiwan 231 Thailand 145 Trade Deals 1017 U.S. 5399 Ukraine 22 United Kingdom 389 Vietnam 412

Thailand might be the next computer supply chain hub, although there will be a fight to displace mainland China as the main exporter and beat Mexico and Vietnam as rapidly expanding centers. We published new research this week looking at downturn-era supply chain strategies among the global toolmakers as well as the long-term reshoring strategies of major Danish manufacturers. The European Parliament has been busy, reaching agreements on new support for investment in semiconductor supply chains and a raft of new and updated carbon pricing mechanisms. A dispute over Ukrainian grain import...

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