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

Ags - Grains/Beans 299 Bangladesh 36 Cons. Discr. - Apparel 494 Cons. Discr. - Autos 1179 Cons. Discr. - Durables 513 Corp - Shipping 976 Denmark 8 ESG 61 Earnings 725 European Union 826 India 512 Industrials - Capital Goods 582 Info Tech - Tech Hardware 796 Malaysia 145 Mexico 881 Sanctions 162 Taiwan 207 Thailand 132 Trade Deals 1000 U.S. 5317 Ukraine 20 United Kingdom 369 Vietnam 374

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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