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

Ags - Grains/Beans 304 Bangladesh 38 Cons. Discr. - Apparel 512 Cons. Discr. - Autos 1207 Cons. Discr. - Durables 537 Corp - Shipping 994 Denmark 8 ESG 61 Earnings 744 European Union 848 India 531 Industrials - Capital Goods 603 Info Tech - Tech Hardware 828 Malaysia 151 Mexico 898 Sanctions 166 Taiwan 222 Thailand 136 Trade Deals 1003 U.S. 5351 Ukraine 20 United Kingdom 377 Vietnam 387

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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