Supply China Edge: Red Sea ripples through trains, automobiles and warehouses — Panjiva
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Supply China Edge: Red Sea ripples through trains, automobiles and warehouses

Brazil 415 Canada 529 China 3048 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Corp - Shipping 1026 Earnings 759 Energy - Natural Gas 164 Energy - Renewables 205 European Union 878 India 551 Industrials - Capital Goods 620 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Materials - Chemicals 273 Mexico 928 Mode - Bulk 139 Mode - Containerized 1524 Mode - Rail 120 Mode - Seaborne 1845 Mode - Tanker 187 Taiwan 231 Theme - Alliances 99 Theme - Canals 141 Turkey 74 U.S. 5399 United Kingdom 389 Vietnam 412

• The impact of disruptions to shipping through the Red Sea is rippling through supply chains. In new research this week we look at the impact on the automotive sector where four manufacturers are already cutting production or adjusting their operations and electric vehicles appear more exposed than ICE vehicles. We also look at potential rail routes for shipping from Asia to Europe, focusing on Kazakhstan.
• Shipping firms outside of container freight operators are diverting their vessels, while new data shows just two container vessels a day crossed the Suez Canal in the past wee...

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