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

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

Brazil 396 Canada 492 China 2972 Cons. Discr. - Apparel 495 Cons. Discr. - Autos 1180 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Corp - Shipping 976 Earnings 726 Energy - Natural Gas 153 Energy - Renewables 183 European Union 827 India 512 Industrials - Capital Goods 583 Info Tech - Comms Equip 225 Info Tech - Tech Hardware 797 Materials - Chemicals 237 Mexico 882 Mode - Bulk 135 Mode - Containerized 1469 Mode - Rail 112 Mode - Seaborne 1802 Mode - Tanker 183 Taiwan 208 Theme - Alliances 97 Theme - Canals 132 Turkey 64 U.S. 5318 United Kingdom 369 Vietnam 374

• 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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