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 401 Canada 504 China 2992 Cons. Discr. - Apparel 509 Cons. Discr. - Autos 1201 Cons. Discr. - Durables 529 Cons. Discr. - Retailing 483 Corp - Shipping 989 Earnings 739 Energy - Natural Gas 153 Energy - Renewables 188 European Union 841 India 526 Industrials - Capital Goods 595 Info Tech - Comms Equip 239 Info Tech - Tech Hardware 818 Materials - Chemicals 251 Mexico 893 Mode - Bulk 136 Mode - Containerized 1487 Mode - Rail 119 Mode - Seaborne 1817 Mode - Tanker 183 Taiwan 217 Theme - Alliances 97 Theme - Canals 136 Turkey 68 U.S. 5340 United Kingdom 376 Vietnam 383

• 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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