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 395 Canada 491 China 2971 Cons. Discr. - Apparel 494 Cons. Discr. - Autos 1179 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Corp - Shipping 976 Earnings 725 Energy - Natural Gas 153 Energy - Renewables 182 European Union 826 India 512 Industrials - Capital Goods 582 Info Tech - Comms Equip 224 Info Tech - Tech Hardware 796 Materials - Chemicals 236 Mexico 881 Mode - Bulk 135 Mode - Containerized 1468 Mode - Rail 112 Mode - Seaborne 1801 Mode - Tanker 183 Taiwan 207 Theme - Alliances 97 Theme - Canals 132 Turkey 64 U.S. 5317 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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