Supply Chain Research

A rail blockade in Michoacán, Mexico has ended after 29 days with disruptions to local supply chains that could have cost as much as $2 million per day, according to a local industry association. Exports to the U.S. and Canada passing through the region had been improving after the pandemic-related industrial closures with shipments in August having increased by 3.1% year over year despite the blockade. The impact may be felt in particular by Volkswagen which represented 92.7% of the value exported to the U.S. from Michoacán and states to the south in the 12 months to Aug. 31. Shipments ...