Supply Chain Research

Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed

April 5, 2024

• In new research this week, we take a deeper look at the supply chain impact of the Francis Scott Key Bridge disaster in Baltimore, looking at how shipping routes are healing around the disruption, as well as detailing the effects in the automotive, construction equipment and coal sectors. El... Read more →

Supply Chain Edge: Bridge to the future, peak season prep, new chips

March 28, 2024

• In new research this week we look ahead to the rest of 2024 and beyond and find that supply chains are likely to remain in a state of flux and disruptions. Logistics challenges through the Red Sea are set to continue heading into the critical peak season, though trade growth is expected to r... Read more →

Supply Chain Edge: Israel-Gaza war risks for electronics and healthcare; 14-month consumer downturn ends

October 13, 2023

• In new research this week, we investigate the supply chain implications of the Israel-Gaza war, including for the electronics and healthcare sectors. The EU’s trade policy activity continues to accelerate with potential investigations of wind turbines and steel, while the US has slightly rel... Read more →

Supply Chain Edge: Rice restrictions, Barbie’s trip, batteries’ delay

July 28, 2023

• In new research this week, S&P Global Market Intelligence looks at the disruptions to food supply chains caused by India’s new rice export rules. Evidence from survey data, chemical production and warehouse vacancies shows manufacturing is in decline while two large freight forwarders have d... Read more →

Supply Chain Edge: Two ways to make Britain greater

June 23, 2023

• UK supply chains have had a tough time post-Brexit. We have published two in-depth reports looking at export opportunities in mainland China and participation in North American electric vehicle supply chains. Elsewhere in industrials goods supply chains, automakers are receiving more governm... Read more →

Supply Chain Edge: COVID no more, tariffs in abeyance

May 19, 2023

Healthcare supply chains have been disrupted during the COVID-19 pandemic. The US administration of President Joe Biden has downgraded the Public Health Emergency, while also extending a waiver on tariffs on imports from mainland China. Imports from mainland China are down 70% from their peak,... Read more →

Philips diversifies transport, wants visibility from suppliers

January 25, 2022

Koninklijke Philips, a maker of consumer and professional medical devices released Q4 results, reporting a 17.6% year over year fall in revenue that was 0.4% higher than analyst expectations. Panjiva data associated with the firm shows that seaborne imports fell by 2.9%, while inventories incr... Read more →

Santa ramps up toy imports in November

December 14, 2021

U.S. imports in November were at least 2,854 thousand TEU, Panjiva data accessed on Dec 12 shows, down 4.7% month to month from October. While slower, this was still 6.3% higher than November 2020, and shows that elevated U.S. imports are still in place even after the usual October peak. This ... Read more →

Danaher cuts imports; PPE down from pandemic highs

October 26, 2021

Imports of masks to the U.S. have settled from pandemic highs, down 86.6% year over year in July and August combined, while imports of gloves have seen more sustained growth, up 164.3% in the same two months. Imports are still relatively higher than 2019 levels, however, by 18.8% for masks and... Read more →

Reduced by WRO, Top Glove imports face competition

September 13, 2021

Top Glove, a maker of rubber gloves, was freed from a withhold release order issued in July 2020, alleging forced labor in Malaysian manufacturing. Imports of gloves, of which 70.8% in 2020 came from Malaysia, had fallen by 75.7% year over year by Q2 and 85.2% year over year in July and August... Read more →

Supply Chain Research

Showing research about Health Care