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: Red Sea inventory fallout, smart strikes, fab spending

March 15, 2024

• In new research reports this week, we dig into the evidence for continued inventory destocking despite Red Sea disruptions, the impact of strikes in Finland and new investments in India’s semiconductor supply chain.
• Elsewhere in industrials, we also dig into the EU’s watering-down of... Read more →

Supply Chain Edge: Shipping rates reverse, AI saves the day

February 2, 2024

• Logistics networks are continuing to adapt in the face of ongoing disruptions to shipping through the Red Sea, including reduced services for Indian exporters, a shift in timing of expected deliveries and container rates that are in decline. Consumer goods firms across apparel and home appli... 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 →

GE, Volvo have new options as Finland-India multimodal route arrives

June 23, 2021

A new multimodal rail-and-sea shipping service has been initiated between Finland and India. That comes amid a wider trend for shipping between Asia, particularly China, and Europe by rail to avoid the recent travails faced by the ocean freight industry. Other benefits include enhanced transit... Read more →

Cargotec and Konecranes announce merger to chase cost savings

October 8, 2020

Logistics equipment suppliers Cargotec and Konecranes have announced a merger due to be completed in 2022 in order to become a “global leader in material flows”. There’s evidence of a continued slowdown in activity from both firms with U.S. seaborne imports linked to Cargotec and Konecranes do... Read more →

Husqvarna’s COVID-19 exposure may mean Q2’s cut is bigger than Q1

April 27, 2020

Power tool maker Husqvarna reported an 11% year over year drop in sales in Q1 due to a coronavirus-linked drop in sales “towards the end of the quarter” according to CEO Henric Andersson. The spread of COVID-19 lockdowns will, according to Andersson, mean that Q2 “will be tougher than the firs... Read more →

Stora Enso shipments slide as COVID-19 crumples paper demand

April 22, 2020

Paper producer Stora Enso has suffered a loss of demand due to office closures linked to the COVID-19 pandemic. The firm’s CEO, Annica Bresky, has stated the firm faces “an accelerated structural decline for paper” and has extended its cost cutting program to cope. The drop in demand over the ... Read more →

Outotec shipments surge, coronavirus complicates logistics

March 27, 2020

Coronavirus has caused disruptions in the mining industry including a drop in demand and complications in production. That may have a knock-on effect to the mining equipment providers. Outotec’s CEO, Markku Teräsvasara, has noted that while the firm’s Chinese suppliers are “basically operating... Read more →

Supply Chain Research

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