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: Amazon problems, earnings lessons, sinking gin

October 20, 2023

• In new research this week, we examine corporate earnings calls and data to find that supply chain developments are a net positive but of declining interest to investors, while inventories may have further to fall. New retail inventory data paints a similar picture. We have also looked at gin... Read more →

Supply Chain Edge: Navigating forests, strikes ahead, localized Lego

September 1, 2023

• In new research, we show how the EU Deforestation Regulation will have an effect on supply chains, ranging from food and personal care to autos and furniture. Elsewhere in commodities, there have been further Indian food trade restrictions and a mainland Chinese seafood import ban to contend... 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 →

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 →

Greif raises prices, boosts imports in packaging expansion

September 6, 2021

Greif, a packaging company, released FQ3 earnings covering the three months to July 31. The firm reported a 37.7% year-over-year increase in revenues that surpassed analyst expectations by 7.4%, while Panjiva data associated with the firm showed a 112.2% year-over-year increase in volumes. The... Read more →

Supply chain inflation bow wave washes into Q3’21

August 16, 2021

Global supply chains have been beset by cost inflation since late 2020 with a wide range of commodities continuing to experience rising prices, up 0.5% as of August 13. This inflation is not limited to commodities, as import price data shows the prices of key manufacturing components like plas... 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 →

Supply Chain Research

Showing research about Materials - Packaging