Supply Chain Research — Panjiva
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Supply Chain Research

Showing research about European Union

2023-03-24-outlook-seasonality-600x405

Supply Chain Edge: Smoothed chains, popped stocks

Our second-quarter 2023 outlook report finds that 2023 is proving to be a year of normalization for supply chains, but we are not quite there yet and significant corporate strategy (inventory and reshoring) and government policy uncertainties will take at least the rest of the year to play out... Read more →

2023-03-17-sce-bol-seasonal-600x399

Supply Chain Edge: Furniture flattened, apparel folded

Supply chain activity and retail sales data indicate that the furniture and apparel sectors are in a state of decline, dragging total US seaborne imports down 20% year over year in February. Evidence from memory-chip makers indicates that the tech sector is still in a downturn, although a head... Read more →

2023-03-13-adidas-imports-600x398

Supply Chain Edge: Yeezy deflates kicks

Adidas has a pressing need to reduce its inventories after a failed collaboration with Kanye West. US imports linked to the firm surged in 2022 and are now reversing. The firm’s supplies have shifted toward Indonesia, yielding lower costs and price inflation. Trends in sports equipment supply ... Read more →

2023-03-06-sce-china-phone-exports-600x437

Supply Chain Edge: Mobile smartphone manufacturers

A new crop of smartphones at the latest Mobile World Congress (MWC) aims to arrest a downturn in global demand. We dive into reshoring as a way to cut costs and look at the rise of India as a production and export center. Retailers are starting to cut excess inventories built up as a result of... Read more →

2023-02-17-supplies-of-batteries-surging-600x436

Supply Chain Edge: Fording the EV gap

Key findings this week: Ford’s electric vehicle supply chain is expanding rapidly but faces operational and sourcing challenges. The consumer goods industry, particularly the toys industry, has an inventory problem and trade activity has fallen as a result. Foxconn is the latest electronics fi... Read more →

20220309-fidelity-ace-shipments-600x392

Volkswagen carrier sinks imports

The Felicity Ace, a car carrier that caught fire in February has finally sunk. The car carrier, which had cars from Porsche and Bentley onboard, caught fire off the Azores before drifting and subsequently sinking while being towed away from the area. The crew evacuated the vessel successfully,... Read more →

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Shimano could face higher costs if US-EU steel rhetoric plays out

The US and EU have criticized environmentally unfriendly steel exports from China in follows to the Section 232 deal last month. This could be both an initiative to extend the EU’s carbon border policies to the U.S. as well as a way to pressure China as the Phase 1 agreement from the U.S. – Ch... Read more →

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ZIM, MSC lead 2M import growth in October

Carriers have continued to benefit from the surge in imports, increasing profits over previous years due to a positive volume and rate environment. This totaled 48.1 billion in Q3 and will likely impact the strategy and plans of carriers into the new year. Carriers are likely warry of allowing... Read more →

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