Supply Chain Research

Supply Chain Edge: Disjointed world, Tesla’s woes, bad canal choices

December 8, 2023

• Supply chains in 2024 face higher labor costs which may hinder investments in resilience. Firms are returning to “just in time” rather than “just in case” inventory strategies and diversification of suppliers is falling. Reshoring continues, however, as firms look to cut costs and risks even... Read more →

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Supply Chain Edge: Apparel outlook, strike hangover, beer-by-train

December 1, 2023

• In our latest sector outlook, we find that the apparel industry’s slowdown has led to a reduction in inventories, although there is more to do with 57% of firms still discussing their inventories in a negative light. Risks including strikes and logistics disruptions still face the industry. ... 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: Dealing with forced labor, going back to school, restricting computers and tin

August 18, 2023

• In three new research reports this week, we dig into US retail supply chains in the back-to-school shopping season, India’s new restrictions on imports of personal computers and the potential effects of Myanmar’s mining restrictions in the tin sector.
• Reports of forced labor issues h... Read more →

Supply Chain Edge: Apple’s season, cooling aircon, tin canned

August 10, 2023

• Supply chain data shows that the US consumer goods industry is still in decline, shown by shipping volumes that fell for the 12th straight month in July. The slide has been led by a downturn in toys and leisure goods, while the electrical goods shipments linked to infrastructure investments ... Read more →

Supply Chain Edge: Mexi-shoring, India’s moment and sportswear on track

August 4, 2023

• In new research this week, we find that Mexico has a strong track record as a center for reshoring, but continued success is far from guaranteed in autos and electronics and Mexico is far from being the only game in town. The autos industry remains focused on normalizing supply chains as inv... 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: Moving to Mexico, clearing the chip traffic jam

July 21, 2023

• In new research this week, S&P Global Market Intelligence looks at soccer ball supply chains, as the FIFA Women’s World Cup gets started, and finds rapid growth, rising prices and recycling challenges. US retail sales are rising, potentially aiding firms ranging from home appliances to appar... Read more →

Supply Chain Edge: Judging calm, recycling rags, striking potash

July 14, 2023

• In new research this week, we have reviewed 2023 so far through the lens of 10 key data points and found that supply chains are mostly back to normal, but there are key areas of concern. Our deep dive into new export restrictions in mainland China finds that the threat to critical mineral su... Read more →

Supply Chain Edge: Right place, right time – outlook for Q3’23

June 30, 2023

• S&P Global Market Intelligence’s outlook for the rest of 2023 and beyond finds that supply chain operations are mostly close to normal, and that trade activity will recover late in 2023. Policy events to watch include US-mainland China tariff relations, EU environment policy and the war in U... Read more →

Supply Chain Research

Showing research about Materials - Chemicals