Supply Chain Research — Panjiva
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Supply Chain Research

Showing research about Industrials - Capital Goods

2023-10-20-sce-transcripts-600x391

Supply Chain Edge: Amazon problems, earnings lessons, sinking gin

• 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 →

2023-09-15-sce-uaw-600x399

Supply Chain Edge: Strike hits, green Apple, boring supply chains

• In new research this week we find that the United Auto Workers strike in the US has the potential to cut GDP by 0.39 percentage point in the third quarter of 2023 and cause upheaval across global autos supply chains. The EU may apply higher import duties on mainland China’s electric vehicle ... Read more →

2023-08-aircon-global-import-growth-600x445

Getting the right environment: Air conditioner supply chains

• Elevated temperatures in the United States and globally have increased the use of air conditioning for home and office, raising demand both for machinery and for maintenance. Global exports of air conditioners, reversible heat pumps and components rose by 8% year over year in the first four ... Read more →

2023-08-11-sce-us-seaborne-600x399

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

• 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 →

2023-06-23-sce-uk-plus-one-600x391

Supply Chain Edge: Two ways to make Britain greater

• 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 →

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