Supply Chain Research

Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking

November 24, 2023

• In new research this week with our colleagues from across S&P Global Market Intelligence, we look ahead to the key strategic trends and opportunities facing supply chains in 2024. Supply chain resilience is more important than ever, but falling profits and evidence of declining diversificati... Read more →

Supply Chain Edge: Striking back, Panama problems, worrying shipments

November 3, 2023

• The US autoworkers’ strike has ended, causing a 0.2-percentage-point drag to US GDP and US$3 billion of lost profits for the “Big 3” automakers — ratification should not be taken for granted. Other automakers are struggling with supply chain shortages, and more evidence of a slowdown in elec... Read more →

Supply Chain Edge: Graphite retaliation, chip restraints and levelled-up consoles

October 27, 2023

• In two new reports this week, we look at the widening rivalry between the US and mainland China. New US semiconductor export rules widen the range of graphics processors that cannot be shipped to mainland China, which accounts for over a quarter of global revenue for chipmakers. Mainland Chi... 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: Strike hits, green Apple, boring supply chains

September 15, 2023

• 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 →

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Supply Chain Edge: Peak season expectations, mysterious phone, more blocked lithium

September 8, 2023

• In new research this week, we look at the prospects for the US peak shipping season. The good news is that the seasonality of shipping is back to the 2016–19 level. The bad news is that consumer goods volumes are still weak. Elsewhere, there is evidence of slow activity in UK retail and conc... Read more →

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Peaking like it’s 2019: 2023 US peak season supply chain activity

September 8, 2023

• US import activity has slowed throughout 2023, culminating in a 12% year-over-year drop in seaborne imports of containerized freight in August. While maritime containerized freight represents 32% of total imports by value, it is nonetheless indicative of slowing supply chain activity more br... Read more →

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Getting the right environment: Air conditioner supply chains

August 10, 2023

• 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 →

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: 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 →

Supply Chain Research

Showing research about Industrials - Capital Goods