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

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

Business Sentiment 210 China 2985 Cons. Discr. - Apparel 505 Cons. Discr. - Autos 1193 Cons. Discr. - Durables 524 Cons. Discr. - Retailing 477 Earnings 735 European Union 838 Germany 249 India 522 Info Tech - Tech Hardware 810 Japan 611 Materials - Chemicals 245 Materials - Metals/Mining 761 Metals - Aluminum 255 Metals - Steel 524 Outlook 95 Pakistan 26 Philippines 57 South Korea 588 Strikes 72 Tariffs 1807 Thailand 136 Theme - Canals 136 U.S. 5332 Ukraine 20 United Kingdom 375

• 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 Ukraine. More firms will launch post-pandemic supply chain resilience strategies.
• We look at Tesla’s potential investments in India. The approaching Wimbledon week provides an excuse to investigate the environmental, social and governance challenges facing tennis ball suppliers. New macroecon...

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