En• In new research this week, we extend our analysis of the fallout from the logistics disruptions in the Red Sea. In the furniture sector, 63% of all EU imports come from Asia by sea, raising the need for alternative shipping modes and price rises. A new road route from the United Arab Emirates (UAE) could assist two-fifths of Israel’s seaborne imports from Asia.
• New S&P Global Purchasing Managers’ IndexTM (PMI) data shows the Red Sea disruptions may have caused UK and eurozone supplier delivery times to rise to their longest since 2022. Container rates have nonetheless started t...
Supply Chain Research
Related Research
Supply Chain Edge: Surge protection, managed de minimis, forestry failings
• In new research this week, we investigate the evidence for early shipping in US supply chains ahead of the peak season amid slo... Read more →
Supply Chain Edge: Three speed semiconductors, auto tariffs bite, hurricane hazards hit
– The semiconductor sector is seeing varied recovery rates, with AI applications and Nvidia driving growth, but supply chain chal... Read more →
Supply Chain Edge: India’s future, pork’s tariffs and Sonos Inc.’s headphones
• In new research this week, we dig into the impact of the Indian elections on the country’s attractions as a reshoring location ... Read more →
Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave
• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key da... Read more →
Copyright © 2024 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
