Supply Chain Edge: Shipping rates reverse, AI saves the day — Panjiva
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Supply Chain Research

Supply Chain Edge: Shipping rates reverse, AI saves the day

Business Sentiment 210 Canada 500 China 2985 Cons. Discr. - Apparel 505 Cons. Discr. - Autos 1193 Cons. Discr. - Durables 524 Cons. Discr. - Retailing 477 Corp - Forwarders 342 Corp - Ports 887 Corp - Shipping 986 Earnings 735 Energy - Renewables 188 European Union 838 Finland 11 France 156 India 522 Industrials - Capital Goods 590 Info Tech - Comms Equip 232 Info Tech - Tech Hardware 810 Japan 611 Materials - Chemicals 245 Materials - Metals/Mining 761 Metals - Aluminum 255 Metals - Steel 524 Mexico 892 Mode - Containerized 1481 Mode - Rail 117 Mode - Seaborne 1811 Russia 121 Sanctions 164 Strikes 72 Taiwan 213 Tariffs 1807 Theme - Canals 136 Theme - Rates 237 U.S. 5332 United Kingdom 375 Vietnam 381

• Logistics networks are continuing to adapt in the face of ongoing disruptions to shipping through the Red Sea, including reduced services for Indian exporters, a shift in timing of expected deliveries and container rates that are in decline. Consumer goods firms across apparel and home appliances are using strategies including route adaptations and sourcing mixes, although most see the disruptions as an inconvenient extra cost than transformative.
• Technology supply chains are feeling the benefits of spending on AI applications including shipments of server components and semico...

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