Supply Chain Edge: Red Sea meets Black Friday, cars impounded, PlayStation cut — Panjiva
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Supply Chain Edge: Red Sea meets Black Friday, cars impounded, PlayStation cut

Australia 128 Bangladesh 38 Business Sentiment 210 China 2985 Cons. Discr. - Apparel 505 Cons. Discr. - Autos 1193 Cons. Discr. - Durables 524 Cons. Discr. - Retailing 477 Consumer Staples 767 Corp - Forwarders 342 Corp - Ports 887 Corp - Shipping 986 Earnings 735 European Union 838 India 522 Info Tech - Comms Equip 232 Info Tech - Tech Hardware 810 Japan 611 Materials - Chemicals 245 Materials - Metals/Mining 761 Metals - Steel 524 Mexico 892 Mode - Containerized 1481 Mode - Seaborne 1811 Russia 121 Theme - Canals 136 U.S. 5332 United Kingdom 375

• In new research this week, we take a deep dive into the impact of Red Sea shipping disruptions on the apparel industry. Should delays last until later in the year, the peak shipping season could be affected, while most firms for now see higher costs as a bigger challenge than delays. Elsewhere in consumer goods, toymakers see little growth in the start of 2024 and Australian wine is set to return to mainland China.
• The automotive industry appears relaxed about the disruptions from Red Sea shipping, despite early electric vehicle plant closures. BYD Auto Co. Ltd. may invest in M...

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