Supply Chain Edge: Bridge to the future, peak season prep, new chips — Panjiva
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Supply Chain Research

Supply Chain Edge: Bridge to the future, peak season prep, new chips

Ags - Forestry 128 Ags - Grains/Beans 300 Australia 128 Chile 108 China 2985 Cons. Discr. - Autos 1193 Consumer Staples 767 Corp - Ports 887 Corp - Shipping 986 Energy - Coal 65 European Union 838 Finland 11 Germany 249 Health Care 354 Info Tech - Comms Equip 232 Info Tech - Tech Hardware 810 Materials - Chemicals 245 Materials - Metals/Mining 761 Materials - Packaging 54 Metals - Aluminum 255 Metals - Steel 524 Mode - Bulk 136 Mode - Containerized 1481 Mode - Seaborne 1811 Sanctions 164 South Korea 588 Tariffs 1807 U.S. 5332 United Kingdom 375 Vietnam 381

• In new research this week we look ahead to the rest of 2024 and beyond and find that supply chains are likely to remain in a state of flux and disruptions. Logistics challenges through the Red Sea are set to continue heading into the critical peak season, though trade growth is expected to remain low. Political risks are rising, particularly in the US later in the year, while regulatory uncertainties remain elevated too. Investments in resilience are being curtailed in terms of inventory management and diversification while visibility technologies and reshoring increase.
• The Ba...

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