Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed — Panjiva
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Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed

Australia 128 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 - Ports 887 Corp - Shipping 986 Earnings 735 Energy - Coal 65 Energy - Renewables 188 European Union 838 Finland 11 Health Care 354 India 522 Indonesia 103 Industrials - Capital Goods 590 Info Tech - Tech Hardware 810 Japan 611 Malaysia 149 Materials - Chemicals 245 Materials - Metals/Mining 761 Materials - Packaging 54 Mexico 892 Mode - Containerized 1481 Mode - Seaborne 1811 Netherlands 26 Singapore 69 South Korea 588 Switzerland 9 Taiwan 213 Tariffs 1807 Theme - Shipbuilding 108 Trade Deals 1000 U.S. 5332 United Kingdom 375 Vietnam 381

• In new research this week, we take a deeper look at the supply chain impact of the Francis Scott Key Bridge disaster in Baltimore, looking at how shipping routes are healing around the disruption, as well as detailing the effects in the automotive, construction equipment and coal sectors. Elsewhere in logistics, we assess Ocean Network Express Pte. Ltd.’s (ONE) ambitious growth plans, where annual capacity growth of 8% will outstrip global trade growth of 2% through 2030.
• Taiwan’s earthquake is a human tragedy but has largely left supply chains untouched. Further tensions in th...

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