Supply Chain Edge: Stellar start, building ban, India’s Apple — Panjiva
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Supply Chain Edge: Stellar start, building ban, India’s Apple

Bangladesh 38 Brazil 400 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 Energy - Renewables 188 European Union 838 India 522 Indonesia 103 Industrials - Capital Goods 590 Info Tech - Comms Equip 232 Info Tech - Tech Hardware 810 Israel 21 Malaysia 149 Materials - Chemicals 245 Materials - Construction 113 Materials - Metals/Mining 761 Metals - Copper 71 Metals - Steel 524 Mode - Containerized 1481 Mode - Seaborne 1811 Morocco 9 Norway 5 Sanctions 164 South Korea 588 Strikes 72 Tariffs 1807 Theme - Rates 237 Turkey 66 U.S. 5332 Vietnam 381

• In new research this week, we find that US seaborne imports have a stellar start to 2024 with growth of 15% year over year in the first quarter, driven by industrial materials. Caution is needed as growth may slow and the prospects for the peak season are clouded by supply chain disruptions and the US elections. Elsewhere in the logistics sector, we look at the prospects for the reopening of the Port of Baltimore and the prospects for escalating confrontations in the South China Sea.
• The US government is enhancing its handling of customs violations in the apparel sector, while ...

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