En• Manufacturing conditions across G4 nations improved in May, according to S&P Global’s Flash Purchasing Managers’ Index (PMI), moving from 48.3 to 49.6 and closer to neutral. Separately, measures of US manufacturing output were relatively flat. The EU’s Carbon Border Adjustment Mechanism (CBAM) is starting to concern exporters to the bloc, while weather conditions and agricultural supply surpluses weighed on the mind of Deere & Co.
• Tariffs continued to proliferate with the expansion of US Section 301 tariffs on mainland China scheduled for Aug. 1. Mainland China issued what will...
Supply Chain Research
Related Research
Supply Chain Edge: Early peak evidence, AI chip delay, Chile’s woes
– US seaborne imports of containerized freight surged 14% year over year in July, with sequential growth of 8% in consumer durabl... Read more →
Supply Chain Edge: Building on the ‘70s, delaying tariffs, shipping slips
– In new research this week, we look at Malaysia’s future as a reshoring center, which has been building since the 1970s but now ... Read more →
Supply Chain Edge: Three speed semiconductors, auto tariffs bite, hurricane hazards hit
– The semiconductor sector is seeing varied recovery rates, with AI applications and Nvidia driving growth, but supply chain chal... Read more →
Supply Chain Edge: Eyes on the horizon, UK election prospects, the electric bandwagon
• Our latest supply chain outlook finds that activity growth remains slow and there are considerable uncertainties ahead of peak ... Read more →
Copyright © 2024 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
