Supply Chain Research

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Supply Chain Edge: Early peak evidence, AI chip delay, Chile’s woes

August 9, 2024

– US seaborne imports of containerized freight surged 14% year over year in July, with sequential growth of 8% in consumer durables suggesting peak season is arriving early. Further evidence includes a pull-forward of Prime Day goods and comments from container line A.P. Møller – Mærsk A/S. It... Read more →

Supply Chain Edge: Surge protection, managed de minimis, forestry failings

July 19, 2024

• In new research this week, we investigate the evidence for early shipping in US supply chains ahead of the peak season amid slow retail sales. We also take a data-driven deep dive into bicycle supply chains, which are coming out of a supply chain bullwhip. Elsewhere in the consumer goods sec... Read more →

Supply Chain Edge: Corporate focus on supply chains wanes, tariff details matter

June 7, 2024

• Consumer goods supply chains no longer face the demand pressures that they used to, leading to a reduced focus on supply chain issues by company managers and investors. Performance is markedly different across sectors, with footwear expanding and home appliances contracting. Shipments of “Sq... Read more →

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Supply Chain Edge: Under the EU influence, spinning up electronics

May 31, 2024

• The EU may delay its initial judgment on mainland China’s electric vehicle supply chains, reducing geopolitical pressures, although firms are still looking at reshoring strategies to reduce their reliance on mainland China as a production center for vehicles and parts. India is one winner. T... Read more →

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

April 5, 2024

• 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. El... Read more →

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

March 28, 2024

• 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 r... Read more →

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Supply Chain Edge: Beyond AI, refrigerator reflation, limited Red Sea scope

March 1, 2024

• In new research, we take a deep dive into the semiconductor sector and find that the excitement around AI is hiding a sluggish recovery in consumer, mobility and industrial activity. The sector will remain at the nexus of industrial and national security policies. Elsewhere in technology, we... Read more →

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

February 16, 2024

• 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. Elsewhe... Read more →

Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

February 9, 2024

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not conc... Read more →

Supply Chain Edge: Striking back, Panama problems, worrying shipments

November 3, 2023

• The US autoworkers’ strike has ended, causing a 0.2-percentage-point drag to US GDP and US$3 billion of lost profits for the “Big 3” automakers — ratification should not be taken for granted. Other automakers are struggling with supply chain shortages, and more evidence of a slowdown in elec... Read more →

Supply Chain Research

Showing research about Australia