Supply Chain Research

Supply Chain Edge: Building on the ‘70s, delaying tariffs, shipping slips

August 1, 2024

– In new research this week, we look at Malaysia’s future as a reshoring center, which has been building since the 1970s but now faces stiff competition as labor gets more expensive and a new round of electronics investments is needed.
– Mainland China’s “Third Plenum” meeting brings a n... 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: Trump’s car directions, AIS off, AI memory on

March 22, 2024

• Automotive supply chains are among the most complex, from both operational and regulatory perspectives. In new research this week, we look at the US presidential candidates’ policies on automotive tariffs and find that mainland China is an integral part of Mexico’s vehicle supply chains. Mea... Read more →

Supply Chain Edge: Judging calm, recycling rags, striking potash

July 14, 2023

• In new research this week, we have reviewed 2023 so far through the lens of 10 key data points and found that supply chains are mostly back to normal, but there are key areas of concern. Our deep dive into new export restrictions in mainland China finds that the threat to critical mineral su... Read more →

Supply Chain Edge: Yeezy deflates kicks

March 10, 2023

Adidas has a pressing need to reduce its inventories after a failed collaboration with Kanye West. US imports linked to the firm surged in 2022 and are now reversing. The firm’s supplies have shifted toward Indonesia, yielding lower costs and price inflation. Trends in sports equipment supply ... Read more →

Xylem clogged by labor, inflation; diverts sourcing back to China

August 5, 2021

Xylem, a maker of water control products, reported Q2’21 revenue growth of 16.5% year over year. That required running down inventories given the firm’s supply chain activity declined, shown by U.S. seaborne imports which fell by 6.8% year over year in Q2’21. The firm’s CFO, Sandra Rowland not... Read more →

Maersk’s new service may bring Deichmann, H&M back to Chennai

July 19, 2021

Maersk is reconfiguring its Asian services, including those from India to Europe, aimed at “improving speed to market, providing higher predictability and offering more flexibility” as well as bringing “resilience to the customers’ supply chains”. That follows a slew of disruptions to shipping... Read more →

L’Oréal may decide it’s not worth it after CMA CGM adapts Europe-LatAm service

June 29, 2021

CMA CGM has revised its EUROSAL container shipping service from Europe to Latin America to exclude a call at Le Havre, France. The firm has cited “heavy congestion and lack of productivity have been experienced for months” which “is not expected to improve with the summer period” despite the e... Read more →

Daimler, BRF may face disruptions from latest Maersk shipping accident

June 21, 2021

In the latest in a series of accidents to beset the container shipping industry in 2021, the Cap San Antonio, operated by Maersk’s Hamburg Sud, has collided with a pier at the port of Santos, Brazil, holing the hull and causing a service suspension. The vessel had been scheduled to ship from S... Read more →

ASML avoids COVID-19, regulatory disruptions as shipments rise

October 15, 2020

ASML has released preliminary Q3 revenues that were “above our guidance” according to CEO Peter Wennink after the firm experienced “no major disruptions due to COVID-19 during the last quarter”. The semiconductor manufacturing equipment firm may have been helped by a widespread demand for elec... Read more →

Supply Chain Research

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