Supply Chain Research

Supply Chain Edge: Olympian sourcing, Mexican metals, expensive memories

July 26, 2024

– The Paris 2024 Olympic and Paralympic Games present an opportunity to revive the declining sports equipment and apparel supply chains, which saw US imports drop from US$20.97 billion in 2021 to US$14.85 billion in 2023.
– Elsewhere in consumer goods, there are protests in Bangladesh an... Read more →

Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

June 14, 2024

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging ... Read more →

Supply Chain Edge: Apple branches out, early peak evidence

May 10, 2024

• In new research this week, we look at how Apple Inc.’s supply chain has changed in the past year through its supplier and critical mineral reports. Elsewhere in tech, conditions in the electronics industry have improved but have yet to return to growth, as shown by the latest S&P Global Purc... 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: 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: Shipping rates reverse, AI saves the day

February 2, 2024

• Logistics networks are continuing to adapt in the face of ongoing disruptions to shipping through the Red Sea, including reduced services for Indian exporters, a shift in timing of expected deliveries and container rates that are in decline. Consumer goods firms across apparel and home appli... Read more →

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Supply Chain Edge: Reversible reshoring, Israeli supply chain risks, EU’s mainland China strategy

December 15, 2023

• In new research this week, we dive into the risks for Israeli supply chains from the worsening security situation in the Red Sea; the possibility of a reversal of reshoring for Bangladesh’s apparel industry; the EU’s as-yet undefined supply chain de-risking strategy vis-à-vis mainland China;... Read more →

Supply Chain Edge: Rice restrictions, Barbie’s trip, batteries’ delay

July 28, 2023

• In new research this week, S&P Global Market Intelligence looks at the disruptions to food supply chains caused by India’s new rice export rules. Evidence from survey data, chemical production and warehouse vacancies shows manufacturing is in decline while two large freight forwarders have d... Read more →

Danone, L’Oreal imports could submerge in U.S.-French tensions

September 21, 2021

France has recalled the ambassadors to the U.S. and Australia after a deal was announced for Australia to build submarines using U.S. nuclear technology instead of purchasing vessels from France. The French have called the move a “stab in the back” and if the disagreement continues it could ea... 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 →

Supply Chain Research

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