Supply Chain Research

Supply Chain Edge: Three speed semiconductors, auto tariffs bite, hurricane hazards hit

July 12, 2024

– The semiconductor sector is seeing varied recovery rates, with AI applications and Nvidia driving growth, but supply chain challenges persist with sector revenue growth expected to fall to 24% in Q1 2024 from 44% in the same period the prior year. Consumer devices have mixed prospects, with ... Read more →

Supply Chain Edge: Disjointed world, Tesla’s woes, bad canal choices

December 8, 2023

• Supply chains in 2024 face higher labor costs which may hinder investments in resilience. Firms are returning to “just in time” rather than “just in case” inventory strategies and diversification of suppliers is falling. Reshoring continues, however, as firms look to cut costs and risks even... Read more →

Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking

November 24, 2023

• In new research this week with our colleagues from across S&P Global Market Intelligence, we look ahead to the key strategic trends and opportunities facing supply chains in 2024. Supply chain resilience is more important than ever, but falling profits and evidence of declining diversificati... Read more →

Supply Chain Edge: Decorated supply chains, strike strategy revealed

October 5, 2023

• The US peak shipping season is starting ahead of holiday shopping events. Shipping seasonality is close to normal, while US imports in September were flat versus a year earlier. Holiday decoration supply chains are the focus for our latest research. Apparel firms continue to repair their sup... Read more →

Aluminum supply chains about to get even more bureaucratic

May 26, 2021

The U.S. government has outlined the final rules for its Aluminum Import Monitoring and Analysis system which will allow for “timely monitoring of import surges”. While adding supply chain transparency the system, which comes online from June 28, comes on top of a complex process for requestin... Read more →

JBS, Marfrig’s Brazilian beef could benefit from Argentine export ban

May 21, 2021

Argentina has stopped exporting beef in an attempt to curb inflation, which has led to closures of meat packing plants and a strike by ranchers. Argentina’s exports of beef accounted for 5.9% of global trade in 2019. That would suggest global shortages might be averted though prices could rise... Read more →

Panjiva Insights: Latin America versus the world – life after the pandemic

May 19, 2021

Panjiva Research took part in a webinar on May 18 with our colleagues from S&P Global Ratings and S&P Global Platts to consider the outlook for Latin American supply chains after the pandemic. Thus far there’s been a marked rebound in export activity in the region with exports from Mexico and ... Read more →

Grand targets, mundane actions – Supply chains key to tackling GHG emissions

April 25, 2021

President Biden’s climate summit has been accompanied by a range of new greenhouse gas emissions targets that will provide new opportunities for enabling technologies and challenges for the logistics industry and sectors with high emissions. While policy direction is vital, it will take corpor... Read more →

Biden’s critical mineral sourcing choices need more R&D, less regulation

March 17, 2021

President Joe Biden’s 100 day of critical supply chains, which is scheduled to report by June 3, includes a review of sourcing of key minerals including cobalt, lithium, rare earths and others. U.S. imports of a wide range of critical minerals identified by the USGS fell by 31.2% year over yea... Read more →

Panjiva Insights: Supplying a locked down world – the impact of COVID-19 on LatAm

May 13, 2020

Panjiva Research joined a webinar with our colleagues from across S&P Global on May 12 to consider the impact of COVID-19 on Latin American economies, energy, supply chains and the finance sector. This report provides a link to the materials and an outline of the questions asked. A poll of the... Read more →

Supply Chain Research

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