Supply Chain Research — Panjiva
MENU

Supply Chain Research

2023-05-19-sce-s301-countries-600x400

Supply Chain Edge: COVID no more, tariffs in abeyance

Healthcare supply chains have been disrupted during the COVID-19 pandemic. The US administration of President Joe Biden has downgraded the Public Health Emergency, while also extending a waiver on tariffs on imports from mainland China. Imports from mainland China are down 70% from their peak,... Read more →

2023-05-12-sce-imports-total-600x394

Supply Chain Edge: Consumer slowdown is slowing down

US seaborne imports of containerized freight fell for the ninth straight month in April, led by a 24% slide in consumer goods shipments. However, the rate of decline is slowing. Destocking, which may have gone too far for some apparel firms, and slower sales are likely drivers. Seasonal patter... Read more →

2023-05-05-sce-sk-chips-600x406

Supply Chain Edge: A light in the semiconductor tunnel

Demand for semiconductors remains depressed while a recovery will take until later in the year, based on a review of the forward-looking comments from eight firms including Apple Inc. The latter’s supply chain remains in flux, with one supplier leaving India and another setting up in Vietnam. ... Read more →

2023-04-28-sce-china-memory-chips-600x393

Supply Chain Edge: Mighty microchip buyers

The US has stated that semiconductor export rules “aren’t designed to hurt China” amid a potential tightening of memory chip flows. Yet, mainland China is already one of the largest buyers in the world, with 43% of imports in 2022, and is rapidly expanding its exports in a consolidating market... Read more →

2023-04-21-sce-thai-tech-exports-600x405

Supply Chain Edge: The new Vietnam

Thailand might be the next computer supply chain hub, although there will be a fight to displace mainland China as the main exporter and beat Mexico and Vietnam as rapidly expanding centers. We published new research this week looking at downturn-era supply chain strategies among the global to... Read more →

2023-04-14-sce-us-bol-total-600x399

Supply Chain Edge: Slower, steadier and smoother

Evidence from US seaborne imports shows that supply chain activity continues to slow, further reducing pressure on supply chains. US containerized imports fell by nearly a quarter in March versus a year earlier, led by consumer durable goods. The S&P Global PMI for manufacturing supplier deliv... Read more →

2023-04-uk-cptpp-singapore-leads-uk-cptpp-exports-600x427

The new Pacific island: UK supply chains access CPTPP trade deal

The UK’s membership of the Comprehensive and Progressive Agreement for Trans Pacific Partnership (CPTPP) trade group brings new supply chain opportunities. They should not be overstated: the UK already has trade deals of varying sorts with all CPTPP members except Malaysia and Brunei. Export o... Read more →

2023-04-uniqlo-myanmar-macro-600x398

Rapid apparel reshoring: Alternatives to sourcing from Myanmar

Uniqlo-owner Fast Retailing’s exit from manufacturing in Myanmar is reportedly due to elevated political risks. Myanmar’s share of apparel imports to the EU, Japan and the US has stalled at 2.1% following the 2021 coup d’etat. Alternative supplier locations, which include: similar or larger ap... Read more →

2023-03-31-sce-athleisure-airfreight-600x399

Supply Chain Edge: Athleisure swims after flying

Athleisure apparel supply chains are changing rapidly, both in terms of tactical measures, such as the use of air freight discussed by Lululemon, and strategic decisions regarding regional sourcing. Apparel supply chains are in flux more broadly, with new subsidies from the government of India... Read more →

Page 1 of 710