Supply Chain Research

The collapse in ocean shipping is leading container lines to rearrange their services and differentiate rate changes by route. Shipments from India to the US are expanding rapidly while those from mainland China are falling. The increase in shipments from India has been led by electrical and electronics goods and furniture, with growth in both as well as apparel, steel/aluminum and auto parts outpacing the growth in shipments from mainland China. Within the shipments of electrical goods, a decade-long process of reshoring in solar power equipment is playing out. Indian suppliers had a 4%...