Supply Chain Research

A renewed series of spikes in COVID-19 infections is causing further disruptions to global supply chains in southeast Asia. In one example, Vietnam’s northern provinces of Bac Ninh and Bac Giang are suffering marked shortages of staff due to illness. That’s particularly relevant for the renewable energy and technology sectors. Panjiva’s data shows 43.1% of U.S. seaborne imports from the two Vietnamese provinces in the 12 months to April 30 were renewable energy products while a further 11.3% are classified as telecoms and networking gear. Major importers of renewable energy equipment to ...