Freight forwarder DSV saw the fastest growth among its peers in March, led by increased shipments of wind turbine equipment and luxury goods. The putative U.S.-EU tariff war could hurt wine and brandy exports by LVMH, among others. Also: a slower release formula for Brexit still leaves pharmaceutical supply chains at risk; Kinder Morgan is set to boost its flow of gas as Mexican demand grows; Asia’s exports dropped in February, with little sign of hope from elsewhere in the world; and an enforcement office agreement raises the prospect of U.S. China agreement.
Supply Chain Research
Copyright © 2024 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.