Panjiva Daily: Pandemic risks renewed in apparel; TSMC, Intel expect chip woes into 2022

Global 1367 Panjiva Daily 703

A full lockdown in Bangladesh, staff shortages in Vietnam and travel restrictions in Indonesia raise significant supply chain risks in the apparel industry. The current imbalance in the semiconductor industry may last into 2022. Also: Savannah surge likely to continue to 2022 as Walmart leads CMA CGM higher; Cosco Shipping drives China’s shipyards ahead while KSOE faces cost inflation; Thule pushes up pricing as supply chain costs rack up; no pre-vacation TRIPS, AstraZeneca restructures, Aspen Pharma delivers; rising container rates, closer rail scrutiny and a cyber attack; and steel dea...

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