Supply Chain Edge: AI diffusion limits, delayed peace dividend, phased tariff — Panjiva
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Supply Chain Edge: AI diffusion limits, delayed peace dividend, phased tariff

Ags - Meat/Dairy 260 China 3009 Cons. Discr. - Autos 1212 Cons. Discr. - Durables 541 Cons. Discr. - Retailing 492 Consumer Staples 781 Corp - Shipping 999 Energy - Conventional 455 Energy - Crude Oil 303 Energy - Natural Gas 156 Germany 254 India 535 Info Tech - Comms Equip 250 Info Tech - Tech Hardware 833 Israel 25 Japan 619 Materials - Packaging 57 Mexico 903 Mode - Containerized 1497 Mode - Seaborne 1825 Russia 125 Sanctions 169 Saudi Arabia 49 South Korea 597 Switzerland 10 Taiwan 224 Tariffs 1827 Theme - Canals 139 Theme - Rates 238 U.S. 5357 United Kingdom 378

– Technology supply chains remain in a state of flux, with the last week of the US Biden administration bringing new rules to limit trade in AI products, while Foxconn is facing delays in shipping parts to India and Lenovo Group Ltd. outlines plans to expand manufacturing in Saudi Arabia.
– The emergent peace in the Middle East may not lead to a significant drop in shipping rates with Houthi attacks expected to continue. Shipping also continues to be disrupted due to widening sanctions against Russia, requiring further adaptations to oil sourcing in mainland China and India while t...

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