Supply Chain Edge: Disjointed world, Tesla’s woes, bad canal choices — Panjiva
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Supply Chain Research

Supply Chain Edge: Disjointed world, Tesla’s woes, bad canal choices

Argentina 57 Brazil 392 China 2965 Cons. Discr. - Apparel 490 Cons. Discr. - Autos 1172 Cons. Discr. - Durables 509 Cons. Discr. - Retailing 463 Consumer Staples 756 Corp - Shipping 969 Denmark 8 Earnings 721 Energy - Coal 62 Energy - Conventional 447 Energy - Crude Oil 300 European Union 819 India 506 Info Tech - Comms Equip 218 Info Tech - Tech Hardware 789 Israel 16 Materials - Chemicals 231 Materials - Metals/Mining 746 Mode - Containerized 1461 Mode - Seaborne 1795 Norway 4 Strikes 64 Sweden 19 Theme - Canals 128 Trade Balance 932 U.S. 5310 UAE 25 United Kingdom 363 Vietnam 369

• Supply chains in 2024 face higher labor costs which may hinder investments in resilience. Firms are returning to “just in time” rather than “just in case” inventory strategies and diversification of suppliers is falling. Reshoring continues, however, as firms look to cut costs and risks even as corporate cash flows remain pressured.
• New data shows that US seaborne imports recovered more quickly in November, although a faster-than-normal seasonal dip may hold the seeds of a new slowdown. Tequila’s growing dominance drags on other spirits’ supply chains, including cognac.
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