Supply Chain Edge: Judging calm, recycling rags, striking potash — Panjiva
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Supply Chain Edge: Judging calm, recycling rags, striking potash

Business Sentiment 217 Canada 520 China 3021 Cons. Discr. - Apparel 517 Cons. Discr. - Autos 1222 Cons. Discr. - Durables 550 Cons. Discr. - Retailing 497 ESG 61 Earnings 747 European Union 856 Info Tech - Tech Hardware 841 Japan 621 Materials - Chemicals 262 Materials - Metals/Mining 780 Metals - Aluminum 263 Metals - Steel 535 Mode - Containerized 1507 Mode - Seaborne 1834 Mode - Truck 75 Netherlands 31 South Korea 601 Strikes 77 Taiwan 226 U.S. 5369

• In new research this week, we have reviewed 2023 so far through the lens of 10 key data points and found that supply chains are mostly back to normal, but there are key areas of concern. Our deep dive into new export restrictions in mainland China finds that the threat to critical mineral supply chains may be time-limited.
• Activity in the chipmaking industry continues to decline, while the latest bill of lading data and corporate earnings reports from Levi Strauss & Co. and MillerKnoll Inc. show the consumer goods downturn is continuing to abate.
• Environmental, social a...

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