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

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

Business Sentiment 197 Canada 486 China 2955 Cons. Discr. - Apparel 481 Cons. Discr. - Autos 1162 Cons. Discr. - Durables 500 Cons. Discr. - Retailing 454 ESG 61 Earnings 712 European Union 809 Info Tech - Tech Hardware 779 Japan 593 Materials - Chemicals 223 Materials - Metals/Mining 740 Metals - Aluminum 242 Metals - Steel 504 Mode - Containerized 1451 Mode - Seaborne 1785 Mode - Truck 72 Netherlands 23 South Korea 570 Strikes 58 Taiwan 199 U.S. 5300

• 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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