Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake — Panjiva
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Supply Chain Research

Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake

China 2965 Cons. Discr. - Autos 1172 Consumer Staples 756 Corp - Ports 875 Corp - Shipping 969 Energy - Renewables 180 European Union 819 India 506 Info Tech - Comms Equip 218 Info Tech - Tech Hardware 789 Japan 597 Materials - Chemicals 231 Metals - Steel 508 Mode - Containerized 1461 Mode - Seaborne 1795 Outlook 95 Sanctions 156 Strikes 64 Taiwan 205 Tariffs 1787 Theme - Canals 128 Theme - Rates 231 U.S. 5310 Vietnam 369

• Our most-read research reports of 2023 show the way-ahead for supply chains in 2024, including the potential for labor strikes in disrupting operations and raising costs, the compounding effect of military action in the Red Sea and water stress on the Panama Canal, the slow-but-steady recovery in the semiconductor industry, food protectionism resulting from weather systems and climate change, and mainland China’s retaliation against technology export restrictions.
• In new research this week, we look at mainland China’s new tariffs on imports of chemicals from Taiwan and the risk...

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