Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil — Panjiva
MENU

Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil

Ags - Meat/Dairy 281 Canada 540 China 3083 Colombia 79 Cons. Discr. - Autos 1266 Cons. Discr. - Durables 597 Cons. Discr. - Retailing 530 Consumer Staples 834 Corp - Ports 935 Earnings 764 Energy - Coal 70 Energy - Conventional 482 European Union 900 India 572 Industrials - Capital Goods 630 Info Tech - Comms Equip 280 Info Tech - Tech Hardware 895 Israel 31 Japan 651 Materials - Chemicals 284 Materials - Metals/Mining 815 Metals - Aluminum 280 Metals - Steel 554 Mode - Containerized 1552 Mode - Rail 125 South Korea 615 Strikes 78 Taiwan 244 Tariffs 1894 U.S. 5440 Vietnam 423

– Trade restrictions are back in focus this week. In new research, we dig into mainland China’s restrictions on exports of antimony and an investigation of EU dairy products shortly after the EU’s reiteration of electric vehicle tariffs. Elsewhere, the Colombian government is looking to ban coal exports to Israel, and India is investigating alleged steel dumping from Vietnam.
– The technology sector continues to be a hotbed of geopolitical friction, as discussed in our new research on US-mainland China relations. Evidence is emerging of just how advanced mainland Chi...

Copyright © 2026 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.