Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed — Panjiva
MENU

Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed

Australia 134 Business Sentiment 220 China 3067 Cons. Discr. - Apparel 538 Cons. Discr. - Autos 1257 Cons. Discr. - Durables 587 Cons. Discr. - Retailing 526 Consumer Staples 821 Corp - Ports 925 Corp - Shipping 1045 Earnings 761 Energy - Coal 69 Energy - Renewables 208 European Union 893 Finland 11 Health Care 366 India 564 Indonesia 119 Industrials - Capital Goods 626 Info Tech - Tech Hardware 881 Japan 639 Malaysia 161 Materials - Chemicals 281 Materials - Metals/Mining 806 Materials - Packaging 60 Mexico 934 Mode - Containerized 1539 Mode - Seaborne 1856 Netherlands 36 Singapore 71 South Korea 610 Switzerland 15 Taiwan 240 Tariffs 1881 Theme - Shipbuilding 116 Trade Deals 1020 U.S. 5422 United Kingdom 394 Vietnam 419

• In new research this week, we take a deeper look at the supply chain impact of the Francis Scott Key Bridge disaster in Baltimore, looking at how shipping routes are healing around the disruption, as well as detailing the effects in the automotive, construction equipment and coal sectors. Elsewhere in logistics, we assess Ocean Network Express Pte. Ltd.’s (ONE) ambitious growth plans, where annual capacity growth of 8% will outstrip global trade growth of 2% through 2030.
• Taiwan’s earthquake is a human tragedy but has largely left supply chains untouched. Further tensions in...

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