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

Australia 132 Business Sentiment 218 China 3026 Cons. Discr. - Apparel 517 Cons. Discr. - Autos 1227 Cons. Discr. - Durables 555 Cons. Discr. - Retailing 502 Consumer Staples 790 Corp - Ports 902 Corp - Shipping 1014 Earnings 750 Energy - Coal 67 Energy - Renewables 198 European Union 861 Finland 11 Health Care 360 India 543 Indonesia 107 Industrials - Capital Goods 614 Info Tech - Tech Hardware 845 Japan 624 Malaysia 154 Materials - Chemicals 264 Materials - Metals/Mining 781 Materials - Packaging 58 Mexico 915 Mode - Containerized 1510 Mode - Seaborne 1838 Netherlands 32 Singapore 70 South Korea 601 Switzerland 11 Taiwan 228 Tariffs 1844 Theme - Shipbuilding 111 Trade Deals 1009 U.S. 5374 United Kingdom 384 Vietnam 395

• 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 th...

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