Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking — Panjiva
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Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking

Argentina 59 Brazil 407 China 3027 Cons. Discr. - Autos 1228 Cons. Discr. - Durables 556 Cons. Discr. - Retailing 502 Corp - Ports 903 Corp - Shipping 1014 Earnings 751 Energy - Conventional 460 Energy - Crude Oil 305 Energy - Natural Gas 159 European Union 861 Germany 262 India 543 Industrials - Capital Goods 615 Info Tech - Comms Equip 257 Info Tech - Tech Hardware 845 Japan 624 Materials - Construction 118 Materials - Metals/Mining 781 Metals - Aluminum 264 Metals - Steel 536 Mode - Bulk 139 Mode - Containerized 1511 Mode - Seaborne 1839 South Korea 601 Strikes 77 Sweden 19 Taiwan 228 Theme - Canals 139 Trade Deals 1009 U.S. 5375 United Kingdom 384

• In new research this week with our colleagues from across S&P Global Market Intelligence, we look ahead to the key strategic trends and opportunities facing supply chains in 2024. Supply chain resilience is more important than ever, but falling profits and evidence of declining diversification suggest firms are either unable or unwilling to invest in the near term.
• Our new deep-dive into the state of the semiconductor sector — including analytics based on supply chain activity measures, macroeconomic data, financial forecasts, and both manual and natural language processing of ...

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