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

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

Argentina 57 Brazil 392 China 2965 Cons. Discr. - Autos 1172 Cons. Discr. - Durables 509 Cons. Discr. - Retailing 463 Corp - Ports 875 Corp - Shipping 969 Earnings 721 Energy - Conventional 447 Energy - Crude Oil 300 Energy - Natural Gas 153 European Union 819 Germany 240 India 506 Industrials - Capital Goods 578 Info Tech - Comms Equip 218 Info Tech - Tech Hardware 789 Japan 597 Materials - Construction 112 Materials - Metals/Mining 746 Metals - Aluminum 244 Metals - Steel 508 Mode - Bulk 134 Mode - Containerized 1461 Mode - Seaborne 1795 South Korea 571 Strikes 64 Sweden 19 Taiwan 205 Theme - Canals 128 Trade Deals 999 U.S. 5310 United Kingdom 363

• 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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