Supply Chain Edge: Red Sea inventory fallout, smart strikes, fab spending — Panjiva
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Supply Chain Edge: Red Sea inventory fallout, smart strikes, fab spending

China 3008 Cons. Discr. - Apparel 513 Cons. Discr. - Autos 1211 Cons. Discr. - Durables 540 Cons. Discr. - Retailing 491 Corp - Shipping 998 Earnings 745 European Union 850 Finland 11 Germany 254 India 534 Industrials - Aero/Defense 200 Industrials - Capital Goods 605 Info Tech - Comms Equip 250 Info Tech - Tech Hardware 832 Japan 619 Materials - Metals/Mining 772 Materials - Packaging 57 Metals - Aluminum 258 Metals - Steel 530 Mexico 902 Mode - Containerized 1496 Mode - Seaborne 1824 Russia 125 Sanctions 168 South Korea 597 Tariffs 1826 Theme - Canals 139 Theme - Rates 238 U.S. 5356 United Kingdom 378

• In new research reports this week, we dig into the evidence for continued inventory destocking despite Red Sea disruptions, the impact of strikes in Finland and new investments in India’s semiconductor supply chain.
• Elsewhere in industrials, we also dig into the EU’s watering-down of key supply chain regulations, the state of the EU’s investigation of Chinese electric vehicles and Japanese wage negotiations.
• In technology, the US has applied a new round of semiconductor export restrictions and Thales SA is still facing supply chain challenges. Finally, the latest US con...

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