• 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...