Supply Chain Edge: Red Sea meets Black Friday, cars impounded, PlayStation cut — Panjiva
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Supply Chain Edge: Red Sea meets Black Friday, cars impounded, PlayStation cut

Australia 124 Bangladesh 36 Business Sentiment 205 China 2972 Cons. Discr. - Apparel 495 Cons. Discr. - Autos 1180 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Consumer Staples 760 Corp - Forwarders 341 Corp - Ports 881 Corp - Shipping 976 Earnings 726 European Union 827 India 512 Info Tech - Comms Equip 225 Info Tech - Tech Hardware 797 Japan 601 Materials - Chemicals 237 Materials - Metals/Mining 752 Metals - Steel 514 Mexico 882 Mode - Containerized 1469 Mode - Seaborne 1802 Russia 119 Theme - Canals 132 U.S. 5318 United Kingdom 369

• In new research this week, we take a deep dive into the impact of Red Sea shipping disruptions on the apparel industry. Should delays last until later in the year, the peak shipping season could be affected, while most firms for now see higher costs as a bigger challenge than delays. Elsewhere in consumer goods, toymakers see little growth in the start of 2024 and Australian wine is set to return to mainland China.
• The automotive industry appears relaxed about the disruptions from Red Sea shipping, despite early electric vehicle plant closures. BYD Auto Co. Ltd. may invest in M...

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