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 132 Bangladesh 39 Business Sentiment 218 China 3027 Cons. Discr. - Apparel 517 Cons. Discr. - Autos 1228 Cons. Discr. - Durables 556 Cons. Discr. - Retailing 502 Consumer Staples 791 Corp - Forwarders 346 Corp - Ports 903 Corp - Shipping 1014 Earnings 751 European Union 861 India 543 Info Tech - Comms Equip 257 Info Tech - Tech Hardware 845 Japan 624 Materials - Chemicals 265 Materials - Metals/Mining 781 Metals - Steel 536 Mexico 916 Mode - Containerized 1511 Mode - Seaborne 1839 Russia 130 Theme - Canals 139 U.S. 5375 United Kingdom 384

• 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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