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

Supply Chain Research

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

Australia 124 Bangladesh 36 Business Sentiment 204 China 2970 Cons. Discr. - Apparel 494 Cons. Discr. - Autos 1178 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Consumer Staples 760 Corp - Forwarders 340 Corp - Ports 879 Corp - Shipping 975 Earnings 725 European Union 825 India 511 Info Tech - Comms Equip 223 Info Tech - Tech Hardware 795 Japan 600 Materials - Chemicals 235 Materials - Metals/Mining 750 Metals - Steel 512 Mexico 881 Mode - Containerized 1467 Mode - Seaborne 1800 Russia 118 Theme - Canals 131 U.S. 5316 United Kingdom 368

• 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...

Copyright © 2024 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.