Supply Chain Edge: Reversible reshoring, Israeli supply chain risks, EU’s mainland China strategy — Panjiva
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Supply Chain Edge: Reversible reshoring, Israeli supply chain risks, EU’s mainland China strategy

Ags - Fruit/Veg 133 Ags - Grains/Beans 297 Bangladesh 35 Canada 490 China 2965 Cons. Discr. - Apparel 490 Cons. Discr. - Autos 1172 Cons. Discr. - Durables 509 Cons. Discr. - Retailing 463 Consumer Staples 756 Corp - Ports 875 Corp - Shipping 969 Earnings 721 Egypt 5 European Union 819 France 152 India 506 Indonesia 96 Info Tech - Comms Equip 218 Info Tech - Tech Hardware 789 Israel 16 Materials - Metals/Mining 746 Mode - Containerized 1461 Mode - Seaborne 1795 Russia 115 Sanctions 156 Saudi Arabia 46 Strikes 64 Theme - Canals 128 Turkey 63 U.S. 5310 Vietnam 369

• In new research this week, we dive into the risks for Israeli supply chains from the worsening security situation in the Red Sea; the possibility of a reversal of reshoring for Bangladesh’s apparel industry; the EU’s as-yet undefined supply chain de-risking strategy vis-à-vis mainland China; and India’s latest food protectionism, covering onions.
• In the consumer goods sector, the holiday shopping season is revealing weakness in demand for toys and televisions. The toy sector’s falling sales have led to expanding inventories as supply chain activity has continued to imply an ass...

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