Supply Chain Edge: Rice restrictions, Barbie’s trip, batteries’ delay — Panjiva

Supply Chain Research

Supply Chain Edge: Rice restrictions, Barbie’s trip, batteries’ delay

Ags - Grains/Beans 296 Business Sentiment 197 Canada 486 China 2955 Cons. Discr. - Autos 1162 Cons. Discr. - Durables 500 Cons. Discr. - Retailing 454 Consumer Staples 752 Corp - Forwarders 338 Earnings 712 France 149 Germany 238 Health Care 351 India 497 Industrials - Aero/Defense 195 Info Tech - Comms Equip 208 Info Tech - Tech Hardware 779 Japan 593 Materials - Chemicals 223 Mode - Containerized 1451 Russia 111 South Korea 570 Strikes 58 Tariffs 1783 Theme - Canals 118 U.S. 5300

• In new research this week, S&P Global Market Intelligence looks at the disruptions to food supply chains caused by India’s new rice export rules. Evidence from survey data, chemical production and warehouse vacancies shows manufacturing is in decline while two large freight forwarders have diverging views.
• Toy industry sales and trade activity remain soft despite the success of the “Barbie” movie. Brandy shipments are also in decline. Home appliance supply chains are running smoothly with costs in decline.
• Activity in the semiconductor industry remains depressed based o...

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