En• In new research this week, we extend our analysis of the fallout from the logistics disruptions in the Red Sea. In the furniture sector, 63% of all EU imports come from Asia by sea, raising the need for alternative shipping modes and price rises. A new road route from the United Arab Emirates (UAE) could assist two-fifths of Israel’s seaborne imports from Asia.
• New S&P Global Purchasing Managers’ IndexTM (PMI) data shows the Red Sea disruptions may have caused UK and eurozone supplier delivery times to rise to their longest since 2022. Container rates have nonetheless started t...
Related Research
Supply Chain Edge: What to expect when you’re expecting tariffs
– The Trump administration’s July 9 deadline for signing reciprocal trade deals is unlikely to be the end of tariff uncertainty f... Read more →
Supply Chain Edge: Howling at tariffs, finding a framework, speeding GPUs
– The turbulence caused by US import duties can be seen in new US seaborne import data for May, which included a 5.7% year-over-y... Read more →
Supply Chain Edge: Tariff inflection point, Europe’s congested ports, pricier strollers
– A point of inflection may have arrived for the tariff challenges faced by supply chain decision-makers, with the US having reac... Read more →
Supply Chain Edge: Dealmakers, device-makers, toymakers and toolmakers
– The governments of the US and mainland China will meet to discuss trade relations, potentially leading to lower tariffs, althou... Read more →
Copyright © 2025 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
