Supply Chain Edge: Shelving Red Sea plans, ‘forceful measures’ for EVs — Panjiva
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Supply Chain Edge: Shelving Red Sea plans, ‘forceful measures’ for EVs

Business Sentiment 201 Canada 490 China 2965 Cons. Discr. - Apparel 490 Cons. Discr. - Autos 1172 Cons. Discr. - Durables 509 Cons. Discr. - Retailing 463 Corp - Shipping 969 Earnings 721 European Union 819 India 506 Industrials - Capital Goods 578 Info Tech - Comms Equip 218 Info Tech - Tech Hardware 789 Israel 16 Materials - Chemicals 231 Mexico 878 Mode - Containerized 1461 Mode - Seaborne 1795 Mode - Truck 73 Sanctions 156 Saudi Arabia 46 South Korea 571 Strikes 64 Taiwan 205 Theme - Canals 128 Theme - Rates 231 Trade Deals 999 U.S. 5310 UAE 25 United Kingdom 363 Vietnam 369

• 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...

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