Supply Chain Edge: Shipping rates reverse, AI saves the day — Panjiva
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Supply Chain Research

Supply Chain Edge: Shipping rates reverse, AI saves the day

Business Sentiment 201 Canada 490 China 2965 Cons. Discr. - Apparel 490 Cons. Discr. - Autos 1172 Cons. Discr. - Durables 509 Cons. Discr. - Retailing 463 Corp - Forwarders 340 Corp - Ports 875 Corp - Shipping 969 Earnings 721 Energy - Renewables 180 European Union 819 Finland 8 France 152 India 506 Industrials - Capital Goods 578 Info Tech - Comms Equip 218 Info Tech - Tech Hardware 789 Japan 597 Materials - Chemicals 231 Materials - Metals/Mining 746 Metals - Aluminum 244 Metals - Steel 508 Mexico 878 Mode - Containerized 1461 Mode - Rail 112 Mode - Seaborne 1795 Russia 115 Sanctions 156 Strikes 64 Taiwan 205 Tariffs 1787 Theme - Canals 128 Theme - Rates 231 U.S. 5310 United Kingdom 363 Vietnam 369

• Logistics networks are continuing to adapt in the face of ongoing disruptions to shipping through the Red Sea, including reduced services for Indian exporters, a shift in timing of expected deliveries and container rates that are in decline. Consumer goods firms across apparel and home appliances are using strategies including route adaptations and sourcing mixes, although most see the disruptions as an inconvenient extra cost than transformative.
• Technology supply chains are feeling the benefits of spending on AI applications including shipments of server components and semico...

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