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 208 Canada 498 China 2983 Cons. Discr. - Apparel 503 Cons. Discr. - Autos 1191 Cons. Discr. - Durables 522 Cons. Discr. - Retailing 475 Corp - Forwarders 342 Corp - Ports 885 Corp - Shipping 984 Earnings 733 Energy - Renewables 188 European Union 837 Finland 11 France 156 India 520 Industrials - Capital Goods 588 Info Tech - Comms Equip 231 Info Tech - Tech Hardware 808 Japan 609 Materials - Chemicals 244 Materials - Metals/Mining 759 Metals - Aluminum 254 Metals - Steel 522 Mexico 892 Mode - Containerized 1479 Mode - Rail 115 Mode - Seaborne 1809 Russia 121 Sanctions 164 Strikes 70 Taiwan 212 Tariffs 1805 Theme - Canals 135 Theme - Rates 236 U.S. 5330 United Kingdom 374 Vietnam 379

• 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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