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 205 Canada 492 China 2972 Cons. Discr. - Apparel 495 Cons. Discr. - Autos 1180 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Corp - Forwarders 341 Corp - Ports 881 Corp - Shipping 976 Earnings 726 Energy - Renewables 183 European Union 827 Finland 11 France 153 India 512 Industrials - Capital Goods 583 Info Tech - Comms Equip 225 Info Tech - Tech Hardware 797 Japan 601 Materials - Chemicals 237 Materials - Metals/Mining 752 Metals - Aluminum 249 Metals - Steel 514 Mexico 882 Mode - Containerized 1469 Mode - Rail 112 Mode - Seaborne 1802 Russia 119 Sanctions 162 Strikes 65 Taiwan 208 Tariffs 1795 Theme - Canals 132 Theme - Rates 234 U.S. 5318 United Kingdom 369 Vietnam 374

• 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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