Supply Chain Edge: Stellar start, building ban, India’s Apple — Panjiva
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Supply Chain Edge: Stellar start, building ban, India’s Apple

Bangladesh 36 Brazil 396 China 2972 Cons. Discr. - Apparel 495 Cons. Discr. - Autos 1180 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Consumer Staples 760 Corp - Ports 881 Corp - Shipping 976 Energy - Renewables 183 European Union 827 India 512 Indonesia 99 Industrials - Capital Goods 583 Info Tech - Comms Equip 225 Info Tech - Tech Hardware 797 Israel 19 Malaysia 145 Materials - Chemicals 237 Materials - Construction 113 Materials - Metals/Mining 752 Metals - Copper 69 Metals - Steel 514 Mode - Containerized 1469 Mode - Seaborne 1802 Morocco 9 Norway 5 Sanctions 162 South Korea 578 Strikes 65 Tariffs 1795 Theme - Rates 234 Turkey 64 U.S. 5318 Vietnam 374

• In new research this week, we find that US seaborne imports have a stellar start to 2024 with growth of 15% year over year in the first quarter, driven by industrial materials. Caution is needed as growth may slow and the prospects for the peak season are clouded by supply chain disruptions and the US elections. Elsewhere in the logistics sector, we look at the prospects for the reopening of the Port of Baltimore and the prospects for escalating confrontations in the South China Sea.
• The US government is enhancing its handling of customs violations in the apparel sector, while ...

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