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 38 Brazil 403 China 3008 Cons. Discr. - Apparel 513 Cons. Discr. - Autos 1211 Cons. Discr. - Durables 540 Cons. Discr. - Retailing 491 Consumer Staples 780 Corp - Ports 894 Corp - Shipping 998 Energy - Renewables 194 European Union 850 India 534 Indonesia 107 Industrials - Capital Goods 605 Info Tech - Comms Equip 250 Info Tech - Tech Hardware 832 Israel 25 Malaysia 151 Materials - Chemicals 258 Materials - Construction 117 Materials - Metals/Mining 772 Metals - Copper 72 Metals - Steel 530 Mode - Containerized 1496 Mode - Seaborne 1824 Morocco 9 Norway 5 Sanctions 168 South Korea 597 Strikes 77 Tariffs 1826 Theme - Rates 238 Turkey 70 U.S. 5356 Vietnam 387

• 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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