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 41 Brazil 415 China 3047 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1246 Cons. Discr. - Durables 573 Cons. Discr. - Retailing 517 Consumer Staples 804 Corp - Ports 908 Corp - Shipping 1025 Energy - Renewables 205 European Union 877 India 550 Indonesia 114 Industrials - Capital Goods 619 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 861 Israel 28 Malaysia 160 Materials - Chemicals 273 Materials - Construction 120 Materials - Metals/Mining 792 Metals - Copper 78 Metals - Steel 542 Mode - Containerized 1523 Mode - Seaborne 1845 Morocco 11 Norway 6 Sanctions 170 South Korea 605 Strikes 78 Tariffs 1865 Theme - Rates 239 Turkey 73 U.S. 5398 Vietnam 412

• 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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