Supply Chain Edge: Stormy 2024, Red Sea security, tariff reviews ahead — Panjiva
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Supply Chain Research

Supply Chain Edge: Stormy 2024, Red Sea security, tariff reviews ahead

China 2965 Cons. Discr. - Apparel 490 Cons. Discr. - Autos 1172 Cons. Discr. - Durables 509 Cons. Discr. - Retailing 463 Corp - Ports 875 Corp - Shipping 969 Earnings 721 Energy - Conventional 447 European Union 819 Industrials - Capital Goods 578 Info Tech - Comms Equip 218 Info Tech - Tech Hardware 789 Israel 16 Malaysia 141 Materials - Chemicals 231 Materials - Metals/Mining 746 Metals - Aluminum 244 Metals - Steel 508 Mexico 878 Mode - Containerized 1461 Mode - Seaborne 1795 Russia 115 Sanctions 156 Taiwan 205 Tariffs 1787 Theme - Alliances 97 Theme - Canals 128 U.S. 5310 United Kingdom 363

• In new research this week, we look ahead to the prospects for supply chains in 2024. Physical operations are the biggest challenge in the first part of the year, while politics will inject a new round of uncertainty into supply chain planning later in 2024. Investments in resilience appear limited to reshoring, rather than inventory increases or diversification.
• Our deep dive into the knock-on effects of the Red Sea security situation finds container shipping capacity may drop by the equivalent of 7%, while the consumer goods industry is most affected in Asia-to-Europe trade an...

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