En• In new research this week we find that the United Auto Workers strike in the US has the potential to cut GDP by 0.39 percentage point in the third quarter of 2023 and cause upheaval across global autos supply chains. The EU may apply higher import duties on mainland China’s electric vehicle exports.
• Apple Inc.’s annual iPhone and Watch announcements have important supply chain considerations across the use of recycled materials, transportation plans and new processors. Taiwan Semiconductor Manufacturing Company expects an ongoing shortage in the availability of graphics process...
Supply Chain Research
Related Research
Supply Chain Edge: Peak season expectations, mysterious phone, more blocked lithium
• In new research this week, we look at the prospects for the US peak shipping season. The good news is that the seasonality of s... Read more →
Supply Chain Edge: Halloween shock, AI-powered chip recovery, mineral protections
• In new research this week, we find that retail supply chains have geared up earlier than normal for Halloween. Labor conditions... Read more →
Getting the right environment: Air conditioner supply chains
• Elevated temperatures in the United States and globally have increased the use of air conditioning for home and office, raising... Read more →
Supply Chain Edge: Apple’s season, cooling aircon, tin canned
• Supply chain data shows that the US consumer goods industry is still in decline, shown by shipping volumes that fell for the 12... Read more →
Copyright © 2023 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
