Supply Chain Edge: Strike time, Middle East AI, forestry feuds — Panjiva
MENU

Supply Chain Edge: Strike time, Middle East AI, forestry feuds

Ags - Softs 140 Brazil 407 Business Sentiment 218 Cons. Discr. - Autos 1227 Cons. Discr. - Durables 555 Cons. Discr. - Retailing 502 Consumer Staples 790 Corp - Ports 902 Germany 262 India 543 Indonesia 107 Industrials - Aero/Defense 202 Info Tech - Comms Equip 257 Info Tech - Tech Hardware 845 Materials - Construction 118 Mexico 915 Mode - Containerized 1510 Mode - Seaborne 1838 Saudi Arabia 49 Taiwan 228 U.S. 5374 UAE 27

– In new research this week, we preview the potential impact of a US East Coast port strike, highlighting adaptations in ocean shipping networks and rail network challenges. Elsewhere, the logistics sector is having to deal with weak manufacturing demand and an asset expropriation in Mexico.
– AI continues to be the main focus of technology supply chains, and we take a deep dive into developments in the Middle East, where growth could be significant, subject to regulatory reforms. India is already well ahead in technology manufacturing, but has re-upped its laptop import restrictio...

Copyright © 2025 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.