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

Ags - Softs 143 Brazil 415 Business Sentiment 220 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Consumer Staples 805 Corp - Ports 909 Germany 267 India 551 Indonesia 114 Industrials - Aero/Defense 203 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Materials - Construction 120 Mexico 928 Mode - Containerized 1524 Mode - Seaborne 1845 Saudi Arabia 50 Taiwan 231 U.S. 5399 UAE 28

– 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...

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