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

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

Ags - Softs 137 Brazil 401 Business Sentiment 213 Cons. Discr. - Autos 1201 Cons. Discr. - Durables 529 Cons. Discr. - Retailing 483 Consumer Staples 772 Corp - Ports 893 Germany 251 India 526 Indonesia 104 Industrials - Aero/Defense 199 Info Tech - Comms Equip 239 Info Tech - Tech Hardware 818 Materials - Construction 115 Mexico 893 Mode - Containerized 1487 Mode - Seaborne 1817 Saudi Arabia 48 Taiwan 217 U.S. 5340 UAE 26

– 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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