Supply Chain Edge: Tesla’s canal route pain, upbeat apparel, mixed chips — Panjiva
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Supply Chain Research

Supply Chain Edge: Tesla’s canal route pain, upbeat apparel, mixed chips

Bangladesh 35 Business Sentiment 201 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 Energy - Crude Oil 300 European Union 819 Germany 240 India 506 Info Tech - Comms Equip 218 Info Tech - Tech Hardware 789 Mode - Containerized 1461 Mode - Seaborne 1795 Theme - Canals 128 U.S. 5310

• In new research this week, we examine the dynamic situation facing logistics networks due to violence in the Red Sea. The impact on US supply chains may be felt most keenly by selected food products and automakers, while the impact on consumer goods is lower due to seasonality.
• On the other side of the Atlantic, Tesla Inc.’s European business is already dealing with disruptions. Among other firms, the container lines are redesigning their routes and rate negotiations continue. European retailers are considering using rail connections from Europe to Asia.
• In the meantime...

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