Supply Chain Edge: The new Vietnam — Panjiva
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Supply Chain Edge: The new Vietnam

Ags - Grains/Beans 304 Bangladesh 38 Cons. Discr. - Apparel 512 Cons. Discr. - Autos 1207 Cons. Discr. - Durables 534 Corp - Shipping 992 Denmark 8 ESG 61 Earnings 744 European Union 845 India 529 Industrials - Capital Goods 601 Info Tech - Tech Hardware 825 Malaysia 150 Mexico 896 Sanctions 165 Taiwan 221 Thailand 136 Trade Deals 1002 U.S. 5348 Ukraine 20 United Kingdom 377 Vietnam 385

Thailand might be the next computer supply chain hub, although there will be a fight to displace mainland China as the main exporter and beat Mexico and Vietnam as rapidly expanding centers. We published new research this week looking at downturn-era supply chain strategies among the global toolmakers as well as the long-term reshoring strategies of major Danish manufacturers. The European Parliament has been busy, reaching agreements on new support for investment in semiconductor supply chains and a raft of new and updated carbon pricing mechanisms. A dispute over Ukrainian grain import...

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