Supply Chain Edge: Waiting for the big election, dealing with a big strike, putting out fires — Panjiva
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Supply Chain Edge: Waiting for the big election, dealing with a big strike, putting out fires

Ags - Forestry 136 Ags - Grains/Beans 328 Belgium 25 China 3078 Cons. Discr. - Apparel 540 Cons. Discr. - Autos 1264 Consumer Staples 831 Corp - Ports 933 Corp - Shipping 1056 France 170 Germany 274 India 568 Industrials - Capital Goods 628 Info Tech - Comms Equip 278 Info Tech - Tech Hardware 892 Italy 68 Materials - Chemicals 283 Materials - Packaging 62 Mode - Containerized 1549 Mode - Seaborne 1864 Spain 60 Strikes 78 U.S. 5435

– In new research this week, we outline our expectations for supply chain issues to watch in the remainder of 2024 and into 2025. The recovery in supply chain activity may have been the result of pre-loading for potential disruptions. Logistics networks need to contend with strikes and heavy weather before dealing with new network designs and overcapacity in 2025. The US election brings the main regulatory risk, but a more strident approach from mainland China’s government and vacillation by the EU also generate uncertainties. Meanwhile, firms may be too relaxed about the outloo...

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