Supply China Edge: Red Sea ripples through trains, automobiles and warehouses — Panjiva
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Supply Chain Research

Supply China Edge: Red Sea ripples through trains, automobiles and warehouses

Brazil 392 Canada 490 China 2965 Cons. Discr. - Apparel 490 Cons. Discr. - Autos 1172 Cons. Discr. - Durables 509 Cons. Discr. - Retailing 463 Corp - Shipping 969 Earnings 721 Energy - Natural Gas 153 Energy - Renewables 180 European Union 819 India 506 Industrials - Capital Goods 578 Info Tech - Comms Equip 218 Info Tech - Tech Hardware 789 Materials - Chemicals 231 Mexico 878 Mode - Bulk 134 Mode - Containerized 1461 Mode - Rail 112 Mode - Seaborne 1795 Mode - Tanker 183 Taiwan 205 Theme - Alliances 97 Theme - Canals 128 Turkey 63 U.S. 5310 United Kingdom 363 Vietnam 369

• The impact of disruptions to shipping through the Red Sea is rippling through supply chains. In new research this week we look at the impact on the automotive sector where four manufacturers are already cutting production or adjusting their operations and electric vehicles appear more exposed than ICE vehicles. We also look at potential rail routes for shipping from Asia to Europe, focusing on Kazakhstan.
• Shipping firms outside of container freight operators are diverting their vessels, while new data shows just two container vessels a day crossed the Suez Canal in the past wee...

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