Supply Chain Research

Supply Chain Edge: Stellar start, building ban, India’s Apple

April 12, 2024

• In new research this week, we find that US seaborne imports have a stellar start to 2024 with growth of 15% year over year in the first quarter, driven by industrial materials. Caution is needed as growth may slow and the prospects for the peak season are clouded by supply chain disruptions ... Read more →

Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed

April 5, 2024

• In new research this week, we take a deeper look at the supply chain impact of the Francis Scott Key Bridge disaster in Baltimore, looking at how shipping routes are healing around the disruption, as well as detailing the effects in the automotive, construction equipment and coal sectors. El... Read more →

Supply Chain Edge: Bridge to the future, peak season prep, new chips

March 28, 2024

• In new research this week we look ahead to the rest of 2024 and beyond and find that supply chains are likely to remain in a state of flux and disruptions. Logistics challenges through the Red Sea are set to continue heading into the critical peak season, though trade growth is expected to r... Read more →

Supply Chain Edge: Trump’s car directions, AIS off, AI memory on

March 22, 2024

• Automotive supply chains are among the most complex, from both operational and regulatory perspectives. In new research this week, we look at the US presidential candidates’ policies on automotive tariffs and find that mainland China is an integral part of Mexico’s vehicle supply chains. Mea... Read more →

Supply Chain Edge: Red Sea inventory fallout, smart strikes, fab spending

March 15, 2024

• In new research reports this week, we dig into the evidence for continued inventory destocking despite Red Sea disruptions, the impact of strikes in Finland and new investments in India’s semiconductor supply chain.
• Elsewhere in industrials, we also dig into the EU’s watering-down of... Read more →

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Supply Chain Edge: Beyond AI, refrigerator reflation, limited Red Sea scope

March 1, 2024

• In new research, we take a deep dive into the semiconductor sector and find that the excitement around AI is hiding a sluggish recovery in consumer, mobility and industrial activity. The sector will remain at the nexus of industrial and national security policies. Elsewhere in technology, we... Read more →

Supply Chain Edge: Red Sea meets Black Friday, cars impounded, PlayStation cut

February 16, 2024

• In new research this week, we take a deep dive into the impact of Red Sea shipping disruptions on the apparel industry. Should delays last until later in the year, the peak shipping season could be affected, while most firms for now see higher costs as a bigger challenge than delays. Elsewhe... Read more →

Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

February 9, 2024

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not conc... Read more →

Supply Chain Edge: Shipping rates reverse, AI saves the day

February 2, 2024

• Logistics networks are continuing to adapt in the face of ongoing disruptions to shipping through the Red Sea, including reduced services for Indian exporters, a shift in timing of expected deliveries and container rates that are in decline. Consumer goods firms across apparel and home appli... Read more →

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Supply Chain Edge: Shelving Red Sea plans, ‘forceful measures’ for EVs

January 26, 2024

• In new research this week, we extend our analysis of the fallout from the logistics disruptions in the Red Sea. In the furniture sector, 63% of all EU imports come from Asia by sea, raising the need for alternative shipping modes and price rises. A new road route from the United Arab Emirate... Read more →