Supply Chain Research — Panjiva
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Supply Chain Research

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2023-07-14-sce-10-key-numbers-600x399

Supply Chain Edge: Judging calm, recycling rags, striking potash

• In new research this week, we have reviewed 2023 so far through the lens of 10 key data points and found that supply chains are mostly back to normal, but there are key areas of concern. Our deep dive into new export restrictions in mainland China finds that the threat to critical mineral su... Read more →

2023-03-13-adidas-imports-600x398

Supply Chain Edge: Yeezy deflates kicks

Adidas has a pressing need to reduce its inventories after a failed collaboration with Kanye West. US imports linked to the firm surged in 2022 and are now reversing. The firm’s supplies have shifted toward Indonesia, yielding lower costs and price inflation. Trends in sports equipment supply ... Read more →

20210806-xylem-seasonal-600x405

Xylem clogged by labor, inflation; diverts sourcing back to China

Xylem, a maker of water control products, reported Q2’21 revenue growth of 16.5% year over year. That required running down inventories given the firm’s supply chain activity declined, shown by U.S. seaborne imports which fell by 6.8% year over year in Q2’21. The firm’s CFO, Sandra Rowland not... Read more →

20210720-maersk-destins

Maersk’s new service may bring Deichmann, H&M back to Chennai

Maersk is reconfiguring its Asian services, including those from India to Europe, aimed at “improving speed to market, providing higher predictability and offering more flexibility” as well as bringing “resilience to the customers’ supply chains”. That follows a slew of disruptions to shipping... Read more →

20201015-asml-us

ASML avoids COVID-19, regulatory disruptions as shipments rise

ASML has released preliminary Q3 revenues that were “above our guidance” according to CEO Peter Wennink after the firm experienced “no major disruptions due to COVID-19 during the last quarter”. The semiconductor manufacturing equipment firm may have been helped by a widespread demand for elec... Read more →

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