Supply Chain Research — Panjiva
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Supply Chain Research

Showing research about Theme - Rates

2024-04-12-sce-q1-sectors-600x398

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

• 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 →

2024-02-02-sce-msc-india-600x393

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

• 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 →

2023-10-20-sce-transcripts-600x391

Supply Chain Edge: Amazon problems, earnings lessons, sinking gin

• In new research this week, we examine corporate earnings calls and data to find that supply chain developments are a net positive but of declining interest to investors, while inventories may have further to fall. New retail inventory data paints a similar picture. We have also looked at gin... Read more →

2023-09-15-sce-uaw-600x399

Supply Chain Edge: Strike hits, green Apple, boring supply chains

• In new research this week we find that the United Auto Workers strike in the US has the potential to cut GDP by 0.39 percentage point in the third quarter of 2023 and cause upheaval across global autos supply chains. The EU may apply higher import duties on mainland China’s electric vehicle ... Read more →

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