Supply Chain Research

Supply Chain Edge: 25 supply chain issues for 2025

December 20, 2024

– In new research this week, we identify 25 issues for supply chain decision-makers to consider in 2025, ranging from the evolution of trade rivalries (and friendships), the progress toward balance in logistics networks, the development of sustainable supply chains, the delivery of the energy ... Read more →

Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake

January 5, 2024

• Our most-read research reports of 2023 show the way-ahead for supply chains in 2024, including the potential for labor strikes in disrupting operations and raising costs, the compounding effect of military action in the Red Sea and water stress on the Panama Canal, the slow-but-steady recove... Read more →

Supply Chain Edge: Right place, right time – outlook for Q3’23

June 30, 2023

• S&P Global Market Intelligence’s outlook for the rest of 2023 and beyond finds that supply chain operations are mostly close to normal, and that trade activity will recover late in 2023. Policy events to watch include US-mainland China tariff relations, EU environment policy and the war in U... Read more →

Shore Thing: Supply Chain 2023 Outlook

February 1, 2023

The long-awaited downturn in global trade will take place in 2023. Supply chain realignments that have been years in the making will begin to take effect. New research uses S&P Global Market Intelligence’s proprietary trade forecasts and bill-of-lading data to unearth the key trends to watch i... Read more →

2021 in review: Keeping up with demand

January 14, 2022

2021 was a record year for U.S. imports, defying what many feared would be a trade recession at the start of the pandemic in 2020. December added 2,666,164 TEU, bringing the total volume into the U.S. to 32,970,647 TEU for the year. Notably by December import growth had started to fall, down 0... Read more →

Panjiva 2022 Outlook: At the tipping point

January 11, 2022

2022 is likely going to be an eventful year for trade, regardless of the outcome. One of the first indications of that direction may be the lunar new year holiday in Asia, traditionally when factories (and thus exports) slow down. In 2022, this may give carriers, ports, and other logistics par... Read more →

Q4’21 Outlook: The logistics of seasonal cheer

September 27, 2021

Q4 2021 will likely look different than years past, regardless of outcomes. Imports have been at record levels, exceeding last year’s peak holiday season, in March, May, and August. The downside of this boom is that there may not be much additional capacity to absorb the holiday rush. If compa... Read more →

Q3’21 Outlook: The fallout from pandemic planning and trade policy rivalry

July 6, 2021

The impact of international trade policy on global supply chains in the second half of 2021 will depend on the implementation of vaccine provision regulations and the resolution, or otherwise, of long-standing trade rivalries. Global trade is recovering rapidly with growth in exports from 27 c... Read more →

Q3’21 Outlook: The fallout from underinvestment in logistics

July 5, 2021

The outlook for the logistics sector in the rest of 2021 will be defined by the reduced rate of investment of the past three years. Many ports are still operating at close to peak-season levels, reducing their ability to debottleneck before the forthcoming peak in early Q4’21. U.S. seaborne im... Read more →

Q3’21 Outlook: The fallout from short-term supply chain planning

July 5, 2021

The outlook for corporate supply chains during the remainder of 2021 is the result of a short-termist approach to planning policies that has persisted through the pandemic. Retail supply chains have scaled actively up rapidly, with a 32.9% increase in U.S. seaborne imports in May 2021 versus M... Read more →

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