Supply Chain Research

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

January 19, 2024

• 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 expose... Read more →

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Supply Chain Edge: Apparel outlook, strike hangover, beer-by-train

December 1, 2023

• In our latest sector outlook, we find that the apparel industry’s slowdown has led to a reduction in inventories, although there is more to do with 57% of firms still discussing their inventories in a negative light. Risks including strikes and logistics disruptions still face the industry. ... Read more →

Supply Chain Edge: Israel-Gaza war risks for electronics and healthcare; 14-month consumer downturn ends

October 13, 2023

• In new research this week, we investigate the supply chain implications of the Israel-Gaza war, including for the electronics and healthcare sectors. The EU’s trade policy activity continues to accelerate with potential investigations of wind turbines and steel, while the US has slightly rel... Read more →

Supply Chain Edge: Outlook for supply chains – time, tariffs and tracking

September 29, 2023

• Our newly published outlook for the rest of 2023 and into 2024 finds that there are significant uncertainties around corporate strategy, global trade policy and the implementation of environmental measures to be considered. The good news is that supply chain operations are largely back to no... Read more →

Supply Chain Edge: Navigating forests, strikes ahead, localized Lego

September 1, 2023

• In new research, we show how the EU Deforestation Regulation will have an effect on supply chains, ranging from food and personal care to autos and furniture. Elsewhere in commodities, there have been further Indian food trade restrictions and a mainland Chinese seafood import ban to contend... Read more →

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Time for phase two: Mexico as a supply chain reshoring center

August 4, 2023

• Mexico has been at the forefront of supply chain reshoring since the enactment of the North American Free Trade Agreement (NAFTA) in 1994. The electrification of the automotive industry, rivalry between the US and mainland China and post-pandemic resilience investments raise the question as ... Read more →

Supply Chain Edge: Resized inventory, splintered memory, active volcano

May 26, 2023

The apparel industry is returning to normal, though the major retailers still expect inventories to fall further while long term strategies on sourcing and environmental management are only just getting underway. Bifurcation in the technology industry has accelerated with the mainland Chinese ... Read more →

Supply Chain Edge: A light in the semiconductor tunnel

May 5, 2023

Demand for semiconductors remains depressed while a recovery will take until later in the year, based on a review of the forward-looking comments from eight firms including Apple Inc. The latter’s supply chain remains in flux, with one supplier leaving India and another setting up in Vietnam. ... Read more →

Suez scarring improves appeal of new Orient Overseas service

August 8, 2021

Orient Overseas has launched a new, rail-and-sea containerized freight service from Xi’An in China to the U.S east coast via Bremerhaven in Germany. That may prove attractive to shippers that faced disruptions as a result of the Suez Canal blockage earlier in 2021. It may also help maintain Or... Read more →

Supply Chain Research

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