Supply Chain Research

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 →

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Supply Chain Edge: Peak season expectations, mysterious phone, more blocked lithium

September 8, 2023

• In new research this week, we look at the prospects for the US peak shipping season. The good news is that the seasonality of shipping is back to the 2016–19 level. The bad news is that consumer goods volumes are still weak. Elsewhere, there is evidence of slow activity in UK retail and conc... Read more →

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Peaking like it’s 2019: 2023 US peak season supply chain activity

September 8, 2023

• US import activity has slowed throughout 2023, culminating in a 12% year-over-year drop in seaborne imports of containerized freight in August. While maritime containerized freight represents 32% of total imports by value, it is nonetheless indicative of slowing supply chain activity more br... Read more →

Supply Chain Edge: Halloween shock, AI-powered chip recovery, mineral protections

August 24, 2023

• In new research this week, we find that retail supply chains have geared up earlier than normal for Halloween. Labor conditions in Cambodian apparel production are being scrutinized. Home-appliance maker Breville Group Ltd. has reshored to Mexico. Home improvements supply chain activity rema... Read more →

Supply Chain Edge: Apple’s season, cooling aircon, tin canned

August 10, 2023

• Supply chain data shows that the US consumer goods industry is still in decline, shown by shipping volumes that fell for the 12th straight month in July. The slide has been led by a downturn in toys and leisure goods, while the electrical goods shipments linked to infrastructure investments ... Read more →

Supply Chain Edge: Mexi-shoring, India’s moment and sportswear on track

August 4, 2023

• In new research this week, we find that Mexico has a strong track record as a center for reshoring, but continued success is far from guaranteed in autos and electronics and Mexico is far from being the only game in town. The autos industry remains focused on normalizing supply chains as inv... Read more →

Supply Chain Edge: Rice restrictions, Barbie’s trip, batteries’ delay

July 28, 2023

• In new research this week, S&P Global Market Intelligence looks at the disruptions to food supply chains caused by India’s new rice export rules. Evidence from survey data, chemical production and warehouse vacancies shows manufacturing is in decline while two large freight forwarders have d... Read more →

Supply Chain Edge: Moving to Mexico, clearing the chip traffic jam

July 21, 2023

• In new research this week, S&P Global Market Intelligence looks at soccer ball supply chains, as the FIFA Women’s World Cup gets started, and finds rapid growth, rising prices and recycling challenges. US retail sales are rising, potentially aiding firms ranging from home appliances to appar... Read more →

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

July 14, 2023

• 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 →

Supply Chain Edge: Seasonal clock ticking for labor settlement

June 9, 2023

Labor action at US west coast ports raises the specter of logistics disruptions ahead of the peak shipping season. Consumer discretionary products, particularly back-to-school items including children’s apparel, are particularly exposed from a seasonal perspective if a labor deal is not reache... Read more →

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