Supply Chain Research

Supply Chain Edge: Tesla’s canal route pain, upbeat apparel, mixed chips

January 12, 2024

• In new research this week, we examine the dynamic situation facing logistics networks due to violence in the Red Sea. The impact on US supply chains may be felt most keenly by selected food products and automakers, while the impact on consumer goods is lower due to seasonality.
• On th... Read more →

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Supply Chain Edge: Stormy 2024, Red Sea security, tariff reviews ahead

December 22, 2023

• In new research this week, we look ahead to the prospects for supply chains in 2024. Physical operations are the biggest challenge in the first part of the year, while politics will inject a new round of uncertainty into supply chain planning later in 2024. Investments in resilience appear l... Read more →

Supply Chain Edge: Disjointed world, Tesla’s woes, bad canal choices

December 8, 2023

• Supply chains in 2024 face higher labor costs which may hinder investments in resilience. Firms are returning to “just in time” rather than “just in case” inventory strategies and diversification of suppliers is falling. Reshoring continues, however, as firms look to cut costs and risks even... 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: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking

November 24, 2023

• In new research this week with our colleagues from across S&P Global Market Intelligence, we look ahead to the key strategic trends and opportunities facing supply chains in 2024. Supply chain resilience is more important than ever, but falling profits and evidence of declining diversificati... Read more →

Supply Chain Edge: Striking back, Panama problems, worrying shipments

November 3, 2023

• The US autoworkers’ strike has ended, causing a 0.2-percentage-point drag to US GDP and US$3 billion of lost profits for the “Big 3” automakers — ratification should not be taken for granted. Other automakers are struggling with supply chain shortages, and more evidence of a slowdown in elec... Read more →

Supply Chain Edge: Graphite retaliation, chip restraints and levelled-up consoles

October 27, 2023

• In two new reports this week, we look at the widening rivalry between the US and mainland China. New US semiconductor export rules widen the range of graphics processors that cannot be shipped to mainland China, which accounts for over a quarter of global revenue for chipmakers. Mainland Chi... Read more →

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

October 20, 2023

• 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 →

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 Research

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