Supply Chain Research — Panjiva
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Showing research about Energy - Natural Gas

2025-01-17-sce-taiwan-chips-600x391

Supply Chain Edge: AI diffusion limits, delayed peace dividend, phased tariff

– Technology supply chains remain in a state of flux, with the last week of the US Biden administration bringing new rules to limit trade in AI products, while Foxconn is facing delays in shipping parts to India and Lenovo Group Ltd. outlines plans to expand manufacturing in Saudi Arabia.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 →

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