Supply Chain Research — Panjiva
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Supply Chain Research

Showing research about Metals - Steel

2023-04-28-sce-china-memory-chips-600x393

Supply Chain Edge: Mighty microchip buyers

The US has stated that semiconductor export rules “aren’t designed to hurt China” amid a potential tightening of memory chip flows. Yet, mainland China is already one of the largest buyers in the world, with 43% of imports in 2022, and is rapidly expanding its exports in a consolidating market... Read more →

2023-03-31-sce-athleisure-airfreight-600x399

Supply Chain Edge: Athleisure swims after flying

Athleisure apparel supply chains are changing rapidly, both in terms of tactical measures, such as the use of air freight discussed by Lululemon, and strategic decisions regarding regional sourcing. Apparel supply chains are in flux more broadly, with new subsidies from the government of India... Read more →

2023-03-24-outlook-seasonality-600x405

Supply Chain Edge: Smoothed chains, popped stocks

Our second-quarter 2023 outlook report finds that 2023 is proving to be a year of normalization for supply chains, but we are not quite there yet and significant corporate strategy (inventory and reshoring) and government policy uncertainties will take at least the rest of the year to play out... Read more →

2023-03-17-sce-bol-seasonal-600x399

Supply Chain Edge: Furniture flattened, apparel folded

Supply chain activity and retail sales data indicate that the furniture and apparel sectors are in a state of decline, dragging total US seaborne imports down 20% year over year in February. Evidence from memory-chip makers indicates that the tech sector is still in a downturn, although a head... Read more →

2023-03-13-adidas-imports-600x398

Supply Chain Edge: Yeezy deflates kicks

Adidas has a pressing need to reduce its inventories after a failed collaboration with Kanye West. US imports linked to the firm surged in 2022 and are now reversing. The firm’s supplies have shifted toward Indonesia, yielding lower costs and price inflation. Trends in sports equipment supply ... Read more →

2023-02-17-supplies-of-batteries-surging-600x436

Supply Chain Edge: Fording the EV gap

Key findings this week: Ford’s electric vehicle supply chain is expanding rapidly but faces operational and sourcing challenges. The consumer goods industry, particularly the toys industry, has an inventory problem and trade activity has fallen as a result. Foxconn is the latest electronics fi... Read more →

20211208-steel-macro-600x427

Shimano could face higher costs if US-EU steel rhetoric plays out

The US and EU have criticized environmentally unfriendly steel exports from China in follows to the Section 232 deal last month. This could be both an initiative to extend the EU’s carbon border policies to the U.S. as well as a way to pressure China as the Phase 1 agreement from the U.S. – Ch... Read more →

20210929-steel-prices-600x398

U.S. Steel looks to capitalize on record-high prices

U.S. Steel has announced plans for a new, 3 million ton capacity plant starting next year, counting on high steel prices to continue. CEO David Burritt said in an interview that “We have the winds at our backs. Steel prices seem to be sustainable.” Data on steel prices show that the average pr... Read more →

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