Supply Chain Research

Supply Chain Edge: Consumer slowdown is slowing down

May 15, 2023

US seaborne imports of containerized freight fell for the ninth straight month in April, led by a 24% slide in consumer goods shipments. However, the rate of decline is slowing. Destocking, which may have gone too far for some apparel firms, and slower sales are likely drivers. Seasonal patter... Read more →

Supply Chain Edge: Yeezy deflates kicks

March 10, 2023

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 →

Supply Chain Edge: Vietnamese sneakers slip

February 24, 2023

Key findings this week: Layoffs at a major footwear supplier in Vietnam raise questions about the state of supply chains in the apparel industry — a downturn has already begun. The Home Depot’s cautious outlook is borne out by rapidly softening trade flows in hand and power tools. Europe’s ene... Read more →

Neumann, Coffee America brew import success

February 8, 2022

Coffee prices have increased, prompting a corresponding increase in prices from companies like Starbucks. The price hikes are the result of bad weather in coffee producing regions, like a drought in Brazil, as well as the same supply chain and logistics issues faced by other importers. Pricing... Read more →

Mahle, Valeo may see additional costs from aluminium foil ruling

October 26, 2021

The U.S. International Trade Commission recently ruled that imports of aluminum foil from Armenia, Brazil, Oman, Russia and Turkey “materially” injure U.S. industry. The injury is caused by sales at less than fair value, also known as dumping, as determined by a prior decision by the Departmen... Read more →

Neumann, Shin Etsu in the path of Ida

September 1, 2021

Hurricane Ida has shut down the Port of New Orleans, likely halting imports and exports while the state of Louisiana recovers from the storm. Imports through the were already down before the storm, falling 20.7% year over year in Q2 and 24.9% in July. Imports are varied, but one of the largest... Read more →

JDE Peet’s unafraid of supply chain cost inflation as Brazil coffee crisis looms

August 16, 2021

JDE Peets reported H1’21 revenues which rose by 0.5% year over year driven by weak food service revenues and pandemic-related lockdowns. The firm also faces inflation in raw materials and distribution costs. The price of coffee is rising and most recently has faced extreme droughts and an unse... Read more →

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Competition to donate doses accelerates; pharma ingredients in decline

August 10, 2021

The U.S. and China have outlined accelerated plans to rollout COVID-19 vaccines. China meanwhile has outlined plans to export two billion doses by the end of 2021 compared to 750 million exported so far. The U.S. has donated 111.7 million doses and has plans to ship a further 500 million doses... Read more →

JBS, WH Group have momentum challenge as Chinese meat inspections return

August 9, 2021

Chinese city authorities have restarted inspections of imported frozen meat amid concerns about the spread of COVID-19. Meat supplies to China have also been complicated by trade policy including the potential end of the phase 1 trade deal with the U.S. in December 2021. U.S. seaborne exports ... Read more →

ArcelorMittal, JSW Steel face risks from U.S., EU carbon border tariff initiatives

July 21, 2021

The recent introduction by the EU of a Carbon Border Adjustment Mechanism – effectively a tariff on imports from countries with higher carbon emission intensities or lower carbon prices – is drawing responses from other countries. In the U.S. Senator Chris Coons and Representative Scott Peters... Read more →

Supply Chain Research

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