Supply Chain Research

Supply Chain Edge: Evolving involution, forecasting transport prices, sourcing Ukraine’s electronics

July 17, 2026

– Mainland China’s anti-involution campaign is set to remain a supply chain policy priority even as producer prices return to inflation, with the focus shifting from broad capacity cuts to demand repair, investment discipline and higher returns on capital. The US removal of de minimis exemptio... Read more →

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Supply Chain Edge: Hurdling disruptions, adjusting tariffs, ending discs

July 10, 2026

– We continue our outlook series this week with the prospects for the logistics sector globally and for US supply chain activity. Global logistics and trade are being shaped by recovery from the ongoing Middle East conflict and the AI-driven electronics boom. We see overall global trade volume... Read more →

Supply Chain Edge: Securing tungsten, more Middle East disruption evidence, booming US imports

June 12, 2026

– Critical minerals are in focus this week, following a summit meeting between mainland Chinese President Xi Jinping and North Korean Supreme Leader Kim Jong Un that reflects mainland China’s effort to remain North Korea’s main strategic partner as the former builds its strategic reserves of t... Read more →

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Supply Chain Edge: Jet fuel shortages, cargo train delays, tequila shots

April 24, 2026

– The on-again, off-again ceasefire in the Middle East means little for global supply chains that are firmly experiencing the effects of shortages. In new research this week, we dig into the South Korean parliament’s support package for the industry — key for global electronics supply chains —... Read more →

Supply Chain Edge: Impact of Middle East conflict; shifting maritime regulations; new deals in Latin America

March 6, 2026

– The conflict in the Middle East has serious repercussions for global supply chains. In new research this week, we consider the impact of the loss of transshipment hubs for global container freight and the loss of airfreight access for electronics and pharmaceuticals. The US government also c... Read more →

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Supply Chain Edge: Early peak evidence, AI chip delay, Chile’s woes

August 9, 2024

– US seaborne imports of containerized freight surged 14% year over year in July, with sequential growth of 8% in consumer durables suggesting peak season is arriving early. Further evidence includes a pull-forward of Prime Day goods and comments from container line A.P. Møller – Mærsk A/S. It... Read more →

Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

February 9, 2024

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not conc... 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 →

DSV Panalpina’s third upgrade comes with view of normalization in 2022

July 29, 2021

DSV Panalpina reported Q2’21 revenue growth of 34.4% year over year as the freight forwarder’s ocean business benefited from elevated rates linked to “port congestion [and] a lack of equipment/capacity”. The firm has upgraded its earnings guidance for 2021 for the third time and expects that “... Read more →

K+N expects seafreight rates to continue to roar through to Year of the Tiger

July 21, 2021

Freight forwarder K+N reported Q2’21 revenues which expanded by 47.9% year over year and by 35.0% compared to Q2’19. While seafreight revenues surged, much of the expansion was due to rising shipping rates, with volumes handled globally down by 8.3% in Q2’21 versus Q2’19. The higher rates are ... Read more →

Showing research about Mode - Airfreight