Supply Chain Research

Supply Chain Edge: Outlooks adrift, auto tariffs, congestion in Europe

March 28, 2025

– The early months of the US Trump administration have disrupted global supply chains through investigations and initial tariffs, although frequent changes and unfulfilled threats are contributing to uncertainty.
– Muted industrial activity and rising trade protectionism are expected to ... Read more →

Supply Chain Edge: 25 supply chain issues for 2025

December 20, 2024

– In new research this week, we identify 25 issues for supply chain decision-makers to consider in 2025, ranging from the evolution of trade rivalries (and friendships), the progress toward balance in logistics networks, the development of sustainable supply chains, the delivery of the energy ... Read more →

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Supply China Edge: Red Sea ripples through trains, automobiles and warehouses

January 19, 2024

• The impact of disruptions to shipping through the Red Sea is rippling through supply chains. In new research this week we look at the impact on the automotive sector where four manufacturers are already cutting production or adjusting their operations and electric vehicles appear more expose... 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 →

ZIM, Matson lead carriers, DP-DHL and K+N lead forwarders in slowing September

October 19, 2021

Carriers and forwarders showed reduced import momentum when comparing September to the prior three months ending in Aug 31. Slowdowns were driven by a continued decrease in import growth from Asia excluding China and Europe, slowing to 9.8% and 3.6% year over year respectively. Imports loaded ... Read more →

ONE boosts agricultural exports as FMC focuses on empty container strategy

December 9, 2020

The Federal Maritime Commission’s Chairman, Michael Khouri, has flagged ongoing reviews of the activities of the big container shipping lines including empty container positioning practices. The latter has been driven by the reported refusal of U.S. agricultural export shipping orders due to c... Read more →

Feds’ review widens as container-lines appear to prioritize empties over exports

November 24, 2020

The U.S. Federal Maritime Commission has widened an investigation into the operations of container shipping lines as part of global supply chains. The FMC is looking specifically at whether the liners’ charges, return policy and availability of containers are damaging U.S. exporters from the p... Read more →

Maersk’s bounty leaves industry alliances hostage to intervention

November 19, 2020

Maersk has increased its 2020 EBITDA guidance by 6.5% at the midpoint due to “increased momentum in Q4 in global container volumes and freight rates”, marking the second upgrade in around a month. Average achieved shipping rates rose by just 2.7% in Q3’20 compared to global China outbound mark... Read more →

Retail needs new services after Hapag-Lloyd, ONE draw more blanks

June 5, 2020

The container shipping industry looks set to continue capacity discipline down in response to COVID-19 disruptions at least through to early August. Two of the big three shipping alliances, 2M and THE, have cancelled planned sailings from Asia to Europe. THE, led by Hapag Lloyd and Ocean netwo... Read more →

2020 Outlook: Delivery in Doubt – Logistics Industry Prospects

January 15, 2020

The logistics industry faces a series of challenges in 2020 which have their roots in a period of upheaval from the past three years. Container shipping rates start the year at their highest since April 2015, but much of the improvement is down to higher fuel costs. Indeed, S&P Global Platts d... Read more →

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