Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake — Panjiva
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Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake

China 3063 Cons. Discr. - Autos 1255 Consumer Staples 818 Corp - Ports 922 Corp - Shipping 1042 Energy - Renewables 208 European Union 890 India 563 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Japan 638 Materials - Chemicals 280 Metals - Steel 548 Mode - Containerized 1535 Mode - Seaborne 1853 Outlook 96 Sanctions 173 Strikes 78 Taiwan 237 Tariffs 1878 Theme - Canals 143 Theme - Rates 243 U.S. 5418 Vietnam 418

• Our most-read research reports of 2023 show the way-ahead for supply chains in 2024, including the potential for labor strikes in disrupting operations and raising costs, the compounding effect of military action in the Red Sea and water stress on the Panama Canal, the slow-but-steady recovery in the semiconductor industry, food protectionism resulting from weather systems and climate change, and mainland China’s retaliation against technology export restrictions.
• In new research this week, we look at mainland China’s new tariffs on imports of chemicals from Taiwan and the r...

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