Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed — Panjiva
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Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed

Australia 134 Business Sentiment 220 China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Cons. Discr. - Retailing 525 Consumer Staples 818 Corp - Ports 922 Corp - Shipping 1042 Earnings 761 Energy - Coal 69 Energy - Renewables 208 European Union 890 Finland 11 Health Care 365 India 563 Indonesia 118 Industrials - Capital Goods 625 Info Tech - Tech Hardware 877 Japan 638 Malaysia 161 Materials - Chemicals 280 Materials - Metals/Mining 803 Materials - Packaging 60 Mexico 931 Mode - Containerized 1535 Mode - Seaborne 1853 Netherlands 36 Singapore 71 South Korea 609 Switzerland 15 Taiwan 237 Tariffs 1878 Theme - Shipbuilding 115 Trade Deals 1020 U.S. 5418 United Kingdom 393 Vietnam 418

• In new research this week, we take a deeper look at the supply chain impact of the Francis Scott Key Bridge disaster in Baltimore, looking at how shipping routes are healing around the disruption, as well as detailing the effects in the automotive, construction equipment and coal sectors. Elsewhere in logistics, we assess Ocean Network Express Pte. Ltd.’s (ONE) ambitious growth plans, where annual capacity growth of 8% will outstrip global trade growth of 2% through 2030.
• Taiwan’s earthquake is a human tragedy but has largely left supply chains untouched. Further tensions in...

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