Supply Chain Edge: Stellar start, building ban, India’s Apple — Panjiva
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Supply Chain Edge: Stellar start, building ban, India’s Apple

Bangladesh 44 Brazil 416 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 Energy - Renewables 208 European Union 890 India 563 Indonesia 118 Industrials - Capital Goods 625 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Israel 31 Malaysia 161 Materials - Chemicals 280 Materials - Construction 121 Materials - Metals/Mining 803 Metals - Copper 82 Metals - Steel 548 Mode - Containerized 1535 Mode - Seaborne 1853 Morocco 11 Norway 6 Sanctions 173 South Korea 609 Strikes 78 Tariffs 1878 Theme - Rates 243 Turkey 74 U.S. 5418 Vietnam 418

• In new research this week, we find that US seaborne imports have a stellar start to 2024 with growth of 15% year over year in the first quarter, driven by industrial materials. Caution is needed as growth may slow and the prospects for the peak season are clouded by supply chain disruptions and the US elections. Elsewhere in the logistics sector, we look at the prospects for the reopening of the Port of Baltimore and the prospects for escalating confrontations in the South China Sea.
• The US government is enhancing its handling of customs violations in the apparel sector, whi...

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