Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil — Panjiva
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Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil

Ags - Meat/Dairy 274 Canada 532 China 3063 Colombia 75 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Cons. Discr. - Retailing 525 Consumer Staples 818 Corp - Ports 922 Earnings 761 Energy - Coal 69 Energy - Conventional 478 European Union 890 India 563 Industrials - Capital Goods 625 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Israel 31 Japan 638 Materials - Chemicals 280 Materials - Metals/Mining 803 Metals - Aluminum 275 Metals - Steel 548 Mode - Containerized 1535 Mode - Rail 121 South Korea 609 Strikes 78 Taiwan 237 Tariffs 1878 U.S. 5418 Vietnam 418

– Trade restrictions are back in focus this week. In new research, we dig into mainland China’s restrictions on exports of antimony and an investigation of EU dairy products shortly after the EU’s reiteration of electric vehicle tariffs. Elsewhere, the Colombian government is looking to ban coal exports to Israel, and India is investigating alleged steel dumping from Vietnam.
– The technology sector continues to be a hotbed of geopolitical friction, as discussed in our new research on US-mainland China relations. Evidence is emerging of just how advanced mainland Chi...

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