Supply Chain Edge: Strike time, Middle East AI, forestry feuds — Panjiva
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Supply Chain Edge: Strike time, Middle East AI, forestry feuds

Ags - Softs 148 Brazil 416 Business Sentiment 220 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Cons. Discr. - Retailing 525 Consumer Staples 818 Corp - Ports 922 Germany 272 India 563 Indonesia 118 Industrials - Aero/Defense 206 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Materials - Construction 121 Mexico 931 Mode - Containerized 1535 Mode - Seaborne 1853 Saudi Arabia 55 Taiwan 237 U.S. 5418 UAE 35

– In new research this week, we preview the potential impact of a US East Coast port strike, highlighting adaptations in ocean shipping networks and rail network challenges. Elsewhere, the logistics sector is having to deal with weak manufacturing demand and an asset expropriation in Mexico.
– AI continues to be the main focus of technology supply chains, and we take a deep dive into developments in the Middle East, where growth could be significant, subject to regulatory reforms. India is already well ahead in technology manufacturing, but has re-upped its laptop im...

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