Supply Chain Edge: Waiting for the big election, dealing with a big strike, putting out fires — Panjiva
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Supply Chain Edge: Waiting for the big election, dealing with a big strike, putting out fires

Ags - Forestry 136 Ags - Grains/Beans 324 Belgium 25 China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Consumer Staples 818 Corp - Ports 922 Corp - Shipping 1042 France 169 Germany 272 India 563 Industrials - Capital Goods 625 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Italy 68 Materials - Chemicals 280 Materials - Packaging 60 Mode - Containerized 1535 Mode - Seaborne 1853 Spain 60 Strikes 78 U.S. 5418

– In new research this week, we outline our expectations for supply chain issues to watch in the remainder of 2024 and into 2025. The recovery in supply chain activity may have been the result of pre-loading for potential disruptions. Logistics networks need to contend with strikes and heavy weather before dealing with new network designs and overcapacity in 2025. The US election brings the main regulatory risk, but a more strident approach from mainland China’s government and vacillation by the EU also generate uncertainties. Meanwhile, firms may be too relaxed about the outloo...

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