Supply Chain Edge: After the big one, Bluey’s the best, semiconductor slowdown — Panjiva
MENU

Supply Chain Edge: After the big one, Bluey’s the best, semiconductor slowdown

Business Sentiment 220 China 3063 Cons. Discr. - Durables 585 Cons. Discr. - Retailing 525 Corp - Shipping 1042 Earnings 761 Elections 125 Energy - Renewables 208 Indonesia 118 Industrials - Capital Goods 625 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Japan 638 Laos 6 Mode - Bulk 141 Mode - Containerized 1535 Mode - Seaborne 1853 South Korea 609 Taiwan 237 Tariffs 1878 U.S. 5418

– The US election brought a Republican sweep and raise 10 major issues for supply chain decision-makers, including wide-ranging tariffs, agricultural trade flows, the future of the USMCA, technology export limits and investments, labor relations, the future of energy transition supply chains and shipping regulations.
– The highly seasonal toy industry is the center of our focus research this week — we find the fastest-growing brand is Bluey, while the toymakers are improving their supply chain efficiency. Home appliances makers are also looking to improve their effic...

Copyright © 2026 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.