En– Technology supply chains remain in a state of flux, with the last week of the US Biden administration bringing new rules to limit trade in AI products, while Foxconn is facing delays in shipping parts to India and Lenovo Group Ltd. outlines plans to expand manufacturing in Saudi Arabia.
– The emergent peace in the Middle East may not lead to a significant drop in shipping rates with Houthi attacks expected to continue. Shipping also continues to be disrupted due to widening sanctions against Russia, requiring further adaptations to oil sourcing in mainland China an...
Related Research
Supply Chain Edge: Taiwan’s electronics position; conflict knock-on effects from fuel to clothing; Panama port demands
– Taiwan’s position in global electronics supply chains is our main focus this week. Taiwan faces sustained risks from m... Read more →
Supply Chain Edge: Jet fuel shortages, cargo train delays, tequila shots
– The on-again, off-again ceasefire in the Middle East means little for global supply chains that are firmly experiencin... Read more →
Supply Chain Edge: Counter-blockade, an acid test and Peru’s position
– In our latest outlook for corporate supply chain decision-making, we find the immediate future holds a multifactor cha... Read more →
Supply Chain Edge: Passage to peace, national security tariffs revisited, slowdown slows down
– A narrow US-Iran two‑week ceasefire will not immediately smooth logistics through the Strait of Hormuz. More than 600 ... Read more →
Copyright © 2026 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
