Supply Chain Edge: The new Vietnam — Panjiva
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Supply Chain Edge: The new Vietnam

Ags - Grains/Beans 318 Bangladesh 41 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Corp - Shipping 1030 Denmark 9 ESG 61 Earnings 759 European Union 882 India 553 Industrials - Capital Goods 623 Info Tech - Tech Hardware 866 Malaysia 161 Mexico 929 Sanctions 171 Taiwan 231 Thailand 145 Trade Deals 1017 U.S. 5404 Ukraine 22 United Kingdom 391 Vietnam 414

Thailand might be the next computer supply chain hub, although there will be a fight to displace mainland China as the main exporter and beat Mexico and Vietnam as rapidly expanding centers. We published new research this week looking at downturn-era supply chain strategies among the global toolmakers as well as the long-term reshoring strategies of major Danish manufacturers. The European Parliament has been busy, reaching agreements on new support for investment in semiconductor supply chains and a raft of new and updated carbon pricing mechanisms. A dispute over Ukrainian grain imp...

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