Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking — Panjiva
MENU

Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking

Argentina 60 Brazil 416 China 3053 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 519 Corp - Ports 911 Corp - Shipping 1030 Earnings 759 Energy - Conventional 469 Energy - Crude Oil 312 Energy - Natural Gas 164 European Union 882 Germany 268 India 553 Industrials - Capital Goods 623 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 866 Japan 631 Materials - Construction 121 Materials - Metals/Mining 796 Metals - Aluminum 271 Metals - Steel 544 Mode - Bulk 139 Mode - Containerized 1525 Mode - Seaborne 1846 South Korea 605 Strikes 78 Sweden 19 Taiwan 231 Theme - Canals 141 Trade Deals 1017 U.S. 5404 United Kingdom 391

• In new research this week with our colleagues from across S&P Global Market Intelligence, we look ahead to the key strategic trends and opportunities facing supply chains in 2024. Supply chain resilience is more important than ever, but falling profits and evidence of declining diversification suggest firms are either unable or unwilling to invest in the near term.
• Our new deep-dive into the state of the semiconductor sector — including analytics based on supply chain activity measures, macroeconomic data, financial forecasts, and both manual and natural language proces...

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