Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake — Panjiva
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Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake

China 3053 Cons. Discr. - Autos 1251 Consumer Staples 807 Corp - Ports 911 Corp - Shipping 1030 Energy - Renewables 207 European Union 882 India 553 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 866 Japan 631 Materials - Chemicals 273 Metals - Steel 544 Mode - Containerized 1525 Mode - Seaborne 1846 Outlook 96 Sanctions 171 Strikes 78 Taiwan 231 Tariffs 1870 Theme - Canals 141 Theme - Rates 240 U.S. 5404 Vietnam 414

• Our most-read research reports of 2023 show the way-ahead for supply chains in 2024, including the potential for labor strikes in disrupting operations and raising costs, the compounding effect of military action in the Red Sea and water stress on the Panama Canal, the slow-but-steady recovery in the semiconductor industry, food protectionism resulting from weather systems and climate change, and mainland China’s retaliation against technology export restrictions.
• In new research this week, we look at mainland China’s new tariffs on imports of chemicals from Taiwan and the r...

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