Supply China Edge: Red Sea ripples through trains, automobiles and warehouses — Panjiva
MENU

Supply China Edge: Red Sea ripples through trains, automobiles and warehouses

Brazil 416 Canada 530 China 3053 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 519 Corp - Shipping 1030 Earnings 759 Energy - Natural Gas 164 Energy - Renewables 207 European Union 882 India 553 Industrials - Capital Goods 623 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 866 Materials - Chemicals 273 Mexico 929 Mode - Bulk 139 Mode - Containerized 1525 Mode - Rail 120 Mode - Seaborne 1846 Mode - Tanker 188 Taiwan 231 Theme - Alliances 99 Theme - Canals 141 Turkey 74 U.S. 5404 United Kingdom 391 Vietnam 414

• The impact of disruptions to shipping through the Red Sea is rippling through supply chains. In new research this week we look at the impact on the automotive sector where four manufacturers are already cutting production or adjusting their operations and electric vehicles appear more exposed than ICE vehicles. We also look at potential rail routes for shipping from Asia to Europe, focusing on Kazakhstan.
• Shipping firms outside of container freight operators are diverting their vessels, while new data shows just two container vessels a day crossed the Suez Canal in the past ...

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