Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed — Panjiva
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Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed

Australia 133 Business Sentiment 220 China 3053 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 519 Consumer Staples 807 Corp - Ports 911 Corp - Shipping 1030 Earnings 759 Energy - Coal 69 Energy - Renewables 207 European Union 882 Finland 11 Health Care 363 India 553 Indonesia 115 Industrials - Capital Goods 623 Info Tech - Tech Hardware 866 Japan 631 Malaysia 161 Materials - Chemicals 273 Materials - Metals/Mining 796 Materials - Packaging 59 Mexico 929 Mode - Containerized 1525 Mode - Seaborne 1846 Netherlands 35 Singapore 71 South Korea 605 Switzerland 15 Taiwan 231 Tariffs 1870 Theme - Shipbuilding 114 Trade Deals 1017 U.S. 5404 United Kingdom 391 Vietnam 414

• In new research this week, we take a deeper look at the supply chain impact of the Francis Scott Key Bridge disaster in Baltimore, looking at how shipping routes are healing around the disruption, as well as detailing the effects in the automotive, construction equipment and coal sectors. Elsewhere in logistics, we assess Ocean Network Express Pte. Ltd.’s (ONE) ambitious growth plans, where annual capacity growth of 8% will outstrip global trade growth of 2% through 2030.
• Taiwan’s earthquake is a human tragedy but has largely left supply chains untouched. Further tensions in...

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