Supply Chain Edge: Strike time, Middle East AI, forestry feuds — Panjiva
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Supply Chain Edge: Strike time, Middle East AI, forestry feuds

Ags - Softs 143 Brazil 416 Business Sentiment 220 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 519 Consumer Staples 807 Corp - Ports 911 Germany 268 India 553 Indonesia 115 Industrials - Aero/Defense 204 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 866 Materials - Construction 121 Mexico 929 Mode - Containerized 1525 Mode - Seaborne 1846 Saudi Arabia 50 Taiwan 231 U.S. 5404 UAE 28

– In new research this week, we preview the potential impact of a US East Coast port strike, highlighting adaptations in ocean shipping networks and rail network challenges. Elsewhere, the logistics sector is having to deal with weak manufacturing demand and an asset expropriation in Mexico.
– AI continues to be the main focus of technology supply chains, and we take a deep dive into developments in the Middle East, where growth could be significant, subject to regulatory reforms. India is already well ahead in technology manufacturing, but has re-upped its laptop im...

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