Supply Chain Edge: Waiting for the big election, dealing with a big strike, putting out fires — Panjiva
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Supply Chain Edge: Waiting for the big election, dealing with a big strike, putting out fires

Ags - Forestry 134 Ags - Grains/Beans 318 Belgium 25 China 3053 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1251 Consumer Staples 807 Corp - Ports 911 Corp - Shipping 1030 France 168 Germany 268 India 553 Industrials - Capital Goods 623 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 866 Italy 68 Materials - Chemicals 273 Materials - Packaging 59 Mode - Containerized 1525 Mode - Seaborne 1846 Spain 58 Strikes 78 U.S. 5404

– In new research this week, we outline our expectations for supply chain issues to watch in the remainder of 2024 and into 2025. The recovery in supply chain activity may have been the result of pre-loading for potential disruptions. Logistics networks need to contend with strikes and heavy weather before dealing with new network designs and overcapacity in 2025. The US election brings the main regulatory risk, but a more strident approach from mainland China’s government and vacillation by the EU also generate uncertainties. Meanwhile, firms may be too relaxed about the outloo...

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