Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific — Panjiva
MENU

Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

Australia 131 Belgium 22 China 3000 Cons. Discr. - Apparel 512 Cons. Discr. - Autos 1207 Cons. Discr. - Durables 534 Cons. Discr. - Retailing 487 Corp - Ports 893 Corp - Shipping 992 Earnings 744 Energy - Renewables 192 European Union 845 France 157 Germany 252 Greece 8 India 529 Industrials - Capital Goods 601 Info Tech - Comms Equip 246 Info Tech - Tech Hardware 825 Japan 616 Malaysia 150 Materials - Chemicals 255 Materials - Metals/Mining 767 Mexico 896 Mode - Airfreight 182 Mode - Containerized 1490 Mode - Seaborne 1819 Philippines 57 Saudi Arabia 48 Singapore 69 Strikes 75 Taiwan 221 Tariffs 1819 Theme - Canals 136 Theme - Rates 237 Trade Balance 933 U.S. 5348 UAE 27 United Kingdom 377 Vietnam 385

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not concerned about shipping disruptions while Germany’s chemical firms very much are.
• In other new research this week, we consider former US president Donald Trump’s latest pronouncements on tariffs with data on the impact of prior tariff impositions and the options for President Joe Biden.
•...

Related Research

Copyright © 2024 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.