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 131 Business Sentiment 216 China 3000 Cons. Discr. - Apparel 512 Cons. Discr. - Autos 1207 Cons. Discr. - Durables 534 Cons. Discr. - Retailing 487 Consumer Staples 775 Corp - Ports 893 Corp - Shipping 992 Earnings 744 Energy - Coal 66 Energy - Renewables 192 European Union 845 Finland 11 Health Care 356 India 529 Indonesia 106 Industrials - Capital Goods 601 Info Tech - Tech Hardware 825 Japan 616 Malaysia 150 Materials - Chemicals 255 Materials - Metals/Mining 767 Materials - Packaging 56 Mexico 896 Mode - Containerized 1490 Mode - Seaborne 1819 Netherlands 28 Singapore 69 South Korea 594 Switzerland 9 Taiwan 221 Tariffs 1819 Theme - Shipbuilding 108 Trade Deals 1002 U.S. 5348 United Kingdom 377 Vietnam 385

• 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 th...

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