Supply Chain Edge: Stellar start, building ban, India’s Apple — Panjiva
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Supply Chain Edge: Stellar start, building ban, India’s Apple

Bangladesh 38 Brazil 402 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 Energy - Renewables 192 European Union 845 India 529 Indonesia 106 Industrials - Capital Goods 601 Info Tech - Comms Equip 246 Info Tech - Tech Hardware 825 Israel 24 Malaysia 150 Materials - Chemicals 255 Materials - Construction 117 Materials - Metals/Mining 767 Metals - Copper 71 Metals - Steel 529 Mode - Containerized 1490 Mode - Seaborne 1819 Morocco 9 Norway 5 Sanctions 165 South Korea 594 Strikes 75 Tariffs 1819 Theme - Rates 237 Turkey 70 U.S. 5348 Vietnam 385

• In new research this week, we find that US seaborne imports have a stellar start to 2024 with growth of 15% year over year in the first quarter, driven by industrial materials. Caution is needed as growth may slow and the prospects for the peak season are clouded by supply chain disruptions and the US elections. Elsewhere in the logistics sector, we look at the prospects for the reopening of the Port of Baltimore and the prospects for escalating confrontations in the South China Sea.
• The US government is enhancing its handling of customs violations in the apparel sector, while ...

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