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 137 Brazil 402 Business Sentiment 216 Cons. Discr. - Autos 1207 Cons. Discr. - Durables 534 Cons. Discr. - Retailing 487 Consumer Staples 775 Corp - Ports 893 Germany 252 India 529 Indonesia 106 Industrials - Aero/Defense 199 Info Tech - Comms Equip 246 Info Tech - Tech Hardware 825 Materials - Construction 117 Mexico 896 Mode - Containerized 1490 Mode - Seaborne 1819 Saudi Arabia 48 Taiwan 221 U.S. 5348 UAE 27

– 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 import restrictio...

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