Supply Chain Edge: Graphite retaliation, chip restraints and levelled-up consoles October 27, 2023 • In two new reports this week, we look at the widening rivalry between the US and mainland China. New US semiconductor export rules widen the range of graphics processors that cannot be shipped to mainland China, which accounts for over a quarter of global revenue for chipmakers. Mainland Chi... Read more →
Ford announces EV plants amid battery import surge October 5, 2021 Ford has announced plans to build a new automotive manufacturing plant for their new electric pickup trucks as well as three new battery manufacturing plants alongside Korean firm SK Innovation. The new plants will likely be looked favorably on by American policymakers who have pushed for more... Read more →
Main Takeaway from Savannah is Fewer Takeaways October 17, 2016 Container throughput at the Port of Savannah fell 3% in September on a year earlier, despite its imports growing the most quickly of the major U.S. ports according to Panjiva data. This was explained by a 32% drop in exports of empty containers. It is unlikely the performance of the port in Oc... Read more →
Savannah Swelters on Empty September 19, 2016 The Port of Savannah experienced a 5% growth in volumes handled on a year earlier in August. Panjiva data shows this was down to a 64% growth in European imports, led by auto-parts. It was helped by a 21% increase in the volume of empty containers imported, which bodes well for growth in expor... Read more →
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