Supply Chain Edge: Striking back, Panama problems, worrying shipments November 3, 2023 • The US autoworkers’ strike has ended, causing a 0.2-percentage-point drag to US GDP and US$3 billion of lost profits for the “Big 3” automakers — ratification should not be taken for granted. Other automakers are struggling with supply chain shortages, and more evidence of a slowdown in elec... Read more →
Apple investigates supply chain as Wistron faces labor unrest December 15, 2020 A violent protest at a Wistron electronics factory in India linked to labor conditions has led Apple to state it has “launched a detailed investigation” of the event. Wistron’s contract manufacturing has been central to Apple’s move to produce the iPhone in India rather than importing from Chi... Read more →
Panjiva Basics: After 52 Episodes, Trade War Show Season 3 Set for Tense December Finale November 12, 2019 President Donald Trump has stated that China would “like to have a rollback (of tariffs). I haven’t agreed to anything”, following Chinese statements that existing tariffs would be cut as part of a “phase 1” trade deal. Under current plans that deal is due to be agreed ahead of a planned Dec. ... Read more →
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