Supply Chain Research

Supply Chain Edge: A light in the semiconductor tunnel

May 5, 2023

Demand for semiconductors remains depressed while a recovery will take until later in the year, based on a review of the forward-looking comments from eight firms including Apple Inc. The latter’s supply chain remains in flux, with one supplier leaving India and another setting up in Vietnam. ... Read more →

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Supply Chain Edge: The new Vietnam

April 21, 2023

Thailand might be the next computer supply chain hub, although there will be a fight to displace mainland China as the main exporter and beat Mexico and Vietnam as rapidly expanding centers. We published new research this week looking at downturn-era supply chain strategies among the global to... Read more →

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The new Pacific island: UK supply chains access CPTPP trade deal

April 14, 2023

The UK’s membership of the Comprehensive and Progressive Agreement for Trans Pacific Partnership (CPTPP) trade group brings new supply chain opportunities. They should not be overstated: the UK already has trade deals of varying sorts with all CPTPP members except Malaysia and Brunei. Export o... Read more →

Energy, corn, chips drive late surge in US exports to China

December 14, 2021

Trade rhetoric is starting to rise again between the U.S. and China. While not to the levels seen during the U.S. China trade war, actions like the joint U.S. EU statement on steel and the Chinese application to the CPTPP show that disagreements remain unresolved. One aspect that may come back... Read more →

Ferrero, Callebaut hit sugar highs in Q3

November 2, 2021

Children across the U.S. celebrated Halloween this past weekend, traveling around the neighborhood, dressed up as fanciful characters, to collect candy. Not even a children’s holiday can escape the grasp of supply chains and logistics, however, as an analysis of Panjiva data on chocolate shows... Read more →

JDE Peet’s unafraid of supply chain cost inflation as Brazil coffee crisis looms

August 16, 2021

JDE Peets reported H1’21 revenues which rose by 0.5% year over year driven by weak food service revenues and pandemic-related lockdowns. The firm also faces inflation in raw materials and distribution costs. The price of coffee is rising and most recently has faced extreme droughts and an unse... Read more →

Brexit Watch: Sainsbury’s, Tesco may switch food supplies if customs aren’t reformed

July 19, 2021

The CEOs of major U.K. retailers, including J Sainsbury and Tesco, have warned that uncertainty over the future of customs for shipping food into Northern Ireland “could force many retailers to move supply chains from GB to the EU”. The U.K. government will shortly be making a proposal to adap... Read more →

Ridley, ADM may have role to play in AMLO’s food price inflation battle

July 7, 2021

Mexico’s President Andres Manuel Lopez Obrador (AMLO) will aim to rein in food price inflation by “opening corn imports to have more competition”. Food inflation is spreading across emerging markets with some, including Russia and Argentina, using export restrictions rather than import liberal... Read more →

China-U.S. phase 1 trade deal delivery options overshadowed by Taiwan, Xinjiang

June 28, 2021

Relations between the Chinese and U.S. governments remain strained following the recent extension of U.S. sanctions against trade with counterparties in the Xinjiang region. Talks from June 30 between the U.S. and Taiwan on supply chains – likely including semiconductors – and digital trade ma... Read more →

ADM, Cargill may face end of bean bounty on hoarding, harvest prospects

June 22, 2021

Poor harvest conditions and pandemic-related disruptions for labor are set to have a significant impact on soybean supply chains and geopolitics in the coming months. USDA data indicates that just 60% of the emerging U.S. soybean crop is of good-to-excellent quality. That may cast doubt on del... Read more →

Supply Chain Research

Showing research about Ags - Grains/Beans