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    GLOBAL SUPPLY CHAIN

    Charting the global economy: UK labour party wins in landslide

    A surge of Chinese plastic supply is threatening to overflow in the face of weak domestic demand, morphing into a fresh trade challenge for the rest of the world.

    Spike in maritime shipping rates is no pandemic flashback

    This round of supply-chain difficulties originates with the threat from Yemen’s Houthis, which is keeping container ships from using their normal route from Asia to Europe through the Suez Canal.

    Why disconnecting global trade from China is so hard

    There are several major factors that create a natural limit to how much of a supply chain can be exfiltrated from China, even if sweeteners like free land, tax breaks and cheap utilities are on offer.

    Hydrogen sector asks EU to help local firms compete with China

    The companies want Brussels to do more to ensure Europe-made equipment powers the EU's plan by 2030 to produce 10 million tonnes of renewable hydrogen using electrolysers, machines that use electricity to split water to produce the green fuel.

    TVS Mobility arm acquires Italy-based automotive components supplier

    TVS Mobility's subsidiary, SI Air Springs, has acquired Roberto Nuti Group to enhance its global market position and product range. The acquisition will enable them to leverage their distinctive skills and expertise in suspension systems, fostering significant international growth potential.

    Trade routes in turmoil: Why Indian exports are piling up in Colombo and Singapore

    About 75% of India's transshipped cargo is handled at ports outside India, and the major trade routes connecting India to various destinations, including Colombo, Singapore, and Port Klang, are currently experiencing strain.

    • US industries fearing a port strike urge Biden to revive talks

      Amidst peak shipping season, stable long-term contracts at West Coast gateways draw focus during labor negotiations at East and Gulf Coast ports.

      "It's all happening again": The supply chain is under strain

      The intensifying upheaval in shipping is prompting carriers to lift rates while raising the specter of waterborne gridlock that could again threaten retailers with product shortages during the make-or-break holiday shopping season. The disruption could also exacerbate inflation, a source of economic anxiety animating the U.S. presidential election.

      Economic decoupling? China remains a dominant player in global manufacturing, supply chains

      Declines in foreign direct investment in China highlight the emergence of indigenous Chinese firms like BYD Co. and CATL, which are not major exporters but play a crucial role domestically.

      Jashvik Capital buys into Futura Surgicare

      Jashvik Capital, an India-based private equity firm, has acquired a minority stake in Futura Surgicare, a Bangalore-based medical products, consumables, and devices player, founded by A.D. Setty in 1994. Futura Surgicare is a leading Indian manufacturer of wound closure and surgical consumables and devices, with a manufacturing facility in Bangalore and a wide market presence in India and globally.

      Global supply chain shift: Has India finally arrived?

      Global supply lines are shifting for more resilience. Geopolitical developments put India at an advantage. Will demographic dividend finally create value for India?

      Western rare earths supply chain springs into gear

      Global supply chains are diversifying away from China for rare earths used in products like electric vehicles and wind turbines. Companies are building facilities to reduce the West's dependence on Chinese imports.

      G-7 to set up semiconductor group to coordinate supply chains

      G-7 leaders to announce plans for a semiconductor supply chain coordination group. Focus on subsea cable connectivity for Internet security and resilience, amid global chip shortage challenges.

      Global demand revival: How is India poised?

      As the global demand sees some revival, India must get its act together to make the most out of it.

      Solar investment outstrips all other power forms: IEA

      Global investment in clean energy technology and infrastructure is set to hit $2 trillion this year, twice the amount going into fossil fuels, an International Energy Agency report showed. Total energy investment is expected to exceed $3 trillion for the first time in 2024, the IEA said in its annual World Energy Investment report.

      Container shortage is shipping’s Achilles’ heel

      An initial surge in freight prices — prompted by ships taking the much longer route around the Cape of Good Hope — petered out in March, yet prices have now surged even higher.

      Ships diverted from Red Sea send ripple effects across the globe

      Supply chain managers paying for the services look to place order in advance as ships face extended journeys since they spend more time at anchor.

      Trade strains boost cargo rates at pace recalling Covid ‘chaos’

      Global goods trade is rebounding, boosting shipping rates and triggering memories of past disruptions for supply-chain managers.

      US efforts to reshape global supply chains gather pace in Asia

      President Joe Biden's tariff hikes on Chinese imports are reshaping Asian trade routes, with Taiwan's exports to the US surging over 80% in April.

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