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Editor’s Choice: Singles Day – A Retail Revolution

Logistics Viewpoints

This article is from Audrey Dong, from KNAPP , and looks at e-commerce in China and the impact of Singles Day. E-commerce in China has developed rapidly in the past decades, with currently over 25% of total retail sales generated online. 11 th in 2009 and subsequently adopted by other e-commerce platforms and retailers.

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Disruption in China Ripples Across Global Supply Chains in April 2022

Supply Chain Matters

They collectively provide evidence that the prior disruptions still occurring among industry supply chains, compounded by the latest manufacturing, logistics and transportation disruptions occurring in China, will have a longer economic and service level effect in the coming months. in March, and the lowest level recorded since August 2020.

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July 2022 Global Manufacturing Indices Indicating Declining Momentum

Supply Chain Matters

The report authors noted the first drop in manufacturing output since June 2020. Commenting on the July report, Chris Williamson, Chief Business Economist at S&P Global indicated in-part: “ With the exception of pandemic lockdown periods, July saw US manufacturers report the toughest business conditions since 2009. slipping 2.3

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Lights out: China’s energy woes hamper supply chains

Resilinc

But mining companies are facing serious headwinds: a series of mining accidents and Premier Xi Jinping’s 2020 pledge to cut coal usage as part of the country’s response to climate change. Geopolitical conflict with Australia—source of 10% of China’s coal imports—have contributed to the coal shortage. year-on-year in August.

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Global Manufacturing Activity Continues Downward Trajectory at the Close of 2022

Supply Chain Matters

The overall theme depicted in the December 2022 reporting was an intensification of a global manufacturing downturn, with continuing output reductions across the Eurozone , Japan , China and the United States. As we have indicated in prior updates, Taiwan ’s manufacturing activity is closely linked with that of China. which was 10.3

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The World Bank Significantly Lowers 2023 Global Growth Forecast

Supply Chain Matters

Excluding China , growth in emerging market and developing economies is expected to decelerate from 3.8 Growth in China is projected at 4.3 For the Euro. area, zero growth is expected this year compared to estimated 1.9 percent growth last year. percent in 2022 to 2.7 percent in 2023—a 0.9 percent growth.

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November 2022 PMI Indices Point to Further Global Wide Production Contraction

Supply Chain Matters

Of increased concern was indications that rates of decline accelerated in China , while output levels in the United States contracted after 29 months of consecutive growth. Global business optimism was reported as being at one of its lowest level since the Covid-19 pandemic began in early 2020. as compared to a reported value of 46.4