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Revisiting of 2024 Supply Chain Predictions – Part One

Supply Chain Matters

Background Evidence In September 2023, Bloomberg Intelligence indicated that trade historians would “ cite September 2022 as the high-water mark for 21st century globalism.” That was when rising inflation and higher interest rates subdued demand for cheaper imported goods.

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Global Supply Chain PMI Levels- State of Muted Expansion at End of Q1-2025

Supply Chain Matters

The separately reported S&P Global PMI Commodity Price & Supply Indicators March report was headlined with manufacturers signaling the strongest price pressures since September 2022. Strong demand prompted firms to tap into their inventories causing the fastest drop in finished goods stocks in over three years. for March, a 1.3

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Noteworthy Example of Preloading Expensive Inventory to Avoid Tariffs

Supply Chain Matters

A further ongoing development has been the Trump Administration’s threatening of added industry specific tariffs directed at pharmaceutical makers in order to encourage drug producers to produce such popular drugs within the United States. production capabilities. All rights reserved.

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Supply Chain & Logistics News January 13th-16th 2025

Logistics Viewpoints

Continuous updating digital twins that bring visibility into real-world operations, spanning shipments, orders, inventory, and assets to curate content. Its three powerful assets offer: A comprehensive network for real-time supply chain data, which tracks over 3.2 million carriers and 98% of the ocean’s traffic.

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Mexico ‘Reliable Alternative’ for Companies Looking to Escape Trade Friction

Supply Chain Brain

Mexico has unique, strategic advantages under the United States-Mexico-Canada Agreement (USMCA) and a favorable trade environment, “This positions Mexico as a reliable alternative for companies seeking to reduce exposure to trade friction and long lead times from overseas markets,” the report’s authors said.

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China Rare Earth Export Restrictions: Global Trade Impact

E2open

Several European auto supplier plants and production lines have already been shut down, according to Europe’s auto supplier association CLEPA, with the group warning of more outages as inventories deplete. They track inventory, run backup supplier trials, and use software to map supply chain dependencies.

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2025 Q2 Freight Market Update & Predictions

Zipline Logistics

Inflation Inflation can have ripple effects on the cost of fuel, equipment, labor, insurance, and inventory storage. in June 2022. trillion worth of goods to the United States last year. Read on for the latest updates in the CPG/retail freight market: tariffs, dockworker strikes, inflation, blitz weeks, and more.