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Peril of EV Start-Ups: Fisker’s Investor Warning

Supply Chain Matters

Our perspective was that both of such niche market segment start-up players would be able to financially sustain themselves if industry demand for respective products were robust and that supporting supply chain and production strategies were well managed. Shipping new vehicles from Austria to the U.S. based dealer network.

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Global Wide Manufacturing Output Strengthens in March 2024

Supply Chain Matters

The Eurozone remains a drag on global manufacturing output with reportedly steep downturns again occurring in Germany and Austria. New order growth reportedly accelerated at the fastest in nearly three plus year, which is a likely indication that this region has become the new go-to for China Plus product sourcing strategies.

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November Global PMI Reporting Reflects Some Stabilization

Supply Chain Matters

Source: JP Morgan and S&P Global, December 2023 Key Highlights in Regional PMI Reporting India’s Manufacturing Sector Accelerates Overall manufacturing activity across India accelerated in November after a deceleration in October. Austria was indicated as the worst performer, followed by Germany and France. reflecting a 1.1

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Global Wide Production PMI Levels Unchanged in February 2024

Supply Chain Matters

India again led all other regions, while Germany and Austria remain at highest levels of PMI contractionary levels. We view such an indicator as clear evidence that sourcing for lowest cost manufacturing is again apparent among multi-industry supply networks. Contrasting Reporting for U.S.

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The Great Maersk Shift

Freightos

The following is a 5,000 word exploration of Maersk’s strategic shift to end-to-end logistics services, based on open sources. Demand for ocean freight was lower than anticipated, and Hanjin Shipping, another top ten ocean liner, was already teetering on the verge of bankruptcy. The Post-2016 Strategy: End-to-end Shipping.