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FedEx - Chasing Shifting Trade Lanes

Cathy Roberson

As sourcing demand shifts to Southeast Asia, FedEx launched a direct flight from Singapore to the US. For example, when a sales call in China reveals a customer diversifying its sourcing strategy, that information is quickly shared with counterparts in Mexico, Vietnam, or Malaysia.

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What Retailers are Saying About Tariffs - Part 3

Cathy Roberson

Brian Grass - Chief Financial Officer We also began dual sourcing more of our production and are now intensifying those efforts even further. We began to build out our internal Southeast Asia sourcing capabilities to accelerate supplier transitions out of China and in many cases dual source our production. billion to $1.6

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Global Production Activity Levels Remain in Contraction at the End of 2024

Supply Chain Matters

Source: Various published PMI reporting, 2024 and compiled by Ferrari Consulting and Research Group LLC This same global wide indicator ended 2023 at a value of 48.8 Bob Ferrari Copyright 2025, The Ferrari Consulting and Research Group and the Supply Chain Matters blog. and thus 2024 provided a 0.8 in December, a slight decline of 50.8

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Global Production Back to Expansion in January 2024

Supply Chain Matters

Source: S&P Global and J.P. Other Asian Regions The S&P Global ASEAN Manufacturing PMI , a compilation of seven ASEAN nations- Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam reportedly slipped to an 11-month low in January amid indications of new orders and output moderation levels.

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Global Manufacturing Activity Levels Contract During October

Supply Chain Matters

Collective Asian Regions The S&P Global ASEAN Manufacturing PMI® , a compilation of seven ASEAN nations- Indonesia, Malaysia, Myanmar , the Philippines , Singapore , Thailand , and Vietnam reportedly held steady at 50.5 Bob Ferrari © Copyright 2024, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog.

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Supply Chain Matters This Week in Supply Chain Tech- March 7 2025

Supply Chain Matters

It was reported that Hutchinson will retain ownership of ports located in Hong Kong and mainland China while selling its control of 43 other ports spanning Germany to Malaysia. Copyright 2025, The Ferrari Consulting and Research Group and the Supply Chain Matters blog. based technology providers. All rights reserved.

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Global Wide Manufacturing Levels Expand in June 2025

Supply Chain Matters

Sources: S&P Global Intelligence, 2025 Commodity Price and Supply Indicators Muted In parallel, The S&P Global PMI® Commodity Price & Supply Indicators report indicated that global price pressures reached a 16-month low in June with supply shortages remaining below long-run trending. The reported June PMI value of 48.6