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Keen to know what’s happening In the

world of ‘Supply Chain and Logistics’?

Here’s your monthly dose of news and


articles for January’2024

Sunil Bharadwaj, CSCP, CLTD


Managing Partner - ImpactEazer Consulting
Compiled by Sunil Bharadwaj CSCP, CLTD
Synopsis / Key Highlights

Compiled by Sunil Bharadwaj CSCP, CLTD


Companies in Focus

Compiled by Sunil Bharadwaj CSCP, CLTD


Industries in Focus

Electronics Shipping Retail Cold Chain

E-Commerce Inland Waterways Apparel Aerospace

Compiled by Sunil Bharadwaj CSCP, CLTD


Key Industry News & Impact

Industry News SC&L Impact


‘Electronics manufacturing’ sector Will facilitate creation of supply
set to be worth $115 Billion and distribution networks and
in 2024 contribute to job growth

‘Shipping industry challenges’ Shipments would get delayed and


in 2024 operating costs would increase due
to the ‘Red Sea’ crisis

Supply chains would focus on


‘Key retail trends’ in 2024 automation, technology,
personalization & omnichannel dist

Stringent laws could curb unfair


Dark patters and its impact on
practices. Order management and
the digital world
Delivery policies to be impacted

‘Snowman logistics’ expands It would enhance the distribution


operational capacity in the & availability of temperature
North-East sensitive products in the region

Compiled by Sunil Bharadwaj CSCP, CLTD


Key Industry News & Impact

Industry News SC&L Impact


‘Cargo movement’ handled The share of ‘Inland waterways’
through ‘Inland waterways’ rises in the modal mix is set to
8% in Apr-Nov period increase in the next 5-7 years

Apparel industry – Use of There would be increasing


forced/slave labour in their pressure from various agencies &
supply chains bodies to adhere to labour laws

Aircraft safety would take


Aerospace industry – Supply chain
precedence over speedy order
challenges
completion

PSA Mumbai – Remarkable JNPT would pave the way for


Sustainability and efficiency other ports to adopt climate
milestones friendly and sustainable practices

Senco becomes 1st Indian jewellery Omni-channel distribution


brand to join ONDC network strategies would strengthen
moving forward

Compiled by Sunil Bharadwaj CSCP, CLTD


News / Article / Blog Links

Compiled by Sunil Bharadwaj CSCP, CLTD


‘Red sea’ situation escalates as the ‘US navy sinks
Houthi boats’
https://www.shippingandfreightresource.com/red-
sea-situation-escalates-as-us-navy-sinks-houthi-
boats-on-new-years-eve/

2024 – Three biggest supply chain trends


https://www.thomasnet.com/insights/2024s-3-
biggest-supply-chain-trends/

Dark patters and its impact on the digital world


https://retail.economictimes.indiatimes.com/blog/da
rk-patterns-and-its-impact-in-the-digital-world/

Compiled by Sunil Bharadwaj CSCP, CLTD


‘Electronics manufacturing’ sector set to be worth
$115 Billion in 2024
https://retail.economictimes.indiatimes.com/news/c
onsumer-durables-and-information-
technology/consumer-electronics/with-more-local-
value-additions-electronics-manufacturing-sector-
to-be-worth-115-bn-in-2024/

Retail sector’ set for 10-13% growth in 2024


https://retail.economictimes.indiatimes.com/news/i
ndustry/retail-sector-set-for-10-13-growth-in-
2024-on-luxury-value-purchases-demand-uptick/

Compiled by Sunil Bharadwaj CSCP, CLTD


How ‘ransomware’ could cripple countries, not just
companies
https://www.economist.com/international/2023/1
2/31/how-ransomware-could-cripple-countries-
not-just-companies

The ‘economic potential’ of ‘generative AI’


https://www.mckinsey.com/capabilities/mckinsey-
digital/our-insights/the-economic-potential-of-
generative-ai-the-next-productivity-
frontier#introduction

Compiled by Sunil Bharadwaj CSCP, CLTD


‘Shipping industry challenges’ in 2024
https://www.shippingandfreightresource.com/shippi
ng-industry-2024/

‘Developed markets could provide silver lining’ for


exports in 2024
https://retail.economictimes.indiatimes.com/news/i
ndustry/demand-uptick-easing-inflation-in-
developed-mkts-to-provide-silver-lining-for-
exports-in-2024/

Compiled by Sunil Bharadwaj CSCP, CLTD


Your ERP system could be a handy tool to track
carbon footprint
https://www.industryweek.com/operations/energy-
management/article/21279830/your-erp-can-
be-a-handy-tool-to-track-carbon-footprint

FMCG sector – Shift from ‘Mass to Niche Brands’


https://retail.economictimes.indiatimes.com/news/f
ood-entertainment/personal-care-pet-supplies-
liquor/fmcg-will-continue-to-grow-but-there-
will-be-a-shift-from-mass-to-niche-brands-
anand-ramanathan-deloitte-india/

Compiled by Sunil Bharadwaj CSCP, CLTD


Weak rural demand set to hit sales in Q3
https://retail.economictimes.indiatimes.com/news/f
ood-entertainment/personal-care-pet-supplies-
liquor/weak-rural-demand-set-to-hit-consumer-
goods-sales-in-q3/

‘Nivea India’ appoints Geetika Mehta as MD


https://retail.economictimes.indiatimes.com/news/f
ood-entertainment/personal-care-pet-supplies-
liquor/nivea-india-appoints-geetika-mehta-as-
md/

Compiled by Sunil Bharadwaj CSCP, CLTD


Fashion season sales – Problem isn’t about
packaging
https://retail.economictimes.indiatimes.com/news/a
pparel-fashion/apparel/fashions-sales-season-
plastics-problem-isnt-about-packaging/

Digital safeguards – Navigating the new era of


secure and authentic global trade
https://www.shippingandfreightresource.com/digita
l-safeguards-navigating-the-new-era-of-secure-
and-authentic-global-trade/

Compiled by Sunil Bharadwaj CSCP, CLTD


‘Key retail trends’ in 2024
https://www.businessworld.in/article/Redefining-
Retail-Realm-India-s-Journey-Through-2023-
Emerging-Horizons-In-2024-/

‘Technology outlook’ for India in 2024


https://www.businessworld.in/article/Tech-
Outlook-What-Is-India-Gearing-Up-For-In-2024-
/

Truckers call off strike after government assures


them on contentious law
https://www.thehindubusinessline.com/news/nation
al/truckers-call-off-strike-after-govt-assures-
them-on-contentious-law/
Compiled by Sunil Bharadwaj CSCP, CLTD
‘Red sea’ strife could impact India
https://www.thehindubusinessline.com/opinion/red
-sea-strife-could-rock-india/

‘Maersk’ to pause all transits through Red sea


https://www.thehindubusinessline.com/economy/m
aersk-to-pause-all-transits-through-red-sea/

‘Snowman logistics’ expands operational capacity in


the North-East
https://www.thehindubusinessline.com/economy/log
istics/snowman-logistics-expands-operational-
capacity-in-north-east/

Compiled by Sunil Bharadwaj CSCP, CLTD


‘Adani ports’ raise FY’24 cargo volume target to
over 400 million tons
https://www.thehindubusinessline.com/economy/log
istics/adani-ports-raise-fy-24-cargo-volume-
target-to-over-400-million-tons/

‘Cargo movement’ handled through ‘Inland


waterways’ rises 8% in Apr-Nov period
https://www.thehindubusinessline.com/economy/log
istics/cargo-movement-through-inland-
waterways-up-8-cargo-handled-across-major-
ports-up-6-in-april-nov-period/

Compiled by Sunil Bharadwaj CSCP, CLTD


‘Evolving supply chains’ need talent with the ‘gift
for seeing end to end’
https://www.supplychaindive.com/news/opinion-
kearney-evolving-supply-chains-need-talent-with-
the-gift-for-seeing-end-to-end/

Inside the ‘geographical shift of supply chains’


https://www.supplychaindive.com/news/nearshorin
g-friendshoring-onshoring-supply-chain-trends/

Are ‘QSR companies’ bracing for another ‘quarter of


disappointment’?
https://www.livemint.com/market/mark-to-
market/are-qsr-cos-bracing-for-another-quarter-
of-disappointment-11704260877143.html
Compiled by Sunil Bharadwaj CSCP, CLTD
‘Adidas’ to set up its first Asia GCC outside China in
Tamil Nadu
https://retail.economictimes.indiatimes.com/news/a
pparel-fashion/footwear/adidas-to-set-up-its-
first-asia-gcc-outside-china-in-tamil-nadu/

‘India’s 2024 budget’ may lay red carpet for the


world to ‘shift supply chain from China’
https://retail.economictimes.indiatimes.com/news/i
ndustry/budget-2024-indias-budget-may-lay-
red-carpet-for-the-world-to-shift-supply-chain-
from-china/

Compiled by Sunil Bharadwaj CSCP, CLTD


The next great supply chain shortage - Talent
https://www.supplychainbrain.com/blogs/1-think-
tank/post/38721-the-next-great-supply-chain-
shortage-talent

Lean transformation – An aerospace


manufacturer’s journey
https://www.lean.org/the-lean-
post/articles/launching-a-lean-transformation-an-
aerospace-manufacturers-journey-with-purpose-
process-and-people/

Compiled by Sunil Bharadwaj CSCP, CLTD


New disruptions, geopolitics hang over supply chains
https://www.wsj.com/articles/new-disruptions-
geopolitics-hang-over-2024-supply-chains-6fca8f1e

‘No E-Invoice without E-Way Bill’ from 1-March-


2024
https://www.businessworld.in/article/No-E-invoice-
Without-E-way-Bill-From-1-March-2024/08-01-
2024-505102/

Supply chain operating costs expected to rise in 2024


https://www.supplychaindive.com/news/supply-chain-
trends-operations-costs-supplies--
manufacturing2024/703891/

Compiled by Sunil Bharadwaj CSCP, CLTD


A perfect ‘storm of supply chain issues’ could
impact retailers globally
https://www.modernretail.co/operations/we-
havent-seen-this-situation-before-a-perfect-
storm-of-supply-chain-issues-could-impact-
retailers-globally

How sluggish demand is impacting ‘Nike’ operations


https://www.supplychaindive.com/news/nike-
inventory-supply-Q2-Matthew-Friend/

Compiled by Sunil Bharadwaj CSCP, CLTD


How ‘ingredients’ suppliers manage global struggles?
https://www.foodnavigator.com/Article/2024/01/
08/how-ingredients-suppliers-manage-global-
struggles-from-disrupted-supply-chains-to-cost-
of-living-pressures

Aerospace industry – Supply chain challenges


https://www.supplychaindive.com/news/Boeing-
spirit-aerosystems-aerospace-manufacturing-
headwinds-2023/

Compiled by Sunil Bharadwaj CSCP, CLTD


Suez canal at risk – What could be done?
https://www.supplychaindive.com/news/transiting-
the-red-sea-what-shippers-should-know-vessel-
attacks-suez-canal/

India club – Navigating new waters in protection and


indemnity insurance
https://www.shippingandfreightresource.com/india-
club-navigating-new-waters-in-protection-and-
indemnity-insurance/

Shortages in 2024: What supplies are still at risk?


https://www.supplychaindive.com/news/shortages-
2024-supply-chain-risks-food-medical-supplies-
minerals-climate-change-geopolitics/

Compiled by Sunil Bharadwaj CSCP, CLTD


India facing surprising shortage of factory workers
https://www.supplychainbrain.com/articles/38809-
india-facing-surprising-shortage-of-factory-workers

Nippon paint enters e-commerce market


https://retail.economictimes.indiatimes.com/news/hom
e-and-decor/paints/nippon-paint-enters-into-e-
commerce-market/

PSA Mumbai – Remarkable sustainability and


efficiency milestones
https://www.shippingandfreightresource.com/remarka
ble-sustainability-and-efficiency-milestones-for-psa-
mumbai-in-2023/

Compiled by Sunil Bharadwaj CSCP, CLTD


Rocketing ocean rates predicted to decline post Chinese
new year
https://theloadstar.com/rocketing-ocean-rates-
predicted-to-decline-post-chinese-new-year/

‘Starbucks’ sued over coffee sourcing


https://www.nbcnews.com/news/us-news/starbucks-
sued-allegedly-using-coffee-farms-rights-abuses-
touting-ethi-rcna130393

2024’s top supply chain risk – Extreme weather


https://www.supplychaindive.com/news/extreme-
weather--top-supply-chain-risk-2024-everstream-
climate-change-food-shortages/

Compiled by Sunil Bharadwaj CSCP, CLTD


Number of containerships in the Red Sea has dropped
by 90%
https://shippingwatch.com/carriers/Container/article1
6744816.ece

FAA steps up oversight of Boeing production


https://www.supplychaindive.com/news/boeing-faa-
alaska-airlines-door-incident-manufacturing-quality-
investigation-spirit-aerosystems/

Building circular: Maximizing Co2 abatement and


business opportunities
https://www.mckinsey.com/industries/engineering-
construction-and-building-materials/our-
insights/building-circular-maximizing-co2-
abatement-and-business-opportunities

Compiled by Sunil Bharadwaj CSCP, CLTD


What would it take to scale critical climate
technologies?
https://www.mckinsey.com/capabilities/sustainability/
our-insights/what-would-it-take-to-scale-critical-
climate-technologies

Japan’s semiconductor supply chain also a victim of


Honshu earthquake
https://theloadstar.com/japans-semiconductor-
supply-chain-also-a-victim-of-honshu-earthquake/

Maersk opts for rail solution to combat ‘Panama’


drought
https://splash247.com/maersk-opts-for-rail-solution-
to-combat-panama-drought/

Compiled by Sunil Bharadwaj CSCP, CLTD


Logistics firm ‘Schenker’ expects more air freight
due to Red sea criris
https://www.reuters.com/business/autos-
transportation/logistics-firm-schenker-expects-
more-air-freight-due-red-sea-crisis-2024-01-
12/

Lunar new year shortages expected in China amid


Red sea supply chain crisis
https://www.ship-technology.com/analysis/lunar-
new-year-shortages-expected-in-china-amid-red-
sea-supply-chain-crisis/

Compiled by Sunil Bharadwaj CSCP, CLTD


Top industries affected by the Red sea crisis in
January 2024
https://www.resilinc.com/blog/top-industries-red-
sea-crisis-supply-chain-january-2024/

Unlocking nuanced supply chain planning


https://demanddriventech.com/blog/unlocking-
nuanced-supply-chain-planning/

What is genuinely new in SCM?


https://www.forbes.com/sites/stevebanker/2024/0
1/17/what-is-genuinely-new-in-supply-chain-
management/

Compiled by Sunil Bharadwaj CSCP, CLTD


Sourcing risks – Disruptive events and geopolitics
https://www.supplychaindive.com/news/business-
leaders-worry-disruption-geopolitical-sourcing-risk-
AlixPartners-Disruption-Index/

Apparel industry – Use of forced/slave labour in their


supply chains
https://theloadstar.com/apparel-brands-still-using-
forced-or-slave-labour-in-their-supply-chains/

Senco becomes first Indian jewellery brand to join


ONDC network
https://retail.economictimes.indiatimes.com/news/app
arel-fashion/jewellery/senco-becomes-first-indian-
jewellery-brand-to-join-ondc-network/

Compiled by Sunil Bharadwaj CSCP, CLTD


Red sea unrest to affect world’s fragile food supply
https://retail.economictimes.indiatimes.com/news/food
-entertainment/grocery/red-sea-unrest-is-bad-
news-for-worlds-fragile-food-supply/

The environmental consequences of circumventing the


‘Panama’ and ‘Suez’ canals
https://www.shippingandfreightresource.com/environ
mental-consequences-of-circumventing-the-panama-
and-suez-canals/

Factors to consider before automating warehouses


https://www.scmr.com/article/six-factors-
automating-warehouses

Compiled by Sunil Bharadwaj CSCP, CLTD


Demand for industrial and logistics space hit a record
at 38.8 million sqft in 8 cities
https://retail.economictimes.indiatimes.com/news/indu
stry/industrial-logistics-space-demand-hit-record-in-
2023-at-38-8-mn-sq-ft-in-8-cities-cbre/

A supply chain story


https://www.farmprogress.com/orchard-crops/dr-
pepper-and-farming-a-supply-chain-story

Walmart is sharing more and more of its data with


suppliers
https://www.retailtouchpoints.com/topics/data-
analytics/business-intelligence/walmart-is-sharing-
more-and-more-of-its-data-with-its-suppliers-
heres-why

Compiled by Sunil Bharadwaj CSCP, CLTD


Empty container concerns grow as Red sea shipping
crisis drags on
https://splash247.com/covid-revisited-empty-
container-concerns-grow-as-red-sea-shipping-
crisis-drags-on/

Retailers return to JIT inventory approach


https://www.wsj.com/articles/retailers-return-to-
bringing-in-inventory-just-in-time-4613e3ee

The pivotal role of customs in enabling global trade


https://www.shippingandfreightresource.com/intern
ational-customs-day/

Compiled by Sunil Bharadwaj CSCP, CLTD


‘Mahindra Logistics’ expands footprint with state of
the art warehouse in Pune
https://www-logisticsinsider-
in.cdn.ampproject.org/c/s/www.logisticsinsider.in/m
ahindra-logistics-expands-footprint-with-state-of-
the-art-warehouse-in-phaltan-pune/

Cargo theft spurs digital defense


https://www.ascm.org/ascm-insights/scm-now-
impact/treasure-lost-tech-found-cargo-theft-
spurs-digital-defense/

Compiled by Sunil Bharadwaj CSCP, CLTD


UNCTAD raises alarm over global trade disruptions
https://www.shippingandfreightresource.com/unctad-
raises-alarm-over-global-trade-disruptions/

Children work in Swiss chocolate maker’s supply chain


in Ghana
https://www.swissinfo.ch/eng/business/children-work-
in-chocolate-maker-lindt-s-supply-chain-in-ghana/

Supply chain leaders plan to adopt generative AI


https://www.supplychaindive.com/news/supply-chain-
procurement-leaders-flocking-generative-ai-2024-
Gartner/
Compiled by Sunil Bharadwaj CSCP, CLTD
8 logistics trends to watch in 2024
https://www.supplychaindive.com/news/8-
logistics-trends-to-watch-in-2024/

Hocco ice cream set to double its manufacturing


capacity
https://timesofindia-indiatimes-
com.cdn.ampproject.org/c/s/timesofindia.indiatimes
.com/city/ahmedabad/hocco-ice-cream-set-to-
double-its-mfg-capacity/

Compiled by Sunil Bharadwaj CSCP, CLTD


Top 10 supply chain trends in 2024
https://www.ascm.org/ascm-insights/ascms-top-10-
supply-chain-trends-in-2024/

Ikea India launches doorstep deliveries in 62 new


markets
https://retail.economictimes.indiatimes.com/news/hom
e-and-decor/furniture-and-decor/ikea-india-
launches-doorstep-deliveries-in-62-new-markets/

Middle East crisis fallout – Shipping faces lengthy


disruptions
https://www.freightwaves.com/news/shipping-faces-
lengthy-disruptions-as-middle-east-fallout-worsens

Compiled by Sunil Bharadwaj CSCP, CLTD


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Compiled by Sunil Bharadwaj CSCP, CLTD

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