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Walk the walk, hang on to your hats – June 2021 supply chain calendar

Cons. Discr. - Autos 1114 Corp - Ports 856 Elections 121 Global 1366 Health Care 343 Info Tech - Tech Hardware 735 Mode - Containerized 1424 Mode - Seaborne 1760 Outlook 89 Tariffs 1768 Trade Deals 976

The month of June will bring a slew of trade policy decisions from the Biden administration. The most important is the result of the administration’s critical supply chain review due early in the month. It will address ways to offset “production shortages, trade disruptions, natural disasters and potential actions by foreign competitors” in critical minerals, large batteries, semiconductors and pharmaceutical ingredients worth $51.6 billion in the 12 months to March 31. Resolving semiconductor shortages is key with potential passage of the CHIPS Act in June also worth watching. Senate le...

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