2020 Review: Pandemic, discipline and failing to fail – What we got wrong this year — Panjiva
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2020 Review: Pandemic, discipline and failing to fail – What we got wrong this year

Ags - Grains/Beans 284 Ags - Meat/Dairy 248 Cons. Discr. - Durables 462 Cons. Discr. - Retailing 426 Consumer Staples 740 Coronavirus 511 Corp - Forwarders 331 Corp - Ports 861 Corp - Shipping 946 Elections 121 Energy - Conventional 432 Energy - Crude Oil 295 Energy - Natural Gas 142 Global 1389 Industrials - Aero/Defense 192 Outlook 92 Tariffs 1771 Trade Deals 982

The past year has brought plenty of surprises, sadly mostly ill, for global supply chains and the analysts that cover them. This report reappraises our 2020 Outlook to see what we got wrong and what may happen next. Like many we failed to predict the chaos caused by the SARS-COV-2 pandemic. We’ve identified four phases of development including: supply chain disruptions caused by factory closures; widespread demand destruction; uneven reopening of markets causing continued supply chain challenges, with global trade still down by 1.5% year over year in October; and an eventual process of r...

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