2H18 Outlook: From $300 billion to the Midterms – 10 Global Supply Chain Issues to Watch — Panjiva


2H18 Outlook: From $300 billion to the Midterms – 10 Global Supply Chain Issues to Watch

Ags - Fruit/Veg 82 Ags - Grains/Beans 163 Ags - Meat/Dairy 138 China 1760 Cons. Discr. - Apparel 214 Cons. Discr. - Autos 661 Cons. Discr. - Durables 108 Cons. Discr. - Retailing 156 Cons. Staples - Food/Beverages 397 Corp - Forwarders 157 Corp - Ports 661 Corp - Shipping 608 Earnings 365 Elections 51 Energy - Bunker Fuel 63 Energy - Conventional 273 Energy - Crude Oil 195 Energy - PetChem 12 European Union 406 India 284 Iran 19 Materials - Metals/Mining 482 Mergers 200 Metals - Aluminum 159 Metals - Steel 360 Mode - Containerized 1005 Mode - Seaborne 1273 North Korea 36 Outlook 42 Sanctions 75 Tariffs 1170 Trade Deals 703 U.S. 3301 USMCA 373 United Kingdom 194 Venezuela 52

The first half of 2018 brought significant challenges for global supply chains ranging from shifting trade policy to rising costs. The second half of the year won’t be any quieter. The most pressing issue is the emerging tariff battle between the U.S. and China which could inflict duties on at least $300 billion of trade by year end. China is also trying to close the RCEP trade deal while the U.K. struggles with Brexit terms and sanctions against North Korea, Iran and Venezuela continue. The container-lines are facing a decline in profits, while the ports may have to contend with technol...

PANJIVA RESEARCH is a service provided by Panjiva, Inc. ("Panjiva") to relevant global subscribers, and are deemed to be Panjiva "Services" subject to the Panjiva Terms & Conditions of Use. Information contained within or made available via the Services is for informational purposes only and nothing in the Services shall constitute or be construed as an offering of financial instruments, or as investment advice or recommendations by Panjiva, Inc. or its affiliates of an investment strategy or whether to "buy", "sell" or "hold" an investment. The Services may include views and commentary about customers of Panjiva. No aspect of the Services is based on consideration of your individual circumstances, and you should determine on your own whether you agree with the information contained within or made available via the Services. Employees involved in Panjiva Research may hold positions in securities analyzed or discussed in the Services. Panjiva does not make any express or implied warranties, representations, endorsements or conditions with respect to the Services and the information contained within or made available via the Services, including without limitation, warranties as to the usefulness, completeness, accuracy, currentness, reliability or sufficiency of any information (including, without limitation, conclusions, statements, opinions, estimates, forecasts or projections of any kind) and expressly disclaims any implied warranties. Neither this disclaimer nor any of its contents may be forwarded or redistributed without the prior written consent of Panjiva. © 2019 Panjiva, Inc. All Rights Reserved.