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Showing research about U.S.

20210611-thoughts-semis

Biden’s 90 ideas provide long-term aims not short-term fixes

The Biden administration’s 100 day review of critical supply chains in semiconductors, large capacity batteries, minerals and pharmaceutical ingredients has yielded a 250 page review including around 90 detailed recommendations. While far from being a European-style, state industrial policy th... Read more →

20210608-toro-seasonal

Toro stocks up for a hot summer

Outdoor tools maker The Toro Company reported FQ2’21 (to April 30) revenues which climbed 23.6% year over year due to “robust broad-based demand” across the firm’s professional and residential products according to CEO Richard Olson. The firm has also had to deal with “escalating supply chain ... Read more →

Donaldson-season

Donaldson turns to near sourcing to navigate supply chain storms

Donaldson Company, a maker of filtration and exhaust systems, released FQ3’21 (to April 30) revenues which climbed 21.5% year over year, beating analysts’ expectations by 8.1 percentage points. Panjiva data’s shows a large surge in imports as well with growth of 61.2% year over year. CEO Tod C... Read more →

20210604-dst-total

Pause for effect as Biden adds leverage for global tax talks

The Biden administration has completed its review of digital services taxes imposed by six countries and has put in place retaliatory import duties that will come into effect in six months’ time. The impose-and-suspend approach is linked to the administration’s wider negotiations at the OECD a... Read more →

20210603-jbs-exports

JBS hack could chop meat exports, boost imports

Meat packer JBS announced that they were impacted by a ransomware attack that temporarily closed facilities across the U.S., Australia, and Canada. The shutdown is a reminder that physical supply chains across manufacturing and logistics can be rapidly hamstrung by cybersecurity lapses. The ha... Read more →

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