Investigaciones de Panjiva

Firearms shelves empty despite weapon, ammunition import surge

January 12, 2021

U.S. firearms retailers are running low on stocks after a surge in demand for weapons and ammunition during the pandemic and ahead of the general elections. FBI background checks reached a record high in December of 3.94 million applications after rising by 34.1% year over year. U.S. imports o... Read more →

Life after the elections: 5 trade issues to watch to inauguration and beyond

November 2, 2020

The results of the U.S. elections on November 3 could radically alter trade policies and their impact on supply chains no matter who wins in both the up- and down-ticket races. This report summarizes 20 previous Panjiva research articles comparing the two presidential candidates’ positions and... Read more →

Aeroedge titanium cut shows unintended consequences of subsidy action

October 27, 2020

Aerospace component maker Aeroedge will use Japanese government subsidies to repatriate part of its titanium aluminide manufacturing process to inhouse operations in Japan instead of using a U.S. supplier. That may draw a WTO complaint from the U.S. and further increase inter-government compet... Read more →

Americans load up on ammunition ahead of the elections

October 19, 2020

U.S. handgun sales are growing ahead of the elections on concerns about gun control legislation under a potential Democrat administration. FBI background checks jumped 46.1% higher year over year in Q3. There’s also a shortage of ammunition in stores due to stockpiling as well as COVID-19 fact... Read more →

Critical moment for Trump’s critical minerals strategy as imports slide

October 7, 2020

President Donald Trump has issued an Executive Order declaring a National Emergency to tackle “the aggressive economic practices of certain non-market foreign producers of critical minerals have destroyed vital mining and manufacturing”, largely targeting China. The Order is the latest in a se... Read more →

Trump reimposes aluminum tariffs that could help Rusal, Norsk Hydro

August 10, 2020

President Trump has reimposed 10% duties on imports of unwrought aluminum from Canada under the section 232 “national security” program. That follows a 77.3% surge in shipments in the 12 months to June 30 following the removal of the original section 232 duties which formed part of the run-up ... Read more →

Tackling Gazprom matters more than China relations for U.S. LNG exporters

July 27, 2020

The U.S. House of Representatives has voted to extend sanctions against Gazprom’s Nord Stream 2 gas pipeline in Europe. The extension of existing measures, under the National Defense Authorization Act, could worsen relations with the EU. Germany’s Defense Minister, Annegret Kramp-Karrenbauer, ... Read more →

Koch, Eurochem may be exposed to new fertilizer dumping probe

July 22, 2020

The U.S. government is starting a probe into fertilizer subsidies provided by Morocco and Russia. U.S. seaborne imports from the two countries increased by 26.3% year over year in Q2’20, while imports from USMCA countries and others fell by 38.4% and 31.9% respectively. That growth may have be... Read more →

Norsk Hydro, Rio Tinto lose market share as Canadian aluminum shipments surge

July 14, 2020

U.S. aluminum prices are starting to factor in the prospect of new tariffs on imports from Canada according to S&P Global Platts. That’s become a possibility after U.S. imports of aluminum from Canada surged in the wake of an exemption granted from section 232 tariffs and comes as the U.S.-Mex... Read more →

USMCA may join COVID-19, OPEC as complications for Pemex

June 18, 2020

Global oil markets are being roiled by COVID-19 and ongoing OPEC discipline issues. A drop in U.S. demand relating to reduced driving during the COVID-19 lockdown has reduced the attractions of the market to exports, with shipments from Saudi Arabia to the U.S. representing just 0.8% of the to... Read more →

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