Supply Chain Research

2023-04-uk-cptpp-singapore-leads-uk-cptpp-exports-600x427

The new Pacific island: UK supply chains access CPTPP trade deal

April 14, 2023

The UK’s membership of the Comprehensive and Progressive Agreement for Trans Pacific Partnership (CPTPP) trade group brings new supply chain opportunities. They should not be overstated: the UK already has trade deals of varying sorts with all CPTPP members except Malaysia and Brunei. Export o... Read more →

Supply Chain Edge: Vietnamese sneakers slip

February 24, 2023

Key findings this week: Layoffs at a major footwear supplier in Vietnam raise questions about the state of supply chains in the apparel industry — a downturn has already begun. The Home Depot’s cautious outlook is borne out by rapidly softening trade flows in hand and power tools. Europe’s ene... Read more →

Tyson buoyed by high chicken prices; inflation hits foodstuffs

January 25, 2022

Inflation has started to rear its head in foodstuffs, with Panjiva analysis showing that prices of butter and chicken increased by 45.1% and 62.9% year over year respectively through Jan 22. In the case of butter, this may be a reaction to increasing exports, up 131.6% year over year in Q4. Ex... Read more →

Energy, corn, chips drive late surge in US exports to China

December 14, 2021

Trade rhetoric is starting to rise again between the U.S. and China. While not to the levels seen during the U.S. China trade war, actions like the joint U.S. EU statement on steel and the Chinese application to the CPTPP show that disagreements remain unresolved. One aspect that may come back... Read more →

JBS, WH Group have momentum challenge as Chinese meat inspections return

August 9, 2021

Chinese city authorities have restarted inspections of imported frozen meat amid concerns about the spread of COVID-19. Meat supplies to China have also been complicated by trade policy including the potential end of the phase 1 trade deal with the U.S. in December 2021. U.S. seaborne exports ... Read more →

Brexit Watch: Showdown with EU set as U.K. asks for Northern Ireland customs relaxation

July 22, 2021

The U.K. government has proposed a series of measures to reform the Northern Ireland Protocol. The Protocol defines customs operations and is key to ensuring continued compliance with the Belfast (Good Friday) Agreement by ensuring no physical barriers between Northern Ireland and Ireland. The... Read more →

Brexit Watch: Sainsbury’s, Tesco may switch food supplies if customs aren’t reformed

July 19, 2021

The CEOs of major U.K. retailers, including J Sainsbury and Tesco, have warned that uncertainty over the future of customs for shipping food into Northern Ireland “could force many retailers to move supply chains from GB to the EU”. The U.K. government will shortly be making a proposal to adap... Read more →

Hapag-Lloyd warns of China reefer import issue as poultry shipments slide

July 19, 2021

Imports of refrigerated shipping containers into three Chinese ports have been halted “due to the COVID-19 pandemic impact” according to Hapag-Lloyd. That follows the closure of Dalian port to refrigerated imports earlier in the year. The firm has stated “all additional costs, risks and liabil... Read more →

Fresh Del Monte, WH Group lead U.S. food boom as inflation hoarding starts

July 12, 2021

Retailers are reportedly changing their approach to inventory management due to expectations of continued food price inflation. Elevated demand can be seen in U.S. seaborne imports of food and beverages which climbed 17.5% year over year in Q2’21. Imports of meat rose by 29.1% led by a 175.9% ... Read more →

BRF wants more China export licenses but the Middle East is a bigger challenge

July 8, 2021

BRF may be losing market share in China due to a lack of meat shipping permits from the Chinese government. IR director Luiz Tavares has noted U.S. suppliers received permits for 1,000 plants in the past two years but Brazilian suppliers received none. U.S. exports of meat to China climbed 62.... Read more →

Supply Chain Research

Showing research about Ags - Meat/Dairy