Investigaciones de Panjiva

Daimler, Toyota Declared National Security Threats as Tariff Leverage Exercised

May 21, 2019

The decision by the Trump administration to delay the imposition of section 232 duties on imports of passenger vehicles, drivetrain components and electrical parts will prove to be a major point of leverage in wider trade negotiations with the EU and Japan. A deadline of 180 days has been set ... Read more →

Nucor May Be Crushed if Nippon Steel Can Lift Heavy Plate Tariffs

May 9, 2019

Japanese steelmakers including Nippon Steel will appeal a decision by the Mexican government to place tariffs on their exports of heavy steel plate. Mexican imports of steel plate from all countries reached $536 million in the 12 months to Mar. 31 after surging 30.4% year over year. Yet, impor... Read more →

Sweet Opportunity for Lanxess, Arkema as U.S. Readies Glycine Duties

April 30, 2019

The U.S. Commerce Department has ruled that there has been dumping of glycine – used as a sweetener in the food industry – imported from India, Japan and China. The petitioners in the case may already have seen some benefit with imports having fallen by 29.0% year over year in the ... Read more →

Toyota, Nissan Growth Face Imperial Holiday, Trump-Abe Talks Uncertainty

April 29, 2019

Japan’s automakers face significant disruptions to their supply chains in the coming month. The combination of Showa, coronation and Golden Week holidays will cut production in Japan in the Apr. 30 to May 6 period. A decision from President Donald Trump regarding U.S. section 232 duties... Read more →

Tariff Quote Watch: Husqvarna Cuts Through Trade War Troubles With Supply Switching

April 24, 2019

Power-tool maker Husqvarna reported an increase in its 1Q profit margins despite an ongoing drag from tariffs and higher raw material costs. Management have applied by price increases and supply chain upgrades to do so. The impact of price increases can be seen in revenues that rose despite a ... Read more →

Shipbuilding’s Still Sinking at Start of 2019

April 18, 2019

The global shipbuilding industry has had a weak start to 2019. New vessel orders in China have slumped 70.4% year over year in 1Q. Meanwhile the remaining orderbook at Chinese yards fell to its lowest since Nov. 2017 at the end of March. The three largest export markets – China, Japan an... Read more →

Japan’s Electronics Trade Slips Ahead of Coronation Holiday Disruptions

April 17, 2019

Japan’s international trade activity fell 0.7% year over year in March, marking the fourth straight drop after exports fell 2.4%. That was largely the result of lower shipments to the rest of Asia, and in particular China which fell 9.4%. The electronics industry was weaker with semicond... Read more →

Cars Set to Drive U.S.-Japan Talks as National Security Worries Weigh

April 12, 2019

The U.S. and Japan are scheduled to start long-awaited trade negotiations from Apr. 15. For the administration of President Donald Trump, the focus is likely to be on ways to cut its trade deficit of $68.9 billion in 2018, which has proven persistent despite a 10.7% year over year rise in expo... Read more →

Intel’s Platform Shift May Be a Response To U.S.-China Tariff War

April 3, 2019

Intel plans to shift some of its production of platform controller hubs – which organize data-flow between chips on a circuit board – to Vietnam and away from China. That may be partly down to U.S. tariffs on all Chinese exports of semiconductors that have seen the latter drop by 51.1% year ov... Read more →

Tesla Faces Subsidy Challenges Today, Retaliatory Duties Tomorrow

March 29, 2019

The Chinese government will cut the subsidies for long-range electric vehicles by 50% as sales begin to accelerate. That may have an out-size impact on luxury sellers such as Tesla. Existing Chinese duties applied to U.S. car exports have already cut shipments by 21.9% year over year in Januar... Read more →

Showing research about Japan