Investigaciones de Panjiva

South Korean shipyards win in December as China suffers setbacks

January 21, 2021

South Korea’s shipyards won 42.6% of new orders globally in 2020, beating Chinese yards’ 41.2%. A recovery in industry orders hasn’t obviated the need for consolidation though with the merger of Hyundai Heavy Industries and Daewoo Shipbuilding still on track for late H1’20. South Korean shipbu... Read more →

Japan snaps export downturn as global semiconductor shipments surge

January 21, 2021

Japan’s exports increased for the first time in 24 months in December with a 2.0% year over year improvement but is still lagging the rest of Asia. The return to export expansion has included a 10.0% increase in both chemicals and batteries as well as a 5.0% increase in semiconductor exports a... Read more →

CES 2021 upgrades to TVs, laptops aimed at extending stay-at-home sales boom

January 13, 2021

The annual CES electronics show always provides a glimpse into the future of technology, and this year is no different even though the show has moved to the virtual world. Drink fetching robots, flying cars, headless cat robots and automatic dog doors all showed what consumers can expect in th... Read more →

Semiconductor shortage chips away at Honda, Nissan production

January 8, 2021

The automotive industry is facing widespread shortages of semiconductors in key vehicle control systems with VW, Honda and Nissan all indicating they are cutting production as a result. Honda will cut Japanese production of the Fit model by 4,000 vehicles in January which compares to 65,690 ve... Read more →

2021 Outlook: Tough on China, (re)making friends – U.S. trade policy

January 8, 2021

President-elect Biden starts his term in office with the Democrats in control of the Presidency, House and Senate, potentially making the confirmation of key trade policy staff, renewal of Trade Promotion Authority and passage of future trade deals more likely. Biden has stated his administrat... Read more →

2021 Outlook: Altogether, apart – Global trade policy issues

January 6, 2021

A change in U.S. presidency and the fallout from Brexit aren’t the only trade policy issues facing global supply chains in 2021. Reform of the WTO will likely have to wait until 2022 with the next ministerial having been delayed until Dec. 2021. In the meantime the WTO will need to manage down... Read more →

2021 Outlook: What lies beneath – Nine issues to watch in EU-U.K. supply chains

December 28, 2020

The U.K. left the EU on Jan. 31, 2020 with transitional arrangements being applied through Dec. 31, 2020. On Dec. 24 the two sides signed a provisional “EU-U.K. Trade and Cooperation Agreement” (TCA) that will provide a framework for relations going forward. This report addresses nine initial ... Read more →

Life After the Elections: Toyota, Daimler show adaptations to U.S. steel tariffs

December 17, 2020

President-elect Biden has inherited a wide range of tariff programs from the Trump administration. Among the most controversial are the section 232 (“national security”) tariffs applied to imports of steel and aluminum since 2018. Those tariffs were designed to ensure capacity utilization in s... Read more →

Tariff tide changing under Biden as China duties do job but start to lose traction

December 8, 2020

The U.S. Commerce Department has ended its national security tariff review into imports of mobile cranes. The complainant, Manitowoc, cited “a changing economic environment due to the effects of the COVID-19 pandemic” in its request to end the review. Panjiva’s data shows imports of the mobile... Read more →

Brexit Watch: Autos enumerate tariff trouble, steer supply chains out of EU

December 4, 2020

The U.K. automotive industry could face costs of £55.4 billion pounds ($74.8 billion) over five years if a new trade deal with the EU is not reached according to the SMMT industry association. Increased tariffs on shipments to the EU are the main issue. The EU accounted for 41.1% of U.K. road ... Read more →

Showing research about Japan