Investigaciones de Panjiva

Ford, GM see impact of chip shortage

November 9, 2021

Automakers reporting Q3 results over the past few weeks have had a common theme in talking about the chip shortage and the impact on business. Ford CFO John Lawler noted the challenges facing the industry saying they saw “lower-than-anticipated improvement in chip availability in the second ha... Read more →

Ford, Volkswagen could shift if EV credits charge up

October 26, 2021

Canada and Mexico have issued warnings that potential tax credits for electric vehicle (EV) assembly in the U.S. may run afoul of USMCA. The USMCA sets out rules-of-origin requirements for cars to receive tariff reductions, and Canada and Mexico feel that the credits would undermine the commit... Read more →

REC Silicon shifts sourcing to China

October 26, 2021

REC Silicon reported a 19.5% year-over-year change in Q3 revenues that exceeded analyst expectations by 4.9%. Panjiva data shows that imports associated with the firm increased by just 1.0% year over year in the quarter, hitting supply chain headwinds that SVP Kurt Levens noted were also oppor... Read more →

Ford announces EV plants amid battery import surge

October 5, 2021

Ford has announced plans to build a new automotive manufacturing plant for their new electric pickup trucks as well as three new battery manufacturing plants alongside Korean firm SK Innovation. The new plants will likely be looked favorably on by American policymakers who have pushed for more... Read more →

Samsung, Panasonic could use boosted Renesas capacity

October 5, 2021

Renesas, a chip maker, is boosting capacity by 5%0 for high end microcontrollers and 70% for low end chips by 2023, an announcement that may come as good news for the hard hit electronics sectors. While Renesas has little activity in U.S. seaborne datasets, Panjiva India data shows that import... Read more →

Nissan’s recovery, Marelli’s Malaysian auto export surge may lose traction

August 12, 2021

Nissan has reportedly had to shut a factory in Tennessee for two weeks due to a shortage of parts from Malaysia. While the firm does not appear to import directly from Malaysia, its total U.S. imports of auto parts had been recovering rapidly with growth of 11.7% in Q2’21 versus the same perio... Read more →

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Competition to donate doses accelerates; pharma ingredients in decline

August 10, 2021

The U.S. and China have outlined accelerated plans to rollout COVID-19 vaccines. China meanwhile has outlined plans to export two billion doses by the end of 2021 compared to 750 million exported so far. The U.S. has donated 111.7 million doses and has plans to ship a further 500 million doses... 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 →

Panjiva Insights: Who will pay? The outlook for large-capacity batteries

August 8, 2021

Panjiva Research took part in two webinars with our colleagues from S&P Global Market Intelligence’s 451 and Metals & Mining research groups to discuss the future for large capacity batteries in mobility and energy supply settings. A poll of the audience revealed 55.2% of respondents believe C... Read more →

Semiconductor shortage silver lining seen by Mitsubishi in better autos margins

August 4, 2021

Production and exports by the big seven Japanese automakers have yet to return to pre-pandemic levels. Total production of cars in Japan fell by 12.4% in June 2021 versus June 2019 while exports fell by 14.6%. Mitsubishi, whose exports fell by 37.2%, stated there was “insufficient car supply c... Read more →

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