Investigaciones de Panjiva

Yarn, wind power face new duties; olives poised to wrinkle US-EU relationship

November 30, 2021

The U.S. International Trade Commission has issued a variety of rulings in November, with polyester yarn, wind towers, and solar panels all receiving some form of additional tariff burden. The polyester yarn ruling targeted subject imports from Malaysia, Indonesia, Thailand, and Vietnam that w... 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 →

Greif raises prices, boosts imports in packaging expansion

September 6, 2021

Greif, a packaging company, released FQ3 earnings covering the three months to July 31. The firm reported a 37.7% year-over-year increase in revenues that surpassed analyst expectations by 7.4%, while Panjiva data associated with the firm showed a 112.2% year-over-year increase in volumes. The... Read more →

Walmart takes control of shipping to meet retail demand

August 24, 2021

U.S. retail sales grew by 13.9% in July estimates, continuing a long string of growth that is tapering off. Some of this may be driven by a slowdown in non-store retail that only grew by 3.7%, potentially indicating that e-commerce is hitting headwinds, while imports of consumer discretionary ... Read more →

Hapag-Lloyd, Maersk flag strained system, new services as growth slows

August 16, 2021

The container shipping lines had a bumper Q2’21 and remain confident for the rest of 2021 and into early 2022. The EBITDA reported by Maersk and Hapag-Lloyd rose by 198% and 177% year over year in Q2’21. While largely down to higher rates there’s a continued contribution from elevated volumes.... Read more →

Biden’s stricter Buy American rule may require Mack Trucks to shift gears

July 30, 2021

President Joe Biden has proposed stricter “Buy American” rules that will see an increase in U.S.-content requirements in federal purchases to 75% from 55% currently. There’ll also be “enhanced price preferences to select critical products and components” which may be seen as a subsidy for onsh... Read more →

Pandemic risks renewed for apparel-makers as Bangladesh locks down

July 22, 2021

The government of Bangladesh has closed most economic activity including factories for two weeks from July 23 following a worsening of the COVID-19 pandemic. That also comes as factory production in Vietnam is being curtailed due to staff shortages. The two countries together accounted for 27.... Read more →

ArcelorMittal, JSW Steel face risks from U.S., EU carbon border tariff initiatives

July 21, 2021

The recent introduction by the EU of a Carbon Border Adjustment Mechanism – effectively a tariff on imports from countries with higher carbon emission intensities or lower carbon prices – is drawing responses from other countries. In the U.S. Senator Chris Coons and Representative Scott Peters... Read more →

Cheniere, Sempra Energy may need more India sales as EU methane rules evolve

July 19, 2021

The EU’s “Fit for 55” environment program includes potential tariffs on high carbon imports but initially excludes liquefied natural gas (LNG). Yet, new rules on methane emissions may capture and limit imports of LNG from the U.S. That adds to other political challenges, particularly relations... Read more →

Maersk’s new service may bring Deichmann, H&M back to Chennai

July 19, 2021

Maersk is reconfiguring its Asian services, including those from India to Europe, aimed at “improving speed to market, providing higher predictability and offering more flexibility” as well as bringing “resilience to the customers’ supply chains”. That follows a slew of disruptions to shipping... Read more →

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