Investigaciones de Panjiva

Alpek May Beat Reliance as Yarn Supply Chains Are Rewoven

May 2, 2019

The U.S. Commerce Department has determined that exports of polyester yarn from China and India have been subsidized at rates of up to 460%. The case, brought by Unifi and Nan Ya Plastics, won’t be completed until Oct. 24. So far supply chains have not altered radically. Imports from Chi... 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 →

Iran Sanctions Could Take Toll on Indian Rice, Drug Exports

April 24, 2019

The extension of oil sanctions against Iran by the U.S. could lead to a contraction in the Iranian economy. That’s led an Indian farming association to lobby the government to ensure continued export access to Iran. India’s exports to Iran were led by shipments of rice worth $1.27 billion in t... Read more →

Valero, ExxonMobil Face Knock On Effects from Iran Waiver Removal

April 22, 2019

The U.S. State Department has terminated waivers for relief from sanctions against Iranian oil exports. That may prove a challenge for buyers in India – including Indian Oil and Mangalore Refining – as well as China, Japan, South Korea and Turkey should non-dollar payment mechanism... Read more →

Two-Speed Export Economy Apparent as India’s Exports Rebound

April 16, 2019

India’s international trade activity increased 5.3% year over year in March. While imports returned to growth with an increase of 1.4% that was solely due to raised oil imports. Exports meanwhile surged 11.0% higher, the best since October, and did even better when excluding energy. India join... Read more →

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Six Months Into the U.S.-China Trade War Supply Chain Shifts Have Started

April 9, 2019

After six months of U.S. tariffs applied to $250 billion of Chinese exports there are clear signs of supply chain restructuring among U.S. seaborne imports of products afflicted by duties. Imports by sea from China have fallen by 6.4% year over year in 1Q 2019. In the tire sector imports from ... Read more →

The Remarkable Resilience of America’s Demand for Imports

April 8, 2019

U.S. seaborne imports returned to growth in March with a 6.7% year over year expansion following a 4.1% drop in February. The improvement came despite a 3.9% drop in imports from China, which likely reflects the effective implementation of U.S. tariffs. That’s been offset by a 17.8% surg... Read more →

2Q19 Policy Outlook: Traveling Without Moving, Six Deals to Watch

March 21, 2019

A slowdown in global trade is being accompanied by glacial progress in six of the major trade negotiations identified in Panjiva’s 2019 Outlook. (1) Brexit remains in limbo until a third British parliamentary vote due next week. The no-deal deadline for leaving the EU has effectively been move... Read more →

Healthcare Helps, Electronics Hinder India’s Trade Activity

March 15, 2019

India’s bilateral trade activity fell 2.2% year over year in February. That was led by a 5.4% drop in imports after a 0.6% increase in the prior three months, including a 6.5% slide in imports of electronics goods in February. The latter indicates the tariff-led “Make in India” ind... Read more →

Pemex Joint Venture Delay Could Exacerbate Mexico’s Oil Export Downturn

March 14, 2019

The Mexican government may delay the launch of oil drilling joint ventures for foreign firms with state-owned Pemex due to prior underinvestment by such partners. That may jeopardize the energy security strategy of the government but comes as Mexican exports of oil have been in decline. Export... Read more →

Showing research about India