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 →

Two Trade Wars, a Rate War and Four Tariff Reactions

May 20, 2019

Last week saw a tumult of trade policy activity including: a worsening of the U.S.-China trade war, with little sign of renewed talks; the declaration by the U.S. that car imports are a security threat, souring relations with the EU; USMCA’s ratification became more likely following a re... Read more →

Tesla Sees Battery Supplies Falling as Cobalt Feels the Blues

May 9, 2019

Tesla’s manager for battery metal supplies, Sarah Maryssael, has flagged an emerging shortage of battery metals including cobalt. That comes as cobalt prices have fallen 41.2% in the three months to May. 8 versus 4Q 2018. The collapse in prices may be linked to lower U.S. demand, where T... Read more →

The Next Big Trade War: Trump’s Car Tariffs versus Europe’s Farmers

May 8, 2019

Trade negotiations between the EU and U.S. are getting underway, but could easily dissolve and become a trade war due to differences in four areas. The EU wants to include agriculture in talks, the U.S. does not. EU imports of U.S. agricultural products have climbed 23.6% year over year in the... Read more →

Neste Supply Chain Situation Fluid as Venezuela Sanctions Bite

April 29, 2019

The widening impact of U.S. sanctions against Venezuela has led to lower-than-expected profitability at Neste. The European refiner has a joint venture with Venezuela’s PdVSA which has faced tighter import rules since January. Neste CEO Peter Vanacker has stated the firm is “trying... Read more →

Resin Opportunity Resonates with G&W, Chevron Phillips

April 29, 2019

Genesee & Wyoming will open a new rail line to transport plastic resins for export to the port of Savannah. That comes as U.S. exports of plastic resins have surged 17.4% year over year in the 12 months to Feb. 28 to reach $22.3 billion. That’s been led by a 34.0% surge in shipments... Read more →

Sentiment Sinks to 2012 Lows in Germany as New U.S. Tariffs Loom

April 25, 2019

European export confidence fell again in April after the German IFO survey saw a drop to 1.1% of respondents expecting higher exports from 1.5% a month before. That was the worst result since Oct. 2012 and came despite a delay to Brexit. It may reflect worries about the forthcoming U.S. sectio... Read more →

Trump’s Hog Help Could Hurt KTM, Volkswagen

April 23, 2019

President Donald Trump has promised the U.S. “will reciprocate” against EU duties on motorcycle exports. The President has the opportunity to make good on his threat via the forthcoming section 232 review of the automotive sector. Such a move would open another front in the emergin... Read more →

Great British Bounce Can’t Stop EU or Global Export Decline in February

April 19, 2019

Exports from the European Union fell for a fourth straight month in February with a 2.4% year over year decline in dollar terms. That came despite a 6.4% increase rise in British exports due to a pre-Brexit rush. When added to a 10.4% slump in exports from Asia that meant global exports declin... Read more →

Deere Pays The Price as EU Gets Its Retaliation in Early

April 17, 2019

The European Commission has launched a consultation through May 31 into potential retaliatory duties against U.S. aerospace subsidies. While that’s part of a WTO process it comes at the same time as the U.S. has launched a section 301 review of duties to be applied in retaliation for EU ... Read more →

Showing research about European Union