Supply Chain Research

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 →

Reduced by WRO, Top Glove imports face competition

September 13, 2021

Top Glove, a maker of rubber gloves, was freed from a withhold release order issued in July 2020, alleging forced labor in Malaysian manufacturing. Imports of gloves, of which 70.8% in 2020 came from Malaysia, had fallen by 75.7% year over year by Q2 and 85.2% year over year in July and August... 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 →

LONGi, JinkoSolar power imports despite safeguards

August 24, 2021

The U.S. International Trade Commission is starting a review of solar panel safeguard duties under Section 201. This a scheduled review as part of the safeguard duty process every five years. U.S. import data shows that the safeguards have not been particularly effective in decreasing imports,... Read more →

Top Glove, Hartalega’s Malaysian shutdown leaves U.S. more reliant on China

July 9, 2021

Top Glove has had to close its factories in Klang, Malaysia. While the government has allowed factories, including those of Top Glove’s competitor Hartalega, to remain open the restriction on movement of staff has meant capacity is curtailed. The closure may have a significant impact on Top Gl... Read more →

Hankook, ATD move out ahead of tire duties

June 28, 2021

The U.S. government has determined that imports of passenger and light truck tires (PVLT) from South Korea, Taiwan, and Thailand were dumped in the U.S. below cost. Additionally it determined that imports from Vietnam were subsidised via currency manipulation but not otherwise dumped below cos... Read more →

Yokohama, Toyo tire bounce shows limits of tariffs

May 26, 2021

The U.S. government has set tariffs of as much as 101.8% on imports of passenger vehicle and light truck (PVLT) tires from four countries including Vietnam. The case includes the first final tariff decision that has factored in currency manipulation as a subsidy, adding up to 7.9 percentage po... Read more →

Top Glove pumps up shipments ahead of forced labor block removal

April 27, 2021

Rubber glove maker Top Glove has stated that an independent review shows issues linking it to forced labor accusations have been resolved. The firm will be hoping to overturn the U.S. government’s Withhold Release Order on its imports linked to the accusation. U.S. seaborne imports linked to t... Read more →

Sentury, Cooper scale up tire imports as rubber concerns rise

April 15, 2021

Concerns are emerging regarding the availability of rubber for auto tires, with Carlstar Group stating they will “take materials as fast as (suppliers) can get them to” the firm. The potential shortage falls on an industry already beset by poor semiconductor availability, though a dearth of ti... Read more →

Sri Trang, Hartalega step up after forced labor ruling against Top Glove

March 31, 2021

The U.S. customs authorities have determined that rubber global imports by Top Glove were produced using forced labor in Malaysia. That follows a Withhold Release Order issued in July 2020. U.S. seaborne imports linked to Top Glove from Malaysia fell by 75.6% in Q1’21 versus their Q2’20 peak. ... Read more →

Supply Chain Research

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