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Showing research about South Korea

20210409-steel-utilization

Posco, Thyssenkrupp may be preparing for an elusive tariff cut

U.S. section 232 import duties, applied for national security reasons, have “helped save American jobs in steel and aluminum industries” according to U.S. Commerce Secretary Gina Raimondo. There will continue to be “a place for tariffs” going forward, even though that likely will continue to c... Read more →

20210324-beef-corp

Marfrig invests in U.S. beef as export demand slows

Rising U.S. beef prices are leading to investment in new processing plants, including a new facility in Iowa being built by Marfrig. There’s been a modest improvement in U.S. beef exports of 5.2% year over year in the three months to Jan. 31, driven by a 54.5% increase in shipments to China as... Read more →

20210318-semis-global

Japan lags global, imbalance semiconductor sector growth

The global semiconductor manufacturing industry is growing rapidly but faces a “serious imbalance in supply and demand of chips” according to Samsung Electronics. Exports from China, Japan, South Korea and Taiwan combined climbed 24.5% year over year in January and February combined, and by 39... Read more →

20210302-biden-eo-prods

Biden’s $51 billion supply chain planning exercise

President Biden’s long-awaited Executive Order regarding critical supply chain security will kick off a 100 day review of four sectors to address “production shortages, trade disruptions, natural disasters and potential actions by foreign competitors” covering pharmaceutical ingredients, criti... Read more →

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