Investigaciones de Panjiva

Xylem clogged by labor, inflation; diverts sourcing back to China

August 5, 2021

Xylem, a maker of water control products, reported Q2’21 revenue growth of 16.5% year over year. That required running down inventories given the firm’s supply chain activity declined, shown by U.S. seaborne imports which fell by 6.8% year over year in Q2’21. The firm’s CFO, Sandra Rowland not... Read more →

GE, Schneider Electric avoid tariffs, receive insights into Trump trade policy

August 4, 2021

The U.S. International Trade Commission received just two petitions to investigate trade policy infractions in July. That was the lowest since January 2019 and may reflect uncertainties about the Biden administration’s position on tariffs. The ITC also released four reports covering section 23... Read more →

Cummins takes $100M hit from supply chain inflation; more of the same ahead

August 4, 2021

Cummins reported Q2’21 revenues which rose by 58.6% year over year thanks to a post-pandemic recovery in sales in North America. The firm’s supply chain activity recovered on a year over year basis though U.S. imports in Q2’21 were still 4.6% lower than the same period of 2019. The firm has ci... Read more →

Cargotec tackles supply chain problems, awaits U.S. Infrastructure Bill

August 2, 2021

Cargotec reported a record high level of new orders in Q2’21 as demand for the materials handling firm’s forklifts and seaport cranes surged on the back of rapidly expanding shipping activity. The forthcoming U.S. Infrastructure Bill may provide more funding for port expansion projects. While ... 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 →

Pentair, Donaldson look for pricing to wash away supply chain cost inflation

July 29, 2021

Pentair reported 31.9% year over year revenue growth in Q2’21 despite significant supply chain challenges. U.S. seaborne imports linked to the firm rose by just 12.0% year over year, including a 5.1% increase in imports of pumps, centrifuges and taps. More challenges are expected with the firm... Read more →

Cosco Shipping drives China’s shipyards ahead while KSOE faces cost inflation

July 26, 2021

The global shipbuilding industry has entered a period of booming orders as container shipping firms aim to meet elevated demand and improve their environmental profile. The process is long and expensive, shown by Cosco Shipping’s $1.50 billion order for 10 container ships that will be delivere... 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 →

CNH Industrial faces worst-in-career supply chain, keeps parts flowing

July 7, 2021

Tractor- and truck-maker CNH Industrial is facing “the worst supply chain” in the career of CEO Scott Wine with “63 suppliers that are stopping our plants”. That’s not preventing the firm from increasing its supply chain activity though. U.S. seaborne imports linked to the firm were up by 174.... Read more →

Yamaha, Honda may have new opportunities from Indonesia-Canada trade deal

June 23, 2021

The governments of Indonesia and Canada are starting negotiations to formulate a free trade agreement “as soon as possible”. That would likely be more wide-ranging in coverage than the RCEP free trade deal which Indonesia joined in 2020 and could be a stepping stone to joining the CPTPP deal o... Read more →

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Showing research about Industrials - Capital Goods