Investigaciones de Panjiva

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 →

Tariff Quote Watch: Electrical Engineers’ Tariff Worries Getting Charged Up

May 6, 2019

With nearly two-fifths of companies having reported 1Q earnings it’s clear from management comments that trade policy is being mentioned less than in the prior quarter. In aggregate 21.5% of calls since Apr. 1 included a mention of tariffs or Brexit, down from 23.3% in three months to Ma... Read more →

General Motors and General Electric Face Generally Higher Costs from Hoegh

April 29, 2019

Breakbulk shipping operator Hoegh Autoliners has started adapting its vessels to use low-sulfur fuels to meet IMO emissions standards from 2020. On the basis of year-to-date fuel prices the basic cost of bunker fuel for the firm could rise by 44.9%. Hoegh will likely look to pass this onto its... Read more →

Tariff Quote Watch: Electrolux and Whirlpool Reach End of the Duty Cycle

April 26, 2019

The worst of the financial impact of U.S. tariffs on appliance manufacturers may have passed. Both Whirlpool and Electrolux reported improved profitability in 1Q 2019 as a consequence of increased prices. Electrolux CFO Therese Friberg has stated that the price rises has “fully offset... Read more →

Tariff Quote Watch: Husqvarna Cuts Through Trade War Troubles With Supply Switching

April 24, 2019

Power-tool maker Husqvarna reported an increase in its 1Q profit margins despite an ongoing drag from tariffs and higher raw material costs. Management have applied by price increases and supply chain upgrades to do so. The impact of price increases can be seen in revenues that rose despite a ... Read more →

Tariff Quote Watch: Alcoa Worries About Quotas, Industry Concerns About Tariffs Wane

April 23, 2019

Corporate supply chains are steadily evolving as a response to uncertain government trade policies. Panjiva’s analysis of company transcripts since the start of April show that 125 of 617 companies, or 20.3%, have discussed trade policies including tariffs and Brexit. That’s down f... Read more →

Shipbuilding’s Still Sinking at Start of 2019

April 18, 2019

The global shipbuilding industry has had a weak start to 2019. New vessel orders in China have slumped 70.4% year over year in 1Q. Meanwhile the remaining orderbook at Chinese yards fell to its lowest since Nov. 2017 at the end of March. The three largest export markets – China, Japan an... Read more →

Caterpillar Gets Tariff Exemption, Won’t Lift The Business

April 17, 2019

The U.S. Trade Representative has granted exemptions from 25% duties on Chinese exports to 21 products in petitions filed by 35 companies. That brings the rate of approvals for exemptions to 21.4% of decisions made, though 50.9% of the 13,761 requests have yet to be determined. The latest roun... 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 →

Europe’s Aerospace and Oil Firepower May Beat the U.S. In a Tariff Battle

April 15, 2019

Trade policy relations between the U.S. and the EU are being pulled in two directions simultaneously. The EU has decided on its negotiating framework for wider trade discussions with the U.S. which Trade Commission Cecilia Malmstrom hopes to complete by Nov. 1. Yet, it has also started framing... Read more →

Showing research about Industrials - Capital Goods