Auto slowdown slowing down as U.S. sales stumble on shortages July 7, 2021 U.S. automotive sales are starting to feel the drag from a shortage of key components including microchips. Sales of cars and light trucks dropped by 14.1% in June 2021 versus June 2019. Sales of foreign-made vehicles fell by 4.1%. Seaborne imports in June will determine availability for sales... Read more →
Q3’21 Outlook: The fallout from short-term supply chain planning July 5, 2021 The outlook for corporate supply chains during the remainder of 2021 is the result of a short-termist approach to planning policies that has persisted through the pandemic. Retail supply chains have scaled actively up rapidly, with a 32.9% increase in U.S. seaborne imports in May 2021 versus M... Read more →
Volkswagen, BMW face power component patent case June 1, 2021 The U.S. International Trade Commission received just two petitions to investigate trade policy infractions in May, the lowest since Jan. 2019. Both were intellectual property infraction suits. One involved the energy drink Electrolit imported from Mexico where shipments fell by 42.0% year ove... Read more →