Panjiva Daily: COVID-19’s cost in Texas and Mexico; camera shipments snap June 30, 2020 U.S. states including Texas are pausing the process of reopening post COVID-19 as case numbers rise – we examine the state’s supply chain – while Mexico is still recovering; Samsung and Canon in the same frame as Olympus as camera shipments slow. Also: Ready to ride the recovery wave – S&P Glo... Read more →
Samsung and Canon in same frame as Olympus as camera shipments slow June 29, 2020 Olympus has announced plans to sell its loss-making camera business to a private equity fund. That’s likely due to a shift in consumer preferences towards smartphones. Imports of cameras to the U.S. fell by 12.1% in dollar terms in the first quarter of 2020 compared to a year earlier. Declines... Read more →
Panjiva Daily: Trump’s Pakistan targets; Tariff worries rise, Electrolux sees them as business-as-usual July 24, 2019 President Donald Trump has indicated U.S. trade with Pakistan could at least quadruple – no firm policies are in place and the apparel sector will be at the center of delivering such aims. Corporate 2Q conference calls show an increasing preoccupation with tariffs. Also: Maersk clears automati... Read more →
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