Supply Chain Edge: Surge protection, managed de minimis, forestry failings July 19, 2024 • In new research this week, we investigate the evidence for early shipping in US supply chains ahead of the peak season amid slow retail sales. We also take a data-driven deep dive into bicycle supply chains, which are coming out of a supply chain bullwhip. Elsewhere in the consumer goods sec... Read more →
Panjiva Insights: Who will pay? The outlook for large-capacity batteries August 8, 2021 Panjiva Research took part in two webinars with our colleagues from S&P Global Market Intelligence’s 451 and Metals & Mining research groups to discuss the future for large capacity batteries in mobility and energy supply settings. A poll of the audience revealed 55.2% of respondents believe C... Read more →
Samsung SDI may want Biden’s cash to settle on new battery factory July 9, 2021 Samsung SDI may spend up to 4 trillion Korean won ($3.48 billion) on building new battery manufacturing facilities in the U.S. for Stellantis and Rivian. That follows the Biden administration’s critical supply chain review which may lead to incentives for such facilities as well as USMCA rules... Read more →
New Supplier for Tesla May Supercharge Imports June 6, 2016 Tesla may be adding Samsung SDI as a battery provider, according to Nikkei. Previously the automaker had relied on Panasonic for batteries ahead of the construction of its own “Gigafactory”. Nikkei’s reports are supported by Panjiva data, which show 11 shipments from Samsung SDI to Tesla in th... Read more →
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