Coronavirus casts a cloud – February 2020 in 10 reports March 3, 2020 The impact of the COVID-19 coronavirus outbreak on global supply chains unsurprisingly dominated our readers’ interest in February. The logistics industry has faced a shortage of containers for shipments to China as well as disruptions to airfreight and seafreight from China. The freight forwa... Read more →
A different kind of chaos – January 2020 in 10 reports February 3, 2020 The new decade started with a reduction in global trade uncertainty after the U.S. and Chinese governments signed the so-called phase 1 trade deal. The purchase commitments may prove difficult to deliver however, particularly in manufactured products and services. The deal can be taken as a vi... Read more →
Panjiva Daily: Corporate coronavirus reactions; Brexit begins; UPS beats peers January 31, 2020 The spread of 2019-nCoV is beginning to draw corporate reactions – mostly of a wait-and-see nature – while regional Chinese exposure will matter. UPS Q4 results were better than its peers, but it has missed out on the tariff-linked supply chain realignment. Also: Brexit is just at the end of t... Read more →
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