USMCA Watch: Wind could cause turbulence for next round of negotiations May 21, 2021 The first meeting of the USMCA Free Trade Commission included “robust forward-looking discussions on USMCA’s landmark labor and environment obligations”. Disputes over labor rule implementation in the autos and agricultural sectors are already underway. On the environmental side there was an e... Read more →
Nordex faces headwind from higher logistics costs, expects demand growth March 25, 2021 Wind energy equipment producer Nordex reported Q4’20 revenues which rose by 10.5% year over year, with the firm expecting revenue growth of 10% in 2021 as it “expects the impact of the Covid-19 pandemic on its business to be reduced from the second quarter onwards”. That growth has yet to emer... Read more →
Siemens Energy activity spins up as renewables tailwind continues September 29, 2020 The spin-out of Siemens Energy comes ahead of the new company’s earnings on Nov. 10. Panjiva’s data can provide a guide to activity in the power generation and distribution equipment industry. Panjiva’s data shows that U.S. seaborne imports linked to Siemens Energy climbed by 20.1% year over y... Read more →
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