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Showing research about Outlook

20210705-outlook-seaborne-seasonal

Q3’21 Outlook: The fallout from underinvestment in logistics

The outlook for the logistics sector in the rest of 2021 will be defined by the reduced rate of investment of the past three years. Many ports are still operating at close to peak-season levels, reducing their ability to debottleneck before the forthcoming peak in early Q4’21. U.S. seaborne im... Read more →

20210701-calendar-uk-steel

Going fishing for deals – July 2021 supply chain calendar

The coming month will provide little respite from trade policy events and operational challenges for supply chains. A WTO ministerial meeting from July 15 is unlikely to make progress on reforming the global trade dispute framework while a fisheries agreement may be a test case as to whether t... Read more →

20210504-calendar-retal

Steel deals, grinding gears – May 2021 supply chain calendar

The month of May will bring further corporate reports regarding the challenges from congested supply chains and rising raw materials costs. Firms reporting in the logistics sector include Maersk and Hapag-Lloyd while among industrials and consumer goods firms Deere, Foxconn and Nintendo will b... Read more →

20210405-calendar-vietnam

Life after Suez – April 2021 events calendar

Trade policy events in April will include Biden administration meetings with the semiconductor industry and a heads of state meeting between the U.S. and Japan. The former will focus on strained supply chains and the latter may provide clarity on relations vis-a-vis China. The administration w... Read more →

202104-outlook-demand-boom-global-1

Q2 2021 Outlook: Words become actions, threats going nowhere

The seeds of the challenges faced by global supply chains in Q1’21 were sown in the second half of 2020 and are unlikely to unwind before the end of Q2’21. Global trade activity remains robust, with exports from 17 countries that have reported data for February showing growth of 6.2% excluding... Read more →

20210302-calendar-masks

100 days and five years – March events calendar

The month of March will likely see a round of policy implementation in the U.S. and policy announcements in China. In the U.S. President Biden’s nominee for U.S. Trade Representative, Katherine Tai, may be confirmed. That would smooth the way for implementation of the administration’s 100 days... Read more →

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