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Showing research about Cons. Discr. - Autos

20210611-thoughts-semis

Biden’s 90 ideas provide long-term aims not short-term fixes

The Biden administration’s 100 day review of critical supply chains in semiconductors, large capacity batteries, minerals and pharmaceutical ingredients has yielded a 250 page review including around 90 detailed recommendations. While far from being a European-style, state industrial policy th... Read more →

20210602-trade-us-exports

Trade recovery looks fragile as industries, countries diverge

The global recovery in merchandise activity appears widespread but may be fragile. U.S. exports for example climbed 50.4% higher year over year and by 6.3% compared to 2019 in the month of April. Yet, most of that recovery was down to food / agriculture and industrial supplies which climbed by... Read more →

20210602-eumex-seasonal

Diageo, P&G face rising shipping rates for Europe-Mexico routes

The ongoing surge in container shipping rates is not just a Transpacific phenomenon with Hapag-Lloyd and CMA CGM raising their rates on Europe-to-Latin America lanes by 9% and around a quarter respectively. That’s likely linked to specific port issues given shipments from Europe to Mexico only... Read more →

20210602-petitions-petitions

Volkswagen, BMW face power component patent case

The U.S. International Trade Commission received just two petitions to investigate trade policy infractions in May, the lowest since Jan. 2019. Both were intellectual property infraction suits. One involved the energy drink Electrolit imported from Mexico where shipments fell by 42.0% year ove... Read more →

20210526-tire-origins

Yokohama, Toyo tire bounce shows limits of tariffs

The U.S. government has set tariffs of as much as 101.8% on imports of passenger vehicle and light truck (PVLT) tires from four countries including Vietnam. The case includes the first final tariff decision that has factored in currency manipulation as a subsidy, adding up to 7.9 percentage po... Read more →

20210525-insights-mentions

Panjiva Insights: Resilience in vital supply chains

Panjiva Research took part in a webinar on May 19 that considered the causes of current supply chain disruptions including shortages and inflation across autos, semiconductors and commodities with Dr. Robert Handfield of North Carolina State College and Tom Linton of McKinsey & Co. Major chall... Read more →

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