磐聚网调研 — Panjiva
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Showing research about Trade Deals

20211215-phase-1-purchases-600x398

Energy, corn, chips drive late surge in US exports to China

Trade rhetoric is starting to rise again between the U.S. and China. While not to the levels seen during the U.S. China trade war, actions like the joint U.S. EU statement on steel and the Chinese application to the CPTPP show that disagreements remain unresolved. One aspect that may come back... Read more →

20211208-steel-macro-600x427

Shimano could face higher costs if US-EU steel rhetoric plays out

The US and EU have criticized environmentally unfriendly steel exports from China in follows to the Section 232 deal last month. This could be both an initiative to extend the EU’s carbon border policies to the U.S. as well as a way to pressure China as the Phase 1 agreement from the U.S. – Ch... Read more →

20211020-la-seasonal-600x398

Samsung, LG could get a break in Los Angeles traffic

The Biden Administration announced a deal with the Port of Los Angeles and labor unions to expand operations in the port to 24/7. This will likely boost capacity of the port to handle incoming shipments, but could also expose other points of congestion in the supply chain like warehouse space ... Read more →

20210922-france-macro-600x399

Danone, L’Oreal imports could submerge in U.S.-French tensions

France has recalled the ambassadors to the U.S. and Australia after a deal was announced for Australia to build submarines using U.S. nuclear technology instead of purchasing vessels from France. The French have called the move a “stab in the back” and if the disagreement continues it could ea... Read more →

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