Supply Chain Research

Supply Chain Edge: COVID no more, tariffs in abeyance

May 19, 2023

Healthcare supply chains have been disrupted during the COVID-19 pandemic. The US administration of President Joe Biden has downgraded the Public Health Emergency, while also extending a waiver on tariffs on imports from mainland China. Imports from mainland China are down 70% from their peak,... Read more →

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Illuminating shipping: Indian solar supplies drive volume growth

March 8, 2023

The collapse in ocean shipping is leading container lines to rearrange their services and differentiate rate changes by route. Shipments from India to the US are expanding rapidly while those from mainland China are falling. The increase in shipments from India has been led by electrical and e... Read more →

Yarn, wind power face new duties; olives poised to wrinkle US-EU relationship

November 30, 2021

The U.S. International Trade Commission has issued a variety of rulings in November, with polyester yarn, wind towers, and solar panels all receiving some form of additional tariff burden. The polyester yarn ruling targeted subject imports from Malaysia, Indonesia, Thailand, and Vietnam that w... Read more →

REC Silicon shifts sourcing to China

October 26, 2021

REC Silicon reported a 19.5% year-over-year change in Q3 revenues that exceeded analyst expectations by 4.9%. Panjiva data shows that imports associated with the firm increased by just 1.0% year over year in the quarter, hitting supply chain headwinds that SVP Kurt Levens noted were also oppor... Read more →

Ford announces EV plants amid battery import surge

October 5, 2021

Ford has announced plans to build a new automotive manufacturing plant for their new electric pickup trucks as well as three new battery manufacturing plants alongside Korean firm SK Innovation. The new plants will likely be looked favorably on by American policymakers who have pushed for more... Read more →

LONGi, JinkoSolar power imports despite safeguards

August 24, 2021

The U.S. International Trade Commission is starting a review of solar panel safeguard duties under Section 201. This a scheduled review as part of the safeguard duty process every five years. U.S. import data shows that the safeguards have not been particularly effective in decreasing imports,... Read more →

Panjiva Insights: Who will pay? The outlook for large-capacity batteries

August 8, 2021

Panjiva Research took part in two webinars with our colleagues from S&P Global Market Intelligence’s 451 and Metals & Mining research groups to discuss the future for large capacity batteries in mobility and energy supply settings. A poll of the audience revealed 55.2% of respondents believe C... Read more →

Panjiva Insights: Government policy, national security and supply chain resilience

July 19, 2021

Panjiva Research took part in a webinar on July 14 which examined the interface of trade policy, national security and corporate supply chain resilience. The majority of participants polled stated that the pandemic is still the biggest risk to supply chain security, while short-termism in corp... Read more →

Maersk grabs more of JinkoSolar’s shipping, may lose some of LONGi’s

July 13, 2021

Solar power equipment maker JinkoSolar and container line Maersk have signed an agreement that provides “end-to-end transportation” and “digitalized logistics services”. That vindicates Maersk’s strategy of more closely integrating freight forwarding and container shipping services. Maersk acc... Read more →

Biden’s Xinjiang solar crackdown may cast shadow over LONGi, JinkoSolar

June 25, 2021

The Biden administration’s latest crackdown on the alleged use of forced labor in the Xinjiang region of China has captured chemicals and solar power firms including Hoshine Silicon Industry and a subsidiary of GCL Poly. Putting aside the politics, the impact on solar power supply chains may b... Read more →

Supply Chain Research

Showing research about Energy - Renewables