Panjiva Daily: COVID-19’s automotive disruption widens; Trump’s tariff carousel February 18, 2020 Disruptions from COVID-19 continue to beset the autos sector, with Nissan and Tata Motors joining the ranks of companies facing challenges. The latest step in worsening EU-U.S. relations includes a new round of aerospace tariff hikes. Also: SM Line, PIL realign as container competition concern... Read more →
Carousel passes LVMH, Constellation by as U.S. aero retaliation deepens February 17, 2020 The U.S. government has increased tariff rates on imports of large civil aircraft from the EU to 15% from 10% as part of a regular review of the duties imposed as part of a WTO-mediated aerospace subsidy dispute involving Airbus. The tariffs, imposed in October, may have led to an acceleration... Read more →
Panjiva Daily: Xerox, HP deal with slowdown, tariffs; LVMH pays the price for Airbus subsidies November 19, 2019 Xerox and HP may consider a merger in the face of slowing printer imports – there may be opportunities to integrate their supply chains. Airbus has warned the impact of tariffs may worsen – LVMH and Diageo may suffer a hangover after a burst of imports in October. Also: ThyssenKrupp, ArcelorMi... Read more →