Panjiva Research

Panjiva Daily: Pandemic risks renewed in apparel; TSMC, Intel expect chip woes into 2022

July 27, 2021

A full lockdown in Bangladesh, staff shortages in Vietnam and travel restrictions in Indonesia raise significant supply chain risks in the apparel industry. The current imbalance in the semiconductor industry may last into 2022. Also: Savannah surge likely to continue to 2022 as Walmart leads ... Read more →

Cosco Shipping drives China’s shipyards ahead while KSOE faces cost inflation

July 26, 2021

The global shipbuilding industry has entered a period of booming orders as container shipping firms aim to meet elevated demand and improve their environmental profile. The process is long and expensive, shown by Cosco Shipping’s $1.50 billion order for 10 container ships that will be delivere... Read more →

TSMC, Intel expect tight supply chains into 2022 as GM trims output again

July 26, 2021

Global semiconductor supply chains are unbalanced and could remain so until 2022. General Motors has had to pause its manufacturing yet again due to “temporary parts shortages caused by semiconductor supply constraints” which it also blames on “COVID-19 restrictions”. In aggregate the export v... Read more →

Savannah surge likely to continue to 2022 as Walmart leads CMA CGM higher

July 26, 2021

An increasing number of logistics firms appear to expect current disruptions to shipping to continue into 2022. The most recent is the Executive Director of the Georgia Ports Authority (GPA), Griff Lynch, who has stated elevated demand could continue “up to Chinese New Year, and there’s a lot ... Read more →

Thule pushes up pricing as supply chain costs rack up

July 23, 2021

Thule has reported an 85.1% year over year surge in revenues in Q2’21 as the auto accessory maker benefits from a “strong trend for leisure and vacation activities nearer to home”. Yet, Thule has had challenges in “getting hold from our sub-suppliers of the right materials and components” acco... Read more →

Pandemic risks renewed for apparel-makers as Bangladesh locks down

July 22, 2021

The government of Bangladesh has closed most economic activity including factories for two weeks from July 23 following a worsening of the COVID-19 pandemic. That also comes as factory production in Vietnam is being curtailed due to staff shortages. The two countries together accounted for 27.... Read more →

Panjiva Daily: Carbon tariffs spread, Indian steel at risk; Electrolux headwinds to continue

July 22, 2021

Proposals for a U.S. carbon border adjustment scheme would join similar measures in the EU and could create challenges for Indian steel manufacturers among others. Electrolux expects the impact of elevated logistics costs to worsen in H2’21. Also: Sleep Number overcomes supply chain nightmare... Read more →

Brexit Watch: Showdown with EU set as U.K. asks for Northern Ireland customs relaxation

July 22, 2021

The U.K. government has proposed a series of measures to reform the Northern Ireland Protocol. The Protocol defines customs operations and is key to ensuring continued compliance with the Belfast (Good Friday) Agreement by ensuring no physical barriers between Northern Ireland and Ireland. The... Read more →

Fever-Tree shipments heat up despite mix of logistics challenges

July 22, 2021

Beverages maker Fever-Tree reported H2’21 revenue growth of 36.1% year over year including a 32.2% rise in sales to the U.S. as bars reopen after the pandemic. The firm’s profits have been hurt by “significantly elevated costs resulting from the disruption currently impacting global logistics”... Read more →

Sleep Number overcomes supply chain nightmare, raises prices

July 22, 2021

Sleep Number reported Q2’21 revenue growth of 69.9% year over year despite “near-term supply constraints” which have impacted deliveries in June and July. The mattress manufacturer faces “temporary component and labor constraints, inflation and expedited logistics pressures” which likely contr... Read more →