2020 Review: Pandemic, discipline and failing to fail – What we got wrong this year — Panjiva
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2020 Review: Pandemic, discipline and failing to fail – What we got wrong this year

Ags - Grains/Beans 318 Ags - Meat/Dairy 268 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 518 Consumer Staples 806 Coronavirus 511 Corp - Forwarders 347 Corp - Ports 910 Corp - Shipping 1027 Elections 124 Energy - Conventional 469 Energy - Crude Oil 311 Energy - Natural Gas 164 Global 1391 Industrials - Aero/Defense 203 Outlook 96 Tariffs 1868 Trade Deals 1017

The past year has brought plenty of surprises, sadly mostly ill, for global supply chains and the analysts that cover them. This report reappraises our 2020 Outlook to see what we got wrong and what may happen next. Like many we failed to predict the chaos caused by the SARS-COV-2 pandemic. We’ve identified four phases of development including: supply chain disruptions caused by factory closures; widespread demand destruction; uneven reopening of markets causing continued supply chain challenges, with global trade still down by 1.5% year over year in October; and an eventual pro...

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