Supply Chain Research

March 2020 may be remembered as the month when the spread of COVID-19 went global, leading to widespread lockdowns, industrial shutdowns and an unprecedented disruption of supply chains. Yet, it’s easy to forget that coronavirus isn’t the only challenge facing global trade. The most read Panjiva Research last month was our analysis of the impact of collapsing oil prices – driven by lower demand and a Saudi Arabia-Russia price war – on shipping as well as the energy industry. The COVID-19 disruptions have been felt keenly in electronics. We flagged a drop in U.S. imports of laptops as wor...