Q4 2020 Outlook: Endings and beginnings — Panjiva
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Q4 2020 Outlook: Endings and beginnings

Brexit 176 China 3050 Elections 124 European Union 880 Health Care 363 India 552 Industrials - Capital Goods 622 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 863 Japan 631 Materials - Metals/Mining 794 Outlook 96 Tariffs 1868 Trade Balance 935 U.S. 5401 United Kingdom 390 WTO 114

2020 has been a tough year for global supply chain operators ranging from manufacturers and logistics firms to retailers and consumers. This report outlines four major topics to watch during Q4’20. First, COVID-19 has been the defining feature of global supply chain developments in 2020. There are signs the pressure is waning with exports from 21 countries dipping by 1.7% year over year in August while U.S. seaborne imports surged 16.0% higher year over year in the first half of September. The latter has included a 19.9% jump in imports of industrial equipment, suggesting firms ...

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