Panjiva Research

Brexit Watch: Honda, Croda Provide Export Bright Spot as Deal-Based Brexit Beckons

October 17, 2019

A deal-based Brexit – featuring a “border in the Irish Sea” – looks possible but requires parliamentary vote, which is not guaranteed to succeed, on Oct. 19. Should those fail Prime Minister Johnson has to request an extension to the Oct. 31 deadline. In the meantime, there’s little evidence o... Read more →

4Q 2019 Outlook: A Bad Time to Be Bad Neighbors – Global Trade Policy

October 1, 2019

Trade policy upheaval is by no means the sole purview of the U.S., with four major issues to consider outside the U.S. in the fourth quarter. Brexit is evolving on a daily basis, but it hinges on a request for an extension due by Oct. 19. Assuming that is granted – which is not guaranteed – it... Read more →

4Q 2019 Outlook: A Range of Convenient Enemies – U.S. Trade Policy

October 1, 2019

U.S. trade policy is likely to become more rather than less complicated during the fourth quarter, with seven major issues to watch. The passage of the U.S.-Mexico-Canada Agreement may be accelerated as a result of the impeachment process, but in the meantime the U.S. trade deficit with Mexico... Read more →

Brexit Watch: Novo, Sanofi Highlight Unprecedented Supply Chain Challenges

September 18, 2019

The uncertainties of Brexit are creating challenges that are “unprecedented from a logistics point of view” according to Novo Nordisk while switching supply chains requires time “to test and validate these routes”, Sanofi has stated. With political uncertainty overhanging the actual date of Br... Read more →

USMCA Watch: Healthcare Hurdles Remain for 2019 Passage

September 12, 2019

The ratification of the U.S.-Mexico-Canada Agreement (USMCA) continues to struggle in Canada and the U.S. The start of the Canadian election season through October likely puts passage their on hold. Negotiations between the U.S. Trade Representative and Congressional Democrats in the U.S. cont... Read more →

Varian, ExxonMobil May Be Winners From Chinese Tariff Exemptions

September 11, 2019

The Chinese government has exempted 16 products from tariffs on U.S. exports. The timing of the announcement may be arranged to help smooth negotiations with the U.S. starting from the week of Sept. 16. U.S. exports of the products covered were worth around $870 million in the 12 months to Jul... Read more →

Brexit Watch: BP, Shell Provide Temporary Boost to British Exports

September 10, 2019

The British Parliament has been suspended until Oct. 14, with a showdown likely at that point given legislation has been passed to require Prime Minister Boris Johnson to request a delay in Brexit. While the likelihood of a no-deal Brexit on Oct. 31 has fallen, it hasn’t disappeared altogether... Read more →

War and Peace and War – Two Years of The U.S.-China Trade Conflict

August 26, 2019

The U.S.-China trade war reached its second anniversary on Aug. 21, 2019 with the first shot defined as being the U.S. section 301 review of China’s intellectual property practices. At that stage the U.S. trade deficit with China had reached $355.6 billion in the 12 months to Jun. 30. 2017. Th... Read more →

Worse-Than-China Europe May Face Tariffs in Aerospace, Autos and Drugs Sectors

August 19, 2019

President Donald Trump has stated that he believes that the European Union is “worse than China” in terms of applying “barriers, tariffs, taxes”. That bodes ill for the – currently stalled – negotiations towards reaching a trade deal. Indeed, the U.S. merchandise trade deficit with the EU clim... Read more →

Brexit Watch: Drug Shipments Down On Brexit Hangover, Headaches Remain

August 13, 2019

The healthcare sector is particularly exposed to ongoing legal and political uncertainties regarding Brexit. The senior management of Sanofi and Alliance Pharma have indicated they boosted inventories ahead of the original March deadline as a response. It’s not just about short-term planning t... Read more →

Showing research about Health Care