Panjiva Research

Reduced by WRO, Top Glove imports face competition

September 13, 2021

Top Glove, a maker of rubber gloves, was freed from a withhold release order issued in July 2020, alleging forced labor in Malaysian manufacturing. Imports of gloves, of which 70.8% in 2020 came from Malaysia, had fallen by 75.7% year over year by Q2 and 85.2% year over year in July and August... Read more →

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Competition to donate doses accelerates; pharma ingredients in decline

August 10, 2021

The U.S. and China have outlined accelerated plans to rollout COVID-19 vaccines. China meanwhile has outlined plans to export two billion doses by the end of 2021 compared to 750 million exported so far. The U.S. has donated 111.7 million doses and has plans to ship a further 500 million doses... Read more →

Owens & Minor handles elevated glove costs; PPE shipments scaling back

August 4, 2021

Owens & Minor reported Q2’21 revenue growth of 37.7% year over year as the medical supplies distributor sold more PPE and delivered a “pass-through of elevated glove costs”. The firm, like many others, is experiencing increased “commodity and transportation inflationary pressures” and expects ... Read more →

Vaccine rollout questions remain, AstraZeneca maintains shipments to Mexico

August 2, 2021

Details regarding inspection failures at an Emergent Biosolutions facility for producing AstraZeneca and Johnson & Johnson’s COVID-19 vaccines have started to emerge. That’s unlikely to change the current rollout globally which is increasingly reliant on the U.S. and other G7 members as India ... Read more →

Farmers, energy suppliers at risk as U.S.-China relations remain frosty

July 27, 2021

Discussions between foreign ministry representatives of the U.S. and China have done little to defuse tensions between the two countries. China’s foreign ministry has noted that “China-US relations are currently at a deadlock”. That bodes ill for the future of the phase 1 trade deal between th... 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 →

Maersk’s new service may bring Deichmann, H&M back to Chennai

July 19, 2021

Maersk is reconfiguring its Asian services, including those from India to Europe, aimed at “improving speed to market, providing higher predictability and offering more flexibility” as well as bringing “resilience to the customers’ supply chains”. That follows a slew of disruptions to shipping... Read more →

Panjiva Insights: Government policy, national security and supply chain resilience

July 19, 2021

Panjiva Research took part in a webinar on July 14 which examined the interface of trade policy, national security and corporate supply chain resilience. The majority of participants polled stated that the pandemic is still the biggest risk to supply chain security, while short-termism in corp... Read more →

Lupin, Cadila may have growth opportunity from Biden’s drug competition order

July 13, 2021

President Biden’s “Promoting Competition” Executive Order includes provisions to cut pharmaceutical prices including increasing imports from Canada and removing “pay for delay” deals in instances when drugs come off-patent. Supplies from Canada accounted for just 3.6% of U.S. pharmaceutical im... Read more →

Container shipping surge hides electronics, apparel slowdown

July 12, 2021

U.S. seaborne imports remained elevated in June, with an average 94,490 TEUs per day of imports being 30.6% higher than a year earlier and 19.8% above June 2019’s level. With activity just 2.2% below that seen in May there’s little let up in the pressure on ports and shipping firms. The Health... Read more →

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