Panjiva Research

Panjiva Insights: Waiting for Joe – EU trade policy and prospects

September 25, 2020

Panjiva Research took part in a webinar on Sep. 24 which looked at the outlook for European supply chains in the wake of COVID-19 and ahead of the U.S. elections and Brexit. This report summarizes the key issues and questions asked. EU trade has underperformed the global average with an 11.3% ... Read more →

Labor practice constraint yet to hurt U.S. glove supplies in COVID-19 fight

September 23, 2020

Malaysian rubber glove suppliers may be struggling to keep up with pandemic-related demand due to a shortage of labor which could cut production by 26% versus prior plans according to the MARMA industry group. U.S. Withhold Release Orders against imports linked to Top Glove because of labor pr... Read more →

Brexit Watch: Customs expedience now jeopardizes trade deals later

September 22, 2020

The latest round of negotiations between the EU and U.K. to formulate a new trade and customs arrangement for 2021 and beyond has once again failed to make significant progress. The EU is “intensifying its preparedness work to be ready for all scenarios” including a no-deal scenario should agr... Read more →

Vietnam pivots to PPE production; Walgreens remains focused on China

September 21, 2020

The Vietnamese government has asked apparel manufacturers to pivot to producing masks and other pandemic related personal protection equipment to make up for a drop in garment exports. Panjiva data shows that garment imports to the U.S. from Vietnam fell by 15.9% year over year in Q2’20, a de... Read more →

Panjiva Insights: Shaping a resilient future for Asian supply chains

September 9, 2020

Panjiva and S&P Global Ratings took part in an event on Sep. 9 to examine the future for Asian supply chains in the wake of COVID-19 and the U.S.-China trade war. This report provides answers to the supply chain questions asked on the call, which generally focused on U.S.-China relations and d... Read more →

Abbott, Roche test kit shipments slip as COVID-19 medical supplies shrink

September 8, 2020

The U.S. trade authorities have been asked by Congress to review supplies of medical goods needed in the fight against COVID-19. A list of products with matching tariff codes had been previously identified, though a recent shift in tariffs makes the analysis more complex. Panjiva’s analysis sh... Read more →

Trump’s trade targets crumble with China’s purchases behind schedule

September 4, 2020

U.S. trade activity continued to decline in July with goods and services combined contracting by 15.3% year over year, an 11th straight decline. With exports down by 20.1% and imports having declined by 11.4% the trade deficit surged to $63.6 billion, its highest since June 2008. Cutting the d... Read more →

Philips suffers a blow as ventilator stockpiling ends

September 3, 2020

The U.S. government has started cancelling contracts for ventilators after the national stockpile reached its target. That’s led CPAP-maker Philips to cut its earnings outlook. U.S. imports of ventilators climbed 31.5% year over year in the three months to July 31, though exports have also inc... Read more →

Trump’s second term plan targets tax breaks rather than tariffs in trade policy

August 26, 2020

The U.S. and Chinese governments have agreed that the phase 1 trade deal is proceeding as planned. That reduces, but doesn’t remove, short-term uncertainty over trade policy for the pre-election period. While China’s purchases of agricultural products have surged, shipments of energy and manuf... Read more →

Flow of ventilators switches to Mexico as U.S. stockpile stabilizes

August 20, 2020

The supply of oxygen ventilators in the wake of COVID-19 may be stabilizing in the U.S. Press reports suggest there has only been minimal drawdown of the government’s new strategic stockpile. U.S. imports of ventilators have declined by 11.0% in June versus their peak in April. That surplus ha... Read more →

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