Panjiva Research

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 →

Q3 2020 Outlook: Heading into the great unknowns (2) – Tough on China redux

July 6, 2020

This report is the second of three providing a guide to developments we expect for global supply chains in Q3 2020. The administration of President Donald Trump has driven a step change in relations with China with the widespread use of tariffs, technology transfer restrictions and the phase 1... Read more →

Grey Goose, Jungheinrich face tariff lift in U.S.-EU aerospace spat

June 25, 2020

The U.S. government is preparing a new round of tariffs to be applied on imports from the EU. They represent a revision of existing tariffs related to EU aerospace subsidies. This so-called “carousel” approach is designed to cause maximum disruption to EU industries and covers $3.06 billion of... Read more →

Trump pulls soldiers from Germany as arms exports dip

June 22, 2020

President Donald Trump will cut troop numbers in Germany, stationed as part of NATO functions, after criticizing German spending on defense. Increasing arms sales has been a key plank of Trump administration policy. Yet, year-to-date export approvals fell to $18.5 billion as of May 31 compared... Read more →

SpaceX’s journey to ISS still needs Earth’s industrial supply chain

May 27, 2020

SpaceX is due to launch the first manned space mission from U.S. soil since the Shuttle program on May 27. The launch to the International Space Station is an important waymarker in SpaceX’s journey from developing commercial satellite delivery through to landings on Mars. The increased availa... Read more →

Boeing’s suppliers may welcome reopening after descent in parts imports

April 22, 2020

Boeing has started a phased reopening of its factories after a coronavirus-linked deep-clean. It’s also faced challenges including the 737MAX grounding, tariffs on aluminum imports and the U.S.-EU aerospace subsidy dispute. Total U.S. imports of aircraft parts fell by 15.9% year over year in t... Read more →

Trump’s EU travel ban could raise costs for healthcare, electronics and luxury goods

March 17, 2020

The decision by the Trump administration to ban passenger travel from the EU and U.K. to the U.S. could cut the capacity available to carry freight in the holds of passenger jets. Panjiva’s analysis shows airfreight accounted for 16.8% of U.S. imports from the EU in 2019 after growth in those ... Read more →

Sunshine state faces dark clouds from EU-U.S. trade conflict

March 13, 2020

The U.S. primary elections on Mar. 17 may include a trade policy focus in two states. Of the four states voting, Illinois has seen the fastest drop in exports between 2017 and 2019 with an 8.2% drop to $4,703 per capita. That’s been down to a slide in refined oil and certain medical devices. F... Read more →

Brexit Watch: EU talks struggling, whiskey leniency needed to lubricate U.S. deal

March 11, 2020

The British government is pursuing trade deals with the EU and U.S. concurrently. The first round of EU negotiations went poorly with the EC lead negotiator Michel Barnier citing “very serious” differences in four areas ranging from the position of the ECJ to fisheries. Talks are scheduled to ... Read more →

Sanders, Biden debate trade as Michigan’s auto exports wane

March 10, 2020

The U.S. Presidential election cycle continues on March 10 with Democratic Party primaries in six states including Washington and Michigan. Washington state’s exports have seen the fastest decline in the nation in the past two years with a 21.3% drop in 2019 versus 2017 to reach $7.798 per cap... Read more →

Showing research about Industrials - Aero/Defense