Panjiva Research

Carousel passes LVMH, Constellation by as U.S. aero retaliation deepens

February 17, 2020

The U.S. government has increased tariff rates on imports of large civil aircraft from the EU to 15% from 10% as part of a regular review of the duties imposed as part of a WTO-mediated aerospace subsidy dispute involving Airbus. The tariffs, imposed in October, may have led to an acceleration... Read more →

Indiana survives the U.S.-China trade war, conflict with EU more challenging

February 11, 2020

U.S. trade policy has yet to become a major part of pre-election debates, though four out of the six Democratic Party candidates for the Presidential nomination committed to including environmental rules in future trade deals at the recent New Hampshire debate. That said, both Iowa and New Ham... Read more →

BAe, Lonza have friends in New Hampshire as primary approaches

February 6, 2020

The U.S. election primary season may shine a spotlight on the trade policies of Democratic nominee candidates as well as the Trump administration’s record. Exports from New Hampshire, which holds its primary on Feb. 11, were worth $4,200 per capita in 2019 after overall growth of 8.2% year ove... Read more →

2020 Outlook: Come for the Commitments, Stay for the Enforcement – Trade War Show Season 4 Begins

January 16, 2020

The U.S. and China have signed the long-awaited phase 1 trade deal, ending a process of escalation – which we’ve referred to as the Trade War Show – which has run since Aug. 2017. This report summarizes the key points of the phase 1 deal as well as providing a detailed history of the trade war... Read more →

2020 Outlook: Trade War in Waiting – U.S.-EU Relations

January 9, 2020

A worsening of trade relations between the U.S. and EU could be the defining factor for global trade policy in 2020. Talks that started in July 2018 made little progress ahead of the arrival of a new European Commission as well as because of threatened, but not implemented, U.S. automotive tar... Read more →

Wrong News At The Right Time Shows Success of Trump’s Trade Policies

January 8, 2020

U.S. trade activity fell for a third straight month in November with a 2.0% year over year slide. Services activity continued to improve while goods fell once again. Both the total and goods deficits fell to their lowest since Oct. 2016. While that’s not a positive from an economic theory pers... Read more →

Four Challenges For Trump – What You Missed Over The Holidays

January 2, 2020

Supply chains never sleep, and global trade policy is in continual flux. Since late December there have been a series of U.S. trade-policy related events that will have an impact on global supply chains in early 2020. President Trump has stated that the “phase 1” trade deal with China will be ... Read more →

Brexit Watch: Queen Fires The Start Gun For 229 Day Sprint

December 20, 2019

The reopening of the British Parliament by HRH Queen Elizabeth II includes a vote on the Brexit Withdrawal Agreement Bill. The U.K. will leave the EU on Jan. 31 and enter a transition period through the end of the year. Formal negotiations with the EU to formulate a post-Brexit trade deal may ... Read more →

Boeing Minimizes MAX Shipments, Hurting Trade Deal and Supply Chain Prospects

December 18, 2019

Boeing will pause production of its 737 MAX aircraft from January as it awaits FAA and other approvals for the jet’s operations. While sales will continue from inventory, and prolonged production halt may complicate the implementation of the phase 1 trade deal between the U.S. and China. The d... Read more →

Airbus, Leonardo Face Tariff Headwind From Latest WTO Subsidy Ruling

December 12, 2019

The U.S. government has launched consultations regarding a second round of retaliatory tariffs on EU exports relating to a WTO ruling on subsidies provided by the EU to Airbus. While the process is WTO-ratified, it may nonetheless add to tensions between the EU and U.S. Relations are also be a... Read more →

Showing research about Industrials - Aero/Defense