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Showing research about Outlook

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Steel deals, grinding gears – May 2021 supply chain calendar

The month of May will bring further corporate reports regarding the challenges from congested supply chains and rising raw materials costs. Firms reporting in the logistics sector include Maersk and Hapag-Lloyd while among industrials and consumer goods firms Deere, Foxconn and Nintendo will b... Read more →

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Life after Suez – April 2021 events calendar

Trade policy events in April will include Biden administration meetings with the semiconductor industry and a heads of state meeting between the U.S. and Japan. The former will focus on strained supply chains and the latter may provide clarity on relations vis-a-vis China. The administration w... Read more →

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Q2 2021 Outlook: Words become actions, threats going nowhere

The seeds of the challenges faced by global supply chains in Q1’21 were sown in the second half of 2020 and are unlikely to unwind before the end of Q2’21. Global trade activity remains robust, with exports from 17 countries that have reported data for February showing growth of 6.2% excluding... Read more →

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100 days and five years – March events calendar

The month of March will likely see a round of policy implementation in the U.S. and policy announcements in China. In the U.S. President Biden’s nominee for U.S. Trade Representative, Katherine Tai, may be confirmed. That would smooth the way for implementation of the administration’s 100 days... Read more →

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2021 Outlook: Past tense, future imperfect

Global supply chains faced a traumatic start to the 2020s as a result of the pandemic. This report summarizes the six research reports that make up Panjiva’s 2021 Outlook series. The recovery in 2021 will be far from smooth. Global trade policy has been a malign influence for much of the past ... Read more →

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