Panjiva Research

Peru’s copper export slide started by Antamina, could be followed by Las Bambas

January 6, 2021

A protest near MMG’s Las Bambas copper mine in Peru has held up around $530 million of exports in the past three weeks, leading the firm to declare force majeure on deliveries. Las Bambas represented 14.7% of Peru’s copper exports in the 12 months to Nov. 30, with 51.5% of the mine’s output he... Read more →

2021 Outlook: Altogether, apart – Global trade policy issues

January 6, 2021

A change in U.S. presidency and the fallout from Brexit aren’t the only trade policy issues facing global supply chains in 2021. Reform of the WTO will likely have to wait until 2022 with the next ministerial having been delayed until Dec. 2021. In the meantime the WTO will need to manage down... Read more →

Antofagasta, Codelco have copper opportunity in Australia-China trade spat

November 11, 2020

Relations between Australia and China have steadily worsened over the past two years, culminating in a reported Chinese ban on imports of grains, coal, copper, timber and some food items from Australia. China accounted for 39.7% of Australia’s exports in the 12 months to Sept. 30 and had alrea... Read more →

Copper, zinc export surge leads AMLO to call time on missing tax payments

June 11, 2020

The Mexican President, Andres Manuel Lopez Obrador, is increasing pressure on mining companies based in Canada to pay their taxes. That comes as Mexican exports of mined ores has soared by 19.0% year over year in April after a 46.7% surge in Q1. The call also comes just ahead of the implementa... Read more →

Glencore, Codelco copper exports corrode as coronavirus spreads

March 26, 2020

The mining industry is starting to feel the effects of the coronavirus outbreak both in safety-related mine closures and reduced demand. Chile’s exports of copper, including those by Codelco, dropped 4.3% year over year in January. That included a 7.5% slip in shipments to China – which repres... 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 →

Nevada’s copper and blood pay the price for U.S.-China trade war

February 13, 2020

U.S. trade policy has become increasingly hawkish under the Trump administration, while commentary from Democratic Party candidates suggests a similar stance could continue into 2021 no matter who wins the Presidency. The run-up to the Nevada primary on Feb. 22 may include a focus on trade mat... Read more →

Coronavirus Could Disrupt Supply Chains For Autos, Electronics and Chemicals

January 28, 2020

The spread of novel-variant Coronavirus (nCOV) from Wuhan in the Hubei province of China has reached nearly 4,500 cases as of Jan. 28. That’s caused the Chinese government to extend to the lunar new year break to Feb. 2 from Jan. 30 and led global firms operating in the area to put contingency... Read more →

Codelco, BHP May Have Warm Feelings From Phase 1 Trade Deal

January 22, 2020

The U.S. and China aren’t the only winners from their phase 1 trade deal. Chile’s Vice Minister of Trade, Rodrigo Yanez, has stated that “the phase 1 deal is good news for Chile” as most of the 7.6% year over year drop in Chile’s exports in 2019 was due to reduced copper demand which in turn “... Read more →

SQM Prioritizes China While Chile Wants to Diversify Exports

December 20, 2019

Chile’s Vice Minister of Trade, Rodrigo Benitez, has stated that the recently launched U.S.-China trade deal will help reverse declining exports as “the better the news from that situation the better for our economy”. The government nonetheless “wants to diversify exports”. Exporters have the... Read more →

Showing research about Metals - Copper