Panjiva Research

Supply chain inflation bow wave washes into Q3’21

August 16, 2021

Global supply chains have been beset by cost inflation since late 2020 with a wide range of commodities continuing to experience rising prices, up 0.5% as of August 13. This inflation is not limited to commodities, as import price data shows the prices of key manufacturing components like plas... Read more →

Evraz, TMK face dual duty squeeze as Russia manages metals inflation

June 29, 2021

The Russian government will apply export duties to a range of base metals including steel, aluminum, nickel and copper. That follows a similar move in the food sector and is an attempt to manage domestic inflation. The duties may further distort metals supply chains, exacerbating a prior slide... Read more →

BHP, Anglo American face Chilean copper cut as China aims to manage inflation

June 17, 2021

The Chinese government has reportedly announced plans to cut its strategic reserves of aluminum, copper and zinc due to rising prices and the knock-on impact on supply chain inflation. The release of reserves will be an unwelcome turn for Chile’s copper exporters whose shipments to China climb... Read more →

Plastic’s fantastic import price rise shows supply chain inflation risks

April 14, 2021

U.S. supply chain inflation accelerated in March with U.S. import prices having increased by 6.9% year over year while the underlying figure excluding food and fuels rose by 3.8%. The latter’s price index of 102.9 was the highest since April 2013, confirming the increased inflation rate is not... Read more →

Trade price inflation hits series record as materials prices, Chinese imports surge

March 16, 2021

U.S. trade price inflation has continued to accelerate with import prices excluding food and fuels rising by 2.9% year over year in February. That was the fastest rate of growth since the data series was started in January 2012 while the index level reached its highest since October 2014. That... Read more →

Supply chain inflation proves persistent with high freight, commodity costs

March 10, 2021

Global supply chains have faced a mixture of rising costs, both for freight and other commodities, and continued congestion in logistics networks in Q4’20 and into Q1’21. This report looks at latest data on costs and shipping as well as details from corporate conference calls in January and Fe... Read more →

Vale sales surge as iron ore, copper exports shine

March 2, 2021

Vale reported revenue growth of 48.2% year over year in Q4’20, beating analysts’ estimates by 8.3 percentage points on the strength of an increase in iron ore sales. Panjiva’s data shows Vale’s Brazilian iron ore exports rose by 37.8% year over year in Q4’20, driven by a 65.9% surge in shipmen... Read more →

The $10 billion shipping inflation problem and corporate cost concerns

February 15, 2021

Consumer and industrial supply chains are facing cost inflation in shipping and commodities. This report looks at the causes and corporate reactions using data from S&P Global’s Panjiva, Platts and CapitalIQ products. Shipping cost inflation has been a result of rapidly rising demand for goods... Read more →

ASEAN challenges may be next for Myanmar-connected supply chains

February 8, 2021

President Joko Widodo of Indonesia and Prime Minister Muhyiddin Yassin of Malaysia have called for a meeting of the ASEAN group to discuss the military coup in Myanmar, calling on the government there to “respect the principles of the ASEAN Charter”. While a long way from being firm sanctions,... Read more →

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 →

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Showing research about Metals - Copper