Panjiva Research

Nissan, Tata join the list of automakers facing COVID-19 disruptions

February 17, 2020

The spread of COVID-19 coronavirus has continued in the past week. While more 99.1% of cases have arisen in China, disruptions to manufacturing have spread across global automotive supply chains. The autos industry had already been struggling. There was a 7.6% drop in total Japanese auto expor... Read more →

Nexteer may go off road as coronavirus crimps supplier activity

February 11, 2020

The return to business in China after the extended lunar new year holiday is proving far from simple or certain. The automotive sector has been particularly affected as a result of its just-in-time supply chains. It’s emerged that the Chinese government has provided a force majeure certificate... 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 →

Coronavirus could stall Fiat-Chrysler, General Motors auto production

February 10, 2020

Automakers and their suppliers are starting to feel the cost to their supply chains from the coronavirus-linked loss of parts supplies from China. Fiat-Chrysler, Toyota and Honda have all announced disruptions. Panjiva’s data shows China accounts for a small but increasing share of Mexico’s pa... Read more →

Melrose’s tariff relief may be short lived if EU-U.S. conflict gets into gear

February 7, 2020

The U.S. government has granted a further 2,174 exemptions from list 3, section 301 tariffs on imports from China covering 173 products and 97 firms. That represented an approval rate of just 13.7% while the rate for all list 3 applications so far sits at just 4.4%. The tariffs are set to rema... Read more →

Electrolux, Midea feels the burn as tariffs continue to cool China’s exports

February 6, 2020

The phase 1 trade deal between the U.S. and China leaves all U.S. tariffs in place – with only a modest cut in the duty rate applied to list 4 products in September – with the likely result that imports will remain suppressed. U.S. imports of products covered by list 1 to list 4A tariffs fell ... Read more →

Coronavirus delivers a blow to the logistics sector

February 5, 2020

The spread of 2019-nCoV coronavirus has now reached nearly 25,000 cases. While 99.0% of cases are still in mainland China, the global logistics industry is already having to adapt. Container-lines Maersk, CMA-CGM and ONE have all discussed cutting shipping capacity from Asia to Europe. Freight... Read more →

Brexit Watch: Britain’s not Canada in CETA, it’s Canada in USMCA

February 5, 2020

The EU and U.K. have outlined their respective visions for a post-Brexit trade agreement. The EU stance, based on a 167 paragraph legal text set for member state approval in the next few weeks, calls for a comprehensive deal based on a “level playing field” in standards and notes the U.K. ” ca... Read more →

Daimler, Keystone Face National Security Metals Tariff Extension

January 31, 2020

The U.S. government has extended section 232 national security tariffs on steel and aluminum after a failure to boost industry capacity utilization. The new coverage will include derived items including steel fasteners and aluminum cables as well as automotive components. The latter also fits ... Read more →

Corporate Coronavirus Reactions Take Wait-and-See Stance, For Now

January 31, 2020

The spread of novel coronavirus 2019-nCoV has reached nearly 10,000 cases and been declared a health emergency by the WTO. With 98.8% of cases in mainland China the issue for supply chains so far is predominantly one of Chinese demand and local factory operations. Regional governments have ext... Read more →

Showing research about Cons. Discr. - Autos