Panjiva Research

GM nearshoring, still faces chip-related closures

September 6, 2021

General Motors has announced the closure of their factories in North America due to a shortage of chips, following the same issues from Toyota and Nissan in recent months. This comes even as imports of semiconductors to the U.S. have risen by 51.4% year over year in the second quarter, but lik... Read more →

GM squeaks by pre-pandemic levels, Mexico disputes RoO requirements

August 24, 2021

Mexico has launched a formal dispute under USMCA for proposed rule of origin (RoO) requirements that were stricter than originally thought. This may be a more fundamental dispute than the labor issue that was recently resolved through the process. The root of the concerns may be Mexican export... Read more →

Nissan’s recovery, Marelli’s Malaysian auto export surge may lose traction

August 12, 2021

Nissan has reportedly had to shut a factory in Tennessee for two weeks due to a shortage of parts from Malaysia. While the firm does not appear to import directly from Malaysia, its total U.S. imports of auto parts had been recovering rapidly with growth of 11.7% in Q2’21 versus the same perio... Read more →

Semiconductor shortage, COVID-19 closures cut into U.S. import growth

August 10, 2021

Supply chain activity continues to expand in the U.S., with U.S. seaborne imports rising by 14.3% year over year in July and by 10.3% compared to 10.3% compared to July 2019. The rate of expansion is nonetheless slowing. Imports from China, the prior driver of growth, rose by just 3.1% year ov... Read more →

Panjiva Insights: Who will pay? The outlook for large-capacity batteries

August 8, 2021

Panjiva Research took part in two webinars with our colleagues from S&P Global Market Intelligence’s 451 and Metals & Mining research groups to discuss the future for large capacity batteries in mobility and energy supply settings. A poll of the audience revealed 55.2% of respondents believe C... Read more →

GM, Stellantis look to long-term solutions as Malaysia clouds semis situation

August 6, 2021

U.S. automotive sales have yet to recover to pre-pandemic levels with vehicles sold down by 3.7% in July versus June on a days-adjusted basis. That left sales in July 2021 7.7% below those in July 2019. A shortage of semiconductors is the main challenge, with commentary from the three big-U.S.... Read more →

Semiconductor shortage silver lining seen by Mitsubishi in better autos margins

August 4, 2021

Production and exports by the big seven Japanese automakers have yet to return to pre-pandemic levels. Total production of cars in Japan fell by 12.4% in June 2021 versus June 2019 while exports fell by 14.6%. Mitsubishi, whose exports fell by 37.2%, stated there was “insufficient car supply c... Read more →

Ferrari’s precision drives production past semiconductor shortage

August 3, 2021

Ferrari reported vehicle sales growth of 93.3% year over year in Q2’21. That mostly reflects a recovery from pandemic lock-down levels, with growth versus Q2’19 amounting to just 0.5%. The firm has managed to largely avoid the shortages of semiconductors that has beset the autos industry as a ... Read more →

TJX, Goodyear Tire may face Vietnam challenge as port closure looms

August 3, 2021

The Saigon Newport Corporation may need to close a terminal near Ho Chi Minh City due to staff shortages linked to the pandemic, declaring that the “COVID-19 pandemic is a force majeure event”. The company runs facilities in Haiphong and Ho Chi Minh City which together accounted for 14.3% of U... Read more →

Biden’s stricter Buy American rule may require Mack Trucks to shift gears

July 30, 2021

President Joe Biden has proposed stricter “Buy American” rules that will see an increase in U.S.-content requirements in federal purchases to 75% from 55% currently. There’ll also be “enhanced price preferences to select critical products and components” which may be seen as a subsidy for onsh... Read more →

Showing research about Cons. Discr. - Autos