Panjiva Research

Brexit Watch: Ford, BMW have a stake in quick-and-dirty CPTPP deal

September 11, 2020

The U.K. has started negotiations to join the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) trade group which includes Japan, Canada, Mexico, Australia and seven other countries. Membership would certainly boost the U.K.’s post-Brexit free trade relations and wo... Read more →

GM, Volvo buck falling foreign vehicle import trend with China shipments

September 8, 2020

U.S. auto sales continued to recover in August after the near shut-down of the industry during the COVID-19 lock-down of retail and industrial activity. Sales rose by 7.2% sequentially in August versus July, led by a 9.7% surge in domestic light trucks. Foreign made vehicles only saw an increa... Read more →

PC surge boosts China trade; phase 1 purchases still failing to make a difference

September 7, 2020

Asian trade activity has steadily improved in the past two months in the wake of COVID-19 disruptions. Exports from 15 countries tracked by Panjiva fell by just 2.3% year over year in July after a 6.2% slide in June. That’s been led by a surge in exports from China, which have also opened the ... Read more →

Brexit Watch: Three deals, three problems as economic Brexit approaches

September 7, 2020

The U.K.’s future trading relations with the EU, Japan and the U.S. will depend critically on negotiations being held from Sept. 8. EU-U.K. talks look set to fail to deliver a deal in time for the informal mid-October deadline with the British stating they “are not going to accept level playin... Read more →

Trump’s trade targets crumble with China’s purchases behind schedule

September 4, 2020

U.S. trade activity continued to decline in July with goods and services combined contracting by 15.3% year over year, an 11th straight decline. With exports down by 20.1% and imports having declined by 11.4% the trade deficit surged to $63.6 billion, its highest since June 2008. Cutting the d... Read more →

U.S. trade downturn hits 16th month; improvements indicated ahead

September 1, 2020

The long-term downturn in U.S. trade activity continued for a 16th straight month in July with a 10.9% year over year slide. That was nonetheless slower than the 19.6% decline in June. With imports down by 7.6% and exports sliding 15.9% lower the result was the largest one-month trade deficit ... Read more →

GM, Autoliv face higher trucking costs during COVID-19 recovery

August 27, 2020

U.S. importers from Mexico are having to pay for empty truck runs due to a shortage of demand in Mexico for imports from the U.S. That can be seen in Mexican imports from the U.S. by truck which dropped by 20.6% year over year in July while exports to the U.S. only fell by 9.8%. The situation ... Read more →

Wallenius Wilhelmsen takes cautious stance to Q3 as autos shipping slides

August 21, 2020

Vehicle shipping firm Wallenius Wilhelmsen reported a 39.7% year over year drop in revenues in Q2 as the global automotive industry collapsed in the wake of COVID-19. The firm’s EBITDA margin dropped by 380 basis points compared to a year earlier after capacity reductions were insufficient to ... Read more →

Global trade on the mend as export decline slows to 10% in June

August 21, 2020

Trade activity in the European Union has continued to decline in June with exports down by 6.4% year over year. That was a lower rate than in prior two months and was helped by a recovery in exports of food and chemicals to outside the EU while fuel, capital goods and transportation lagged. Ex... Read more →

Leoni leans towards the cautious as COVID-19 slashes cable demand

August 17, 2020

Cable and wiring manufacturer Leoni reported a 46.0% year over year slide in revenues in Q2 as a result of the “Covid-19 pandemic has hit the global automotive industry and its suppliers hard” according to CEO Aldo Kamper. The firm expects a “gradual improvement” though the rest of 2020 will b... Read more →

Showing research about Cons. Discr. - Autos