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Showing research about Mexico

20200929-robots-macro

Kawasaki has heavy lifting to do, Yaskawa passes pandemic trough

The industrial robotics industry has seen a slowdown in growth in the past two years, with IFR figures showing new sales fell by 12% year over year in 2019. Disruptions to capital spending during the COVID-19 pandemic will weigh in 2020 while IFR has indicated it “may take until 2022 or 2023 t... Read more →

20200929-siemens-corp

Siemens Energy activity spins up as renewables tailwind continues

The spin-out of Siemens Energy comes ahead of the new company’s earnings on Nov. 10. Panjiva’s data can provide a guide to activity in the power generation and distribution equipment industry. Panjiva’s data shows that U.S. seaborne imports linked to Siemens Energy climbed by 20.1% year over y... Read more →

20200925-pharr-macro

Truck trade has Pharr to go in post-lockdown recovery

The U.S. CBP will expand capacity at the Pharr, Texas port of entry to accommodate future growth in Mexican exports including agricultural produce. Growth in traffic through the region via Reynosa, Mexico was anemic in 2019 with an increase of just 0.1% resulting from a 10.9% drop in auto comp... Read more →

20200909-telecoms-macro

Ericsson, Samsung may have trade policy edge over Nokia in 5G

Samsung Electronics has beaten Nokia to sign a $6.6 billion 5G telecoms network contract with Verizon. Aside from cost and performance there are trade policy aspects to 5G contracts to consider given the escalating technology conflict between the U.S. and China. Trump administration policy has... Read more →

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