Panjiva Research

Repsol, Ford face Spanish digital service tax risks

February 23, 2020

The Spanish government has implemented a digital services tax. A similar move by France led the U.S. to threaten wide-ranging tariffs in retaliation as part of a section 301 review. Those tariffs were suspended for as long as OECD-level negotiations continue, though it’s not clear that the U.S... Read more →

GE, Siemens may have much to gain if Trump, Modi can reach long term deal

February 20, 2020

President Donald Trump will hold a state visit to India from Feb. 24, potentially including the signing of a trade deal with Prime Minister Modi. From the U.S. side, the $24.1 billion trade deficit in 2019 with India needs to be reduced. The U.S. may be willing to offer renewed access to reduc... 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 →

Petronet’s gas deal, not a full trade agreement, may feature in Trump’s India visit

February 4, 2020

Petronet LNG may sign a $2.5 billion investment in Tellurian’s Driftwood liquefied natural gas facility in the U.S. when President Trump visits India in February. That will likely be part of several commercial deals to be signed, while a comprehensive trade deal looks unlikely. India only repr... Read more →

Panjiva Insights: After the Dust Settles, Views on The Phase 1 Trade Deal

January 17, 2020

Panjiva Research took part in a Reuters Global Markets online forum on Jan. 17 which discussed the phase 1 trade deal between the U.S. and China. This report includes the Q&A from the online event. China’s decision to sign what appears to be a one-sided deal appears driven by a desire to stop ... Read more →

2020 Outlook: Come for the Commitments, Stay for the Enforcement – Trade War Show Season 4 Begins

January 16, 2020

The U.S. and China have signed the long-awaited phase 1 trade deal, ending a process of escalation – which we’ve referred to as the Trade War Show – which has run since Aug. 2017. This report summarizes the key points of the phase 1 deal as well as providing a detailed history of the trade war... Read more →

Gazprom, Kinder Morgan at Opposite Ends of EU-U.S. Common Gas Interests

January 13, 2020

Panjiva Research took part in a seminar last week which considered the future of Europe’s gas supplies. Gazprom’s new gas transit deal with Ukraine’s Naftogaz should reduce gas supply risks across the EU through 2024. The deal followed moves by the U.S. to apply sanctions against companies inv... Read more →

Yara, Mosaic May Have Bigger Hormuz Exposure in Brazil Than Petrobras

January 13, 2020

New U.S. sanctions against Iranian exports of metals and other products, combined with a widening reluctance of commodity shippers such as Petrobras to navigate the Straits of Hormuz may make life more complex for the Brazilian economy. While the Middle East only represents 1.0% of Brazil’s oi... Read more →

2020 Outlook: Trade War in Waiting – U.S.-EU Relations

January 9, 2020

A worsening of trade relations between the U.S. and EU could be the defining factor for global trade policy in 2020. Talks that started in July 2018 made little progress ahead of the arrival of a new European Commission as well as because of threatened, but not implemented, U.S. automotive tar... Read more →

Mission Not Yet Accomplished – The Phase 1 Trade Deal Awaits

January 9, 2020

The U.S.-China trade war was the defining trade policy challenge for international supply chains since Aug. 2017. It won’t be resolved by the phase 1 trade deal due to be signed in mid-January. Putting aside longer term issues such as decoupling, there are at least five risks to consider for 2... Read more →

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