Panjiva Research

Farmers, energy suppliers at risk as U.S.-China relations remain frosty

July 27, 2021

Discussions between foreign ministry representatives of the U.S. and China have done little to defuse tensions between the two countries. China’s foreign ministry has noted that “China-US relations are currently at a deadlock”. That bodes ill for the future of the phase 1 trade deal between th... Read more →

ArcelorMittal, JSW Steel face risks from U.S., EU carbon border tariff initiatives

July 21, 2021

The recent introduction by the EU of a Carbon Border Adjustment Mechanism – effectively a tariff on imports from countries with higher carbon emission intensities or lower carbon prices – is drawing responses from other countries. In the U.S. Senator Chris Coons and Representative Scott Peters... Read more →

Cheniere, Sempra Energy may need more India sales as EU methane rules evolve

July 19, 2021

The EU’s “Fit for 55” environment program includes potential tariffs on high carbon imports but initially excludes liquefied natural gas (LNG). Yet, new rules on methane emissions may capture and limit imports of LNG from the U.S. That adds to other political challenges, particularly relations... Read more →

China-U.S. phase 1 trade deal delivery options overshadowed by Taiwan, Xinjiang

June 28, 2021

Relations between the Chinese and U.S. governments remain strained following the recent extension of U.S. sanctions against trade with counterparties in the Xinjiang region. Talks from June 30 between the U.S. and Taiwan on supply chains – likely including semiconductors – and digital trade ma... Read more →

Nord Stream 2 completion could leave U.S. LNG looking for alternatives

June 25, 2021

European natural gas prices have surged after Russia’s Gazprom reportedly reduced supplies to below pre-pandemic levels. That follows the completion of the Nord Stream 2 gas pipeline and waiving of U.S. sanctions linked to the project’s developers. Russia accounted for 39.9% of EU gas imports ... Read more →

Yamaha, Honda may have new opportunities from Indonesia-Canada trade deal

June 23, 2021

The governments of Indonesia and Canada are starting negotiations to formulate a free trade agreement “as soon as possible”. That would likely be more wide-ranging in coverage than the RCEP free trade deal which Indonesia joined in 2020 and could be a stepping stone to joining the CPTPP deal o... Read more →

Biden’s hand may be forced as China’s phase 1 purchases lag by $6.8B in April

May 26, 2021

President Biden faces pressure to adapt policy regarding China from forthcoming Senate legislation which is designed to strike “right at the heart of China’s anti-competitive and morally abhorrent labor, environmental and digital practices”. It will likely form part of the Endless Frontiers Ac... Read more →

Indian Oil may switch away from American oil if Iran nuclear deal proceeds

May 21, 2021

An agreement to restart the JCPOA nuclear deal with Iran may reopen the potential for the renewed Iranian oil sales. Buyers in India and Europe have already reportedly started preparations. Iran’s plans to export from the Jask terminal on the Gulf of Oman coast will also make it one of the few... Read more →

Panjiva Insights: Latin America versus the world – life after the pandemic

May 19, 2021

Panjiva Research took part in a webinar on May 18 with our colleagues from S&P Global Ratings and S&P Global Platts to consider the outlook for Latin American supply chains after the pandemic. Thus far there’s been a marked rebound in export activity in the region with exports from Mexico and ... Read more →

Energy, autos pull Canadian exports higher but still below 2019 levels

May 4, 2021

Canada’s international trade activity climbed 10.1% higher year over year in March, including a 14.4% rise in exports. The latter included a 77.7% surge in energy shipments, reflecting low oil prices a year earlier. There was also a 5.1% increase in automotive exports, suggesting the industry’... Read more →

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