Panjiva Research

Choppers and coke – Trump’s latest trade deal makes a modest start

February 25, 2020

A state visit by President Trump to India has yielded a “joint statement” for future relations rather than a fully fleshed out trade deal. That’s not a surprise given India’s continuing commitment to the tariff-led “Make in India” industrial strategy. President Trump has nonetheless committed ... 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 →

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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2020 Outlook: Ever-Changing Trade – 10 Lessons From The Past 10 Years

January 9, 2020

The past decade has seen momentous changes in global supply chains. This report looks at 10 significant changes through the lens of Panjiva’s trade and supply chain data and considers the implications for the coming years. Total global trade grew by 4.4% CAGR over the past 10 years, though tha... Read more →

Tesla Navigates Tariff Risks, ArcelorMittal Hits a Bump – What You Missed Over The Holidays

January 2, 2020

Global supply chain operators are in the midst of a long-term process of regulatory and strategic upheaval, driven only in part by the U.S.-China trade war. The past two weeks have seen a variety of events that illustrate the challenges faced. The U.S. government plans to continue exemptions f... Read more →

Trade War Show Season 3 Finale – The Heroic Quest for $100 Billion

December 16, 2019

The U.S. and Chinese governments have reached an outline “phase 1” trade deal covering a series of tariff reductions, policy changes, purchase commitments and an enforcement mechanism. This is the second of a two-part report which looks at the policy implications and purchase commitments of th... Read more →

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