Supply Chain Research

Supply Chain Edge: Moving to Mexico, clearing the chip traffic jam

July 21, 2023

• In new research this week, S&P Global Market Intelligence looks at soccer ball supply chains, as the FIFA Women’s World Cup gets started, and finds rapid growth, rising prices and recycling challenges. US retail sales are rising, potentially aiding firms ranging from home appliances to appar... Read more →

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The new Pacific island: UK supply chains access CPTPP trade deal

April 14, 2023

The UK’s membership of the Comprehensive and Progressive Agreement for Trans Pacific Partnership (CPTPP) trade group brings new supply chain opportunities. They should not be overstated: the UK already has trade deals of varying sorts with all CPTPP members except Malaysia and Brunei. Export o... Read more →

Constellation Brands set to push supply chain inflation into beer prices

April 9, 2021

Constellation Brands reported FQ4’21 (to Feb. 28) revenues which included a 32.9% slump in wine sales and a 15.9% jump in beer sales as a result of changing tastes during the pandemic. The firm does not appear to be expecting a recovery in wines, with U.S. seaborne imports linked to the firm d... Read more →

Indonesia’s RCEP opportunities led by apparel, risks for autos

November 16, 2020

The signing of the Regional Comprehensive Economic Partnership (RCEP) trade deal will bring greatly reduced tariffs and facilitated trade to a group of 15 countries including the ASEAN group, China, South Korea, Japan, Australia and New Zealand. The deal must be ratified by six ASEAN and three... Read more →

JBS, Cargill may lose market share as British beef returns to U.S. stores

October 2, 2020

Beef from the U.K. will go on sale in the U.S. for the first time since 1996 after Foyle Group among others won licensing approval to resume exports. That’s come without the need for a trade deal, which may be for the best given a U.K.-U.S. trade deal is highly dependent on the outcome of the ... Read more →

2020 Outlook: Globalization Alive and Kicking – Global Trade Policy Trends

January 14, 2020

Global trade policy has faced upheaval at the hands of the U.S., but the rest of the world is still plodding on with the multi-year process of trade liberalization and dealmaking. There are eight regions to watch in 2020. The EU, aside from dealing with Brexit, is negotiating deals with China,... Read more →

Australian Exporters Pay The Price for Lack of Carrier Diversity

February 28, 2019

Container-line MSC has updated its bunker fuel surcharges for Australia/New Zealand to U.S. routes after a 24.1% surge in fuel prices year-to-date. The increase may also be driven by a tightening of capacity given U.S. seaborne imports from Australia and New Zealand surged 28.1% year over year... Read more →

CMA-CGM Shows Bigger Isn’t Always Preferred When Making Acquisitions

October 3, 2017

Container-line CMA-CGM will acquire south Pacific specialist Sofrana for an undisclosed sum, adding over 8,000 TEUs of capacity to its fleet. The deal follows a series of regional specialist purchases, most recently Mercosul in Brazil from Maersk, rather than large-scale acquisitions. That avo... Read more →

Dairy Farmers Ready to Milk the Chinese Market to Extend the 100 Day Deal

June 19, 2017

An agreement to permit 200 American dairy producers to export to China has been signed. While not part of the original ‘100 day program’ of trade-promoting measures between the two governments, it is a helpful addition alongside a forthcoming Chinese soybean buying delegation. Panjiva data sho... Read more →

New Zealand Keeps Milking China for Growth Ahead of New Trade Deal

May 24, 2017

Exports from New Zealand climbed 10% on a year earlier in April, outstripping the 5% growth in imports and generating a surplus that was 87% higher than expected. Shipments to China were the main driver with a 23% increase. That coincided with a 35% rise in dairy exports, the second largest sa... Read more →

Showing research about New Zealand