Panjiva Research — Panjiva


Showing research about European Union


Tesla Sees Battery Supplies Falling as Cobalt Feels the Blues

Tesla’s manager for battery metal supplies, Sarah Maryssael, has flagged an emerging shortage of battery metals including cobalt. That comes as cobalt prices have fallen 41.2% in the three months to May. 8 versus 4Q 2018. The collapse in prices may be linked to lower U.S. demand, where T... Read more →


Neste Supply Chain Situation Fluid as Venezuela Sanctions Bite

The widening impact of U.S. sanctions against Venezuela has led to lower-than-expected profitability at Neste. The European refiner has a joint venture with Venezuela’s PdVSA which has faced tighter import rules since January. Neste CEO Peter Vanacker has stated the firm is “trying... Read more →


Resin Opportunity Resonates with G&W, Chevron Phillips

Genesee & Wyoming will open a new rail line to transport plastic resins for export to the port of Savannah. That comes as U.S. exports of plastic resins have surged 17.4% year over year in the 12 months to Feb. 28 to reach $22.3 billion. That’s been led by a 34.0% surge in shipments... Read more →


Sentiment Sinks to 2012 Lows in Germany as New U.S. Tariffs Loom

European export confidence fell again in April after the German IFO survey saw a drop to 1.1% of respondents expecting higher exports from 1.5% a month before. That was the worst result since Oct. 2012 and came despite a delay to Brexit. It may reflect worries about the forthcoming U.S. sectio... Read more →


Trump’s Hog Help Could Hurt KTM, Volkswagen

President Donald Trump has promised the U.S. “will reciprocate” against EU duties on motorcycle exports. The President has the opportunity to make good on his threat via the forthcoming section 232 review of the automotive sector. Such a move would open another front in the emergin... Read more →


Deere Pays The Price as EU Gets Its Retaliation in Early

The European Commission has launched a consultation through May 31 into potential retaliatory duties against U.S. aerospace subsidies. While that’s part of a WTO process it comes at the same time as the U.S. has launched a section 301 review of duties to be applied in retaliation for EU ... Read more →

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