Supply Chain Research

Russian invasion of Ukraine adds additional strain to stretched supply chains

March 1, 2022

The Russian offensive in Ukraine is likely to result in much human tragedy. The fallout from the conflict is also expected to spread into global supply chains and impact economies in Eastern Europe and beyond. The first-order effects may come from the mounting economic sanctions imposed by the... 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 →

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 →

Canada helped by supply chain inflation, hindered by chip crunch

April 8, 2021

Canada’s international trade activity inched 0.6% higher year over year in February after an import contraction of 2.8% was offset by a 4.1% improvement in exports. The latter outpaced the United States’ 5.1% downturn and largely reflects the two countries’ differing exposures to commodities. ... Read more →

Exxon Mobil, Koch face AMLO’s Pemex protection

March 31, 2021

Mexico’s President Andres Manuel Lopez Obrador (colloquially known as AMLO) has proposed restructuring refined oil import contracts to “combat corruption”. While the state “will honor contracts, but we will not grant any more permits” in order to “protect Pemex to ensure supply”. Mexican impor... Read more →

Q2 2021 Outlook: Words become actions, threats going nowhere

March 31, 2021

The seeds of the challenges faced by global supply chains in Q1’21 were sown in the second half of 2020 and are unlikely to unwind before the end of Q2’21. Global trade activity remains robust, with exports from 17 countries that have reported data for February showing growth of 6.2% excluding... Read more →

Pemex slashes oil exports, gasoline imports as demand remains weak

March 5, 2021

Pemex, Mexico’s state owned oil firm, does not plan to cut its oil exports in the long term due to “low (production) costs and, of course, the blend of heavy and light oil that we produce has good demand in the international market” according to the firm’s General Director, Ulises Hernandez. ... Read more →

Winter storms disrupt oil supply chains from Aramco to Pemex

February 18, 2021

Winter storm Uri has led to a significant reduction in U.S. oil production, driving a rise in global oil prices and having a knock-on effect on energy supply chains. Texas accounted for 59.0% of refined oil exports in 2020 after a dip of 1.8% year over year in Q4’20. The shortfall may be most ... Read more →

iPhone, Xbox help, pandemic hinders as U.S. trade activity remains weak

January 7, 2021

U.S. international trade activity remained in the doldrums in November with aggregate imports and exports across goods and services having fallen by 5.6% year over year, the 14th straight decline. While imports of goods extended their recovery with a 5.8% improvement there was a continued down... Read more →

Saudi delivery cuts, Mexican rules keep U.S. oil supply chains off balance

January 7, 2021

Oil supply chains in North America continue to be roiled by a mixture of market fundamentals and regulations. The U.S. imported no oil from Saudi Arabia in the week to Jan. 1, the first time that has occurred since at least June 2010, while Saudi Arabia’s new production cut may keep flows down... Read more →

Supply Chain Research

Showing research about Energy - Refined Oil