Supply Chain Research

Supply Chain Edge: Outlooks adrift, auto tariffs, congestion in Europe

March 28, 2025

– The early months of the US Trump administration have disrupted global supply chains through investigations and initial tariffs, although frequent changes and unfulfilled threats are contributing to uncertainty.
– Muted industrial activity and rising trade protectionism are expected to ... Read more →

Supply Chain Edge: America’s tariffs, battery finance chickens, freight’s silver lining

April 26, 2024

• Supply chains have been beset by a swathe of new trade protectionism in the past week. In new research, we take a deep dive into the US administration of President Joe Biden’s new tariffs on imports from mainland China. We also dig into mainland China’s tariffs on US chemicals and Taiwanese ... Read more →

Supply Chain Edge: Graphite retaliation, chip restraints and levelled-up consoles

October 27, 2023

• In two new reports this week, we look at the widening rivalry between the US and mainland China. New US semiconductor export rules widen the range of graphics processors that cannot be shipped to mainland China, which accounts for over a quarter of global revenue for chipmakers. Mainland Chi... Read more →

Chevron shows way ahead as Reliance faces end of Venezuela sourcing

September 25, 2020

U.S. sanctions against Venezuelan oil exports will take full effect in November according to press reports. Reliance Industries in India will end its purchases which have included a barter system. Panjiva’s data shows Reliance cut its shipments from Venezuela to just 2.6% of the total in Q2’20... Read more →

Iran, Mexico, oil and the sourcing of Venezuela’s food

June 22, 2020

Iran has threatened to retaliate against U.S. shipping if the U.S. blocks Iranian tankers bound for Venezuela. Shipments of oil and food to Venezuela remain fragile in the wake of U.S. sanctions. Panjiva’s data shows Venezuelan imports are dominated by foodstuffs including soybean oil and rice... Read more →

USMCA may join COVID-19, OPEC as complications for Pemex

June 18, 2020

Global oil markets are being roiled by COVID-19 and ongoing OPEC discipline issues. A drop in U.S. demand relating to reduced driving during the COVID-19 lockdown has reduced the attractions of the market to exports, with shipments from Saudi Arabia to the U.S. representing just 0.8% of the to... Read more →

Trump’s oil aims may not mean U.S. imports shoot downward

April 23, 2020

The most recent collapse in crude oil prices has been driven by an emerging lack of storage for oil in the face of slumping demand. There are several options for limiting U.S. imports and mitigating the impact on U.S. oil drillers. President Donald Trump has called for the Treasury and Energy ... Read more →

Oil-for-corn deal shows supply chains adapting to Venezuela sanctions

March 13, 2020

Libre Abordo, a Mexican trading firm, has made an unconventional deal with Venezuela to trade corn for oil. That allows Venezuela to sell oil despite U.S. sanctions. Mexican corn exports of $163 million dollars to Venezuela in 2019 make it the largest market for Mexican corn farmers. Exports h... 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 →

2019 Review: Late Arrivals, Indigestion and a Nightingale – What We Got Wrong

January 3, 2020

Panjiva’s 2019 Outlook provided views on 25 different global trade policy, logistics and supply chain topics. We got some of those wrong. U.S. import tariffs in the automotive sector never arrived – we underestimated the degree to which it was simply a negotiating tactic versus Japan and the E... Read more →

Showing research about Venezuela