Supply Chain Research

Top Glove, Hartalega’s Malaysian shutdown leaves U.S. more reliant on China

July 9, 2021

Top Glove has had to close its factories in Klang, Malaysia. While the government has allowed factories, including those of Top Glove’s competitor Hartalega, to remain open the restriction on movement of staff has meant capacity is curtailed. The closure may have a significant impact on Top Gl... Read more →

China winning boat-building book as Japan resorts to tax breaks

May 21, 2021

The shipbuilding industry faces a mixture of near- and long-term challenges. Competition remains fierce with the Japanese government offering incentives to the sector as restructuring continues, most recently between Tsuneishi Shipbuilding and Mitsui E&S Shipbuilding. Japanese exports of compl... Read more →

Suez blockage removed, supply chain effects could last for months

March 29, 2021

The Ever Given, which has blocked the Suez Canal since March 23, has been partially refloated. After tests and transit to the Great Bitter Lake the canal should be able to reopen. Estimates of the time taken to clear the backlog of around 370 vessels vary with Hapag-Lloyd and Maersk indicating... Read more →

ResMed, Danaher face continued demand, new headwinds in ventilator supplies

February 3, 2021

U.S. demand for ventilators appears to be expanding as the pandemic continues. That includes ongoing sales with ResMed CFO Brett Sandercock noting the “success of our resupply service offerings”. Manufacturers face new headwinds however. Danaher CFO Matthew McGrew alluded to some of those, not... Read more →

Brexit Watch: Cars, jet engine exports depend on deals yet to be done

November 24, 2020

The U.K. and Canada have signed a continuity agreement to ensure the terms of the Canada-EU CETA deal remain in place once the U.K.’s current trading arrangements with the EU end in December. A review of the U.K.-Canada deal may tailor and improve terms for the U.K., as the Brexit process inte... 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 →

Medical supply chains fixed for masks, drugs but ventilator shipments fall

June 25, 2020

The U.S. Trade Representative, Robert Lighthizer, has rejected the EU’s proposed cancellation of tariffs on pharmaceuticals globally as “really, really crazy”. Yet, COVID-19 will likely keep pressure on healthcare supply chains for several months yet, particularly if there is a continued surge... Read more →

China rescues U.S. with surge of pharma, ventilator supplies in May

May 28, 2020

The U.S. economy is opening after COVID-19 lockdown measures, but the condition of medical supply chains remains pertinent as pharmacies prepare for the fall flu season. While export restrictions, particularly those from the EU, are being restricted there are still challenges for medical suppl... Read more →

Corsair rams through more imports in April as COVID-19 demand rises

May 15, 2020

Panjiva’s research team, like most other professional service providers during COVID-19 lockdowns, have been working from home for the past few weeks. That’s naturally led to the search for new equipment and raised the question as to where U.S. keyboard imports are sourced from. Unlike many ot... Read more →

COVID-19 boosts drop-shipping, fractional trade means U.S. wins on a technicality

May 12, 2020

The number of U.S. seaborne import shipments surged 13.0% higher year over year in April. That may be counter-intuitive given the economic disruptions caused by the COVID-19 pandemic. However, it’s due to a 343% surge in the number of smaller, less-than-container load (LCL) shipments coming fr... Read more →

Supply Chain Research

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