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 →

General Motors could be impacted by new Mexico trade rules

December 7, 2021

New customs regulations in Mexico have added additional paperwork to shipments. This may complicate shipments as all parties in the supply chain work to adapt to the new regulations. Failure to comply could result in fines, and likely gives an advantage to companies that have more digital proc... Read more →

Supply chain inflation bow wave washes into Q3’21

August 16, 2021

Global supply chains have been beset by cost inflation since late 2020 with a wide range of commodities continuing to experience rising prices, up 0.5% as of August 13. This inflation is not limited to commodities, as import price data shows the prices of key manufacturing components like plas... Read more →

China-U.S. phase 1 trade deal delivery options overshadowed by Taiwan, Xinjiang

June 28, 2021

Relations between the Chinese and U.S. governments remain strained following the recent extension of U.S. sanctions against trade with counterparties in the Xinjiang region. Talks from June 30 between the U.S. and Taiwan on supply chains – likely including semiconductors – and digital trade ma... Read more →

Back into the void – S&P Global Platts container update, May 2021

June 1, 2021

Global container shipping markets became progressively tighter during May as a result of: continued demand growth; logistics delays at ports; the long-tail impact of the closure of the Suez Canal in March; and continued mispositioning of empty containers due to earlier trade flows. The resulta... 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 →

Indian Oil may switch away from American oil if Iran nuclear deal proceeds

May 21, 2021

An agreement to restart the JCPOA nuclear deal with Iran may reopen the potential for the renewed Iranian oil sales. Buyers in India and Europe have already reportedly started preparations. Iran’s plans to export from the Jask terminal on the Gulf of Oman coast will also make it one of the few... 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 →

Valero feels chill from winter storms as petroleum supply chains shiver

April 9, 2021

The U.S. oil refinery sector is starting to count the cost of February’s winter storms with Valero indicating a drag from higher “electricity and natural gas costs incurred primarily by its refining and ethanol business segments” while Phillips 66 has noted the storms “resulted in lower utiliz... 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 →

Supply Chain Research

Showing research about Energy - Crude Oil