磐聚網調研 — Panjiva

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20210303-phase-1-total

Panjiva Daily: Biden’s China challenge as January target is missed; AMLO’s vaccine options

March 3, 2021

The Biden administration’s Trade Policy Agenda includes requiring China to “live up to its existing trade obligations” – it’s behind track again at the start of 2021. Mexico won’t receive extra vaccines from the U.S., raising sourcing challenges. Also: Continental shifts brake manufacturing as... Read?more?→

20210303-vale-iron

Vale sales surge as iron ore, copper exports shine

March 2, 2021

Vale reported revenue growth of 48.2% year over year in Q4’20, beating analysts’ estimates by 8.3 percentage points on the strength of an increase in iron ore sales. Panjiva’s data shows Vale’s Brazilian iron ore exports rose by 37.8% year over year in Q4’20, driven by a 65.9% surge in shipmen... Read?more?→

20210303-mexvacc-origins

AMLO can’t rely on Biden for vaccines as AstraZeneca supplies start

March 2, 2021

The first virtual meeting between President Andrés Manuel López Obrador (AMLO) and President Joe Biden has yielded a cooperation agreement but no commitments for U.S. supplies of vaccines to Mexico. The Biden administration noted ahead of the meeting that “the administration’s focus is on ensu... Read?more?→

20210303-conti-corp

Continental shifts brake manufacturing as USMCA opportunity beckons

March 2, 2021

Auto components maker Continental will spend 60 million euros ($72 million) to expand its Mexican brake manufacturing operations. The plant may help automakers meet their USMCA rules of origin requirements. Mexican exports linked to Continental were still well below their pre-pandemic levels i... Read?more?→

20210303-phase-1-total

Biden wants China to live up to its commitments as it misses 2021 phase 1 target

March 2, 2021

The Biden administration’s 2021 Trade Policy Agenda report, published by the U.S. Trade Representative, formalizes many of the commitments made during the elections such as the inclusion of labor, environmental and equality matters into new trade deals as well as a hawkish stance regarding Chi... Read?more?→

20210302-pcf-competition

Panjiva Daily: Back to the drawing board for supply chains; Big ports get bigger

March 2, 2021

Supply chain decision-makers need to reassess the balance between risk and return in the wake of the pandemic – we identify seven areas where assessments need to be made. The largest U.S. seaports were the fastest growing in 2020. Also: lifters face dumping duties as trade petitions decline; U... Read?more?→

20210303-rates-asia-us

A little off the top – S&P Global Platts container update, February 2021

March 2, 2021

The container shipping industry continues to face elevated demand and port congestion which appear to offer little respite from elevated shipping rates. The challenges have moved on from being focused on Transpacific routes with shipments to the U.S. from India, for example, having faced a dou... Read?more?→

20210302-petitions-filings

Lifters face dumping duties as trade petitions decline

March 2, 2021

The U.S. ITC received fewer petitions to investigate trade complaints in February with four cases versus 11 in January. That included three intellectual property petitions and one antidumping case. The latter covers imports of mobile access equipment used in the agricultural and utility indust... Read?more?→

20210302-ports-origins

Big ports got bigger in 2020 while meeting the COVID-19 challenge

March 2, 2021

The U.S. container seaport sector endured a series of disruptions caused by the pandemic in 2020 but still ended up handling more containers than ever. The rapid reemergence of China from initial lockdowns combined with a surge in consumer durables demand and transport of medical supplies in Q... Read?more?→

20210302-ism-us

U.S. managers hope for rising exports as supply chains remain tight

March 1, 2021

The U.S. manufacturing sector still expects order to expand, according to the latest ISM survey. The import order expectation index reached 56.1% (above 50% represents expansion) despite challenges including “logistics times (which) are at record times” and shortages in 20 major commodities. P... Read?more?→

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