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Global trade opportunities can lead companies to make similar moves for very different reasons, as we find with Ford and Tesla’s moves into China. Also: the ONE shipping merger is rejected by South Africa; and the EU strikes a hawkish tone ahead of the U.S. steel case decision.Panjiva Research által
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Strike action in Spain continues to disrupt trade - we find Maersk and MSC are most exposed among the U.S.-bound carriers. Also: the U.K. wants a trade deal with the U.S., but does the U.S.?; and we find the PC market is weakening in our monthly review of the computer industry.Panjiva Research által
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Talks among the BRICS countries could lead to an expanded group, but will likely focus more on security than trade at first. Also: we preview the Brexit talks that started today; and our monthly review of smartphones shows growth for Pegatron and rising prices for American consumers.Panjiva Research által
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The first 100 days of President Trump’s administration focussed on the groundwork for future trade policy delivery. We’ve put together a roadmap of what to watch in the next three months. Also: we preview a potential announcement on Cuban policy; and review the U.S.-Qatar arms deal.Panjiva Research által
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A sense of urgency from the Trump administration in implementing new aluminum and steel import rules is validated by an acceleration in imports recently. Also: rules on exports of U.S. beef to China are finalized; and we have published our monthly review of the NVOCCs’ performance.Panjiva Research által
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Potential concerns about the cohesion of OPEC oil production cuts have had a bigger (negative) impact on shipping rates than access to Qatari markets. Also: Russia still has a $10 billion trade problem with the U.S; and we review carriers’ market share of U.S.-inbound container traffic.Panjiva Research által
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The loss of a majority by the British Conservative government will likely lead to a coalition with the Democratic Unionists, and a softening of the U.K.’s stance towards Brexit. Also: our monthly review of U.S. ports’ performance; and the Panama Canal has fulfilled its purpose.Panjiva Research által
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A potential withdrawal from the Paris climate accords by the U.S. has led importers of wind and solar power equipment, including Siemens, to accelerate their imports. Also: the Vietnam-U.S. summit didn’t yield new deal talks; and we examine the performance of Mexican ports in April.Panjiva Research által
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