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20211215-rates-scatter-600x397

ZIM leads 2M, Ceva imports surge in November

Carrier and forwarder markets in November were affected by the continuing rise in ocean freight rates, up 1.2% on average after a lull in October. China to U.S. west coast routes were particularly affected, up 4.2% week to week as of Dec 10, and up 23.8% since the end of July. Other routes imp... Read more →

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Santa ramps up toy imports in November

U.S. imports in November were at least 2,854 thousand TEU, Panjiva data accessed on Dec 12 shows, down 4.7% month to month from October. While slower, this was still 6.3% higher than November 2020, and shows that elevated U.S. imports are still in place even after the usual October peak. This ... Read more →

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Energy, corn, chips drive late surge in US exports to China

Trade rhetoric is starting to rise again between the U.S. and China. While not to the levels seen during the U.S. China trade war, actions like the joint U.S. EU statement on steel and the Chinese application to the CPTPP show that disagreements remain unresolved. One aspect that may come back... Read more →

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General Motors could be impacted by new Mexico trade rules

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 →

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Vietnam sourcing still problematic for Adidas, Nike

Vietnam benefited from the surge in U.S. imports over the past year, building on successes claimed during the U.S. China trade war and rising with overall trends. The country saw U.S. imports increase by 36.0% year over year in August, but the outbreak of COVID-19 and subsequent lockdowns saw ... Read more →

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Shimano could face higher costs if US-EU steel rhetoric plays out

The US and EU have criticized environmentally unfriendly steel exports from China in follows to the Section 232 deal last month. This could be both an initiative to extend the EU’s carbon border policies to the U.S. as well as a way to pressure China as the Phase 1 agreement from the U.S. – Ch... Read more →

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Fujifilm pivots to drugs as printing fades

Fujifilm has announced a pivot to contract drug making, likely looking to build on its success in finding that its drug Avigan had potential to treat COVID-19. The company is likely anticipating the further fall of photography and printing products, especially as trends around remote working ... Read more →

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