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Showing research about China

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 →

20211215-phase-1-purchases-600x398

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 →

20211208-steel-macro-600x427

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 →

20211201-freight-rates-600x395

ZIM, MSC lead 2M import growth in October

Carriers have continued to benefit from the surge in imports, increasing profits over previous years due to a positive volume and rate environment. This totaled 48.1 billion in Q3 and will likely impact the strategy and plans of carriers into the new year. Carriers are likely warry of allowing... Read more →

20211110-macro-pcb-600x397

Ford, GM see impact of chip shortage

Automakers reporting Q3 results over the past few weeks have had a common theme in talking about the chip shortage and the impact on business. Ford CFO John Lawler noted the challenges facing the industry saying they saw “lower-than-anticipated improvement in chip availability in the second ha... Read more →

20211027-electrified-cars-hs-600x396

Ford, Volkswagen could shift if EV credits charge up

Canada and Mexico have issued warnings that potential tax credits for electric vehicle (EV) assembly in the U.S. may run afoul of USMCA. The USMCA sets out rules-of-origin requirements for cars to receive tariff reductions, and Canada and Mexico feel that the credits would undermine the commit... Read more →

20211027-aluminum-foil-macro--600x396

Mahle, Valeo may see additional costs from aluminium foil ruling

The U.S. International Trade Commission recently ruled that imports of aluminum foil from Armenia, Brazil, Oman, Russia and Turkey “materially” injure U.S. industry. The injury is caused by sales at less than fair value, also known as dumping, as determined by a prior decision by the Departmen... Read more →

20211027-rec-origins-600x404

REC Silicon shifts sourcing to China

REC Silicon reported a 19.5% year-over-year change in Q3 revenues that exceeded analyst expectations by 4.9%. Panjiva data shows that imports associated with the firm increased by just 1.0% year over year in the quarter, hitting supply chain headwinds that SVP Kurt Levens noted were also oppor... Read more →

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