磐聚網調研 — Panjiva

磐聚網

20210330-boats-total

Size isn’t everything as ports struggle with container vessel expansion

March 30, 2021

Recent disruptions to logistics networks, including the Suez Canal blockage, losses of containers at sea and port congestion often feature the newest and largest container ships. There’s been a rapid increase in the use of very large container ships (VLCS over 10,000 TEUs) on U.S.-inbound rout... Read?more?→

20210330-brazil-autos-sales

Volkswagen, Renault take COVID-19 pause in Brazil as export sales slide

March 30, 2021

Several of Brazil’s automakers, including Volkswagen and Renault among others, have paused production in the face of a renewed surge in COVID-19. The Brazilian auto industry has already suffered a steady decline in domestic and export sales of 15.9% and 15.0% respectively year over year in Fe... Read?more?→

20210330-stellantis-corp

Stellantis can’t dodge semiconductor shortage, still building parts inventory

March 30, 2021

Automaker Stellantis has had to close production at five factories until “early to mid-April” due to a shortage of semiconductors. The closures in North America of selected Dodge, Chrysler and Jeep vehicle production lines marks a contrast to the approach to “decontent” production taken by For... Read?more?→

20210330-ahead-eureka

Maersk considers the canal ahead for just-in-time supply chains

March 29, 2021

Disruptions caused to shipping operations through the Suez Canal as a result of the grounding of the Ever Given could take weeks to resolve and propagate through supply chains for months. Maersk’s CEO, Soren Skou, has stated the “incident will make people think more about their supply chains” ... Read?more?→

20210330-suez-cma-ports

Suez blockage removed, supply chain effects could last for months

March 29, 2021

The Ever Given, which has blocked the Suez Canal since March 23, has been partially refloated. After tests and transit to the Great Bitter Lake the canal should be able to reopen. Estimates of the time taken to clear the backlog of around 370 vessels vary with Hapag-Lloyd and Maersk indicating... Read?more?→

20210326-us-trade-phase-1

Panjiva Daily: Ever Given refloated; Biden’s balance China relations, exports

March 29, 2021

The Ever Given has been refloated but recovery could take weeks. U.S. exports fell for a 14th straight month in February with exports to China a rare bright spot, leaving President Biden trying to balance the nation’s export health and its relations with China. Also: Suzano’s break-bulk challe... Read?more?→

20210326-us-trade-total

Biden’s balance of China relations, phase 1 purchases key for exporters

March 29, 2021

U.S. international trade activity rose by 3.7% year over year in February, the fourth straight expansion. That was largely down to a 10.1% rise in imports and particularly an 18.4% jump in consumer goods imports as demand remained robust and congestion at ports was worked through. Exports howe... Read?more?→

20210326-brp-total

BRP’s boat business powers ahead with supply chain chop controlled

March 26, 2021

ATV maker BRP reported Q4’21 (to Jan. 31) revenue growth of 12.3% year over year including a 30% surge in North American powersports product sales. The firm expects total revenue growth of 25% to 30% in the coming year. While the firm “managed our volatile supply chain tightly to limit disrupt... Read?more?→

20210326-steelcase-corp

Steelcase uses price hike, alternative sources to tackle supply chain challenges

March 26, 2021

Office furniture producer Steelcase reported revenues which fell by 28.4% year over year as the firm sought to navigate “multiple supply chain challenges in addition to the resurgence of COVID” according to CEO Jim Keane. The challenges included container shortages and port congestion, in comm... Read?more?→

20210326-calisolar-states

LONGi, Canadian Solar cut shipments to U.S. as California casts a cloud

March 25, 2021

California’s Public Utility Commission may consider cutting the payments made to households that install solar panels after the total cost reached $2.85 billion per year. That comes as the Biden administration is mulling new support for renewables while still applying duties on imports of sola... Read?more?→

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