Supply Chain Research

Supply Chain Edge: Trump’s latest tariff salvo, electronics playbooks, Uniqlo’s mainland China commitment

November 29, 2024

• In new research this week, we examine US President-elect Donald Trump’s latest tariff threats against mainland China, Mexico and Canada, including the risks of retaliatory measures and tariff “pancaking.”
– Electronics firms ranging from printer-maker Ricoh Co. Ltd. to PC specialists H... Read more →

Hormuz Hazard Hangs Over Hindustan, Chennai Oil Imports

July 22, 2019

The risk to oil shipping disruptions through the Straits of Hormuz has risen after the Iranian National Guard seized a British tanker. A full scale conflict isn’t needed to interrupt exports from countries “inside” the Straits – Iraq, Kuwait, Qatar, Saudi Arabia and the UAE – when interdiction... Read more →

Marathon Faces Race for Replacement Oil if Hormuz Straits Close

April 23, 2019

The Iranian National Guard has threatened to close the Straits of Hormuz in response to the U.S. removal of waivers for exports for Iranian crude oil. The U.S. military has indicated that it may respond, raising risks for hydrocarbon trade running through the Straits. U.S. exporters of LNG inc... Read more →

Norsk Hydro Hack Might Cut Into Aluminum Supply Chains

March 19, 2019

Aluminum producer Norsk Hydro has seen disruption to its production due to a ransomware cyber intrusion. The LockerGoga virus, which had targeted Altran Technologies earlier in 2019, is a reminder of cyber-security risks for supply chains flagged in Panjiva’s 2019 Outlook. Ransomware attacks h... Read more →

CMA-CGM WAXes Lyrical About Asia-to-Gulf Trade Opportunity

July 18, 2018

CMA-CGM is extending its “WAX” service between Asia and the Middle East, adding ports in China, South Korea and Oman. That’s likely designed to take advantage of rising consumer and industrial demand in the Middle East after oil prices climbed 47% on a year earlier in the second quarter of 201... Read more →

American LNG Opportunity in India Wanes as GAIL Pulls Vessel Plans

January 4, 2018

The opportunity for U.S. natural gas suppliers in the Indian market have fallen somewhat after Indian buyer GAIL decided to increase purchases from Qatar instead of building its own vessels. That doesn’t mean American suppliers are frozen out of the market, with significant growth in Indian ga... Read more →

Embargo’s First Month Leaves Car Makers Worse Off Than Qatar Gas

July 31, 2017

Qatari trade dropped 19% in June vs. May, or 11% on a year earlier, after the first month of a diplomatic and transportation embargo by four countries including Saudi Arabia. Imports fell most with a 40% drop. That included both staples and luxury goods, with automotive imports (including $219... Read more →

Nakilat Revenues Inflate While Bahri Skids on Oil Tanker Rates

July 25, 2017

Qatar Gas Transport (Nakilat) reported revenues that increased 17% on a year earlier, the 13th straight rise. That suggests the embargo placed on Qatar by four neighboring countries has not had an effect. The company faces “challenges ahead”, which may refer to an emerging glut of LNG. Regiona... Read more →

LNG Lights Up as U.S. Exports Jump 9x and China’s Purchases Double

July 17, 2017

The U.S. may become the world’s second largest LNG supplier by 2022, the IEA estimate. That would be the result of a significant program of construction supported by the Trump administration. The investments could lead to 27 export facilities coming online vs. one currently. U.S. exports climb... Read more →

Qatar’s New LNG Target a Challenge to Trump Administration’s Gas Plans

July 4, 2017

Qatar Petroleum launched a surprise plan to increase its production of LNG by 30% between now and 2024, monetizing its North Field gas reserves. The move will prove a challenge to both Australia and the U.S. The Trump administration in particular as recently touted LNG exports as a key part of... Read more →

Showing research about Qatar