菜单

Panjiva_research_logo

Q3’21 Outlook: The fallout from pandemic planning and trade policy rivalry

Brexit 174 Cons. Discr. - Autos 1114 ESG 59 Global 1366 Health Care 343 Materials - Metals/Mining 708 Metals - Aluminum 227 Metals - Steel 480 Outlook 89 Tariffs 1768 Trade Balance 922 Trade Deals 976 USMCA 452 WTO 113

The impact of international trade policy on global supply chains in the second half of 2021 will depend on the implementation of vaccine provision regulations and the resolution, or otherwise, of long-standing trade rivalries. Global trade is recovering rapidly with growth in exports from 27 countries in May 2021 versus May 2019 of 19.6% while U.S. seaborne imports climbed by 18.7% in June 2021 versus June 2019. Continued expansion will depend on the rollout of COVID-19 vaccines. The completion of an 80 million dose export plan by the Biden administration adds some credibility to plans b...

Copyright © 2021 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.