EnMaersk’s CEO expects U.S. imports to only “drop a little bit in the coming quarters”. iRobot’s CEO however believes “tariffs suck” and will cut demand for hoovers. Investor AB’s CEO meanwhile sees tariffs cutting business investment. Also: Mexican healthcare the latest challenge to USMCA passage; Charleston’s next challenge will be China; Sluggish Suez shipping suggests slower global trade; Global trade grew, but only just, in November; Bright start to 2019 for container-rates ahead of lunar new year; Shutdown over, supply chain disrupti...
Related Research
Supply Chain Edge: What’s next for Venezuela, navigating green corridors, tariffs on the move again
• The US intervention in Venezuela — from removing Venezuelan President Nicolás Maduro from power to seizing oil tankers — als... Read more →
Supply Chain Edge: Entering the age of agility; decision-making beyond tariffs; new technology frictions
We have published two new reports looking at the outlook for supply chains in 2026. In our macroeconomic and geopolitical outl... Read more →
Supply Chain Edge: Tariffs in many forms, chip and mineral controls, long list of global sourcing headwinds
– US President-elect Donald Trump’s proposed tariffs on imports from Mexico and Canada may lead to an early renego... Read more →
Supply Chain Edge: Vietnamese sneakers slip
Key findings this week: Layoffs at a major footwear supplier in Vietnam raise questions about the state of supply chains in th... Read more →
Copyright © 2026 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
