Supply Chain Research

Supply Chain Edge: India’s future, pork’s tariffs and Sonos Inc.’s headphones

June 21, 2024

• In new research this week, we dig into the impact of the Indian elections on the country’s attractions as a reshoring location and find that an attractive domestic market, production incentives and active trade policy are likely to continue, albeit with some adaptations.
• Tensions bet... Read more →

Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

June 14, 2024

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging ... Read more →

Starbucks, JM Smucker face higher prices as Brazilian beans dry up

July 14, 2021

Global coffee prices have soared as a result of a once-in-a-century drought and the reopening of cafes as pandemic related lockdowns are eased. The importance of the drought can already be seen in a 19.6% year over year drop in Brazilian coffee exports in May which dragged global exports down ... Read more →

Starbucks, Constellation Brands may face CMA CGM’s Oakland surcharge

June 22, 2021

CMA CGM has imposed a Port Congestion Surcharge of $250 per container for shipments into the Port of Oakland, California from ports in Central and South America. Congestion has built up in part because of diverted services by CMA CGM and others to Oakland from Los Angeles. The timing of the su... Read more →

Hapag-Lloyd seeks to stem southerly spread of container congestion

April 21, 2021

Hapag-Lloyd has suspended bookings for container shipping from Mexico and Colombia to the west coast of the U.S. due to “accumulated operational constraints” at the North American ports that are causing “challenging transshipment operations and congestion” in Mexico and Colombia. The decision ... Read more →

Starbucks needs fresh supplies once Brazil’s coffee export surge slows

February 15, 2021

Brazil’s coffee farmers are reportedly hoarding supplies after a surge in exports in Q4’20 and ahead of weaker expected harvest conditions. Official data shows Brazil’s exports climbed 38.7% year over year in December with global coffee shipments up by just 4.4% as a result of lower exports fr... Read more →

SEB brews up a recovery with Chinese cookware, Columbian backup

October 30, 2020

SEB SA, the maker of Moulinex and Krups kitchen appliances, saw a recovery in revenue growth to 1.1% year over year in Q3’20. A further expansion is expected with the firm’s CFO, Nathalie Lomon stating there is a “favorable trend for cooking products and booming e-commerce.” U.S. seaborne impo... Read more →

Anglo American’s Colombian COVID-19 challenges cut coal exports

July 20, 2020

Anglo American has reported a downturn in its mining operations in Q2 due to weakened demand and operational issues in its mines related to COVID-19. The firm has cut its thermal coal output forecast for 2020 by 4.5% “due to the impact of COVID-19 related restrictions”, with a 62% drop in outp... Read more →

JDE Peet’s Brazilian coffee shipments perk up ahead of IPO

June 3, 2020

JDE Peet’s initial public offering of shares comes as the coffee producer and retailer faces a challenging market for food service supplies in the wake of COVID-19 as well as falling coffee prices. The latter have dropped by 24.3% year to date while global coffee exports fell by 1.4% year over... Read more →

Nestlé, J.M. Smucker Mexican coffee exports grind downwards

May 5, 2020

Global coffee exports cooled in March with a 3.7% year over year decline in supplies reversing a 0.1% rise in the prior three months. That was largely due to a 20.9% drop in exports from Colombia as well as a 9.1% drop in shipments from Mexico. Mexican exports have steadily declined over the p... Read more →

Supply Chain Research

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