The second webinar of this series, Ship to Shore: Mapping the Global Supply Chain with Panjiva Shipping Data, will focus on how to find investment insights in Panjiva’s seaborne (US) and road & rail (Mexico) data using the US auto parts industry as a case study. Topics of discussion include:
- What Panjiva supply chain data is and why it should matter to you
- How to employ supply chain data in investment analysis by tracking industry-level trends; tracking supplier and product-line growth; and looking at shipments as potential leading indicators of fundamentals
As the coronavirus outbreak continues to spread uncertainty across global markets, we’ll look at the impact of the pandemic on supply chains since the publication of this research. With autos losing drive as COVID-19 drags on demand and supply chains, we will also cover:
- Lessons from recent data for parts suppliers facing manufacturing disruptions
- How automakers are dealing with softening demand
- The long term headwinds from trade policy
