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    Containers: fragile stability on the main East-West lanes

    MONTHLY BAROMETER. The combination of the slowdown in European demand, the war in Ukraine and, above all, the Omicron outbreak in China constitute a real "stress test" for the strategy of capacity control put in place by shipping companies at the beginning of the Covid-19 pandemic. The war in Ukrain...
    Jérôme de Ricqlès
    April 08 2022
    2 min

    EU-China Agreement: The Future May Not Be So Bright

    The EU and China signed a "Comprehensive Agreement on Investment (CAI)" at the very end of 2020. It will encourage European investment in the Chinese market, without completely calling into question the “China Plus One” strategy. On December 30th, 2020, the 7-year-long negotiation of the EU-China Co...
    Ganyi Zhang
    February 03 2021
    7 min

    International transport: a market in disarray

    Since the start of the Covid-19 pandemic, international freight rates have increased strongly despite a fall in volumes. The latest economic indicators suggest that the market could gradually return to normal in 2021. Events in 2020 have given a striking demonstration of the essential role played by...
    David Thebault
    January 29 2021
    2 min
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    India: A promising option in light of the “China Plus One” strategy

    The diversification of manufacturing activities is a key driver for 2021 and will enhance supply chain resilience. India could be an option, but the competition is very tough, especially from Southeast Asian countries. The Covid-19 pandemic has aroused renewed interest for the “China Plus One” strat...
    Ganyi Zhang
    January 27 2021
    9 min

    Impact of the RCEP trade agreement on the Asia-Europe supply chain

    The ten countries of ASEAN and five Asia-Pacific countries signed a major trade deal on November 15, giving birth to the world’s largest trading block. In this paper, we analyze the main points of the RCEP, with an emphasis on the impact on Europe-Asia trade. 2020 could not have been more eventful. ...
    Ganyi Zhang
    January 06 2021
    9 min

    The success of cross-border e-commerce in the Europe-Asia trade lane

    The pandemic has meant that consumers are increasingly turning to online shopping. E-commerce has become a very significant source of traffic flow between Europe and Asia in both directions. Consumers are increasingly turning to online shopping in the face of the pandemic. Major shopping events such...
    Ganyi Zhang
    December 08 2020
    9 min

    US-EU tariff lists: Food and agricultural sector trade on the front line

    On November 9th, the European Union decided to impose tariffs on around 4 billion dollars-worth of American products. One year ago, the US took a similar decision for 7.5 billion dollars-worth of European products. Our comparative analysis shows that the food and agricultural sector is that most exp...
    Ganyi Zhang
    December 01 2020
    7 min

    The development of the “China+1” concept in the US and the EU

    Diversifying sourcing with additional manufacturing sites outside of China has become a top priority for the supply chain industry, even more so due to the pandemic. However, the degree of diversification is quite different between the US and the EU. The pandemic has undoubtedly favored the emergenc...
    Ganyi Zhang
    November 04 2020
    7 min

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