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Trade Wars And Boeing’s Supply Chain

November 13, 2019 by Jonathan Custer

  Boeing’s supply chain is just one example of how global trade friction can affect the company’s plane production.  Boeing recently announced that it will reverse the expected boost in monthly output of the 787 Dreamliner from 14 back t 12 due to the trade war, which among other things, is slowing demand in China. …

COTD: Global Vehicle Structure of Production

November 12, 2019 by Jonathan Custer

COTD = Chart of the Day The automobile sector is a globally interconnected industry with a large economic footprint. The size of the sector’s gross output (that is, the sum of its value-added and intermediate consumption) is about 5.7 percent of global output, according to the World Input-Output Database (Timmer and others 2015). Vehicles and related …

Global Auto Demand Shrinks For The First Time Since The Financial Crisis

November 10, 2019 by Jonathan Custer

Last year the global auto industry shrank for the first time since the global crisis. Many blame US trade policy for much of the sector’s misfortune.  The US is the only big market where car sales have remained relatively resilient while China has led and fueled the global decline with policy changes that affect car …

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