The Economist on “The Collapse of Manufacturing”

  • By Josh Green
  • · February 24, 2009
  • ·

Very interesting piece by The Economist on “The Collapse of Manufacturing.”  It lays out the argument against government intervention to support failing manufacturers.  The core macroeconomic point is right: “sectoral aid does not address the underlying cause of the crisis—a fall in demand, not just for manufactured goods, but for everything.” However, I think the […]

Read more →

Panjiva In The News

  • By Josh Green
  • · February 20, 2009
  • ·

It’s been a busy few weeks at Panjiva.  We launched coverage of all industries, released new data showing the effect of the economic downturn on the global supply chain, and began working with a great new customer — The Home Depot®.  Thought I’d share some snippets from the press coverage we’ve received: Financial Times “Josh […]

Read more →

Protectionism Without The Protection?

  • By Josh Green
  • · February 16, 2009
  • ·

A watered-down “Buy America” provision will be part of the U.S. stimulus package.  Yesterday, on Meet The Press, senior White House adviser David Axelrod took pains to note that the provision respects U.S. treaty obligations. The text backs up Axelrod’s assertion.  Practically speaking, then, the “Buy America” provision will not have much of an effect […]

Read more →

Toy Suppliers Disappearing?

  • By Josh Green
  • · February 10, 2009
  • ·

On Monday, Bloomberg reported that lots of Chinese toy suppliers went out of business in 2008.  Not surprising, given the various product safety incidents of the last few years, as well as the general economic downturn.  The real question is, what lies ahead  for toy suppliers, and the companies that work with them? To answer […]

Read more →

Reducing Supply Chain Risk – A Data Driven Approach

  • By Josh Green
  • · February 6, 2009
  • ·

These days, we’re receiving lots of questions about risk, how to identify it, and how to manage it. Over at Supply Chain Management Review, you’ll find some initial thoughts on how to use data to identify and manage risk.  Specifically, I explore the strengths and weaknesses of financial data, operational data, and on-the-ground intelligence.  Not […]

Read more →

Chinese Factories Have “Deferred Reopening”

  • By Josh Green
  • · February 6, 2009
  • ·

In today’s New York Times, there’s an interesting article by Keith Bradsher about workers in China that are struggling to find jobs as exports falter.  Citing information from an industry association, Bradsher writes that “many plants have deferred reopening for up to three weeks for lack of orders from the United States and Europe.” Will […]

Read more →

The Downturn Is Going Global

  • By Josh Green
  • · February 3, 2009
  • ·

Panjiva’s latest analysis confirms that weakening demand in the U.S. is having economic repercussions around the globe.  Our research team took a look at changes in the number of companies — across all industries — that are shipping goods to U.S. customers.  The numbers are not encouraging: In October of 2007, approximately 179 thousand companies […]

Read more →

Welcome, Home Depot!

  • By Josh Green
  • · February 3, 2009
  • ·

We are now rolling out — across all industries — Panjiva’s methodology for finding, assessing, and keeping tabs on suppliers. As we do this, we are thrilled to welcome our newest customer, The Home Depot®, to Panjiva. (The Home Depot and the Home Depot logo are trademarks of Homer TLC, Inc., used under license.)

Read more →