The word from the Panjiva research team: we saw an increase in global trade activity in January. Specifically, the number of waterborne shipments coming into the U.S. experienced a 17% month-over-month increase from December to January, erasing last month’s precipitous decline.
Similarly, the number of global manufacturers shipping to the U.S. increased 6% versus last month. This is the first December-to-January increase we’ve seen since we began collecting data three years ago.
Additional notes:
- The percentage of significant manufacturers on the Panjiva Watch List held steady at 18%.
- The percentage of significant buyers having done business with a Panjiva Watch List supplier in the preceding three months declined slightly, from 26% to 25%.
Methodological notes:
- Manufacturers that have suffered a 50% or greater decline in volume shipped to American customers in the most recent three month period, versus the same period a year ago, are on the Panjiva Watch List.
- “Significant manufacturers” are companies that have sent 10 or more shipments to American customers within the last year. As of the end of January, there were 94,866 significant manufacturers.
- “Significant buyers” are U.S. companies that have received 10 or more shipments from overseas manufacturers within the last year. As of the end of January, there were 81,508 significant buyers.


