June Trade Data: Treading Water | — Panjiva

June Trade Data: Treading Water

  • By Josh Green
  • · July 13, 2009
  • ·

The word from Panjiva’s research team: June trade data looked a lot like May trade data.  Specifically, between May and June, there was a 1% decline in the number of global manufacturers shipping to the U.S. market.

Panjiva Analysis: June Trade Data

Similarly, the Panjiva Watch List numbers were unchanged:

  • The percentage of significant manufacturers on the Panjiva Watch List remains at 30%.
  • The percentage of significant buyers having done business with a Panjiva Watch List supplier in the preceding three months remains at 40%.

What to make of these numbers?  The slight decline from May to June is slightly less than last year’s May-to-June decline (2%).  Thus, it seems that global trade now appears to be tracking its typical seasonal path, albeit at a lower absolute level of activity.  Feels a bit like the global economy is treading water.

Methodological notes for the data junkies:

  • 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 June, there were 86,616 significant manufacturers.
  • “Significant buyers” are companies that have received 10 or more shipments from overseas manufacturers within the last year.  As of the end of June, there were 72,850 significant buyers.
  1. Kevin Cornish  ·  July 30, 2009

    Wanted to let you know, I’ve just started a new blog focused on risk in the supply chain: (www.atrisk.net). Please let me know what you think.


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