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Category: Data Analysis

Trump Rush Effect Wanes in February as U.S. Shipments Slow

  • By Christopher Rogers
  • · March 10, 2017

U.S. seaborne imports fell 8% in February on a year earlier on a preliminary basis, Panjiva data shows. That’s the first drop since June and is the first under the Trump administration. It follows a 9% jump in goods imports in January. The lunar new year holiday timing may have had a partial effect – […]

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20 Most Read Panjiva Research Articles in January

  • By Christopher Rogers
  • · February 8, 2017

An unsurprising preoccupation with President Trump’s trade policies drove our readers’ interest in January. The number one article covered his withdrawal from TPP while 14 of the top 20 most read articles mentioned the president or his policies. In terms of topics, trade deals featured in seven of the top 20, while the logistics industry […]

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Is Trump Looking In The Wrong Place?

  • By Christopher Rogers
  • · January 12, 2017

U.S. seaborne imports ended the year with a bang, rising 9% on a year earlier with the result that total shipments for 2016 were 2.4% above those in 2015. The growth was driven by a 13% jump in imports from the EU and 11% from India. China and Hong Kong increased just 4%, suggesting the […]

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Imports’ Red Rag to Trump’s Trade Bull as November Shipments Climb

  • By Christopher Rogers
  • · December 16, 2016

  U.S. seaborne imports increased 5.5% in November on a year earlier, Panjiva data shows, the fifth straight increase. This suggests the return-to-growth seen in the value of goods imports seen in October might continue. The fastest growth among major product lines came from furnishings and iron/steel at 6% while auto and parts imports increased […]

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Inventec’s Shiny Chromebook Boosts PC Exports as Quanta’s Quantity Falls

  • By Christopher Rogers
  • · December 9, 2016

Global PC shipments fell 4% in the third quarter on a year earlier. October may bring more of the same with Panjiva data for Chinese exports showing a 12% drop. Stand-alone PCs did worst, with a 47% slump, while laptops – accounting for 82% of all shipments – fell 10%. The weakest region for laptops […]

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Cuba’s $200 Million Trade Deficit Question

  • By Christopher Rogers
  • · December 2, 2016

  Fidel Castro’s death brings a focus back to Cuba’s position in world trade. Without good quality government statistics it can be difficult to determine the country’s trade position. Panjiva’s analysis of trade with five countries, using those countries’ data, shows imports fell for five straight months through September. The country runs a monthly deficit […]

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Karaoke and Keyboards Key to Musical Gift Giving

  • By Christopher Rogers
  • · November 25, 2016

U.S. imports of musical instruments fell 2% in the three months to September 30 on a year earlier, suggesting retailers are not expecting it to be a big gift segment this holiday season. Within the sector electronic keyboards increased 6%, with a 19% jump in September alone and a further 6% in October in shipment […]

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Toy Buyers Find These Are The Drones They’re Looking For

  • By Christopher Rogers
  • · November 18, 2016

Toy imports for October suggest holiday shoppers are not buying regular toys. Total imports fell 1.4% on a year earlier, but this includes a 1.3% growth in high price-point videogames – the remainder fell 1.8% and are down 3% for the July to October period. The growth in imports of drones, which increase 87% on […]

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A Love of Furniture and Europe Drives U.S. October Import Surge

  • By Christopher Rogers
  • · November 11, 2016

U.S. seaborne imports jumped 6% in October vs. September, or 7% growth on a year earlier. This was the fastest since February, and the fourth straight increase. Imports of furnishings performed best, jumped 10%, while autos climbed 5%. Among non-durables apparel fell 0.4%, while toys managed a meager 0.5% growth ahead of the holidays. Imports […]

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MOLNYKKKK’s Japan Route Dominance, Port Spread May Be Regulatory Risks

  • By Christopher Rogers
  • · November 4, 2016

The merger of the container shipping assets of Mitsui OSK, NYK and K-Line may require regulatory approval. Panjiva data shows that the combined shippers’ share of U.S.-bound volumes is similar to that of CMA-CGM. There may be concerns about their share of Japan to U.S. west coast (58%) and east coast (68%) routes, as well […]

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