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Get timely, data-driven insights into major developments in trade-related politics and regulations. Keep track of shifting trends in industries adjacent to yours.

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Leverage our ideas generation with event-driven, transparent, fact-based analysis. Discover how trade data can be applied to real world research problems.

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Research the right way

We bring Panjiva's unique data and technology to bear on global trade events, issues and concepts. With Panjiva Research, you can:

  • Gain data-driven insights into politics, economics, logistics and industries
  • View concise, visual, content-rich written analysis
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Research on Logistics

Whatever your do, you rely on logistics. Access analysis of the competitive dynamics and corporate finances of the shipping companies, as well as the impact of port activity and shipping rates on your business.

20181115-liners-total

Maersk and MSC Grab Market Share from ONE and COSCO Ahead of Tariffs’ Bite

Container lines operating U.S.-inbound services saw an 11.0% increase in volumes in October, a marked step up from the 6.9% rate seen in the third quarter. That’s likely due to accelerated shipments from China ahead of tariff increases. Among the major container-lines there was a significant increase in market share for the 2M Alliance partners MSC and Maersk whose volumes climbed 24.5% and 17.9% respectively. They far outpaced Asia-specialists COSCO Shipping, which fell 1.3%, and Ocean Network Express which rose by just 2.5%. The 2M Alliance’s volumes inbound from China rose by 17.0% indicating their handling of traffic on non-China routes also surged. The increase in the Maersk and MSC’s volumes may represent an attempt to build business ahead of the drop in volumes that Maersk expects in the new year.

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Research on Manufacturing Industries

Learn what trade data can tell you about industries from commodities and food to electronics and autos with concise, regular updates.

20181115-sonos-total

Tariff Quote Watch: Sonos Sounds Out Its Suppliers For China Sourcing Changes

The CEO of speaker-system maker Sonos, Patrick Spence, has indicated the company does not yet face U.S. duties on Chinese exports of its core speaker bar products. The firm is nonetheless “working very closely” with its manufacturing providers to “ultimately be able to mitigate” duties if they arrive in the new year.  While there was a 7.1% rise in Sonos U.S. seaborne imports in the three months to Oct. 31 that reversed to a 33.1% slump in October, suggesting a degree of inventory build ahead of the holiday season that has now been completed. More broadly China accounted for 75.4% of all U.S. imports of speaker systems. As a result there’s an opportunity for suppliers from Malaysia, including Sony and Sharp, and Mexico including Fujitsu to build market share if tariffs do arrive.

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Research on Economics

Get the story behind the story with in-depth analysis of what is driving trade in the world’s largest economies.

20181115-forwarders-financials

CH Robinson Wins The 3PLs’ Third Quarter, Reinvests in Growth

The third party logistics (3PL) sector had a tough third quarter in 2018 from a profitability perspective. While the revenues of the top dozen 3PLs grew by 8.8% that was insufficient to prevent a drop in the group’s EBITDA margin to 9.7% from 10.6% a year earlier. That was the worst result since 1Q 2014 and reflected higher fuel and operating costs despite expanding volumes. Additionally 11 of the 12 3PLs delivered profitability below analysts’ expectations, with the exception of CH Robinson. The fourth quarter has begun with strong volume growth. U.S. seaborne import shipments for the sector were 12.1% higher than a year earlier. That was due to a 16.1% surge in volumes from China as shippers sought to preempt higher tariffs in January. CH Robinson may be reinvesting its higher profitability in building up its market share, shown by its U.S. seaborne inbound shipments having surged 21.1% higher than a year earlier in October. Other major gainers were OEC and Kerry with a 39.1% and 26.3% rise respectively, though a drop in China volumes in the new year may drag on them more than their peers.

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Research on Politics

Shifting policies, regulations and trade deals move the goal posts - get the data and facts behind the hype.

20181115-eu-ags-total

$962 million Food Duty Cuts Foregone as EU and U.S. Focus on Scope Limits

EU Trade Commissioner Cecilia Malmström as reiterated that “agriculture would not be part” of a U.S.-EU trade deal. That may make the deal simpler to complete but misses a significant opportunity for the American side. U.S. exports of agricultural products to the EU reached $9.17 billion in the 12 months to Sept. 30 after a 13.7% increase. That was driven by a 21.5% rise in oil seeds (including soybeans) and 54.7% in cereals – both products where U.S. exports have been declining or where growth has stagnated due to retaliatory duties applied by China. With $962 million of bilateral duties that could be cut there would be room to generate significant consumer benefits from an agricultural deal too. With agriculture off the table and the autos industry facing America’s section 232 review and the EU’s threatened retaliation the negotiations will need to focus on energy, aerospace, healthcare and luxury goods sectors.

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