Panjiva Research — Panjiva



Burden Sharing Evident as Import Price Deflation Gathers Pace

U.S. trade price deflation gathered pace in January with headline import prices falling 1.7% year over year while export prices declined by 0.2%. While that was partly down to lower fuel costs underlying import prices (ex food and fuel) were unchanged year over year after 25 months of inflatio... Read more →


60 Days Delay The Way California’s Ports May See Renewed Growth

Container handling growth through California’s largest three ports – Long Beach, LA and Oakland – increased by just 3.0% in January after import growth of 1.6% outpacing exports’ 2.3% contraction. The slowdown from total growth of 7.7% in 4Q is largely a result of reduced imports to LA and Lon... Read more →


Five Bumps In The Road to Tariff Clarity for Automakers

The U.S. Commerce Department is scheduled to release a report in its section 232, national security, review of the automotive industry to President Trump by Feb. 17. It’s arguably the most controversial piece of trade policy from the administration and could influence $491.6 billion of bilater... Read more →


China’s Surprise Hides Disappointment For Phone, Chipmakers

China’s surge in exports in January was widespread across product categories. The most significant growth came in electronic circuits, where exports climbed 27.8% year over year, as well as a 9.5% rise in exports of computer systems. Phone-makers, led by Apple, likely did less well after a 19.... Read more →


Vancouver’s Vanishing Growth Could Be a Congestion Issue

Increasing congestion issues at the Port of Vancouver may be due to slow capacity additions by railroad operators. That shouldn’t be a surprise though given total container handling at the port saw a slowdown to growth of just 0.5% year over year in December from 8.8% in the prior three months... Read more →

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