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Panjiva Research has been discontinued as of March 23, 2022. Thank you for your readership over the past five years. We hope you will explore the Journal of Commerce, now an S&P Global publication following the completion of our merger with IHS Markit.


Showing research about China

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Guess guesses correctly with early orders

Guess reported their fiscal Q4 earnings, reporting a 23.4% year over year increase in revenue that missed analyst expectations by just 0.7%. Panjiva data shows that imports increased by 33.3% in that same period, aligning with an 18.8% year over year change in inventories. The increase in acti... Read more →

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Qurate, Mattel may feel effect of Shenzhen lockdowns

Several districts in Shenzhen have instituted COVID-19 lockdowns, Supply Chain Dive reports, in an effort to stamp out the spread of the virus in that region. The restrictions, which cover around 17 million people, come at a bad time for logistics networks that were hoping to recover from the ... Read more →

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Panjiva 2022 Outlook: At the tipping point

2022 is likely going to be an eventful year for trade, regardless of the outcome. One of the first indications of that direction may be the lunar new year holiday in Asia, traditionally when factories (and thus exports) slow down. In 2022, this may give carriers, ports, and other logistics par... Read more →

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ZIM leads 2M, Ceva imports surge in November

Carrier and forwarder markets in November were affected by the continuing rise in ocean freight rates, up 1.2% on average after a lull in October. China to U.S. west coast routes were particularly affected, up 4.2% week to week as of Dec 10, and up 23.8% since the end of July. Other routes imp... Read more →

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Energy, corn, chips drive late surge in US exports to China

Trade rhetoric is starting to rise again between the U.S. and China. While not to the levels seen during the U.S. China trade war, actions like the joint U.S. EU statement on steel and the Chinese application to the CPTPP show that disagreements remain unresolved. One aspect that may come back... Read more →

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Shimano could face higher costs if US-EU steel rhetoric plays out

The US and EU have criticized environmentally unfriendly steel exports from China in follows to the Section 232 deal last month. This could be both an initiative to extend the EU’s carbon border policies to the U.S. as well as a way to pressure China as the Phase 1 agreement from the U.S. – Ch... Read more →

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ZIM, MSC lead 2M import growth in October

Carriers have continued to benefit from the surge in imports, increasing profits over previous years due to a positive volume and rate environment. This totaled 48.1 billion in Q3 and will likely impact the strategy and plans of carriers into the new year. Carriers are likely warry of allowing... Read more →

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Ford, GM see impact of chip shortage

Automakers reporting Q3 results over the past few weeks have had a common theme in talking about the chip shortage and the impact on business. Ford CFO John Lawler noted the challenges facing the industry saying they saw “lower-than-anticipated improvement in chip availability in the second ha... Read more →

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