Panjiva Research

Q3 2020 Outlook: Into the great unknowns (3) – Brush fires in global trade policy

July 6, 2020

This report is the third of three providing a guide to developments we expect for global supply chains in Q3 2020. While COVID-19 and the U.S.-China trade war are likely to be the focus for supply chain decision makers in Q3, there are plenty of other trade troubles to watch. A trade conflict ... Read more →

Q3 2020 Outlook: Heading into the great unknowns (2) – Tough on China redux

July 6, 2020

This report is the second of three providing a guide to developments we expect for global supply chains in Q3 2020. The administration of President Donald Trump has driven a step change in relations with China with the widespread use of tariffs, technology transfer restrictions and the phase 1... Read more →

Q3 2020 Outlook: Heading into the great unknowns (1) – The 4 Stages of COVID-19

June 30, 2020

This report is the first of three providing a guide to developments we expect for global supply chains in Q3 2020. The impact of COVID-19 has been the defining factor for supply chains in the first half of the year. Recovery will mark the second. The first stage of COVID-19’s impact was the br... Read more →

Q2 2020 Outlook: Through a COVID-19 lens, darkly

April 3, 2020

The outlook for global trade and supply chains is overshadowed by the continued spread of COVID-19 and the unprecedented disruptions it is causing. This report addresses six areas where COVID-19 could disrupt supply chains in the next three months. Corporations are struggling to determine the ... Read more →

2020 Outlook: It’s About Time – The Future for Global Supply Chains

January 27, 2020

Panjiva’s 2020 Outlook series takes a look back at the past 10 years before considering the prospects for the coming year and beyond. U.S. trade policy will remain in flux ahead of the elections in November. There’s little time to implement the phase 1 trade deal with China while a trade war w... Read more →

2020 Outlook: Seeing Clearly, Reaching Further – Supply Chain Technology

January 27, 2020

The old ways of running supply chains – including paper bills of lading and manual tracking – are rapidly becoming obsolete. New technologies have benefits including increased visibility into supply chains while improved efficiency in operations can cut costs as well as reducing greenhouse gas... Read more →

2020 Outlook: The Year It All (Might) Go Wrong – Black Swan Risks

January 20, 2020

There’s no shortage of black swan risks – low probability, high impact events – that can lead to physical and / or financial disruption of global supply chains in 2020. We identify eight examples. A contested result to the U.S. election could cast doubt over the direction of trade policy and m... Read more →

2020 Outlook: Fighting on Several Fronts – Supply Chain Strategies

January 17, 2020

Corporate supply chain managers have had to make strategic decision making in the phase of the uncertainty generated by the U.S.-China trade war in the past two years. Looking ahead they face a widening number of challenges including: the implementation of the phase 1 U.S.-China trade deal tra... Read more →

2020 Outlook: Come for the Commitments, Stay for the Enforcement – Trade War Show Season 4 Begins

January 16, 2020

The U.S. and China have signed the long-awaited phase 1 trade deal, ending a process of escalation – which we’ve referred to as the Trade War Show – which has run since Aug. 2017. This report summarizes the key points of the phase 1 deal as well as providing a detailed history of the trade war... Read more →

2020 Outlook: Delivery in Doubt – Logistics Industry Prospects

January 15, 2020

The logistics industry faces a series of challenges in 2020 which have their roots in a period of upheaval from the past three years. Container shipping rates start the year at their highest since April 2015, but much of the improvement is down to higher fuel costs. Indeed, S&P Global Platts d... Read more →

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