Panjiva Research

Walk the walk, hang on to your hats – June 2021 supply chain calendar

June 1, 2021

The month of June will bring a slew of trade policy decisions from the Biden administration. The most important is the result of the administration’s critical supply chain review due early in the month. It will address ways to offset “production shortages, trade disruptions, natural disasters ... Read more →

Steel deals, grinding gears – May 2021 supply chain calendar

May 4, 2021

The month of May will bring further corporate reports regarding the challenges from congested supply chains and rising raw materials costs. Firms reporting in the logistics sector include Maersk and Hapag-Lloyd while among industrials and consumer goods firms Deere, Foxconn and Nintendo will b... Read more →

Life after Suez – April 2021 events calendar

April 6, 2021

Trade policy events in April will include Biden administration meetings with the semiconductor industry and a heads of state meeting between the U.S. and Japan. The former will focus on strained supply chains and the latter may provide clarity on relations vis-a-vis China. The administration w... Read more →

Q2 2021 Outlook: Words become actions, threats going nowhere

March 31, 2021

The seeds of the challenges faced by global supply chains in Q1’21 were sown in the second half of 2020 and are unlikely to unwind before the end of Q2’21. Global trade activity remains robust, with exports from 17 countries that have reported data for February showing growth of 6.2% excluding... Read more →

100 days and five years – March events calendar

March 1, 2021

The month of March will likely see a round of policy implementation in the U.S. and policy announcements in China. In the U.S. President Biden’s nominee for U.S. Trade Representative, Katherine Tai, may be confirmed. That would smooth the way for implementation of the administration’s 100 days... Read more →

Panjiva Insights: Recovery, resilience and life under Biden – 2021 Outlook

February 15, 2021

Panjiva Research held a two-part outlook event on Feb. 10 themed “Past Tense, Future Imperfect” featuring speakers from Flexport and S&P Global’s Ratings, Platts, ESG and Panjiva businesses. The report provides links to the replays and additional data insights. President Biden is unlikely to c... Read more →

USTR sets the tone; UPS, Maersk report – February events calendar

February 1, 2021

This report is the first edition of Panjiva’s monthly calendar of forthcoming events ranging across trade policy and economic releases to logistics and industrial supply chain data. February could see the start of improving U.S.-EU relations with deadlines for adjustments of the aerospace-rela... Read more →

Panjiva Insights: Steering through the skid – Auto supply chains in 2021

January 21, 2021

Panjiva Research took part in Battlefin’s “Auto & Transport Data-rama” event on Jan. 21. This report covers the main questions asked. The autos industry has faced a challenging pandemic and was among the first affected by factory closures and demand destruction. The latter is abating with U.S.... Read more →

2021 Outlook: Past tense, future imperfect

January 11, 2021

Global supply chains faced a traumatic start to the 2020s as a result of the pandemic. This report summarizes the six research reports that make up Panjiva’s 2021 Outlook series. The recovery in 2021 will be far from smooth. Global trade policy has been a malign influence for much of the past ... Read more →

2021 Outlook: Life (during) after COVID-19 – supply chain strategies

January 11, 2021

Corporate supply chains have faced four years of upheaval in global trade policy and disruptions from the pandemic. This report considers key drivers for decision making, and decisions made so far, regarding the structure of supply chains in 2021. The pandemic has caused supply chain disruptio... Read more →

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