Supply Chain Research

Q3’21 Outlook: The fallout from short-term supply chain planning

July 5, 2021

The outlook for corporate supply chains during the remainder of 2021 is the result of a short-termist approach to planning policies that has persisted through the pandemic. Retail supply chains have scaled actively up rapidly, with a 32.9% increase in U.S. seaborne imports in May 2021 versus M... Read more →

Supply chains never sleep – Five lessons from the first five years of Panjiva Research

May 5, 2021

Panjiva Research was founded as part of the then-independent Panjiva Inc. in May 2016 with the first research being published in July that year. Five years on, please excuse our indulgence as we highlight five lessons we’ve learned since then. Our research has relied upon Panjiva’s exceptional... Read more →

Panjiva Insights: The fallout from COVID-19 and long-term strategy plans

September 3, 2020

Panjiva held a poll of our customers in August to investigate the fall-out from COVID-19 on supply chains, covering firms across the exporting, importing and logistics segments. The impact of COVID-19 has been “slight” for 55% of respondents while 36% have seen a “heavy” impact with the logist... 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 →

Tariff Quote Watch: Brexit Is The New Tariff As 1-in-4 Firms Talk About Trade

February 26, 2019

With 60% of companies having reported calendar 4Q earnings there’s a trend towards discussions of tariffs becoming less prevalent and those of Brexit more so. Of the 4,684 transcripts analyzed 24.7% mentioned either Brexit or tariffs, similar to the total in 4Q. Yet, there’s been an increase i... Read more →

Tariff Quote Watch: Peak Tariff Worries May Have Passed for Industrial Supply Chains

February 15, 2019

Around half of companies have now reported the 4Q earnings and held analyst conference calls. The proportion of firms mentioning tariffs as a topic since the start of 2019 has fallen to 16.4% compared to 20.8% in 4Q and 21.6% in 3Q. That may reflect the established nature of tariffs – despite ... Read more →

2019 Outlook – Industries: Supply chain change faces uncertainty now, necessity later

January 7, 2019

Wide-ranging trade policy uncertainties in 2019 will force companies to explicitly address their supply chain strategies both internally and with investors. Most businesses are less upbeat about the outlook for global trade than a year ago according to the latest sentiment surveys. Some compan... Read more →

2018 Review: 12 Events That Shaped Global Supply Chains

December 20, 2018

A year of turmoil in global trade policy, the logistics sector and industrial supply chains provided fodder for over 1,600 Panjiva research articles in 2018. Boiling those down to one per month based on readership revealed 12 significant events in 5 broad themes. (1) The most significant was t... Read more →

Forging Stronger Links – Using Supply Chain Data in The Investing Process

November 13, 2018

Supply chain data can greatly enrich the investing process. This report, and the accompanying S&P Global Market Intelligence Quantamental Research note, draws together seven major use cases and includes worked examples drawn from previously published material. (1) Supply chain data can provide... Read more →

20 Most Read Panjiva Research Articles in June 2017

July 3, 2017

Trade policy remained a favorite with our readers in June, with putative sanctions against Venezuela and our preview of a long summer of trade policy events being the most read items. The Trump administration remained busy in terms of meetings – with summits with India and South Korea a focal ... Read more →

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