Showing research about Commodities


2018 Review: 12 Events That Shaped Global Supply Chains

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 →


Australia Needs Deals Once The Energy Export Extravaganza Ends

Australian trade expanded for an 11th straight month in August, led by a 17% jump in exports. That was the result of a 34% leap in shipments to China, and resulted in a trade surplus that was 16% higher than economists expected. Most of the export boom has been driven by sales of coal (60% hig... Read more →


4Q17 Outlook: 8 Global Trade Issues To Watch

Global trade will look very different at the end of 2017 to the way that it started. The major shift in U.S. trade policy wrought by President Donald Trump may begin to deliver new deals with conclusions on (1) NAFTA negotiations, (2) a review of Chinese intellectual property policy, (3) an up... Read more →


$704 billion of Indian Trade in Five Charts

India’s total trade reached $704 billion in the 12 months to July 31, with a 10% annualized decline over the past five years reversing partly with a 13% bounce in the past quarter on a year earlier. That’s a similar pattern to that seen in South Korea, though in scale terms India is closer to ... Read more →


2H17 Outlook: 6 Big Trade Projects for Trump’s Next 100 Days

After a hyperactive first 200 days of initiating trade policy and deal reviews, the Trump administration has just over 100 days until the anniversary of the elections to make significant progress on six major projects, each of which requires several actions: (1) The administration needs to act... Read more →


China Trade Deal Won’t Be Built with BRICS

This week’s meeting of trade ministers from the BRICS group ended in a commitment to rolling back protectionism, but not a formal trade deal. That will leave China free to develop the RCEP trade deal, which also includes India. China’s trade with the BRICS is dominated by a handful of products... Read more →


20 Most Read Panjiva Research Reports in July 2017

Consolidation returned to the logistics industry in July, with our readers’ most read articles including the state of the NVOCC and container-line sectors as well as COSCO Shipping’s bid for Orient Overseas. A focus on trade policy was inevitable, with the Trump administration considering its ... Read more →


20 Most Read Panjiva Research Articles in June 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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