Panjiva Research

Danone, L’Oreal imports could submerge in U.S.-French tensions

September 21, 2021

France has recalled the ambassadors to the U.S. and Australia after a deal was announced for Australia to build submarines using U.S. nuclear technology instead of purchasing vessels from France. The French have called the move a “stab in the back” and if the disagreement continues it could ea... Read more →

L’Oréal may decide it’s not worth it after CMA CGM adapts Europe-LatAm service

June 29, 2021

CMA CGM has revised its EUROSAL container shipping service from Europe to Latin America to exclude a call at Le Havre, France. The firm has cited “heavy congestion and lack of productivity have been experienced for months” which “is not expected to improve with the summer period” despite the e... Read more →

Brexit Watch: Sausage wars come at the wrong time for trade activity, U.S. relations

June 14, 2021

Relations between the EU and U.K. have worsened in the wake of the G7 Summit meetings. Prime Minister Boris Johnson threatened “to invoke Article 16” to suspend the Northern Ireland protocol covering trade with Ireland and the EU more broadly in a disagreement over processed meat shipping stan... Read more →

bioMérieux expands test kit supplies, faces higher freight costs

February 25, 2021

Medical testing supplier bioMérieux reported Q4’20 revenues which rose by 14.2% year over year, helped by its COVID-19 testing product range. The firm expects a similar rate of growth in 2021. Panjiva’s data shows U.S. seaborne imports linked to the firm rose by 27.3% year over year in Decembe... Read more →

Global trade recovery may be more fragile than it appears

February 1, 2021

U.S. manufacturing continued to expand in January, based on the latest ISM survey, though there are challenges. The ISM reports a machinery firm stating that it is facing “huge logistics challenges, especially in getting products through ports and in getting containers”. The problem is unlikel... Read more →

Export order expectation rebound takes a breather

January 6, 2021

U.S. manufacturing sentiment improved in December, according to the latest ISM survey, dragging up import order expectations to 57.5% (where over 50% indicates expansion) from 55.1% a month earlier. Panjiva’s U.S. seaborne data shows shipments likely rose by 22.1% year over year in December, s... Read more →

United Natural Foods delivers beverage, sauce growth during pandemic

December 14, 2020

United Natural Foods delivered 4.8% revenue growth in the three months to Oct. 31 after the food wholesaler’s focus on retail rather than food service paid off. The company’s President, Christopher Testa noted “the grocery supply chain was stressed” during the pandemic and notes some retailers... Read more →

Hapag-Lloyd plans for winter pandemic drag on Europe-U.S. trade

December 3, 2020

Hapag-Lloyd has cancelled a planned sailing from southern Europe to the U.S. for Dec. 29, which the container-line says is “due to lack of cargo because of the current COVID-19 situation and as part of the winter program”. Hapag-Lloyd’s handling of freight between ports on the route in France,... Read more →

Manitou set to give wind powered shipping a lift

October 14, 2020

Manitou will ship its materials handling machines from France to the U.S. on Neoline’s sail-power ferries. Sailings will “begin in the coming months” and will slash Manitou’s greenhouse gas emissions on the route, leading the industry’s efforts to cut emissions via a mix of cleaner fuels and h... Read more →

Fiat Chrysler, Tupy may lose out if France blocks EU-Brazil trade deal

September 24, 2020

The French government will reportedly not ratify the EU-Mercosur trade deal due to concerns over the Brazilian government’s climate change and other policies. The slow progress on the deal, initially inked in June 2019, demonstrates the uncertainties in finalizing trade deals with the EU. That... Read more →

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