EnPanjiva Research Articles
Friday, April 12, 2024
| Supply Chain Edge: Stellar start, building ban, India’s Apple |
Friday, April 05, 2024
| Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed |
Thursday, March 28, 2024
| Supply Chain Edge: Bridge to the future, peak season prep, new chips |
Friday, March 22, 2024
| Supply Chain Edge: Trump’s car directions, AIS off, AI memory on |
Friday, March 15, 2024
| Supply Chain Edge: Red Sea inventory fallout, smart strikes, fab spending |
Friday, March 01, 2024
| Supply Chain Edge: Beyond AI, refrigerator reflation, limited Red Sea scope |
Thursday, February 15, 2024
| Supply Chain Edge: Red Sea meets Black Friday, cars impounded, PlayStation cut |
Thursday, February 08, 2024
| Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific |
Thursday, February 01, 2024
| Supply Chain Edge: Shipping rates reverse, AI saves the day |
Thursday, January 25, 2024
| Supply Chain Edge: Shelving Red Sea plans, ‘forceful measures’ for EVs |
Thursday, January 18, 2024
| Supply China Edge: Red Sea ripples through trains, automobiles and warehouses |
Thursday, January 11, 2024
| Supply Chain Edge: Tesla’s canal route pain, upbeat apparel, mixed chips |
Thursday, January 04, 2024
| Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake |
Thursday, December 21, 2023
| Supply Chain Edge: Stormy 2024, Red Sea security, tariff reviews ahead |
Friday, December 15, 2023
| Supply Chain Edge: Reversible reshoring, Israeli supply chain risks, EU’s mainland China strategy |
Thursday, December 07, 2023
| Supply Chain Edge: Disjointed world, Tesla’s woes, bad canal choices |
Friday, December 01, 2023
| Supply Chain Edge: Apparel outlook, strike hangover, beer-by-train |
Thursday, November 23, 2023
| Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking |
Friday, November 03, 2023
| Supply Chain Edge: Striking back, Panama problems, worrying shipments |
Thursday, October 26, 2023
| Supply Chain Edge: Graphite retaliation, chip restraints and levelled-up consoles |
Friday, October 20, 2023
| Supply Chain Edge: Amazon problems, earnings lessons, sinking gin |
Friday, October 13, 2023
| Supply Chain Edge: Israel-Gaza war risks for electronics and healthcare; 14-month consumer downturn ends |
Thursday, October 05, 2023
| Supply Chain Edge: Decorated supply chains, strike strategy revealed |
Friday, September 29, 2023
| Supply Chain Edge: Outlook for supply chains – time, tariffs and tracking |
Friday, September 15, 2023
| Supply Chain Edge: Strike hits, green Apple, boring supply chains |
Friday, September 08, 2023
| Supply Chain Edge: Peak season expectations, mysterious phone, more blocked lithium |
Thursday, September 07, 2023
| Peaking like it’s 2019: 2023 US peak season supply chain activity |
Friday, September 01, 2023
| Supply Chain Edge: Navigating forests, strikes ahead, localized Lego |
Thursday, August 24, 2023
| Supply Chain Edge: Halloween shock, AI-powered chip recovery, mineral protections |
Friday, August 18, 2023
| Supply Chain Edge: Dealing with forced labor, going back to school, restricting computers and tin |
Thursday, August 10, 2023
| Getting the right environment: Air conditioner supply chains |
| Supply Chain Edge: Apple’s season, cooling aircon, tin canned |
Friday, August 04, 2023
| Time for phase two: Mexico as a supply chain reshoring center |
Thursday, August 03, 2023
| Supply Chain Edge: Mexi-shoring, India’s moment and sportswear on track |
Friday, July 28, 2023
| Supply Chain Edge: Rice restrictions, Barbie’s trip, batteries’ delay |
Friday, July 21, 2023
| Supply Chain Edge: Moving to Mexico, clearing the chip traffic jam |
Friday, July 14, 2023
| Supply Chain Edge: Judging calm, recycling rags, striking potash |
Friday, June 30, 2023
| Supply Chain Edge: Right place, right time – outlook for Q3’23 |
Friday, June 23, 2023
| Supply Chain Edge: Two ways to make Britain greater |
Friday, June 09, 2023
| Supply Chain Edge: Seasonal clock ticking for labor settlement |
Friday, June 02, 2023
| Supply Chain Edge: Athleisure close to achieving balance |
Thursday, May 25, 2023
| Supply Chain Edge: Resized inventory, splintered memory, active volcano |
Friday, May 19, 2023
| Supply Chain Edge: COVID no more, tariffs in abeyance |
Sunday, May 14, 2023
| Supply Chain Edge: Consumer slowdown is slowing down |
Friday, May 05, 2023
| Supply Chain Edge: A light in the semiconductor tunnel |
Friday, April 28, 2023
| Supply Chain Edge: Mighty microchip buyers |
Friday, April 21, 2023
| Supply Chain Edge: The new Vietnam |
Friday, April 14, 2023
| Supply Chain Edge: Slower, steadier and smoother |
Thursday, April 13, 2023
| The new Pacific island: UK supply chains access CPTPP trade deal |
Monday, April 03, 2023
| Rapid apparel reshoring: Alternatives to sourcing from Myanmar |
Friday, March 31, 2023
| Supply Chain Edge: Athleisure swims after flying |
Friday, March 24, 2023
| Supply Chain Edge: Smoothed chains, popped stocks |
Friday, March 17, 2023
| Supply Chain Edge: Furniture flattened, apparel folded |
Tuesday, March 14, 2023
| Flat pack flattened: February 2023 maritime supply chain activity |
Friday, March 10, 2023
| Supply Chain Edge: Yeezy deflates kicks |
Tuesday, March 07, 2023
| Illuminating shipping: Indian solar supplies drive volume growth |
Monday, March 06, 2023
| Supply Chain Edge: Mobile smartphone manufacturers |
Friday, February 24, 2023
| Supply Chain Edge: Vietnamese sneakers slip |
Sunday, February 19, 2023
| Supply Chain Edge: Fording the EV gap |
Wednesday, February 01, 2023
| Shore Thing: Supply Chain 2023 Outlook |
Wednesday, March 23, 2022
| Supply Chain Edge: Ever Forward stops short; Xbox keeps growth up through the holidays |
Tuesday, March 22, 2022
| Ever Forward stops short |
| Guess guesses correctly with early orders |
| Xbox keeps growth up through the holidays |
Wednesday, March 16, 2022
| Supply Chain Edge: US February imports record-breaking anew; HMM, digital forwarders top February |
Tuesday, March 15, 2022
| US February imports record-breaking anew |
| Qurate, Mattel may feel effect of Shenzhen lockdowns |
| Hyundai, digital forwarders top February |
Wednesday, March 09, 2022
| Supply Chain Edge: Inflation keeps growing; Revlon and Volkswagen take on supply chain challenges |
Tuesday, March 08, 2022
| Inflation keeps growing as shipping rates dip |
| Revlon beautifies its supply chains |
| Volkswagen carrier sinks imports |
Wednesday, March 02, 2022
| Supply Chain Edge: Russian invasion of Ukraine adds strain to supply chains; Peloton restructures |
Tuesday, March 01, 2022
| Russian invasion of Ukraine adds additional strain to stretched supply chains |
| Peloton restructures to boost efficiency, reduce cost |
| Avocados avoid logistical mush |
Wednesday, February 16, 2022
| Supply Chain Edge: Zim, Amazon lead carriers, forwarders; bridge closure could impact Ford, GM |
Tuesday, February 15, 2022
| Ford, GM could feel impact of Detroit bridge shutdown |
| Zim, Amazon lead carrier, forwarder January growth |
Wednesday, February 09, 2022
| Supply Chain Edge: Normal January. Normal year?; Talking supply, expecting inflation |
Tuesday, February 08, 2022
| Supply chain, inflation top subjects of Q4’21 earnings calls |
| Neumann, Coffee America brew import success |
| Normal January. Normal year? |
Wednesday, February 02, 2022
| Mattel, Hasbro outplay congestion challenges; GE, Regal turn to Mexico |
Tuesday, February 01, 2022
| Columbus McKinnon taps Asia to reduce backlog |
| GE, Regal show largest truck exports from Mexico |
| Mattel, Hasbro outplay congestion challenges |
Wednesday, January 26, 2022
| Supply Chain Edge: Tyson Foods buoyed by high chicken prices; container loss may hit Expeditors |
Tuesday, January 25, 2022
| Philips diversifies transport, wants visibility from suppliers |
| Expeditors may feel impact of ONE container loss |
| Tyson buoyed by high chicken prices; inflation hits foodstuffs |
| PPG faces escalating costs, turns to nearshoring |
Wednesday, January 19, 2022
| Supply Chain Edge: Keeping up with demand in 2021; Matson, Amazon forwarding lead December imports |
Tuesday, January 18, 2022
| Matson, Amazon forwarding lead December imports; rates inch up |
Friday, January 14, 2022
| 2021 in review: Keeping up with demand |
Wednesday, January 12, 2022
| Supply Chain Edge: Panjiva 2022 Outlook; Ningbo’s COVID-19 lockdown could hit GoPlus, Dollarama |
Tuesday, January 11, 2022
| Panjiva 2022 Outlook: At the tipping point |
Wednesday, January 05, 2022
| Ningbo’s heightened COVID-19 restrictions could hit GoPlus, Dollarama |
Wednesday, December 15, 2021
| Supply Chain Edge: ZIM leads 2M, Ceva imports surge; phase one purchases too late |
Tuesday, December 14, 2021
| Santa ramps up toy imports in November |
| ZIM leads 2M, Ceva imports surge in November |
| Energy, corn, chips drive late surge in US exports to China |
Wednesday, December 08, 2021
| Supply Chain Edge: Adidas, Nike face Vietnam challenges; US-EU steel rhetoric could hit Shimano |
Tuesday, December 07, 2021
| Fujifilm pivots to drugs as printing fades |
| General Motors could be impacted by new Mexico trade rules |
| Vietnam sourcing still problematic for Adidas, Nike |
| Shimano could face higher costs if US-EU steel rhetoric plays out |
Wednesday, December 01, 2021
| Supply Chain Edge: Amazon, ZIM have booming October; no gifts for renewables |
Tuesday, November 30, 2021
| Amazon forwarding booms; K+N, DSV sustain YOY growth |
| Yarn, wind power face new duties; olives poised to wrinkle US-EU relationship |
| ZIM, MSC lead 2M import growth in October |
Wednesday, November 10, 2021
| Supply Chain Edge: Holiday shopping shipped early, Ford, GM hit by chip shortage |
Tuesday, November 09, 2021
| Xbox still outplays rivals in October |
| Record October imports as US holiday shopping shipped early |
| Ford, GM see impact of chip shortage |
Wednesday, November 03, 2021
| Supply Chain Edge – Special Report: Steel Section 232s swapped for quotas, retaliatory tariffs axed |
Tuesday, November 02, 2021
| Special Report: Thyssenkrupp, Voestalpine set to gain from sweeping US-EU steel and aluminum deal |
| Ferrero, Callebaut hit sugar highs in Q3 |
Wednesday, October 27, 2021
| Supply Chain Edge – PPE down from pandemic highs; Canada and Mexico worried about US EV tax breaks |
Tuesday, October 26, 2021
| Ford, Volkswagen could shift if EV credits charge up |
| Mahle, Valeo may see additional costs from aluminium foil ruling |
| REC Silicon shifts sourcing to China |
| Danaher cuts imports; PPE down from pandemic highs |
Wednesday, October 20, 2021
| Supply Chain Edge – ZIM, DP-DHL lead carriers and forwarders; Samsung, LG could get relief in LA |
Tuesday, October 19, 2021
| Furniture, leisure imports hit ceiling as U.S. sales perk up |
| ZIM, Matson lead carriers, DP-DHL and K+N lead forwarders in slowing September |
Thursday, October 14, 2021
| Samsung, LG could get a break in Los Angeles traffic |
Wednesday, October 06, 2021
| September shows slower growth; holiday trends emerge |
| Supply Chain Edge – Samsung, Panasonic could use Renesas boost, Costco joins self shippers |
Tuesday, October 05, 2021
| Xbox maintains lead over PlayStation, Nintendo |
| Ford announces EV plants amid battery import surge |
| Samsung, Panasonic could use boosted Renesas capacity |
Monday, October 04, 2021
| Costco secures ships to mark down congestion |
Wednesday, September 29, 2021
| Supply Chain Edge – Q4’21 Outlook: The logistics of cheer; U.S. Steel bets on 232 |
Tuesday, September 28, 2021
| HB Fuller fights inflation with price increases, China consolidation |
| U.S. Steel looks to capitalize on record-high prices |
Monday, September 27, 2021
| Q4’21 Outlook: The logistics of seasonal cheer |
Wednesday, September 22, 2021
| Supply Chain Edge – ZIM, MSC lead in August; Chinese retail imports decline |
Tuesday, September 21, 2021
| Danone, L’Oreal imports could submerge in U.S.-French tensions |
| Chinese retail imports decline as leisure, e-commerce lead sales |
| ZIM, MSC lead 2M to top August carriers |
Wednesday, September 15, 2021
| Supply Chain Edge – DHL, K+N lead forwarders in August; healthcare, staples, IT slow import growth |
Monday, September 13, 2021
| Reduced by WRO, Top Glove imports face competition |
| DHL, K+N lead forwarder pack in August; European acceleration slows |
Friday, September 10, 2021
| Toro braces for inflation after steady summer |
| Healthcare and staples join technology in August import slowdown |
Wednesday, September 08, 2021
| Supply Chain Edge – JOANN and Qurate ship Christmas, GM hit by chip-related shortage |
Monday, September 06, 2021
| Greif raises prices, boosts imports in packaging expansion |
| GM nearshoring, still faces chip-related closures |
Friday, September 03, 2021
| JOANN and Qurate ship Christmas in July |
Wednesday, September 01, 2021
| Supply Chain Edge – Alleviating congestion through digital transformation; Vietnam lockdowns |
| Neumann, Shin Etsu in the path of Ida |
Monday, August 30, 2021
| IKEA, Adidas, seek recovery in Vietnam as new outbreak looms |
| BJ’s Wholesale covers inflation with aggressive cost-cutting |
Wednesday, August 25, 2021
| Helping alleviate supply chain congestion through digital transformation of seaports |
| Supply Chain Edge – Walmart takes control as retail soars; solar safeguards up for review |
Tuesday, August 24, 2021
| GM squeaks by pre-pandemic levels, Mexico disputes RoO requirements |
| Walmart takes control of shipping to meet retail demand |
| LONGi, JinkoSolar power imports despite safeguards |
| TJX offsets freight surge with price rise, cost cuts |
Wednesday, August 18, 2021
| Supply Chain Edge – Hapag-Lloyd, Maersk raise flags; inflation breaks through supply chains |
Monday, August 16, 2021
| Supply chain inflation bow wave washes into Q3’21 |
| Super Micro, Asus fight high demand with imports |
| Hapag-Lloyd, Maersk flag strained system, new services as growth slows |
| JDE Peet’s unafraid of supply chain cost inflation as Brazil coffee crisis looms |
Friday, August 13, 2021
| Panjiva Daily – Dollarama, Dick’s and the Ningbo closure; Adidas deals with Vietnam challenge |
Thursday, August 12, 2021
| Sonos supply chain volume growth turned down, less concerned about Malaysia |
| Adidas tackles Vietnam challenge with regional reallocation, reduced inventories |
| Nissan’s recovery, Marelli’s Malaysian auto export surge may lose traction |
| Dollarama, Dick’s may face peak season disruptions as Ningbo Zhoushan closes |
| Panjiva Daily – Expeditors expects elevated rates until 2022; congestion on the way back to school |
Wednesday, August 11, 2021
| GoPro goes after fakes, cuts inventories and restructures supply chain |
| Expeditors, DP-DHL see higher-for-longer rates as Europe exposure leads |
| H&M, PVH face congestion on the way back to school |
| Panjiva Daily – Semiconductors, apparel slow US import growth; vaccine diplomacy hides ingredient exports |
Tuesday, August 10, 2021
| GCP shifts sourcing around congestion, force majeure |
| Competition to donate doses accelerates; pharma ingredients in decline |
| Panjiva Daily – Hasbro, Mattel cool off; Nintendo and Sony discuss COVID-19 challenges |
| Semiconductor shortage, COVID-19 closures cut into U.S. import growth |
Monday, August 09, 2021
| JBS, WH Group have momentum challenge as Chinese meat inspections return |
| Nintendo, Sony see risk, disruption in COVID-19 resurgence |
| Mattel, Hasbro shipments cool after bumper sales of outdoor toys |
| Panjiva Daily – Paying for the battery revolution; ThyssenKrupp, SSAB scale up in steel |
Sunday, August 08, 2021
| Panjiva Insights: Who will pay? The outlook for large-capacity batteries |
| Suez scarring improves appeal of new Orient Overseas service |
| Thyssenkrupp, SSAB scale up steel shipments; long wait for tariff leniency ahead |
Friday, August 06, 2021
| Panjiva Daily: After three years, final tariff talks months away; GM shifts chip strategy |
Thursday, August 05, 2021
| GM, Stellantis look to long-term solutions as Malaysia clouds semis situation |
| After three years, final U.S-China tariff talks still have months to go |
| ZIM Shipping, MSC face attention in FMC’s surcharge inquiry |
| Xylem clogged by labor, inflation; diverts sourcing back to China |
Wednesday, August 04, 2021
| Panjiva Daily: Mitsubishi’s chip shortage silver lining; O&M handles inflated glove costs |
| GE, Schneider Electric avoid tariffs, receive insights into Trump trade policy |
| Semiconductor shortage silver lining seen by Mitsubishi in better autos margins |
| Owens & Minor handles elevated glove costs; PPE shipments scaling back |
| Cummins takes $100M hit from supply chain inflation; more of the same ahead |
Tuesday, August 03, 2021
| Ferrari’s precision drives production past semiconductor shortage |
| Becle prioritizes profits, price rise as tequila supply chain faces shortages |
| TJX, Goodyear Tire may face Vietnam challenge as port closure looms |
| Panjiva Daily: Ferrari’s precision supply chain drive; Vietnam port challenge for TJX, Goodyear |
| iRobot sweeps through congestion, pivots to Malaysia |
Monday, August 02, 2021
| Looking further into the future – July 2021 in 10 reports |
| Panjiva Daily: Footwear’s fancy supply chain footwork; vaccine rollout worries |
| Steve Madden, Wolverine World Wide show fancy supply chain footwork |
| Cargotec tackles supply chain problems, awaits U.S. Infrastructure Bill |
Sunday, August 01, 2021
| Matson joins the 2022 chorus, growth slowing but still substantial |
| Vaccine rollout questions remain, AstraZeneca maintains shipments to Mexico |
Thursday, July 29, 2021
| Pentair, Donaldson look for pricing to wash away supply chain cost inflation |
| Biden’s stricter Buy American rule may require Mack Trucks to shift gears |
| Panjiva Daily: Ford’s three-prong supply chain strategy; Biden’s stricter Buy American stance |
| DSV Panalpina’s third upgrade comes with view of normalization in 2022 |
| Ford weighs on U.S. trade activity, implements new supply chain strategy |
Wednesday, July 28, 2021
| Mattel, Hasbro play with shipping, pricing strategies to optimize supply chains |
| Panjiva Insights: The path to normal stretches far into the future |
| Panjiva Daily: Mattel, Hasbro play with supply chain strategies; 2022 normality for logistics |
| RPM, PPG awash in coating demand, aiming to cover supply chain inflation |
| C.H. Robinson joins the 2022 recovery chorus while building market share |
Tuesday, July 27, 2021
| Panjiva Daily: Tesla hacks its way around chip shortage, Signify shines a light on inventory |
| UPS’s ocean freight forwarding booms as e-commerce packages drag |
| Signify shines a light on inventory to tackle “crazy bullwhip” |
| Tesla’s nine day buffer faces more port congestion, chip shortage risks in H2 |
| Farmers, energy suppliers at risk as U.S.-China relations remain frosty |
Monday, July 26, 2021
| Panjiva Daily: Pandemic risks renewed in apparel; TSMC, Intel expect chip woes into 2022 |
| Cosco Shipping drives China’s shipyards ahead while KSOE faces cost inflation |
| TSMC, Intel expect tight supply chains into 2022 as GM trims output again |
| Savannah surge likely to continue to 2022 as Walmart leads CMA CGM higher |
Thursday, July 22, 2021
| Thule pushes up pricing as supply chain costs rack up |
| Pandemic risks renewed for apparel-makers as Bangladesh locks down |
Wednesday, July 21, 2021
| Panjiva Daily: Carbon tariffs spread, Indian steel at risk; Electrolux headwinds to continue |
| Brexit Watch: Showdown with EU set as U.K. asks for Northern Ireland customs relaxation |
| Fever-Tree shipments heat up despite mix of logistics challenges |
| Sleep Number overcomes supply chain nightmare, raises prices |
| Electrolux expects bigger impact from supply chain challenges in H2’21 |
| ArcelorMittal, JSW Steel face risks from U.S., EU carbon border tariff initiatives |
Tuesday, July 20, 2021
| U.S. warning on Hong Kong may add to China trade friction |
| Panjiva Daily: K+N expects rates to roar into 2022; BNSF makes MSC’s life more complicated |
| K+N expects seafreight rates to continue to roar through to Year of the Tiger |
| BNSF’s rail limit complicates life for MSC as West Coast congestion continues |
| Samsung, Foster Electric supply chains secure as Vietnam reaches currency deal |
Monday, July 19, 2021
| Hapag-Lloyd warns of China reefer import issue as poultry shipments slide |
| Brexit Watch: Sainsbury’s, Tesco may switch food supplies if customs aren’t reformed |
| Panjiva Daily: Maersk revamps Asia services; new challenges for China food flows |
| Cheniere, Sempra Energy may need more India sales as EU methane rules evolve |
| Maersk’s new service may bring Deichmann, H&M back to Chennai |
Sunday, July 18, 2021
| Panjiva Daily: Nike runs into Vietnam problems; apparel, leisure imports lag sales |
| Leisure, apparel supply chain activity lags as retail sales boom in June |
| Panjiva Insights: Government policy, national security and supply chain resilience |
| Volkswagen shipping goes green as activity remains below pre-pandemic levels |
| Nike may run out of Vietnamese sneakers as COVID-19 accelerates |
Thursday, July 15, 2021
| Panjiva Daily: “Fit for 55” to boost supply chain costs; corporate inflation focus at 10-year high |
| Voxx tunes into Taiwan as supply chain costs rise |
| Inflation focus hits 10-year high as import prices, shipping costs soar |
| Presidential power affirmed as Turkey loses steel tariff appeal |
| “Fit for 55” brings higher costs, continued uncertainty for supply chains |
Wednesday, July 14, 2021
| Panjiva Daily: South African protests disrupts supply chains; DP-DHL, DSV lead forwarder boom |
| South Africa protests may disrupt supply chains for Lenzing, Mahle |
| Starbucks, JM Smucker face higher prices as Brazilian beans dry up |
Tuesday, July 13, 2021
| Roku takes a hit in patent case, supply chain activity slowing |
| DP-DHL, DSV lead forwarder boom in June as Europe outpaces China |
| Panjiva Daily: Levi Strauss, JinkoSolar use alternative logistics strategies in congested times |
| Back-to-school imports not back to pre-pandemic levels despite rebound |
Monday, July 12, 2021
| Lupin, Cadila may have growth opportunity from Biden’s drug competition order |
| Levi Strauss leads by taking flight, heading east to secure growth |
| Maersk grabs more of JinkoSolar’s shipping, may lose some of LONGi’s |
| Panjiva Daily: Biden’s regulatory wave for shipping; food hoarding to beat inflation |
| Shipping alliances face risk of regulatory wave from Biden’s competition order |
| Nintendo’s Switch reboot takes toll on short-term shipments |
| USMCA Watch: General Motors labor issue resolved, signs supply chain normalizing |
| Fresh Del Monte, WH Group lead U.S. food boom as inflation hoarding starts |
Sunday, July 11, 2021
| Panjiva Daily: Shipping surge includes electronics slide; Samsung SDI backs Biden’s battery bet |
| Container shipping surge hides electronics, apparel slowdown |
Thursday, July 08, 2021
| Top Glove, Hartalega’s Malaysian shutdown leaves U.S. more reliant on China |
| Samsung SDI may want Biden’s cash to settle on new battery factory |
| China tariff removal may help but not remove computer chip shortage |
| McCormick scales back imports after spicing up inventories |
| Panjiva Daily: Watch the Olympics, boost the deficit; Esquel seeks Xinjiang Entity List removal |
Wednesday, July 07, 2021
| BRF wants more China export licenses but the Middle East is a bigger challenge |
| Esquel fights Xinjiang labor designation, L.L. Bean sticks by non-China supplies |
| CNH Industrial faces worst-in-career supply chain, keeps parts flowing |
| Auto slowdown slowing down as U.S. sales stumble on shortages |
| Olympics may help U.S. trade deficit set another new record |
Tuesday, July 06, 2021
| Panjiva Daily: The fallout from trade policy rivalry in Q3’21; tackling Mexican food inflation |
| Few routes safe from surcharges as CMA CGM hikes India-Mexico rate |
| Ridley, ADM may have role to play in AMLO’s food price inflation battle |
| Q3’21 Outlook: The fallout from pandemic planning and trade policy rivalry |
Monday, July 05, 2021
| Panjiva Daily: Fallout from short-term planning, under-investment – Q3’21 Outlook special edition |
| Q3’21 Outlook: The fallout from underinvestment in logistics |
| Q3’21 Outlook: The fallout from short-term supply chain planning |
Wednesday, June 30, 2021
| Panjiva Daily: ‘Zillions’ of calls for a $20,000 deal; scaling up India’s vaccine imports |
| Feeling congested, bean better – June 2021 in 10 reports |
| Going fishing for deals – July 2021 supply chain calendar |
| Crocs snaps at peers’ alleged IP infractions as supply chain activity surges |
| Herman Miller in the chair for higher supply chain costs, raises prices to compensate |
| Cipla scales up imports as Moderna gets Indian vaccine nod |
| A ‘zillion’ calls and $20,000 – Container shipping rate update, June 2021 |
Tuesday, June 29, 2021
| Evraz, TMK face dual duty squeeze as Russia manages metals inflation |
| Panjiva Daily: Suzuki chopped by chip shortage; L’Oréal may decide if CMA CGM is worth it |
| Medical protectionism in decline but cheap masks may change minds |
| Suzuki chopped by chip shortage, inventories buffering shipments for now |
| L’Oréal may decide it’s not worth it after CMA CGM adapts Europe-LatAm service |
| July 4 set for a bigger bang after vaccinations, elevated firework imports |
Monday, June 28, 2021
| Panjiva Daily: FedEx labor costs to be delivered to customers; rising trade war tensions |
| Lego’s recycled brick adds sustainability and complexity to supply chain |
| H&M, Levi Strauss face disruptions from renewed lockdown in Bangladesh |
| Ford bucks trend as autos apply brake to U.S. trade recovery |
| China-U.S. phase 1 trade deal delivery options overshadowed by Taiwan, Xinjiang |
| FedEx expects customers to pay for labor constraints as volume growth continues |
Sunday, June 27, 2021
| Panjiva Daily: Shipping flow woes spread to Shanghai, SeaTac even as Yantian recovers |
| Hankook, ATD move out ahead of tire duties |
Thursday, June 24, 2021
| Biden’s Xinjiang solar crackdown may cast shadow over LONGi, JinkoSolar |
| Nord Stream 2 completion could leave U.S. LNG looking for alternatives |
| SeaTac joins the congestion club as Maersk, MSC shipments surge |
| Stanley Black & Decker, Makita may face Shanghai hazard as Yantian issues pass |
Wednesday, June 23, 2021
| Panjiva Daily: Gamestop levels up; Peloton goes corporate; NYK gets green |
| Yamaha, Honda may have new opportunities from Indonesia-Canada trade deal |
| GE, Volvo have new options as Finland-India multimodal route arrives |
| Peloton launches corporate program as supply chain pulls ahead of peers |
| GameStop levels up as console availability, shipments remain low |
| NYK cleans up car carriers in face of uncertain electric vehicle shipping future |
| Panjiva Daily: Amazon may have to back out of forwarding; Polestar’s U.S. supply chain power up |
Tuesday, June 22, 2021
| Polaris uses flexibility to traverse rough supply chain terrain |
| Polestar powers up in U.S. as Tesla shows localization is no guarantor of stability |
| ADM, Cargill may face end of bean bounty on hoarding, harvest prospects |
| Starbucks, Constellation Brands may face CMA CGM’s Oakland surcharge |
| Amazon’s forwarding reach may be clipped by antitrust, Yantian challenges |
Monday, June 21, 2021
| Panjiva Daily: What normal looks like for K+N; Maersk’s Brazil crash hits autos, food |
| Daimler, BRF may face disruptions from latest Maersk shipping accident |
| K+N expects second-half normalization, Vietnamese shipment worth watching |
| China steel controls may barely ripple through Mexican supply chains |
| USMCA Watch: JinkoSolar may lose if Canada’s solar argument proves powerful |
| Long wait for lovers of Liverpool port including Baxter and Becton, Dickinson |
Sunday, June 20, 2021
| Panjiva Daily: China adds urgency to Biden’s pharma plan; threats to the container boom |
| China’s rising share of U.S. drug ingredients adds urgency to Biden’s new plan |
| Congestion, carbon costs overshadow continued container shipping boom |
| Diageo, Bacardi may be last winners from U.S.-U.K. thaw as TPA deadline looms |
Friday, June 18, 2021
| Jags for snags at the heart of U.K. Australia trade deal that remains long way off |
Thursday, June 17, 2021
| Panjiva Daily: Ford, GM and Biden’s battery blitz; Boeing’s key to max-out phase 1 sales |
| La-Z-Boy actively dealing with logistics, cost challenges |
| Ford, GM launch expansion plans as Biden charges up battery strategy |
| BHP, Anglo American face Chilean copper cut as China aims to manage inflation |
| Gallo invests in Charleston after wine shipments fizz up |
| Boeing 737 may be the way to Max out phase 1 commitments |
Wednesday, June 16, 2021
| Panjiva Daily: Steel left hanging after low flying fruit harvest; assessing Biden’s chip fix |
| BRP hits seasonal jump over supply chain constraints |
| Supply chain inflation locked in as import prices rise at fastest since 2010 |
| Flex sees long-lived chip shortage as Biden looks for long-term fix |
| Thyssenkrupp, Outokumpu still face tariffs after U.S., EU harvest low-flying fruit |
| EU shrugs off Brexit drag to deliver faster export growth than U.S., U.K. |
Tuesday, June 15, 2021
| Panjiva Daily: Freight forwarding’s bounteous growth; Home Depot sets sail |
| Home Depot sets sail with sales tailwind, congestion headwind for retailers |
| Biden’s materials security aims depend on allies, emerging market spending |
| UPS, DSV Panalpina show forwarders’ bounty from logistics challenges |
| Removing $3.9B China tariff haul could ease U.S. supply chain inflation |
| Remdesivir released, vaccines reserved under Indian export update |
Monday, June 14, 2021
| Panjiva Daily: No rest for the stressed; exposures to Yantian disruptions |
| Lovesac adds on sources as activity springs ahead |
| No rest for stressed logistics networks as off-peak season looks elusive |
| Brexit Watch: Sausage wars come at the wrong time for trade activity, U.S. relations |
| Ikea, Qurate face shipping challenges as south China ports fight congestion |
Sunday, June 13, 2021
| Panjiva Daily: Biden’s 90 supply chain ideas and a pause for effect on tax |
Thursday, June 10, 2021
| Nidec, Daimler face less attractive choices if magnets attract tariffs |
| Biden’s 90 ideas provide long-term aims not short-term fixes |
Wednesday, June 09, 2021
| Russia’s food price worries create another opportunity for U.S. farmers |
Monday, June 07, 2021
| Toro stocks up for a hot summer |
Sunday, June 06, 2021
| Donaldson turns to near sourcing to navigate supply chain storms |
| Advance Auto Parts set to accelerate brake price rises as supply chains overheat |
Thursday, June 03, 2021
| Pause for effect as Biden adds leverage for global tax talks |
Wednesday, June 02, 2021
| Panjiva Daily: Resurgent pandemic tests tech supply chains; the losers from vaccine success |
| JBS hack could chop meat exports, boost imports |
| Aurobindo shows not all healthcare has been healthy during the pandemic |
| Good news is bad news for Abbott Labs as testing kit supply chains slow |
| Strikes join chips, costs and COVID-19 in Volkswagen’s list of woes |
| Netgear, Samsung face pandemic disruptions from Vietnam’s staff shortages |
Tuesday, June 01, 2021
| Panjiva Daily: Shipping looks back into the void; Diageo, P&G face logistics cost hike |
| Fish the latest frontier in U.S.-China rivalry |
| Trade recovery looks fragile as industries, countries diverge |
| Diageo, P&G face rising shipping rates for Europe-Mexico routes |
| Paying for the pandemic’s period of plenty – May 2021 in 10 reports |
| Back into the void – S&P Global Platts container update, May 2021 |
Monday, May 31, 2021
| Volkswagen, BMW face power component patent case |
| Panjiva Daily: Decoding PC supply chains; policy and logistics issues to watch in June |
| Dell, Lenovo flag historic lows in stocks, a year of price rises for PC supply chains |
| Walk the walk, hang on to your hats – June 2021 supply chain calendar |
Thursday, May 27, 2021
| CMA CGM’s express plans may run into Yantian gate closure |
| Dick’s Sporting Goods faces constrained outdoor sports supply chains |
| Fisher & Paykel leverage air freight to outpace medical supply peers |
Wednesday, May 26, 2021
| Panjiva Daily: The $6.8 billion purchasing gap; worse-for-longer for west coast ports |
| Diversification opportunity for JBS, Hilton Foods from U.K.-Australia trade deal |
| Global trade rebound may not be as good as it seems |
| USMCA Watch: Mexico matters more for milk than Canada as dispute floodgates open |
| Biden’s hand may be forced as China’s phase 1 purchases lag by $6.8B in April |
| Worse-for-longer on west coast as Hapag-Lloyd identifies ongoing challenges |
Tuesday, May 25, 2021
| Panjiva Daily: VF Corp.’s supply chain self-belief; tire bounce shows limits of tariffs |
| Aluminum supply chains about to get even more bureaucratic |
| Aristocrat Leisure gaming machines slip, chip availability may be a risk |
| Yokohama, Toyo tire bounce shows limits of tariffs |
| VF Corp. believes it is best after navigating logistics challenges during pandemic |
| Marfrig looks for scale in meat supply chain in post-pandemic recovery |
Monday, May 24, 2021
| Panjiva Daily: Vaccine roads don’t just lead through Rome; the Biden-Moon 6G telecoms deal |
| Biden-Moon deal could yield 6G telecoms opportunity for Samsung Electronics |
| Panjiva Insights: Resilience in vital supply chains |
| HMM, SM Line add capacity after Hyundai, Hankook appear to jump ship |
| Tailored steel, aluminum retaliation plans set in motion by U.K. |
| Rome Declaration useful, national commitments vital in delivering vaccine growth |
Sunday, May 23, 2021
| Panjiva Daily: Ford delivers for Biden; EU’s pivot away from China could help U.S. steel |
| Deere pays the price to avoid supply chain challenges, harvest growth potential |
| Changes afoot for steel as EU trade policy pivots back to the U.S. |
| The shoe industry might not be ready for a formal summer |
Friday, May 21, 2021
| Ford delivers on Biden’s battery promise, Mexico may benefit |
Thursday, May 20, 2021
| Panjiva Daily: Turbulence ahead for greening of USMCA; semiconductor supplies stressed |
| JBS, Marfrig’s Brazilian beef could benefit from Argentine export ban |
| USMCA Watch: Wind could cause turbulence for next round of negotiations |
| China winning boat-building book as Japan resorts to tax breaks |
| Stressed semiconductors need water, get liberal sprinkling of state support |
| Indian Oil may switch away from American oil if Iran nuclear deal proceeds |
Wednesday, May 19, 2021
| Panjiva Daily: Xinjiang cotton risks realized; global vaccine supplies interrupted |
| ZIM Shipping expects growth, rates to remain elevated in rest of 2021 |
| Panjiva Insights: Latin America versus the world – life after the pandemic |
| J.M. Smucker, Neumann slurp up Brazil’s coffee as rainfall fails |
| Serum Institute’s export delay raises vaccine supply retaliation risk |
| Uniqlo falls foul of CBP over Xinjiang as Guess, H&M cotton on to China risks |
Tuesday, May 18, 2021
| Panjiva Daily: Tackling inflated supply chains; Maersk goes long after short-term surge |
| EU trade rebounds despite Brexit drag |
| Mask dumping allegations come as supply chain activity slows |
| Hapag-Lloyd adds India-U.S. service after unsatisfactory Q1 |
| Maersk goes long as short-term shipping volumes, rates remain elevated |
| Price hikes, trade cutbacks become more common as inflation worries widen |
Monday, May 17, 2021
| DP-DHL, Amazon gain from forwarder boom as demand, congestion trends continue |
| Panjiva Daily: DP-DHL, Amazon show that size matters; Foxconn’s India iPhone challenge |
| Foxconn’s India challenge shows limitations of onshoring as a risk mitigant |
| Brexit baggage continues to weigh on U.K. trade activity |
| Qurate’s customers face higher costs as shopping boom brings shipping surge |
| USMCA Watch: General Motors, Cardone in crosshairs of initial disputes |
Sunday, May 16, 2021
| Panjiva Daily: Peloton pays up to step up; Adidas’s costly hurdle |
| Sogefi aims for flexibility in an inflexible world |
| Peloton pays up to step up shipments, faces further challenges ahead |
Friday, May 14, 2021
| Sony needs to level up PlayStation supplies with shortfall through 2022 |
Monday, May 10, 2021
| Union Pacific’s pop-up plans could help cut consumer goods congestion |
Sunday, May 09, 2021
| Adidas spends to hurdle supply chain challenges, Puma leaps ahead |
Thursday, May 06, 2021
| Panjiva Daily: Vaccine supply chains face more hurdles than TRIPS; pharma cargo cascade risk |
| U.S. supply chain activity throttles back after record month, still powers ahead |
| Vivo battery ban may drag on Indian phone supply surge |
| GM looks to control the chip as semiconductor shortage cuts Mexican deliveries |
| Cargo cascade could cut Cadila, Aurobindo drug exports to U.S. |
| Biden’s TRIPS waiver support won’t guarantee short-run vaccine boost |
Wednesday, May 05, 2021
| Panjiva Daily: Healthcare’s supply chain challenges; Stellantis’s chip issue accelerates |
| Terex lifts prices to handle higher costs as maintenance demand jacks up |
| Stellantis sees bigger chip hit in Q2, plans for supply chain recovery |
| Intel’s new spending in New Mexico won’t clear the current chip shortage problem |
| ResMed, Baxter show COVID-19 is not the only challenge for medical supplies |
Tuesday, May 04, 2021
| Panjiva Daily: The no-peak peak season surcharge; iRobot and sticky supply chain strategies |
| Ripples across the pond – S&P Global Platts container update, April 2021 |
| Supply chains never sleep – Five lessons from the first five years of Panjiva Research |
| Hapag-Lloyd, CMA CGM peak surcharges come without a peak season |
| Energy, autos pull Canadian exports higher but still below 2019 levels |
| iRobot shows stickiness of tariff-led restructuring as U.S. trade activity soars |
| Beam Suntory, Bacardi stage Cinco de Mayo tequila turnaround |
Monday, May 03, 2021
| Star Wars merchandise expansion is the way thanks to The Mandalorian |
| Panjiva Daily: Steve Madden chases footwear demand; May’s the month for steel deals |
| Trade investigators all abuzz as new honey dumping petition brought |
| Steel deals, grinding gears – May 2021 supply chain calendar |
Sunday, May 02, 2021
| Under unalleviated pressure – April 2021 in 10 reports |
| Steve Madden’s footwear demand chase hobbled by logistics challenges |
Friday, April 30, 2021
| Wabtec not yet on growth bandwagon as rail services beat equipment |
Thursday, April 29, 2021
| Panjiva Daily: Congestion risks for the “other” peak season; China’s steel tariff tactics |
| Hubbell’s China choice ensure goods flow in tight supply chain environment |
| Electrolux passes on higher costs as refrigerator demand heats up |
| Dana dances past supply chain challenges with expedited freight, pricier steel |
| Peak season isn’t just for the holidays – seasonal challenges for supply chains |
| China’s steel controls may raise costs for GM, Thyssenkrupp in Mexico |
Wednesday, April 28, 2021
| Panjiva Daily: Biden’s next 1,361 days – onshoring, not big deals; CMA CGM’s high risk charge |
| Biden’s next 1,361 days – onshoring, vaccines and taxes but no big trade deals |
| Mitsubishi, Honda plan for chip supply chain challenges in May |
| India’s oxygen emergency requires steel export reductions |
| CMA CGM may draw FMC’s ire with surcharge approach to export congestion |
| EU Parliament approves U.K. trade deal, but Brexit uncertainties remain |
Tuesday, April 27, 2021
| Simpson Manufacturing shrugs off bad weather, passes on higher supply chain costs |
| Panjiva Daily: Tougher-for-longer logistics outlook spreads; DSV Panalpina’s big balance plan |
| Mattel, Hasbro may need holiday price hikes as supply chain costs surge |
| Tougher-for-longer logistics outlook leads Maersk, MSC to rearrange routes |
| DSV Panalpina diversifies further as systemic congestion continues |
| Autoliv avoids semiconductor pileup it expects to continue until Q4’21 |
Monday, April 26, 2021
| K+N sets eight-year expansion record as shipping for Miele, Toms booms |
| Panjiva Daily: K+N sees challenging remainder of 2021; the Mario Andretti supply chain attitude |
| Top Glove pumps up shipments ahead of forced labor block removal |
| Vale’s iron ore exports enter third year of disruptions |
| Thule and the Mario Andretti attitude towards supply chain management |
| Husqvarna cuts into impact of higher supply chain costs with price rises |
Sunday, April 25, 2021
| Panjiva Daily: Grand targets, mundane actions – delivering climate change action |
| TE Connectivity reconnects with China as supply chain pressures continue |
Saturday, April 24, 2021
| Grand targets, mundane actions – Supply chains key to tackling GHG emissions |
Thursday, April 22, 2021
| Ford keeps the brakes on as semiconductor shortage continues |
| Maersk’s autos link may help Suzuki as Indian auto sector recovery struggles |
| Earth Day commitments flag need for decades of change in ocean shipping |
Wednesday, April 21, 2021
| Panjiva Daily: Apple’s M1 route to supply security; container chaos hits Latin America |
| ABB, Siemens may have new opportunities as Biden reviews power security |
| Choppy pork trade may leave WH Group, JBS without main growth driver |
| Apple’s M1 route may swerve shortages as PC demand stays on high road |
| EU beats U.K. as global trade recovery keeps pressure on logistics networks |
| Hapag-Lloyd seeks to stem southerly spread of container congestion |
Tuesday, April 20, 2021
| Panjiva Daily: Localizing a global challenge – climate change special edition |
| Localizing the global climate challenge – Biden’s summit and supply chain reform |
Monday, April 19, 2021
| Panjiva Daily: Suga-Biden deal success needs Tokyo Electron’s help; India needs vaccine APIs |
| Mexican gas surge illustrates challenges of currency manipulation assessments |
| Tokyo Electron, Tesla core to Suga-Biden strategic partnership |
| Serum Institute pleads for COVID-19 supplies as U.S. slashes API shipments |
| PPG Industries pencils in price rises as paint supply chains dry up |
| Kansas City Southern expects autos microchip problem to reverse in H2’21 |
Sunday, April 18, 2021
| Panjiva Daily: Supply chains stressed beyond the max; Stellantis loses drive, raises prices |
| Lakeland Industries shows PPE not immune from supply chain inflation |
| Stellantis engine plant loses drive while passing on higher costs in Brazil |
| Volkswagen, Wallenius Wilhelmsen shine as chips cast cloud over ferry shipping |
| LG Electronics, Qisda’s need for speed powers Matson to profit surge |
Friday, April 16, 2021
| Container congestion not going away as supply chains stressed beyond the max |
Thursday, April 15, 2021
| Retail sales hit a high note as Casio, Fender volumes turn up |
| Johnson Controls, Bosch may be candidates for Boston’s bigger boats |
| Sentury, Cooper scale up tire imports as rubber concerns rise |
| Panjiva Daily: Fender volumes up as retail sales hit high note; tire shortage is down the road |
| Giant, Kent cycle imports rally as elevated demand fulfillment continues |
| LG Electronics ups washer capacity as imports soar during pandemic |
Wednesday, April 14, 2021
| Panjiva Daily: P&G, Pepsico and the Transatlantic rate record; the missing March shipping lull |
| Lovesac delivers rapid growth at higher freight costs, risk of component problems |
| Plastic’s fantastic import price rise shows supply chain inflation risks |
| P&G, PepsiCo may face challenge from record Transatlantic shipping costs |
| Ports miss March off-peak lull as shipping demand remains elevated |
| WTO fish focus about more than just fish, Chile export growth mixed |
Tuesday, April 13, 2021
| Hapag-Lloyd warns of Oakland overload as port congestion moves north |
| Panjiva Daily: Everyone loves localization; DP-DHL and the freight forwarding boom |
| Everyone loves localization of semiconductors, Applied Materials and Intel act |
| Minerva, Marfrig rein in beef packing, become more reliant on exports |
| DP-DHL boosts outlook as forwarders’ shipping boom continues |
| U.K.-EU relations remain fraught as medical supplies hit nine year low for February |
Monday, April 12, 2021
| Panjiva Daily: The first 3 million TEU month; Biden’s electric vehicle spending to charge ahead |
| PriceSmart’s time delays may have passed after bumper March imports |
| First 3 million TEU month for U.S. imports as demand, congestion clash continues |
| JinkoSolar price rise shines a light on supply chain inflation |
| China’s steel price preoccupation could lead to export acceleration |
| Biden set to charge ahead with EV investments after IP case settled |
Sunday, April 11, 2021
| Panjiva Insights: Words become actions, Q2’21 Outlook |
| Panjiva Daily: Levi Strauss, Constellation Brands push supply chain inflation downstream |
| Merck, Thales may be beneficiaries from closer U.K.-Indonesia relations |
Friday, April 09, 2021
| Constellation Brands set to push supply chain inflation into beer prices |
| Levi Strauss cuts straight through logistics challenges, hikes prices |
| Valero feels chill from winter storms as petroleum supply chains shiver |
Thursday, April 08, 2021
| Panjiva Daily: Shoes a victim of the tech trade war; steel tariffs have their place |
| Sigma Recycling may need new destination as Malaysia trashes U.S. trash |
| Adidas, Primark sourcing from Myanmar still rising, may soon slow |
| Netgear, Unizyx boost shipments with chip challenge on route ahead |
| Posco, Thyssenkrupp may be preparing for an elusive tariff cut |
| Wolverine World Wide, Nike likely to keep paying price for U.S.-China tech war |
Wednesday, April 07, 2021
| Panjiva Daily: Biden commits as supplies slide; Starbucks, JDE Peet’s load up |
| Canada helped by supply chain inflation, hindered by chip crunch |
| Biden’s vaccine commitment comes as medical supplies import slide |
| Boeing, Texas storms drag U.S. trade to 18th straight decline |
| Norfolk Southern’s Chicago delays could cause challenges for Deere, Ikea |
| Starbucks, JDE Peet’s load up on Brazilian coffee as prices turn over |
Tuesday, April 06, 2021
| Panjiva Daily: Contracts for shipping, shipping not contracting; the chip shortage toll |
| Illinois Tool Works, Kyocera may see nail tariff costs cut |
| Brunswick looks to long-term with Daimler, GM as chips limit Q1 shipping |
| Chip shortage taking a toll on auto shipments, sales may follow |
| Panjiva Insights: The future of big boats, digitization and state-funded reshoring |
| Contracting for shipping, shipping not contracting – S&P Global Platts container update, March 2021 |
Monday, April 05, 2021
| Panjiva Daily: Biden’s big onshoring infrastructure plan; life after Suez |
| Guess? and PVH navigate supply chain disruptions |
| Life after Suez – April 2021 events calendar |
| Toro, Briggs & Stratton may see costs climb due to snowblower case |
Thursday, April 01, 2021
| Cast ashore in a sea of woes – March 2021 in 10 reports |
| Biden’s $337B for onshoring, logistics could accelerate semiconductor onshoring |
Wednesday, March 31, 2021
| Panjiva Daily: Whirlpool’s export explosion; Japan, Indonesia team up to tackle China dependence |
| Kao Corp, Natura face digital tax retaliation tariff makeover |
| Whirlpool’s export explosion faces inevitable chip trouble |
| Sharp, JVCKenwood may have China-to-Japan swap support for Indonesia |
| Exxon Mobil, Koch face AMLO’s Pemex protection |
| Sri Trang, Hartalega step up after forced labor ruling against Top Glove |
Tuesday, March 30, 2021
| Q2 2021 Outlook: Words become actions, threats going nowhere |
| Panjiva Daily: 2021 Q2 Outlook special edition |
Monday, March 29, 2021
| Volkswagen, Renault take COVID-19 pause in Brazil as export sales slide |
| Panjiva Daily: Supply chain structures after Suez; the case against bigger boats |
| Size isn’t everything as ports struggle with container vessel expansion |
| Stellantis can’t dodge semiconductor shortage, still building parts inventory |
| Maersk considers the canal ahead for just-in-time supply chains |
| Suez blockage removed, supply chain effects could last for months |
Sunday, March 28, 2021
| Panjiva Daily: Ever Given refloated; Biden’s balance China relations, exports |
| Biden’s balance of China relations, phase 1 purchases key for exporters |
Friday, March 26, 2021
| BRP’s boat business powers ahead with supply chain chop controlled |
Thursday, March 25, 2021
| Steelcase uses price hike, alternative sources to tackle supply chain challenges |
| LONGi, Canadian Solar cut shipments to U.S. as California casts a cloud |
| Suzano’s break-bulk challenge wipes out Brazilian tissue wood pulp shipments |
Wednesday, March 24, 2021
| Panjiva Daily: Ground, wind and fire perils for supply chains; Gamestop reboots imports |
| GameStop reboots imports as freight costs power up |
| Nordex faces headwind from higher logistics costs, expects demand growth |
| Pork export boom slows as health issues overshadow herd |
| Ground, wind and fire – the perils of global supply chains |
| Shipbuilding rides rising tide on container demand, emissions needs |
Tuesday, March 23, 2021
| Panjiva Daily: Tesla not enough for Biden’s battery bid; Ford joins the decontenting trend |
| Tariffs complicate chassis supplies in congested logistics network |
| Diageo, Pernod Ricard may lift a glass to Tai-Truss progress, pandemic still a challenge |
| Marfrig invests in U.S. beef as export demand slows |
| Biden’s battery bid needs IP access as well as investment, minerals |
| Ford joins GM’s decontenting trend with implications for global supply chain |
Monday, March 22, 2021
| Canadian Pacific Kansas City’s opportunities could include beverages, car parts |
| Panjiva Daily: Lipids versus doses, the EU-U.K. vaccine battle; CPKC’s USMCA opportunity |
| U.S. oil import pickup arriving sooner than Saudi Aramco’s demand view |
| Empty container handling imbalance widens, farm goods exports soaring |
| ZIM Shipping quintuples contracts, bolsters volume growth in 2021 |
| Croda, Thermo Fisher may get drawn into vaccine battle as EU hardens stance |
Sunday, March 21, 2021
| Panjiva Daily: FedEx sees slow European recovery; Nike trips on port congestion |
Friday, March 19, 2021
| Nike trips on port congestion, higher freight costs as peers sprint ahead |
Thursday, March 18, 2021
| FedEx sees European freight recovery constrained until 2023 |
| Brexit, different customs approaches drag on global export growth |
| Fireworks stuck at sea, pandemic casts cloud over July 4 celebrations |
| Hapag-Lloyd recovery at risk as bunker-adjusted rates reverse |
Wednesday, March 17, 2021
| Panjiva Daily: Biden’s critical mineral choices; Johnson’s tilt to help BMW, Merck |
| AsusTek rides second screen boom, long term monitoring needed |
| Toyota, Honda dips in production not just due to chips |
| Japan lags global, imbalance semiconductor sector growth |
| BMW, Merck may be winners from U.K.-India deal after Johnson’s tilt |
| Biden’s critical mineral sourcing choices need more R&D, less regulation |
Tuesday, March 16, 2021
| Panjiva Daily: Retail inventory blowout risks rise; GM cuts content to deal with chip shortage |
| Trade price inflation hits series record as materials prices, Chinese imports surge |
| Inventory blowout risk rises as retail sales growth slows, imports soar |
| Dorel, Specialized face uphill struggle meeting demand as costs climb |
| Maersk’s vaccines-by-sea service could deliver Quad’s program |
| General Motors discovers decontenting as way to deal with semiconductor shortage |
Monday, March 15, 2021
| Thyssenkrupp fails in steel case, hasn’t lagged peers |
| Panjiva Daily: Broken peak season port choices; Agfa’s pandemic exposure |
| Agfa-Gevaert’s pandemic exposure leads to tough supply chain adjustments |
| Tesco, Asda face elevated costs as CMA CGM hikes India-U.K. surcharge |
| Broken peak season pattern leaves importers needing port alternatives |
| CMA CGM expects growth to continue, care with tracking needed |
Sunday, March 14, 2021
| Panjiva Daily: Bigger means better for freight forwarders; 2M restructures for reliability |
Friday, March 12, 2021
| Genesco needs port diversification as shipments, sales slip |
Thursday, March 11, 2021
| China’s five year plan has seven technology targets, watch for responses |
| Brexit customs bullet dodged by not pulling the trigger |
| Adidas runs past pandemic challenges after tariff training |
| Size matters for freight forwarders as shipping demand growth remains high |
Wednesday, March 10, 2021
| Supply chain inflation proves persistent with high freight, commodity costs |
| Maersk, MSC restructure routes to rebuild reliability after raising market share |
| Panjiva Daily: Supply chain inflation proves persistent; Stitch fix stays on time |
| Flex, Sanmina flows slow, cutting into Laredo’s traffic |
| Tata Power, Adani Green Energy face rising costs as solar import tariffs are hiked |
| Stitch Fix deliveries still on time, even if costs increase |
Tuesday, March 09, 2021
| Panjiva Daily: Shipping surge flows into February; Biden’s pharma supply chain targets |
| CMPC feels a sense of paper supply chain emptiness |
| H&M slashes shipments from Myanmar after coup |
| Adient, Brose seat supplies in decline as plastics crunch looms |
| Biden’s pharma study may focus on Chinese glycoside, vial supplies |
| Shipping surge extends into February as consumer, pandemic needs remain high |
Monday, March 08, 2021
| Panjiva Daily: Medical supplies slip before tariff cut; Nintendo set to level up its supply chain |
| LVMH tariff pressure may be lifted as aerospace agreements taxi for takeoff |
| Chinese PPE shipments drop ahead of U.S. tariff exemption extension |
| Nilfisk faces 400% rise in freight costs, supply chain activity remains weak |
| One year on it’s time to look two years back as China sustains trade growth |
| Nintendo Switch overhaul follows console boom, logistics challenges in 2020 |
Sunday, March 07, 2021
| American auto sales are trucking again, but Mexican supplies are in reverse |
| Trump’s tariffs deliver desired outcome as U.S. trade activity remains weak |
| Panjiva Daily: The 50-cent semiconductor problem; autos acceleration heading at supply wall |
| B&G Foods faces rising freight, commodity costs as growth recovers in Q1 |
| 50-cent semiconductor problem yet to drag on Acer’s deliveries |
Friday, March 05, 2021
| Spin Master slows after logistics issues; WowWee spins up shipments |
Thursday, March 04, 2021
| Panjiva Daily: HNI, Urban Outfitters ready for work and parties; GM wrestles with chip problem |
| Indonesian apparel needs help abroad as much as tariffs at home |
| Pemex slashes oil exports, gasoline imports as demand remains weak |
| Urban Outfitters ready to party as supply chain activity expands |
| HNI ready for post-pandemic return for work as office furniture imports rise |
| Semiconductor shortage chips away at General Motors’ production |
Wednesday, March 03, 2021
| Panjiva Daily: K+N focused on rates not weights; Raimondo ready to tackle tariffs |
| Qurate faces tough start to 2021 as logistics costs stay high |
| K+N shows rates, not weights, matter; congestion set remain until summer |
| USMCA power play possible as CFE gains new abilities, Vestas loses out |
| Roku supply chain activity rolled over in January after Q4 surge |
| Biden can get on with tariff business-as-usual with Raimondo confirmation |
Tuesday, March 02, 2021
| Biden wants China to live up to its commitments as it misses 2021 phase 1 target |
| Panjiva Daily: Biden’s China challenge as January target is missed; AMLO’s vaccine options |
| Vale sales surge as iron ore, copper exports shine |
| AMLO can’t rely on Biden for vaccines as AstraZeneca supplies start |
| Continental shifts brake manufacturing as USMCA opportunity beckons |
| Panjiva Daily: Back to the drawing board for supply chains; Big ports get bigger |
Monday, March 01, 2021
| A little off the top – S&P Global Platts container update, February 2021 |
| U.S. managers hope for rising exports as supply chains remain tight |
| Paying the price, fighting the freeze – February 2021 in 10 reports |
| Back to the drawing board – Risk must beat reward in post-pandemic supply chains |
| Lifters face dumping duties as trade petitions decline |
| Big ports got bigger in 2020 while meeting the COVID-19 challenge |
Sunday, February 28, 2021
| Panjiva Daily: Biden’s $51 billion planning exercise; America’s pressing export issue |
| 100 days and five years – March events calendar |
| Puma leaps logistics challenges in Q4’20 |
| Becle’s logistics headache passes, pandemic still weighs on exports |
Friday, February 26, 2021
| Tai sets out trade policy as expected, exports the more pressing issue |
| Biden’s $51 billion supply chain planning exercise |
Wednesday, February 24, 2021
| Panjiva Daily: Shipping surge slows in February; Seattle needles LA about space |
| Amazon, Sonos drive higher volumes for Matson |
| bioMérieux expands test kit supplies, faces higher freight costs |
| Seattle needles LA about space for container shipping |
| Nautilus powers through poor logistics to continue expansion in Q1’21 |
| Shipping surge abates in February, but far from washed out |
Tuesday, February 23, 2021
| Crocs, Birkenstock run ahead as casual leads footwear trade growth |
| Panjiva Daily: Biden channels Trump on Hong Kong; Crocs and Birkenstock run ahead |
| Dana faces expedited freight costs from supply chain bullwhip |
| Stockpiled autos may stay parked as U.K. lockdown continues through April |
| Biden channels Trump on WTO, Hong Kong |
| Indian Potash, Coromandel fertilizer imports may wilt as prices peak |
Monday, February 22, 2021
| Panjiva Daily: Tyson, Deere harvest farm export gains; athleisure jumps as apparel drops |
| Tyson Foods, Mountaire outperform peers as meat lags U.S. food export boom |
| Athleisure, Pakistan the winners as apparel trade loses ground |
| Wallenius Wilhelmsen left behind as U.S. vehicle shipping recovers |
| Albemarle powers up production as lithium export price hits five year low |
| Deere faces higher freight costs as farm machinery demand booms |
Sunday, February 21, 2021
| Biden faces hard steel choice as utilization recovers, Japan cuts output |
| Panjiva Daily: DP-DHL looks to do better by doing good; Biden’s tough steel choice |
| La-Z-Boy looks to speed up after supply chain volatility, heavy weather |
| Jakks Pacific sinks after Frozen, yet to spin up ahead of Sonic the Hedgehog |
| DP-DHL may do better by doing good with LCL emissions offer |
Friday, February 19, 2021
| ArcelorMittal, Reliance face steel freeze with Mexican energy cuts |
Thursday, February 18, 2021
| Panjiva Daily: Texas storm sends shiver across energy supply chains; Michelin skids on tariffs |
| Michelin loses traction as U.S. tire imports boom |
| Winter storms disrupt oil supply chains from Aramco to Pemex |
| Freight, furniture feeds import inflation as Fed flags supply chain constraints |
| Texas freezes gas exports, could chill relations with Mexico |
Wednesday, February 17, 2021
| ZIM Shipping, Maersk plot greener course for shipbuilders |
| Panjiva Daily: Apparel misses out on the retail recovery; frozen Texas plastic supply chains |
| Yamaha motorbike shipments accelerate as Honda, Kawasaki tap the brakes |
| Japan’s trade recovery proves elusive as oil price, autos disruptions weigh |
| Regal Beloit switches to Mexico as pool, cooling demand climb |
| Adidas, Hanebrands lead import reversal as U.S. clothing sales slow |
| Shin Etsu, Sasol among exporters facing Texas freeze |
Tuesday, February 16, 2021
| Winter freeze joins pandemic as challenge for port operators |
| Tempur Sealy booming but constrained, mattress competitors reshore-once-more |
| Sonic, Rolls Royce may help Expeditors’ boom continue in 2021 |
| New round of strategic evolution beckons as bigger means better for forwarders |
| Panjiva Daily: Freight forwarding’s strategic evolution; Expeditors’ boom continues |
| Breville faces tight inventory, costly freight as appliance demand pops up |
Monday, February 15, 2021
| Starbucks needs fresh supplies once Brazil’s coffee export surge slows |
| Panjiva Daily: The $10B shipping inflation cost problem; Brexit’s oil and luxury car problem |
| Chinese oil, U.S. luxury car buying a bigger issue than Brexit for U.K. trade |
| Callaway Golf empties its bag as freight costs, supply constraints overshadow 2021 |
| The $10 billion shipping inflation problem and corporate cost concerns |
| Panjiva Daily: Recovery, resilience and life under Biden – special report |
Sunday, February 14, 2021
| Panjiva Insights: Recovery, resilience and life under Biden – 2021 Outlook |
Thursday, February 11, 2021
| Panjiva Daily: Four ways to tackle the chip shortage; Hasbro, Mattel’s playtime spoiled |
| Kerry-SF Holding deal provides challenge to Amazon, DSV |
Wednesday, February 10, 2021
| Four automotive supply chain options for dealing with chip challenges |
| Hasbro, Mattel expand as logistics cost inflation spoils playtime |
| Inverter supply chains join tariffs in casting cloud over Biden’s renewables ambitions |
Tuesday, February 09, 2021
| Biden’s mask mandate boosts demand as imports slip |
| Deckers Outdoor laps footwear peers, trips on logistics costs |
| Maersk’s wild ride may be temporary, but still continuing in Q1’21 |
| Panjiva Daily: No rest for logistics in 2021; Deckers Outdoor speeds past footwear peers |
| Assa Abloy locks in price increases to offset freight costs |
| Quota-busting Canadians present Biden with aluminum dilemma |
| No rest for logistics as pandemic drives consumer, healthcare trade activity |
Monday, February 08, 2021
| Panjiva Daily: Biden’s cheese and China tariff choices; freight costs not yet brought to heel |
| Super Micro power up Taiwan manufacturing as freight delays, costs rise |
| Biden’s China tariff decision could be superseded by consolidated legal action |
| Von der Leyen – Biden deal beckons as cheesemakers tackle pandemic, tariff disruptions |
| ASEAN challenges may be next for Myanmar-connected supply chains |
Sunday, February 07, 2021
| Freight, labor costs trim Central Garden & Pet as stay-at-home demand soars |
| Panjiva Daily: President Biden’s data-driven China choice; chips and ships a challenge for autos |
| Biden’s choice – the (not so) curious case of U.S. export weakness |
Thursday, February 04, 2021
| Peloton’s speedy shipping adds costs equivalent to 5% of revenues |
| Semiconductors aren’t the whole problem for Nissan, General Motors |
| Scotts Miracle-Gro sows doubts about justification for freight cost hikes |
| Sysco finds new routes for growth as pandemic continues to weigh |
Wednesday, February 03, 2021
| Pandemic drives art supply demand as Mitsubishi Pencil erases product line |
| Ford, GM fire up Mexican supply chains as USMCA restructuring deferred |
| Panjiva Daily: Ford, GM fired up in Mexico; JVCKenwood rides the autos recovery |
| Tata Motors creeps ahead as luxury brands struggle to recover |
| Sri Lanka’s port politics limits Japanese autos opportunity |
| JVCKenwood’s supply chain volumes ride automotive recovery |
Tuesday, February 02, 2021
| UPS forwarding surges ahead with autos, healthcare driving growth |
| Panjiva Daily: Winners and losers from India’s tariff budget; drivers of UPS’s growth spurt |
| CMA CGM switches fast service to Oakland after LA traffic jams |
| ResMed, Danaher face continued demand, new headwinds in ventilator supplies |
| POSCO may win, Kia lose from the latest round of “Make in India” tariffs |
Monday, February 01, 2021
| New year, new hopes, old problems – January 2021 in 10 reports |
| Trade complaints soar in 2021, including can opener IP infraction |
| Panjiva Daily: Myanmar coup fallout for supply chains; Stanley Black & Decker’s heroic freight costs |
| Stay-at-home helps, freight costs hinder Stanley Black & Decker |
| Looking peaky – S&P Global Platts container update, January 2021 |
| Global trade recovery may be more fragile than it appears |
| Nintendo shrugs off competition, logistics challenges to deliver higher score |
| Myanmar coup leaves Samsonite, LL Bean with supply chain choices to make |
Sunday, January 31, 2021
| Panjiva Daily: C.H. Robinson’s double-digit, digital growth; EU restarts medical protectionism |
| USTR sets the tone; UPS, Maersk report – February events calendar |
| EU lights touch paper for another round of medical protectionism |
| Vietnam joins pressure on container lines to address soaring rates |
| iRobot takes action against SharkNinja as cleaner trade soars |
Friday, January 29, 2021
| C.H. Robinson’s double-digit, digital growth keeps it ahead of challengers |
Thursday, January 28, 2021
| U.S. trade recovery contingent on farm sales, autos supply chains |
| Shipping costs building up for lengthy U.K. construction supply chains |
| Tesla tackles higher shipping costs as governments jostle to support battery onshoring |
| Autoliv faces freight cost hazard while demand recovers |
| Panjiva Daily: Soaring shipping costs hit Tesla, Autoliv earnings; new round of India tariffs loom |
| Make in India tariffs reach refrigerators as Samsung, LG scale up supplies |
Wednesday, January 27, 2021
| Panjiva Daily: Logistics reliability vs. capacity vs. regulation; Nidec pursues outsourcing |
| Nidec pursues temporary outsourcing as motor demand fluctuates |
| Reliability to trump capacity while risking regulation as container lines blank sailings |
| PPG, Chemours roll on paint supplies, demand remains choppy |
| Levi Strauss awaits end-2021 for pandemic recovery, cuts inventories |
| U.S. fisheries losing out as pandemic disruptions of supply chains continue |
Tuesday, January 26, 2021
| Smart doorbell imports knocked as IP infraction case arrives |
| Biden’s Buy American provides a new vehicle for dealing with an old sector |
| Panjiva Daily: Biden’s Buy American matters most for infrastructure; no relief yet for logistics |
| Key Tronic unlocks onshoring growth after pandemic, trade war |
| Australian exports return to growth even as China trade war keeps its grip |
| Deceleration, but no relief, for hard-pressed U.S. supply chains in January |
| Panjiva Daily: Cashing in during logistics disruptions; meeting build-at-home demand |
Monday, January 25, 2021
| Rare earth sourcing challenges set to become more common |
| Richelieu, Home Depot build up imports as fix-at-home demand grows |
| South Korea smooths sailing to Indonesia with port investment |
| ZIM, Matson’s shipments to LA surge as pandemic takes toll on staff |
Sunday, January 24, 2021
| Orient Overseas joins ZIM in raising cash, competition remains fierce |
| Panjiva Daily: Clock ticking for Biden’s WTO, steel actions; American Eagle’s undies up |
| Logitech turns up audio supplies, Asia ex-China sourcing |
| Procter & Gamble bubbles up even as U.S. soap imports wash out |
| Hyundai Steel case sets clock ticking for Biden WTO, steel decisions |
| American Eagle Outfitters sales slip as Aerie underwear heads upward |
Friday, January 22, 2021
| Maersk Essen diversion could eat into supplies for LG Electronics, Puma |
Thursday, January 21, 2021
| Panjiva Daily: Biden’s medical supply plan; steering through the autos skid in 2021 |
| JBS faces fewer disruptions as China cuts import restrictions |
| South Korean shipyards win in December as China suffers setbacks |
| Japan snaps export downturn as global semiconductor shipments surge |
| Biden’s first actions may help EU relations, onshore medical supplies |
| Panjiva Insights: Steering through the skid – Auto supply chains in 2021 |
Wednesday, January 20, 2021
| Panjiva Daily: Phones by sea, accelerating empties – creative solutions to logistics congestion |
| Expeditors, UPS shift more phones, PCs as spend beats speed in air-to-sea switch |
| Birkenstock, Crocs take a step in different directions during challenging 2020 |
| Chinese aluminum output set to rise as U.S. imports return to growth |
| WH Group, JBS may turn to Philippines as U.S. pork exports are chopped |
| Empty container shipments surge, logistics decongestion far from complete |
Tuesday, January 19, 2021
| Biden’s steel deal with Europe faces utilization hurdle |
| Panjiva Daily: Prospects for Biden’s steel deal; Total goes greener |
| Consumer demand returns global trade to growth in November |
| Containers, not consumption may be the challenge for cocoa |
| Total steps into increasingly independent Indian solar power sector |
Monday, January 18, 2021
| Damp squibs and longer lists – the final actions of the Trump administration |
| ADM leads Brazil’s soybean off-peak slump as Chinese imports slip |
| Panjiva Daily: Damp squibs – Trump’s final trade actions; fast fashion’s slow recovery |
| Dalian pulls the plug on reefer imports as meat demand soars |
| Foxconn scales up in Vietnam but China still leads laptop industry |
| Import tide may be turning but rail networks remain out of balance |
Sunday, January 17, 2021
| Uniqlo shows continued pandemic challenges for fast fashion |
| Panjiva Daily: Cool retail sales, hot refrigerator imports; soaring soybean winners |
Friday, January 15, 2021
| Voxx supply stability allows firm to take advantage of stay-at-home spending |
| Samsung, LG refrigerator imports heat up as retail sales remain cool |
Thursday, January 14, 2021
| DeLong, Gavilon boost U.S.-China soybean shipments as prices soar |
| Ford price hikes, DB Schenker package halts show start of U.K. trade travails |
| Dupont, WM Barr face rising China import prices with little prospect of duty cut |
Wednesday, January 13, 2021
| Panjiva Daily: DP-DHL beats peers, smashes estimates; new port strategies needed |
| PriceSmart’s supply chain flexibility allows revenues to expand |
| Break bulk recovery proves elusive as vehicle imports languish |
| New lockdowns, old problems as two Chinese cities enter quarantine |
| New port strategies needed with congestion worst at larger facilities |
| DP-DHL smashes estimates after acceleration in forwarding boom in December |
Tuesday, January 12, 2021
| Panjiva Daily: CES and the stay-at-home spending boom; rubber gloves shrink |
| CES 2021 upgrades to TVs, laptops aimed at extending stay-at-home sales boom |
| Pandemic gym buyers shrug off China tariffs that Biden will likely leave in place |
| MSC Industrial tackles glove trouble as U.S. pandemic treatment imports slip |
| Ford’s South American supply chain shift follows long-term Brazil downturn |
| Matson sees favorable first half as MSC wins, Evergreen loses in December |
Monday, January 11, 2021
| Panjiva Daily: Past tense, future imperfect – the outlook for 2021 |
| Petronet, Reliance squeezed as China sucks up available LNG supplies |
| Ericsson supply chain shifts as Samsung launches IP suit |
| Firearms shelves empty despite weapon, ammunition import surge |
Sunday, January 10, 2021
| Panjiva Daily: Supply chain strategies for 2021; What pandemic? 2020 shipping beats 2019 |
| Canada shines a light on Biden’s solar tariff plans with USMCA challenge |
| What pandemic? U.S. imports in 2020 beat 2019 on sustained consumer surge |
| 2021 Outlook: Life (during) after COVID-19 – supply chain strategies |
| 2021 Outlook: Past tense, future imperfect |
Friday, January 08, 2021
| Semiconductor shortage chips away at Honda, Nissan production |
Thursday, January 07, 2021
| Panjiva Daily: Tough on China, (re)making friends – Biden’s trade policy in 2021 |
| 2021 Outlook: Tough on China, (re)making friends – U.S. trade policy |
| iPhone, Xbox help, pandemic hinders as U.S. trade activity remains weak |
| Saudi delivery cuts, Mexican rules keep U.S. oil supply chains off balance |
| Early Christmas, lasting challenges – S&P Global Platts container update, December 2020 |
Wednesday, January 06, 2021
| Daimler, VW confident of prolonged sales surge as imports rise |
| Panjiva Daily: COVID-21, China and straits – outlier risks for 2021 |
| 2021 Outlook: COVID-21, mines and straits – outlier risks for supply chains |
| Peru’s copper export slide started by Antamina, could be followed by Las Bambas |
| SQM presses on with lithium expansion as export prices slide |
Tuesday, January 05, 2021
| Export order expectation rebound takes a breather |
| Maersk leads solar shipping as logistics costs complicate tariffs |
| Panjiva Daily: Altogether, apart – global trade policy in 2021; pandemic > Brexit for U.K. apparel |
| 2021 Outlook: Altogether, apart – Global trade policy issues |
Monday, January 04, 2021
| Hino’s supply chain slows ahead of engine compliance pause |
| Next not worried about Brexit, global logistics is the issue |
| Panjiva Daily: Time to pay the pipers – logistics outlook for 2021; Hino’s supply chain challenges |
| Seasonal produce review widens, potentially testing USMCA dispute system |
| 2021 Outlook: Time to pay the pipers – Logistics issues |
| Africa may pay as India returns to medical protectionism with vaccine limit (update) |
Sunday, January 03, 2021
| Panjiva Daily: What lies beneath the Brexit TCA; what you missed over the holidays |
| Deals, demand and orders – what you missed over the holidays |
Tuesday, December 29, 2020
| 2020 Review: Pandemic, discipline and failing to fail – What we got wrong this year |
| 2020 Review: COVID-19, phase 1 and Brexit – 12 events that shaped global supply chains |
Monday, December 28, 2020
| 2021 Outlook: What lies beneath – Nine issues to watch in EU-U.K. supply chains |
Monday, December 21, 2020
| Panjiva Daily: B.1.1.7 adds to Brexit risks; Bark & Co. bounds ahead |
| Bark & Co. bounds ahead on strong holiday demand, fetches IPO |
| Maersk adds Novo Nordisk to pharma roster as shipments stall |
| LA’s toy story is one of triage as Hasbro, Mattel face congestion |
| Evergreen Marine, Yang Ming called to heel as shipping rates soar |
| Brexit Watch: B.1.1.7 highlights risks to U.K. food, medical imports |
Sunday, December 20, 2020
| Panjiva Daily: Trump’s currency conundrum for Biden; the growing retail mismatch |
Thursday, December 17, 2020
| FedEx on long growth runway with supply chain growth set to follow e-commerce boom |
| Life After the Elections: Trump leaves currency conundrum, tariffs for Biden |
| Life After the Elections: Toyota, Daimler show adaptations to U.S. steel tariffs |
Wednesday, December 16, 2020
| Retailers face growing mismatch between sales, import growth rates |
| Panjiva Insights: What to watch for U.S. trade policy under the Biden administration |
Tuesday, December 15, 2020
| Panjiva Daily: Post pandemic gears slip for autos; winners from the China-Australia trade war |
| Life after the elections: Trump leaves Turkey arms test for Biden |
| China’s Australia coal restriction provides Banpu, Bumi Resources with opportunity |
| M&S, Tesco shipping costs rise as CMA CGM adds emergency India surcharge |
| Life after the elections: Tough luck for Iowa as Brazil ethanol deal fails |
| Life after the elections: Biden tariff reset would come with complications |
| Ford, VW miss a gear as U.S. auto demand slips, challenges abound |
Monday, December 14, 2020
| Greif counting on pandemic recovery after supply chain restructuring |
| Life after the elections: Modi’s deal aspiration faces Biden’s trade, onshoring policy |
| Palm oil prices get out of hand as Wilmar, RGE Group exports dip |
| Brexit Watch: Hutchison Ports at epicenter of disruption as shipping rates treble |
| Apple investigates supply chain as Wistron faces labor unrest |
| Panjiva Daily: Modi’s aspirations versus Biden’s policies; Apple investigates India supplies |
Sunday, December 13, 2020
| Panjiva Daily: Mattel, Hasbro leave it late in 2020; cutting Huawei out of telecoms supply chains |
| Lakeland draws on pool of supply chain expertise to meet pandemic demand |
| United Natural Foods delivers beverage, sauce growth during pandemic |
| Mattel, Hasbro leave it later to wrap up 2020 toy imports |
| Huawei removed from supply chains as Trump’s telecoms rules are applied |
Friday, December 11, 2020
| Dollarama helped by holiday demand, supply chain retains China exposure |
Thursday, December 10, 2020
| Panjiva Daily: Bigger means better for forwarders; Georgia on our minds for trade policy |
| Gamestop gears up ahead of Xbox holiday cheer |
| Panjiva Insights: Georgia should be on the mind for trade policy delivery |
| Brexit Watch: Risk of weak end to talks as medical import surge looms |
| DP-DHL, Expeditors find bigger is better in U.S. freight forwarding boom |
| Phase 1 beats USMCA as Trump leaves dairy case in Biden’s lap |
Wednesday, December 09, 2020
| Rubber glove shipments are off peak as costs rises during pandemic |
| Panjiva Daily: Pandemic hygiene supply chains pass their peak; ONE boosts farm exports |
| Stitch Fix delivers growth with tight supply chain management |
| Big ports do better as shipping comes off the peak but not off the boil |
| P&G, Colgate Palmolive take froth off soap imports after pandemic boom |
| ONE boosts agricultural exports as FMC focuses on empty container strategy |
Tuesday, December 08, 2020
| Panjiva Daily: Pandemic hangover for Brazilian autos; Hapag-Lloyd upgrades as carriers soar |
| VW, Daimler face Brazilian challenges as COVID-19 parts recovery falters |
| North America gas flows shifted by Chinese purchases, Mexican competition |
| CSX, Norfolk Southern’s northern opportunity from Savannah rail expansion |
| Hapag-Lloyd’s surprise maybe rates, not volumes as MSC leads U.S. freight |
| Bunge leads bean peak season as Brazil faces La Niña, tougher China competition |
Monday, December 07, 2020
| Canada’s exports haven’t yet turned a corner as auto exports lose out to Mexico |
| Brexit Watch: Maersk, MSC move away from Felixstowe once more |
| Tariff tide changing under Biden as China duties do job but start to lose traction |
| Vaccine, PPE sourcing likely behind U.S. medicine withdrawal from WTO supply chain pact |
| Stay-at-home consumers, Chinese suppliers drive U.S. import surge |
| Panjiva Daily: Like the pandemic never happened; shifting tariff tides under Biden |
Sunday, December 06, 2020
| Panjiva Daily: Biden to keep China pressure as Trump’s deal nears monthly target |
| Logistics jobs back to pre-pandemic levels, ports still under pressure |
| Life after the elections: Biden’s EU deal may be limited to steel, initially |
| Life after the elections: Biden to keep pressure on China as phase 1 buying nears target |
| Anemic services, booming consumers lead Trump’s trade metric upward |
| Guess? cuts uncertainties, supply chain costs with simplified product line |
Thursday, December 03, 2020
| Panjiva Daily: Testing optimistic managers; Brexit’s costs for the autos industry |
| Brexit Watch: Autos enumerate tariff trouble, steer supply chains out of EU |
| Flex leads rise in Mexican ventilator exports as imports dip |
| Vale’s China exposure rises, more to come if Australia-China relations worsen |
| ONE Apus underscores dangers of international trade |
| Warranted Optimism: Management sentiment vs. supply chain activity |
Wednesday, December 02, 2020
| Panjiva Daily: Hapag-Lloyd’s winter pandemic plan; who needs British ports? |
| Brexit Watch: Who needs British ports anyway? |
| Railways run hotter as multimodal expansion accelerates in November |
| Hapag-Lloyd plans for winter pandemic drag on Europe-U.S. trade |
| Adient comfortable with car seat outlook, faces supply chain headwinds |
| Utility supply chains power Mexico past the pandemic |
Tuesday, December 01, 2020
| Panjiva Daily: The insecure industrial supply chain recovery; JM Smucker’s coffee rush |
| Driscoll’s may face fresh fruit scrutiny in November investigation |
| JM Smucker’s coffee rush relies on supply chain stability |
| Industrial import recovery insecure as ISM, shipment growth slow |
| XV hits the spot as Subaru, Toyota auto shipments return to growth |
| L’Occitane returns to pre-pandemic shipments, beauty sector looking better |
Monday, November 30, 2020
| Panjiva Daily: Buried containers, Brexit stockpiling boost rates; Kuehne’s combo critique |
| Kuehne critiques carrier-forwarder combo; K+N favors Hapag-Lloyd |
| Buried containers, Brexit stockpiling – S&P Global Platts container update, November 2020 |
| Setting the stage for 2021 – November 2020 in 10 reports |
Sunday, November 29, 2020
| Panjiva Daily: Trump’s currency innovation bears fruit; Urban Outfitters shifts focus |
| Tata Power, Adani may need new coal sources after Indonesia-China deal |
| BRP rides out choppy supply chain recovery |
Thursday, November 26, 2020
| Asia-first global trade recovery remains fragile |
| Deere expects farm equipment growth, supply chain a pandemic risk |
Wednesday, November 25, 2020
| Mixed messages for phase 1 from low latency soybean trade data |
| Trump’s currency-as-a-barrier innovation brings late tariffs for China, Vietnam |
| U.S. export downturn continues despite phase 1 trade deal |
| Urban Outfitters controls inventory, shifts to homewares |
Tuesday, November 24, 2020
| Panjiva Daily: Retail industry out of balance; the keys to emerging market vaccine distribution |
| Emerging market vaccine distribution needs Indian airfreight, medical cooperation |
| Trade war, pandemic and wildfires beset global wine supplies |
| BJ’s achieves balance as retail sector shipping boom outstrips sales |
| Hapag-Lloyd moves from market share to margins with Asia-to-Brazil rate hike |
| Jaguar Land Rover defends SUV import lead from Porsche, Lamborghini |
Monday, November 23, 2020
| Panjiva Daily: Trump’s Taiwan tester for Biden; liners face FMC review |
| ThyssenKrupp’s auto orders ascend, steel in short supply |
| Brexit Watch: Cars, jet engine exports depend on deals yet to be done |
| Life after the elections: protecting tech, pushing pork – relations with Taiwan |
| Feds’ review widens as container-lines appear to prioritize empties over exports |
| Roche sees testing time for COVID-19 diagnosis kit through 2021 |
Sunday, November 22, 2020
| Barbie, The Child add force to Mattel’s imports late in the shipping season |
| Welspun, Aurobindo face bitter pill as MSC takes bigger bite of Indian shipping |
| Life after the elections: Bifacial about-face puts tariffs in way of Biden’s energy policy |
| Panjiva Daily: Biden’s solar supply chain duty dilemma; a bitter Indian surcharge pill to swallow |
| La-Z-Boy rebound squeezed by foam availability challenge |
| Sonos sounds warning on congestion, container costs |
Thursday, November 19, 2020
| Panjiva Daily: Biden’s Asia trade deal options; Microsoft levels up |
| Casino closures during COVID-19 cut demand for gaming machines |
| Bissell caught in LA container jam, more logistics diversification needed |
| Microsoft Xbox levels up, higher score ahead |
| Panjiva Basics: Pertamina, The Gap, Toyota and Huawei – Indonesian trade in a nutshell |
| Life after the elections: Indonesia’s opportunity to deal with Biden, with conditions |
Wednesday, November 18, 2020
| Panjiva Daily: Hapag-Lloyd’s pandemic problem; Maersk’s bounty brings alliance risks |
| Hapag-Lloyd’s pandemic delay a reminder of the hazards for sailors |
| Global trade returns to growth; EU may care more about Biden than Johnson |
| Maersk’s bounty leaves industry alliances hostage to intervention |
| Tyson Foods gains from Trump’s China deal, needs Biden for EU growth |
| Tariff burden sharing over as U.S. import price inflation accelerates |
Tuesday, November 17, 2020
| Volkswagen revs up supply chain localization on USMCA, tariff risk reduction |
| Panjiva Daily: FedEx, Dell pursue edgy strategy; retail inventory balloon risk rises |
| Samsonite offsets grounded luggage demand with supply chain management |
| Retail inventory balloon risk rises; Amazon forwarding shows homeware surge |
| FedEx, Dell partner to provide web of edge datacenters and services |
| Top Glove’s labor restrictions weigh on U.S. PPE imports |
Monday, November 16, 2020
| Panjiva Daily: Fire risks raise battery supply chain questions; ZIM’s congestion-busting service |
| Dairy farmers push Biden to milk trade deals for all they’re worth |
| Tsingshan, Obsidian light up Indonesia’s nickel export strategy |
| LG Chem, Samsung SDI face fire recalls as battery supplies charge ahead |
| GM, Fiat Chrysler may be targets for ZIM’s new short-haul service |
| Obama’s memoir drives boom for Penguin after publishing’s pandemic pause |
Sunday, November 15, 2020
| Panjiva Daily: Pandemic worries meet meat demand; Indonesia’s RCEP opportunities |
| Indonesia’s RCEP opportunities led by apparel, risks for autos |
Saturday, November 14, 2020
| Maersk, ONE lead South Korea shipping boom, HMM shifts focus |
| Phillips 66, Marathon cut imports as hurricanes, pandemic roil oil shipping |
| Pandemic worries meet meat demand jump with packing safety concerns |
| Long Beach boom brings congestion, surcharges and shortages |
Thursday, November 12, 2020
| Panjiva Daily: Joe’s gentle jab at Boris; Honour Lane, Hecny the fastest forwarders |
| Cars parked, grains grow as U.S. rail activity runs slowly |
| Life after the elections: quick deal, no deal or a small deal – U.K.-U.S. relations |
| Brexit Watch: Chaos foretold amid logistics disruptions, key supplies downturn |
| Honour Lane, Hecny have fastest forwarder growth, DB Schenker lags |
| Roku rolls out Apple support as supply chain activity rocks |
Wednesday, November 11, 2020
| Panjiva Daily: Maersk, MSC lead the U.S. shipping boom; container shortage reaches farm goods |
| Laredo expansion may cut into Monterrey’s airfreight growth |
| Hapag-Lloyd’s farm service withdrawal follows grains, beans boom |
| Amazon replaces DB Schenker as Maersk, MSC lead liner pack in October |
| Glatfelter stays steady, may face Brexit risk in 2021 |
| Vtech takes tariff, pandemic lessons but faces residual Trump risk |
Tuesday, November 10, 2020
| Tupperware imports pack a punch at stay-at-home demand soars |
| Panjiva Daily: Biden’s EU tractor reboot; winners from the China-Australia trade war |
| Life after the elections: Biden could help Caterpillar, Deere with EU reboot |
| Antofagasta, Codelco have copper opportunity in Australia-China trade spat |
| Flowserve awaits 2021 recovery, rationalizes supply chain with China focus |
| COVID-busting, consumer demand drive record high for U.S. shipping |
Monday, November 09, 2020
| Panjiva Daily: Biden’s build-back-better healthcare sourcing plan; Xi’s controllable supply chains |
| Brandix COVID-19 investigation raises supply chain questions for PVH, H&M |
| Toyota, Subaru back to pre-pandemic levels as U.S. auto sales recover |
| Life after the elections: Biden’s build back better healthcare supply chain |
| Xi’s controllable supply chain plan emerges amid export boom, U.S. upheaval |
Sunday, November 08, 2020
| Panjiva Daily: The Trump scorched earth China scenario; Thailand loses GSP tariff status |
| Samsung, Honda face higher costs as Thailand loses preferential tariff status |
| Life after the elections: scorched earth or lasting legacy, relations with China |
| Fiskars growth trimmed after pandemic-linked import surge in Q3 |
Thursday, November 05, 2020
| Trane sets supply chain shift in motion, avoids constraints in Q3 |
| PCM, Mitsubishi Imaging costs could rise as thermal paper imports face audit |
| Crest of the wave – S&P Global Platts container update, October 2020 |
Sunday, November 01, 2020
| Life after the elections: 5 trade issues to watch to inauguration and beyond |
Saturday, October 31, 2020
| Comparing candidates, broken cycles – October 2020 in 10 reports |
Thursday, October 29, 2020
| Panjiva Daily: Maersk’s Miami surcharge vice; medical supply chains slowing in October |
| SEB brews up a recovery with Chinese cookware, Columbian backup |
| Convatec’s diabetes growth in Q3 may be reversing in October |
| Ninebot rides the pandemic mobility wave as supply chain activity surges |
| Seiko Epson, Honda squeezed by Maersk’s Miami surcharge vice |
| Thule racks up growth, reconnects with China during the pandemic |
Wednesday, October 28, 2020
| Panjiva Daily: UPS, C.H. Robinson deliver surprises; diggers still in a hole |
| Illinois Tool Works latches onto fastener growth after Q3 downturn |
| U.S. trade remains depressed as exports struggle outside farm goods |
| Diggers still in a hole, Caterpillar and Komatsu hope for a recovery |
| UPS, C.H. Robinson beat estimates after late surge in shipping volumes |
| Unhappy Halloween ahead with rise of pandemic measures, clown outfit imports |
Tuesday, October 27, 2020
| Panjiva Daily: Retail shipping accelerates in October; out of the woods, still in the dark |
| Taiwan on the post-election agenda whatever the result as Trump’s arms sales surge |
| Off-key performance from Guitar Center, Yamaha during pandemic |
| Steve Madden gets kicked by store closures, logistics congestion |
| Accelerating retail shipping surge in October carries risk of inventory overbuild |
| Out of the woods but still in the dark – earnings guidance during the pandemic |
Monday, October 26, 2020
| Panjiva Daily: Biden’s battery boost, Trump’s farm sales success and Mattel’s Barbie bounce |
| Orient Overseas wins Red Bull as container line competes for market share |
| Biden’s battery bet may boost domestic lithium, rare earth sourcing |
| Aeroedge titanium cut shows unintended consequences of subsidy action |
| Trump touts on-track China farm sales, but other products have gone off-road |
Sunday, October 25, 2020
| Mattel boosted by Barbie, has a bad feeling about meeting demand surge |
Thursday, October 22, 2020
| Halliburton’s cannibals, Petrobras’s parked cars – the COVID-19 energy hangover |
| Panjiva Daily: Cannibals, parked cars and oil disruption; Logitech, iRobot turn up the volume |
| Amphenol hooks up growth surprise as Q3 supply chain activity recovers |
| Expeditors, Flexport face Seattle disruptions despite port’s demand drop |
| Logitech’s supply chain bet pays off as sales smash estimates |
| iRobot sales, shipping surge on stay-clean-at-home demand |
Wednesday, October 21, 2020
| Panjiva Daily: Peloton’s uphill delivery struggle; the bow wave of COVID-19 recovery hopes |
| Shipbuilding continues to sink with orders at 32-year low |
| Borusan Mannesmann gets tariff refund, still faces oil price weakened pipe demand |
| True Religion returns even as consumers have little faith in denim |
| Peloton slips a gear on recall, supply chain delivery challenges |
| Panjiva Insights: The bow wave of recovery hopes |
Tuesday, October 20, 2020
| Unhappy holidays for toymakers as TikTok, COVID-19 change success criteria |
| Panjiva Daily: TikTok, COVID-19 and the unhappy toy season; finding UPS’s Vietnamese targets |
| Tesla reorients delivery pattern as U.S. loses out on lithium supplies |
| European Union struggles to keep pace with global trade recovery |
| UPS’s Vietnam expansion could target Longi Solar, Nintendo as new clients |
| K+N takes a more conservative Q4 view than DSV-Panalpina, DP-DHL |
Monday, October 19, 2020
| Panjiva Daily: Microsoft’s supply chain route to console war win; C.H. Robinson’s surcharge warning |
| Semiconductor export controls in China, U.S. yet to chip away at supplies |
| Brexit Watch: Johnson’s Australia-style deal raises food import risks |
| ONE cuts shipping services, suggesting demand wave will break |
| C.H. Robinson warns on port surcharges as shipping soars |
| Microsoft sees supply chain success as key to winning the 2020 console war |
Sunday, October 18, 2020
| Panjiva Daily: Best Buy slows, H&M grows as retail recovery accelerates |
| Bunge leads Brazilian soybean bounce ahead of container shortage |
| Americans load up on ammunition ahead of the elections |
| Delta Apparel ramps up production but H&M leads the activewear recovery |
| Best Buy cuts imports as electrical store sector sales slow |
| Getinge gets growth from ventilators, other products lose out to pandemic |
Thursday, October 15, 2020
| Hapag-Lloyd upgrades as Brazil, U.S. operations continue to struggle |
| Panjiva Daily: Testing Trump’s onshoring strategy; HMM helps consumer electronics surge |
| Cue lines up test kit supplies, meeting Trump’s onshoring aims |
| Days of burden sharing are gone as import price inflation returns |
| Nissan, GM may face supply chain challenges as U.S. auto sales recover |
| HMM rolls out extra service to support Samsung, LG demand surge |
Wednesday, October 14, 2020
| Panjiva Daily: Hapag-Lloyd’s cool technology; EU’s Trump-baiting carbon tax |
| Panama Canal misses out on Asia-U.S. trade recovery bonanza |
| Daimler, Deere could face Trump-baiting EU carbon border tax |
| 5G rollout has yet to accelerate as equipment imports languish |
| Hapag-Lloyd, Maersk boost tech investments as reefer handling cools |
| ASML avoids COVID-19, regulatory disruptions as shipments rise |
Tuesday, October 13, 2020
| Panjiva Daily: Maersk joins the upgrade fleet; Trump casts another cloud over solar |
| Manitou set to give wind powered shipping a lift |
| Volkswagen finds sea shipping a better way after rail disruptions |
| POSCO diversifies its customer base as autos recovery proves anemic |
| Maersk joins the fleet of upgrades after shipping swells in September |
| New Trump move casts another cloud over solar panel supply chains |
Monday, October 12, 2020
| DSV Panalpina, DP-DHL upgrade outlooks as forwarders look forward to a strong Q4 |
| Brexit Watch: Strides Pharma, Cipla step in but can’t offset pre-Brexit drug shortfall |
| Panjiva Daily: DSV Panalpina, DP-DHL’s sunny outlook; Brexit summit for medical supplies |
| Cambodia-China trade deal could complicate U.S. supply chains |
| AMAG, Constellium avoid aluminum action, shipments still in decline |
| Vale prioritizes China for short-term shipments, long-term investment |
Sunday, October 11, 2020
| Retail pull-forward drives surge in electronics, appliance import surge |
| Panjiva Daily: Post-pandemic retail pull-forward; Amazon the source of Matson’s flood |
| LT Foods leads Indian rice boom as U.S. demand boils over |
| OEC, Flexport face test as congestion hurts LA, Long Beach port reliability |
| Amazon the source of Matson’s Q3 China shipping flood |
| Pandemic planning versus panicking – September’s shipping surge |
Thursday, October 08, 2020
| Panjiva Insights – Adopting LogTech in a post-pandemic, cyber-insecure world |
| Cargotec and Konecranes announce merger to chase cost savings |
| Panjiva Daily: COVID treatment costs versus strategy; Levi’s supply channel changes |
| Costco may be caught in the cold as outdoor dining heats up |
| Levi Strauss helped by supply channel change as denim struggled in Q3 |
| Grassley’s COVID tariff move may complicate Trump’s onshoring strategy |
Wednesday, October 07, 2020
| Panjiva Daily: Trump’s trade tools assessed; COVID-19’s impact on apparel supply trends |
| Subaru loses U.S. drive as Japan’s automakers skid in September |
| BMW, Ford contribute to Canada’s volatility as recovery proves tough |
| Tanks not suits, throws not sweaters – Q3’20 apparel scorecard |
| Deficits and tariffs – assessing Trump’s trade tools ahead of the election |
Tuesday, October 06, 2020
| Panjiva Daily: Trump’s pre-election trade scorecard; auto insurance supply chain risks |
| Mission not yet accomplished as Trump-Xi deal falls short of target |
| Tough last scorecard for Trump as deficit peaks, exports wane |
| Critical moment for Trump’s critical minerals strategy as imports slide |
| Mission Produce readies for growth as avocado exports shrink |
| Supply chain disruptions among risks to low auto insurance claims costs |
Monday, October 05, 2020
| Mattel’s Barbie bet faces supply chain uncertainty, slowing industry imports |
| No tarnish from Golden Week – S&P Global Platts container update, September 2020 |
| La Nina, COVID-19 roil coffee supply chains as Starbucks cuts back |
| Logistics jobs still be pre-pandemic level, congestion risks rising |
| Panjiva Daily: Barbie bet meets COVID chaos; La Nina adds to Starbucks’ challenges |
| Trump’s Vietnamese timber tariffs could cut furniture shipping |
Sunday, October 04, 2020
| Panjiva Daily: COVID-19, elections, onshoring and Brexit battles – Q4’20 Outlook special |
Friday, October 02, 2020
| Dealing with the surge, preparing for the future – September 2020 in 10 reports |
| Q4 2020 Outlook: Endings and beginnings |
Thursday, October 01, 2020
| JBS, Cargill may lose market share as British beef returns to U.S. stores |
| Panjiva Daily: Trump set to pursue Vietnam; the rise of forced labor actions |
| CMA CGM cyberattack comes during peak season for retailers |
| Maersk, DP-DHL show long and short routes to cutting CO2 emissions |
| U.S. forced labor actions expanded to include palm oil imports |
| Netgear, TP-Link at risk as Vietnam finally becomes a target for Trump |
Wednesday, September 30, 2020
| Panjiva Daily: Trump vs. Biden – jobs and geopolitics, not trade, the key to trade policy |
| HP and Netgear router traffic may slow with IP case looming |
| Maersk, MSC lead shipping as Houston looks for liftoff |
| Weak industrial export activity treads on Trump’s trade deficit success |
| Panjiva Basics: Trade policy has little to do with trade – U.S. election preview |
Monday, September 28, 2020
| Kawasaki has heavy lifting to do, Yaskawa passes pandemic trough |
| Panjiva Daily: DHL could harvest Apple’s growth; renewables tailwind for Siemens Energy |
| Shipbuilders adrift as exports fall, orders remain elusive |
| Apple, Lenovo may fill DHL’s expanded Mexican jet service in peak season |
| Siemens Energy activity spins up as renewables tailwind continues |
| Scholastic learns lessons from COVID-19, restructures sales channels |
Sunday, September 27, 2020
| Panjiva Daily: Pandemic recovery accelerates; Electrolux’s COVID recovery complete |
| Global trade better, but not fully recovered, after COVID-19 lockdowns |
| Volkswagen may run into Mexican supply chain issues after rail blockade |
| Electrolux blows past COVID-19 as imports of fridges heat up |
| Pemex keeps crude flowing as domestic distillate demand remains depressed |
Friday, September 25, 2020
| Pandemic recovery accelerates with U.S. imports up by a fifth in September |
Thursday, September 24, 2020
| Tesla plots new route for tariff relief; LCI, Ford back away from China |
| Panjiva Daily: Tesla tackles Trump’s tariffs; Chevron shows the way out of Venezuelan oil |
| Panjiva Insights: Waiting for Joe – EU trade policy and prospects |
| Truck trade has Pharr to go in post-lockdown recovery |
| TSMC support comes as U.S. proves weak link in demand for Taiwanese chips |
| Chevron shows way ahead as Reliance faces end of Venezuela sourcing |
Wednesday, September 23, 2020
| Panjiva Daily: Tesla powers up battery supply chain; Fiat, Tupy face trade deal disappointment |
| Steelcase builds imports faster than Ikea, but may need to take stock of inventories |
| Fiat Chrysler, Tupy may lose out if France blocks EU-Brazil trade deal |
| Tougher Xinjiang sanctions require radical supply chain transparency upgrade |
| Tesla set to overhaul EV battery supply chains, eventually |
| CMA CGM, Cosco grow as Seattle-Tacoma finds blank sailings rule the waves |
Tuesday, September 22, 2020
| Panjiva Daily: Maersk manages Transpacific surge; labor constraints for PPE supplies |
| EU looks inward for pandemic recovery as localization strategies go global |
| Labor practice constraint yet to hurt U.S. glove supplies in COVID-19 fight |
| Brexit Watch: No deal, troubled IT raise challenges for Maersk, MSC at Felixstowe |
| Maersk boosts capacity as 2M volumes hit record on U.S.-inbound lanes |
Monday, September 21, 2020
| Panjiva Daily: FedEx’s freight fightback; trade war tariffs two years on |
| JBS, WH Group lead phase 1 farm export surge |
| Ikea, Target load up on furniture as retail sales growth stalls |
| FedEx’s freight fightback needs disintermediation, China share to succeed |
| Brexit Watch: Customs expedience now jeopardizes trade deals later |
| Komatsu, Weir still feeling tariff burn two years after trade war’s first shot |
| Cracker Barrel avoids supply disruptions, sticks to China sourcing |
Sunday, September 20, 2020
| Panjiva Daily: Stay-at-home helps Microsoft, Lovesac; Walgreens sticks with China |
| Peloton rides the stay-at-home exercise wave |
| Vietnam pivots to PPE production; Walgreens remains focused on China |
| Microsoft Xbox hits power-up in pandemic console wars |
| Lovesac bags discounts, diversifies sourcing |
Thursday, September 10, 2020
| Resilience, efficiency and environment – IoT and digital set to transform logistics |
| LVMH sacrifices Tiffany deal in Franco-American tariff tiff |
| Brexit Watch: Ford, BMW have a stake in quick-and-dirty CPTPP deal |
| Panjiva Daily: Special Report – Transforming logistics with IoT and digital investments |
Wednesday, September 09, 2020
| Panjiva Insights: Shaping a resilient future for Asian supply chains |
| Thai Union lines up Red Lobster to net a wider downstream supply chain |
| Panjiva Daily: Schenker shifts gears as forwarders fly; retailers’ slow walk to school sales |
| Brexit Watch: No-deal risk rises; Gap, Primark may have choices to make |
| Schenker shifts gears, pursues Damco users after August slowdown in volumes |
| Genesco’s prolonged back-to-school season trips footwear imports |
Tuesday, September 08, 2020
| Abbott, Roche test kit shipments slip as COVID-19 medical supplies shrink |
| New York cheered by booze imports as U.S. port activity reaches record high |
| Ericsson, Samsung may have trade policy edge over Nokia in 5G |
| Record container shipping in August as post-COVID consumer surge continues |
| Panjiva Daily: Shipping record set in wake of COVID-19; medical test kit supplies slip |
| GM, Volvo buck falling foreign vehicle import trend with China shipments |
Monday, September 07, 2020
| Panjiva Daily: Truck rate troubles as demand surges; three deals, three problems for econo-Brexit |
Sunday, September 06, 2020
| China, U.S. set out competing semiconductor plans as chip needs surge |
| PC surge boosts China trade; phase 1 purchases still failing to make a difference |
| Suzano’s green bond follows surge in pandemic pulp demand |
| Fonterra, O&K face doubled trucking rates as logistics jobs lag demand |
| Brexit Watch: Three deals, three problems as economic Brexit approaches |
Thursday, September 03, 2020
| Panjiva Daily: Trump’s crumbling trade targets; Philips’ ventilator blow |
| Trump’s trade targets crumble with China’s purchases behind schedule |
| Lego’s supply chain agility helps build sales during pandemic |
| Philips suffers a blow as ventilator stockpiling ends |
| Truck strike may cool growth in Nestle, Vina Concha exports from Chile |
| Miele may have Whirlpool in a spin as washer review resumes |
Wednesday, September 02, 2020
| Panjiva Daily: Decoding Maersk’s Damco move; Trump triggers tariffs ahead of elections |
| Trump picks a new trade fight to harvest fruit farmers’ votes |
| Ternium, ArcelorMittal face steel restrictions during Trump’s re-election campaign |
| Maersk ditches Damco, raising Ceva questions for CMA CGM |
| Making hay while the sun shines – S&P Global Platts container update, August 2020 |
| Panjiva Insights: The fallout from COVID-19 and long-term strategy plans |
Tuesday, September 01, 2020
| U.S. trade downturn hits 16th month; improvements indicated ahead |
| Panjiva Daily: COVID-19 recovery brings renewed troubles for forwarders, autos and retail |
| Keeping the trade peace, recovering from COVID-19 – August 2020 in 10 reports |
Monday, August 31, 2020
| Urban Outfitters achieves the nearly impossible in post-COVID supply chain control |
Wednesday, August 26, 2020
| GM, Autoliv face higher trucking costs during COVID-19 recovery |
| Expeditors, C.H. Robinson rebound in Seattle challenged by Union Pacific surcharge |
| Best Buy faces constraints, supply chain starting to improve |
Tuesday, August 25, 2020
| Canada-U.S. wood dispute lumbers on through broken WTO process |
| Trump’s second term plan targets tax breaks rather than tariffs in trade policy |
| Panjiva Daily: Trump’s China trade policy for 2021, and beyond; Foxconn’s Mexican plans |
| ZIM Shipping plans IPO as margins recover, Transpacific trade surges in Q3 |
| Foxconn could react to Trump’s trade pressure with Mexican investments |
| Global trade downturn slowed in June, Q3 shows signs of recovery |
Monday, August 24, 2020
| Panjiva Daily: The art of the pre-election pico-deal; 10-month U.S. import losing streak ends |
| Smokers, babies could be winners from Lighthizer’s WTO proposal |
| Deere downbeat on farmers’ fluid feelings about trade policy |
| Ten month losing streak in U.S. imports ends in wake of trade war, COVID-19 |
| MSC delivers the opposite of blanking as Maersk hits China-U.S. record |
| The art of the pico deal: Trump trades lobsters for lighters in pre-election deal |
Sunday, August 23, 2020
| Panjiva Daily: Ugly outlook for beauty supply chains; digging deep for construction parts |
| China’s shipyards lose out to South Korea’s as orders remain weak |
| Estée Lauder presents ugly outlook after COVID-19 demand disruption |
| Samsung SDI, LG Chem’s lithium demand rises as SQM turns on the taps |
| Komatsu digs deep for construction equipment parts |
| LG, Qisda may pay for priority as CMA CGM battles for profitability |
Thursday, August 20, 2020
| Wallenius Wilhelmsen takes cautious stance to Q3 as autos shipping slides |
| Panjiva Daily: Conflicting views on autos recovery post-COVID; Ventilator flows slowing |
| Target, Samsonite could be wooed by China’s new trade support scheme |
| Hindalco sees auto aluminum supplies near pre-COVID levels |
| Global trade on the mend as export decline slows to 10% in June |
| Flow of ventilators switches to Mexico as U.S. stockpile stabilizes |
Wednesday, August 19, 2020
| Japanese trade remains depressed; medical diplomacy ongoing |
| Panjiva Daily: Laptop supply chains power up; pandemic concerns reach Hong Kong food imports |
| Maersk turns a corner on the road to post-pandemic normality in H1’21 |
Tuesday, August 18, 2020
| COVID concerns reach Hong Kong poultry imports; dims prospects for Aurora |
| Lenovo, Dell lead laptop supply surge as COVID-19 overshadows school year |
| Diageo swoops in for Aviation Gin after Beefeater eats its lunch |
Monday, August 17, 2020
| Cosco, CMA CGM face antitrust review as rates surge, China-LA volume hits record |
| Panjiva Daily: Trump’s phase 1 fig leaf; Cosco, CMA CGM face Chinese antitrust review |
| Kuraray sees COVID-19 drag into 2021 as PVA shipments surge |
| Dorel, Dynacraft ride COVID-19 demand for bicycles; supply chains still tight |
| Tomy joins Hasbro, Mattel with cuts after imports fail to transform into sales |
| Trump delays phase 1 reckoning, beans and pork provide a fig leaf |
Sunday, August 16, 2020
| Panjiva Daily: Hapag-Lloyd lags Maersk in slow July; retail supply chain winners and losers |
| Hapag-Lloyd lags Maersk, Cosco Shipping in slow start to Q3 |
| Qurate sticks with China through tariffs, pandemic |
| Target backs backpacks as back-to-school clothing imports slide |
| Stein Mart stumbles as U.S. retail sales, appliance imports recover in July |
| Leoni leans towards the cautious as COVID-19 slashes cable demand |
Thursday, August 13, 2020
| Super Micro finds Taiwan serves it better than China as demand grows |
| Flexport, Amazon unbowed by COVID-19 as peak season surge starts |
| Trump’s tariff cudgel proves effective, may be wielded once more if phase 1 fails |
| Panjiva Daily: Flexport, Amazon unbowed by COVID-19; Super Micro well served by Taiwan |
| Slow rolling for truck tire review as currency manipulation investigated |
| China tariff burden sharing slows as plastics prices rise, telecoms stabilize |
Wednesday, August 12, 2020
| Panjiva Daily: Ports pay the price for blank sailings; Nautilus wins supply race during COVID-19 |
| Brother, Canon lose tariff labels as last leniency rulings issued |
| Marathon, Valero raise U.S. crude imports in July as COVID-19 disrupts flows |
| Brexit Watch: Standby for action as next round of talks beckons |
| Nautilus navigates COVID-19 demand spike, trade war with flexible supply chain |
| Hapag-Lloyd, ONE blanks drag as Norfolk lags, LA-Long Beach lead in July |
Tuesday, August 11, 2020
| Panjiva Daily: Record start to peak season; Trump’s medical onshoring strategy emerges |
| BMW, Volvo imports improve as U.S. car shipments remain weak |
| Trump sets medical onshoring in motion after supplies drop in July |
| Nintendo switched on, Funko fails to pop as toy peak season starts slowly |
| Peak season surge, China supplies lead COVID-19 recovery in U.S. trade |
Monday, August 10, 2020
| Panjiva Daily: Spotlight back on Trump’s trade policies on China, reshoring and Canada |
| Wolverine World Wide sales slide, pursues dual China-Vietnam strategy |
Sunday, August 09, 2020
| Trump reimposes aluminum tariffs that could help Rusal, Norsk Hydro |
| Whirlpool may need to watch out as Trump recommits to tariff-led trade policy |
Wednesday, August 05, 2020
| China, EU trade deficits under control, Trump may search for new enemies |
| Trump’s trade deal on the line as China buys too little, too late |
| JM Smucker slurps up Brazilian coffee during COVID-19; Starbucks shipments sink |
Tuesday, August 04, 2020
| China first for Vale as new export facility is planned |
| Panjiva Daily: Expeditors’ top tier Q2; Diageo’s tequila shot helps pandemic hangover |
| CIMC, Schneider National may have to carry higher costs after dumping case |
| Expeditors’ top tier Q2 followed by tough start to Q3 |
| Diageo gets a shot in the arm from tequila; COVID-19 not good for Guinness |
| OptimISM returns to trade outlook as COVID-19 slowdown weakens |
Monday, August 03, 2020
| Konica Minolta jams during COVID-19 while diversifying sourcing during trade war |
| Panjiva Daily: Kansas City deal coming down the track; Komatsu digs in for COVID-19 recovery |
| Mitsui E&S, Tsuneishi deal comes as shipyard exports reach worst since 2008 |
| Komatsu expects slow reconstruction of demand after COVID-19 |
| Panasonic assumes no new COVID-19 outbreak as solar beats Tesla |
| Kansas City Southern may face bid as autos weigh on recovery |
| Sanctions, bankruptcies and election strategies – July 2020 in 10 reports |
Sunday, August 02, 2020
| Panjiva Daily: COVID-19 second wave expected to wash over corporate performance |
| Continental adapts to USMCA, balances safety and reopening post COVID-19 |
| BNSF’s redeployment comes as Vietnam-to-LA shipments surge |
| DSV Panalpina’s “gradual improvement” yet to arrive after Q2 success |
| Jakks suffers Halloween scare, WowWee may do-do-do better with Baby Shark |
| Makita expects demand to power ahead in COVID-19 second wave |
Thursday, July 30, 2020
| Panjiva Daily: LG Electronics, Dell diverge as Q3 begins; Japan’s automakers still in tough times |
| Nissan, Honda have long road to recovery after pandemic |
| Panjiva Daily: C.H. Robinson’s tough quarter; tracking Under Armour’s performance |
| LG Electronics takes cautious stance toward COVID-19 recovery |
| UPS joins list of logistics street-beaters in wake of COVID-19 |
| Dell slows PC supplies after overclocking Q2, HP Inc. boots up |
| Back to the old normal – S&P Global Platts container update, July 2020 |
Wednesday, July 29, 2020
| Food fight ahead over USMCA disagreements on seasonal produce |
| Pemex gasoline demand drops in Q2, COVID-19 recovery yet to arrive |
| China’s cereal buying doesn’t offset EU liquor tariffs as U.S. trade falls |
| Under Armour faces SEC investigation, COVID-19 demand clouds |
| C.H. Robinson may have tough start to Q3 after volumes slip in Q2 |
Tuesday, July 28, 2020
| Panjiva Daily: Medical supply chains switch into reverse; Maersk goes with the Flow |
| Panjiva Insights: A slice of the sun – prospects for behind-the-meter solar power |
| Maersk Flow moves platform battle forward, may have limited synergies |
| Trump, Biden look to bolster drug supplies as shipments slow in July |
| Medical supply sourcing slowdown gives impetus to reshoring strategy |
| Autos export sentiment leads Germany to recovery in July |
Monday, July 27, 2020
| Global trade crunch might have reached worst point in May |
| Panjiva Daily: Green shoots of COVID-19 recovery; Hasbro, Mattel diverge on supply performance |
| Hasbro, Mattel diverge as supply chain resilience proves key during COVID-19 |
Sunday, July 26, 2020
| Green shoots of COVID-19 trade recovery as autos reverse 16 month downturn |
| Ford’s Hermosillo plant derailed by protests; COVID-19 recovery going slowly |
| Tackling Gazprom matters more than China relations for U.S. LNG exporters |
Thursday, July 23, 2020
| Panjiva Daily: Ascena Retail joins the COVID-19 Chapter 11 list; Tesla’s lessons to learn |
| Ascena Retail joins roster of troubled retailers after COVID-19, tariffs |
| Pentair warns of COVID-19 supply chain disruptions after sales slip |
| COVID-19 causes container complications; Maersk’s reefer handling grows |
| Evergreen growth returns to SeaTac as bridge repairs add to COVID-19 woes |
| Tesla has lessons to learn from Volvo, cheaper lithium as manufacturing goes global |
Wednesday, July 22, 2020
| Panjiva Daily: Maersk’s carbon transformation potential; Texas Instruments’ chip slowdown |
| Maersk has market share growth potential from Transform to Net Zero |
| iRobot on track for recovery, still has to steer round tariff threat |
| Texas Instruments sees semiconductor slowdown; global shipments remain robust |
| Briggs & Stratton pays price for COVID-19 as small engine shipments sputter |
| Nidec still attracted to electric autos after temporary dip in permanent magnets |
Tuesday, July 21, 2020
| Panjiva Daily: Tracking Xinjiang sanctions’ impact on supply chains; K+N’s COVID-19 downturn |
| Koch, Eurochem may be exposed to new fertilizer dumping probe |
| Ternium, Metal One have USMCA choice to make as Mexico turns on charm |
| Target may be next in the crosshairs after Charleston bags Walmart |
| Lenovo, Alstom face supply chain choices after Xinjiang Entity List ruling |
| K+N’s COVID-19 downturn continues as pharma handling slips on some routes |
Monday, July 20, 2020
| Panjiva Daily: Forced labor in medical glove supply chains; COVID-19 test kit shortage emerging |
| JBS, Cargill have chance to rebuild Australian beef exports to U.S. |
| FedEx invests in robots, provides new source of growth for Yaskawa |
| Abbott Labs shipments surge as COVID-19 brings testing times |
| Japan’s medical supply shipments robust even as trade collapse continues |
| Top Glove faces forced labor charges as shipments surge in response to COVID-19 |
Sunday, July 19, 2020
| Ceva platform launch provides catch-up capabilities |
| Panjiva Daily: Ceva’s platform launch helps reverse decline; U.S. farm exports to China soar |
| Solar surge follows decade of tariff, support uncertainty |
| Anglo American’s Colombian COVID-19 challenges cut coal exports |
| Wartsila orders scrubbed by fuel spreads, energy business powers down |
| JBS, Tyson bank pork sales to China but support may be withdrawn |
Thursday, July 16, 2020
| Panjiva Daily: Retail recovery looking patchy; Dell rings the back to school bell |
| Global trade troughs in May as EU slump accelerates, China recovers |
| Dell rings the bell as back-to-school buying seen focused on laptops over shoes |
| Retailers have tough peak season choices with COVID-19 recovery, trade war risks |
| Panjiva Insights: COVID-22 and trade war 2.0, the outlook for Q3 and beyond |
| Brexit Watch: Hoping for a deal, preparing for the worst |
Wednesday, July 15, 2020
| Panjiva Daily: Trump’s Hong Kong tariff move; Hapag-Lloyd’s profit surge |
| Ford not seeking to buck USMCA with Bronco set for Mexican production |
| Ninebot Segway changes direction as weak demand, tariffs weigh |
| Burden sharing in retreat after 20 months of China price deflation |
| Netgear, Vtech may face Trump’s Hong Kong tariffs; gold shipments glitter |
| Hapag-Lloyd’s profits surge as discipline offsets COVID-19 effect |
Tuesday, July 14, 2020
| Panjiva Daily: Freight forwarders face Flexport, COVID-19 challenges; aluminum tariffs loom |
| Silicon metal dumping case returns as petitions spike in June |
| Norsk Hydro, Rio Tinto lose market share as Canadian aluminum shipments surge |
| Flexport, Amazon keep pressure on freight forwarders during tough Q2 |
| Siemens Healthineers outsources to DP-DHL as medical technology trade surges |
| Two days help China trade recovery, phase one delivery still at risk |
Monday, July 13, 2020
| Panjiva Daily: Uniqlo, Muji and the challenges of COVID-19 for retail supply chains |
| Muji devastated by COVID-19, plastic tableware proves robust |
| Brazilian wood boosts Houston as U.S. ports struggle to recover |
| Bike helmets avoid tariffs, cross small COVID-19 dip |
| Fast Retailing expects slow recovery from COVID-19 |
| LVMH may need price hikes, Italy shift as digital tariff war gets underway |
Sunday, July 12, 2020
| Panjiva Daily: DP-DHL beats peers, cuts costs; Biden’s healthcare supply chain plans |
| Biden’s supply chain strategy has implications for Baxter, Reckitt Benckiser |
| Brooks Brothers bankruptcy comes as COVID-19 slashes sector shipments |
| Deutsche Post DHL improves earnings, beats peers, still cutting costs |
| Drugs, tractors slow the summer slide in U.S. imports |
| Thermometers, solar panel imports heat up as tariffs become business-as-usual |
Tuesday, July 07, 2020
| Panjiva Daily: C.H. Robinson provides new routes to PPE; Q3’20 trade policy brush fires |
| USMCA Watch: New test for Traton, Navistar as Shacman moves to Mexico |
| Volvo drives on as U.S. car, light truck sales suffer COVID-19 hangover |
| Nestle’s Mexican exports sour as COVID-19 coffee contraction continues |
| C.H. Robinson innovates as COVID-19 PPE needs surge once more |
Monday, July 06, 2020
| Panjiva Daily: Tough on China redux – Trump vs Biden and Q3 supply chain choices |
| Acuity turns on Mexican lighting supplies as Alpan switches away from China |
Sunday, July 05, 2020
| Q3 2020 Outlook: Into the great unknowns (3) – Brush fires in global trade policy |
| Bobcat hopes to rebuild with U.S. construction industry |
| Q3 2020 Outlook: Heading into the great unknowns (2) – Tough on China redux |
Friday, July 03, 2020
| Canadian exports slide as no-one escapes the global trade downturn |
| Logistics employment rises, but only one-in-four COVID-19 job losses are back |
Thursday, July 02, 2020
| Panjiva Daily: Trump’s phase 1 ammunition; USMCA, COVID-19 bring tough choices for automakers |
| Panjiva Insights: COVID-19’s impact on supply chain credit risk |
| Trump’s phase 1 ammunition builds as Chinese purchases rise, but not by enough |
| COVID-19 cuts and trade war worries – June 2020 in 10 reports |
| USMCA Watch: Tough choices for Nissan, Mazda after COVID-19 |
Wednesday, July 01, 2020
| Panjiva Daily: The 4 stages of COVID-19; FedEx wins, and loses but has no guidance |
| Export sentiment improving, but still not out of COVID-19 woods |
Tuesday, June 30, 2020
| La-Z-Boy’s strength sapped by COVID-19 while active in supply chain shift |
| JBS, Marfrig face China’s widening COVID-19 farm good restrictions |
| Technology managers turn to the cloud as hardware supplies evaporate |
| FedEx’s wins and loses from COVID-19; seaborne shipping downturn slows |
Monday, June 29, 2020
| Q3 2020 Outlook: Heading into the great unknowns (1) – The 4 Stages of COVID-19 |
| Panjiva Daily: COVID-19’s cost in Texas and Mexico; camera shipments snap |
| Ready to ride the recovery wave – S&P Global Platts Container Update, June 2020 |
| Better not the same as good as autos explain business sentiment improvement |
Sunday, June 28, 2020
| Samsung and Canon in same frame as Olympus as camera shipments slow |
| Counting the Texan COVID-19 cost for supply chains as spread continues |
| Autos drive Mexico’s trade collapse, Kia proves to be an outlier |
Thursday, June 25, 2020
| Panjiva Daily: Electrolux, Siemens powering up as COVID closures end |
| Finding the floor for global trade activity in wake of COVID-19 |
| Polaris, Denso hit the skids as Mexican autos status suffers during COVID-19 |
| Siemens, Vestas already winning as U.S. considers bulk power equipment needs |
| Phase 1 trade deal helps trim, but can’t stop, slump in U.S. exports in May |
| Electrolux, Miele shrug off COVID-19 as appliances power up in June |
Wednesday, June 24, 2020
| Panjiva Daily: Medical supply chains mostly fixed; DSV Panalpina’s upgrade helped by Vestas |
| Mexican earthquake complicates COVID-19 recovery sourcing challenges |
| Kansas City Southern’s volumes drop as Mexican autos hit the buffers |
| Medical supply chains fixed for masks, drugs but ventilator shipments fall |
| Grey Goose, Jungheinrich face tariff lift in U.S.-EU aerospace spat |
| DSV Panalpina joins Maersk in less gloomy view, saved by Vestas, Estee Lauder |
Tuesday, June 23, 2020
| Panjiva Daily: COVID-19 trade drag may be waning; Adidas keep to support pledge |
| FedEx delay, writedown highlights COVID-19 challenges in logistics |
| Sappi, Navigator gain as Canadian paper shipments crumple under tariff pressure |
| Shell, Sempra LNG shipments deflate as Mexican demand drops |
| Adidas continues Cambodia purchasing growth; manufacturers call for wage cut |
| COVID-19’s drag waning as U.S. capital goods, consumer staples imports rise |
Monday, June 22, 2020
| Panjiva Daily: Trump’s progress in China trade deal; beauty products face ugly digital tax spat |
| Shipyards adrift as orders lose steam in face of COVID-19 |
| LVMH, L’Oreal beauty products to pay the price as digital services spat turns ugly |
| TCL’s technology boost may help to alleviate television market downturn |
| Tyson, JBS lead wave of U.S. farm exports to China that could be throttled back |
| Iran, Mexico, oil and the sourcing of Venezuela’s food |
Sunday, June 21, 2020
| Panjiva Daily: Clean tech supply chains versus COVID-19; Maersk gets less gloomy |
| Brexit Watch: Peel Ports, DP World do better as post-Brexit services get underway |
| Trump pulls soldiers from Germany as arms exports dip |
| Tesla, GM have to balance long term sourcing, short-term supply needs |
| East Group, First Solar show coronavirus can’t eclipse solar power’s surge |
| Maersk’s India operations worsen but COVID-19 gloom becomes less gloomy |
Wednesday, June 17, 2020
| Panjiva Daily: Hapag-Lloyd’s arbitrary charge; COVID-19, supply chains and credit risk analysis |
| USMCA may join COVID-19, OPEC as complications for Pemex |
| Britain isn’t Europe’s only problem as trade activity dives |
| COVID-19 chip demand may be waning as Hon Hai, Sanmina slash Mexican shipments |
| Hapag-Lloyd’s arbitrary charge could boost costs for Hyundai, Syngenta in Brazil |
Tuesday, June 16, 2020
| Panjiva Daily: Walmart, Adidas tackle retail downturn; the ripple effect from Honda’s cyber attack |
| Panjiva Basics: Momentum reversal – analyzing COVID-19 credit risk with supply chain data |
| Guess has to work out how to tackle customer traffic, China sourcing challenges |
| Walmart, Adidas follow apparel retail sales slump with reduced imports |
| China’s Belt-and-Road faces chill wind from trade subsidy investigations |
| Volkswagen’s COVID-19 recovery in Mexico on hold |
| Honda’s cyber attack may ripple through supply chain to ZF, BorgWarner |
Monday, June 15, 2020
| Panjiva Daily: GM, Ford get back into gear after COVID-19; stretched PPE suppliers |
| GM, Ford restart U.S. production as foreign competitors’ shipments wane |
| Brexit Watch: New momentum, old problems with 18 weeks to go |
| PlayStation 5 set to boost console supply chain after years of decline |
| Top Glove stretched, U.S. COVID-19 PPE shipments lose out |
| COVID-19 service volatility, trade war drives problems for ports |
Sunday, June 14, 2020
| Panjiva Daily: Orient Overseas heads east after going south; health versus production in Mexico |
| Treasury’s tariff tax income drops, import price deflation from China eases |
| Regal Beloit, Nidec face disruptions as supplier deals with COVID-19 controversy |
| Orient Overseas heads to the east coast after U.S. volumes head south |
| Plywood tariff evasion evidence plentiful, finding bad actors a challenge |
Thursday, June 11, 2020
| Panjiva Insights: The future for global supply chains and U.S. reshoring |
Wednesday, June 10, 2020
| Panjiva Daily: UPS beats the pack as COVID-19 weighs; ABB’s transformer probe uncertainty |
| Britax, Dorel receive relief from tariffs as government focuses on safety |
| Slow semiconductors in the Philippines drives bottom three performance in Asia |
| ABB, Schneider face prolonged uncertainty in transformer national security probe |
| Copper, zinc export surge leads AMLO to call time on missing tax payments |
| UPS beats the pack, Ceva continues to suffer as COVID-19 weighs on forwarders |
Tuesday, June 09, 2020
| Panjiva Daily: Uniform regulations, divergent methods; the “lobster king” and the elections |
| PVH, H&M cut imports as Bangladeshi apparel faces COVID-19 demand drop |
| Panasonic, Samsung battery supply chains assaulted by COVID-19 |
| Grimaldi’s grim view confirmed by two-thirds fall in U.S. vehicle imports in May |
| Navistar navigates bumpy restart after COVID-19 after prior supply chain lessons |
| Panjiva Daily: Freight falls by a fifth in May; the impact of COVID-19 on Bangladeshi apparel |
| Freight falls by a fifth as COVID-19 weighs on U.S. demand in May |
Monday, June 08, 2020
| CMA CGM expects tougher Q2, India and Europe contribute to woes |
| COVID-19 disrupts Brazilian commodity exports in a variety of ways |
| All hail the lobster king! A new model for pre-election policy or just shifting blame? |
| China’s chips, medical supply exports jump but purchases from U.S. still down |
| USMCA Watch: Honda, Autoliv may have work to do as uniform regulations arrive |
Sunday, June 07, 2020
| Panjiva Daily: Nissan’s Brexit, Tesla problems; Ericsson dials 5G for growth, Huawei limited |
| Cargill’s activity rises, supply chain turnover increases |
| Ericsson dialed into 5G growth as Trump hangs up on Huawei |
| Brexit Watch: Tariffs, Tesla cause headaches for Nissan’s long-term planning |
| COVID-19 drove double-digit drag to U.S. transport employment in May |
| Solar power, Hong Kong gold shine as tariffs continue to cloud U.S.-China trade |
Thursday, June 04, 2020
| Panjiva Daily: 27 billion threats to phase 1; Roche rescues falling test kit shipments |
| Panjiva Insights: The state of global trade in light of COVID-19 and the trade war |
| USMCA’s benefits sorely needed as U.S. trade slump on COVID-19 closures |
| Trump-Xi relations matter with 27 billion threats to the phase 1 trade deal |
| Roche, Biomerieux rescue falling U.S. test kit imports in May after weak April |
| Retail needs new services after Hapag-Lloyd, ONE draw more blanks |
Wednesday, June 03, 2020
| Panjiva Daily: Trump’s new Hong Kong tech rules; BMW, Land Rover to navigate digital taxes |
| Vanadium national security review comes after imports have already collapsed |
| Land Rover, BMW may have to navigate U.S. tariff cost of Britain’s digital service tax |
| Build-a-Bear has tough post-COVID-19 decisions to make holiday shipping looms |
| Cummins deals with uneven U.S. restart after Mexican, European closures |
| Trump’s new rules could chip away at Hong Kong’s high tech imports |
Tuesday, June 02, 2020
| Panjiva Daily: Costco’s COVID-19 cuts; Peet’s Brazilian coffee shipping perks up |
| Hankook less exposed than Nexen in latest U.S. tariff case |
| Phillips 66 bucks trend as U.S. crude, refined oil imports drop |
| JDE Peet’s Brazilian coffee shipments perk up ahead of IPO |
| Costco cuts back in face of COVID-19, cutting overstocking risk |
| Beyond COVID-19, trade war worries resume – May 2020 in 10 reports |
Monday, June 01, 2020
| Panjiva Daily: Dealing with no deal in Ireland; BRP, ZF adapt to the aftermath of COVID-19 |
| ZF announces layoffs as auto part imports start to show wear |
| BRP sales jump, shipping skids as COVID-19 reopenings prove rocky |
| American import pessimism extends on phased COVID-19 recovery |
| Brexit Watch: Diageo, Pernod could make best of a bad deal with Irish shipping shift |
| COVID-19 pressure eases, competitive pricing rises – S&P Global Platts Container Update, May 2020 |
Sunday, May 31, 2020
| Evergreen Marine, Maersk win from Pacific International’s withdrawal |
| Cost of COVID-19 medical protectionism visible in Indian exports to U.S. |
| Lowest U.S. exports since 2009 caused by autos, not helped by Chinese food buying |
| Panjiva Insights: The third phase of COVID-19, the next phase of the trade war |
| Panjiva Daily: Winners from Pacific International’s plight; Nissan’s long-term supply chain plan |
| Nissan takes long-term USMCA view after short-term COVID-19 disruption |
Thursday, May 28, 2020
| HP’s COVID-19 recovery may be measured in months not weeks |
| Shipbuilding exports reach lowest since 2017 despite China order recovery |
| Canada first is the last thing U.S. aluminum smelters need, tariffs could return |
| ZIM set to address finance, faces tough start to Q2 on Canada-U.S. lanes |
| Panjiva Daily: HP Inc’s COVID-19 recovery; Canada first hurts U.S. aluminum |
| Smithfield, JBS gorge on China pork opportunity as prices fall, sales surge |
Wednesday, May 27, 2020
| Panjiva Daily: Expeditors steps up its tech game; China rescues U.S. pharma supplies |
| Panjiva Insights: Academic angles in global supply chain planning |
| Europeans remain depressed in May, global trade trends still negative |
| Expeditors steps up tech game to tackle Fedex, Flexport |
| China rescues U.S. with surge of pharma, ventilator supplies in May |
| Wistron, IBM defy Mexico’s trucking downturn during COVID-19 closures |
Tuesday, May 26, 2020
| Panjiva Daily: Tesla, Paccar prepare for USMCA as Mexico reopens, tariffs trimmed |
| Louis Dreyfus, Cargill ensure Brazil, not U.S., dominates China bean buying |
| Tesla readies for USMCA as round three of China tariff exemptions wrap up |
| SpaceX’s journey to ISS still needs Earth’s industrial supply chain |
| Paccar shows value of diversity in face of COVID-19, USMCA preparations |
| Magna, Delphi lead Mexico’s automotive downturn as national exports slump |
Monday, May 25, 2020
| Panjiva Daily: Medical supply shipments to the U.S. surging in May; COVID-19 export woes for Britain |
| Britain’s COVID-19 woes wash up on American shores in May |
| China’s clampdown raises new U.S. trade challenge for Hong Kong |
| SQM warns lithium will lose power after Q1 exports increased |
| Semiconductor trade beats COVID-19 and U.S.-China trade war |
| Medical supplies surge in May as Japan favors U.S.-bound shipments |
Wednesday, May 20, 2020
| Panjiva Daily: Digital strategies help FedEx vs Amazon and Urban Outfitters vs COVID-19 |
| Yang Ming, Evergreen win state support to maintain national champion status |
| Lenovo faces new normal, still has peak season, supply chain switch to tackle |
| Solar switch-off may leave LONGi’s panels in storage |
| Urban Outfitters digital sales surge but Indian supplies slump due to COVID-19 |
| FedEx teams up with Microsoft to tackle Amazon and Flexport threats |
Tuesday, May 19, 2020
| Panjiva Daily: Finding winners in Trump’s Make in America plan; “unreliable entities” list risks |
| PVH, H&M supply chains face Typhoon Amphan |
| Seattle, Tacoma feel COVID-19’s impact on empty container flows |
| Trump’s Make in America plan may help set-top box, lighting sectors |
| China’s unreliable entities list could put U.S. logistics providers at risk |
| Giant, Trek cycle shipments fall behind as demand sprints ahead |
Monday, May 18, 2020
| Panjiva Daily: COVID-19 is not the only supply chain risk for autos, renewables |
| Daimler readies for USMCA as COVID-19 disrupts factory flow |
| Europe’s COVID-19 lockdown drags global trade to 8% drop in March |
| Nordex, Siemens Gamesa ride out regulatory turbulence in Mexican wind |
| Breville cooks up capital raise for growth as COVID-19 slices shipments |
| Zinus faces mattress supply chain choices as second dumping case arrives |
Sunday, May 17, 2020
| Panjiva Daily: Tracking the electronics retail slump; DP-DHL beats a bad benchmark |
| Brexit Watch: Ideology and disappointment reign as no-deal risks rise |
| Electrolux shipments surge, Best Buy’s drop as retail sales wane in April |
| Deutsche Post beats a bad benchmark in April, says Q2 not as severe as feared |
| Wallenius Wilhelmsen heads for low water mark as Volvo, Komatsu shipments sink |
| Sonos wins tariff leniency, had already been restructuring its supply chain |
Thursday, May 14, 2020
| Panjiva Daily: Autos emerging from COVID-19’s shadow; Cosco, Evergreen sail ahead |
| Corsair rams through more imports in April as COVID-19 demand rises |
| Burden sharing with Treasury, China slips but U.S. tariffs still hit June 2018 low |
Wednesday, May 13, 2020
| Cosco, Evergreen buck COVID-19 trend for container-lines as China recovers |
| GM, Fiat-Chrysler’s U.S. auto restart may choke on sales, parts availability |
| Hummer plans still humming, Tesla set to shock EV components slide |
Tuesday, May 12, 2020
| Panjiva Daily: Food supply chain risks during COVID-19; Under Armour’s inventory issue |
| Brexit Watch: Britain gets a taste of 2021 as medical supply imports slump |
| U.S. port slowdown proves uneven, Norfolk falls behind |
| Food supply disruptions during COVID-19 – three issues to watch |
| Under Armour’s inventories surge as COVID-19 hits both demand and supply |
| Panjiva Insights: Supplying a locked down world – the impact of COVID-19 on LatAm |
Monday, May 11, 2020
| Panjiva Daily: Apple joins Samsung in Vietnam; Intel’s geopolitical move to the U.S. |
| Michelin, Bridgestone could see small supply chains shifts in steel wire case |
| Intel’s geopolitical move to U.S. should boost semiconductor machinery shipments |
| Apple joins Samsung in leveraging Vietnam’s growing audio expertise |
| Barley skirmish with China comes as Australia beats regional export average |
| COVID-19 boosts drop-shipping, fractional trade means U.S. wins on a technicality |
Sunday, May 10, 2020
| Panjiva Daily: H&M’s COVID-19 reaction; new round of national security supply chain reviews |
| Logistics employment slump suggests continued low activity |
| Manitowoc looks for national security lift from mobile crane investigation |
| Cheniere’s cancelled cargoes show LNG challenge for China’s phase 1 commitments |
| Cargill shows how U.S. may keep losing China soybean share during 2020 |
| H+M’s COVID-19 response may be less forceful than Uniqlo, Primark |
Wednesday, May 06, 2020
| Panjiva Daily: Tariffs drive solid supply chain change; national security worries transformed |
| Work-from-home rescued China’s export growth in April, trade war worries rise |
| Matson hopes faster means better as COVID-19 overshadows outlook |
| Smith & Nephew does relatively less well as COVID-19 cuts elective surgeries |
| Solid state drives shows risk from fluid state of trade war tariffs |
| Schneider Electric, ABB face national security tariffs, may need to transform supplies |
Tuesday, May 05, 2020
| Panjiva Daily: The $21B trade war trigger; COVID-19 medical supply deep-dive |
| Canada skids on oil as exports fall across the Americas |
| Travel and transport slash U.S. trade activity, China deficit at 2004 low |
| Phase 1 falls $21B behind schedule as U.S.-China relations worsen |
| Coronavirus medical import deep dive shows testing, PPE imports improving |
Monday, May 04, 2020
| Panjiva Daily: Mexico’s COVID-19 troubles include energy, could spread to ventilators |
| Loblaw’s surge could continue as South Africa’s coronavirus reopening proceeds |
| Mexico’s ventilator export surge stops as COVID-19 spreads |
| Coronavirus just the latest challenge for Pemex as energy imports slide |
| Cinco de Mayo set to be tequila fueled as beer exports turn sour |
| Looking ahead for green shoots, trade war risks – April 2020 in 10 reports |
| Nestlé, J.M. Smucker Mexican coffee exports grind downwards |
Sunday, May 03, 2020
| Panjiva Daily: Trump’s coronavirus sanction tariff options; Japanese autos hit the brakes |
| Worst is yet to come for volumes, fuel costs a salve – S&P Global Platts Container Update, April 2020 |
| Coronavirus pessimism hits export order expectations around the world |
| Trump ready to deploy tariffs in COVID-19 extension to trade war with China |
| Toyota, Mazda’s deceleration delivers COVID-19 challenge for shipping lines |
| Baby Yoda’s arrival adds force to Disney’s Star Wars shipments |
Thursday, April 30, 2020
| Panjiva Daily: DSV-Panalpina chases costs not volumes; ventilator shipments come back to life |
| South Korea finds even if you make it, they still might not come |
| U.S. fruit decision may juice Chinese exports, squash farmers in Florida and Chile |
| Church & Dwight puts the hammer down to meet COVID-19 demand |
| DSV-Panalpina slashes costs, won’t chase volumes as COVID-19 bites |
| Panjiva Insights: In for the long haul, COVID-19 impact on autos and medical supply chains |
Wednesday, April 29, 2020
| Panjiva Daily: C.H. Robinson steps ahead after tough Q1; U.S. pharma imports slip in April |
| Adidas looks to support supply chain as shipments inch higher in Q1 |
| China’s manufacturing feels whipsaw effect from overseas demand |
| Robert Bosch yet to cut U.S. shipments as auto sales drop most in 52 years |
| C.H. Robinson beating peers in April after tough Q1 for U.S., global logistics |
| Strides takes steps to tackle COVID-19; total U.S. drug imports slipped in April |
Tuesday, April 28, 2020
| Panjiva Daily: UPS tackles COVID-19 with retooling; financial wins and risks from coronavirus |
| UPS faces costs from COVID-19 changes, European slowdown in Q2 |
| USMCA Watch: Implementation finally arrives as COVID-19 takes toll on trade |
| COVID-19 demand leads Sri Trang to plan capacity-stretching rubber glove IPO |
Monday, April 27, 2020
| Continental drifts towards Mexico as COVID-19 supplier worries rise |
| Panjiva Daily: K+N’s huge opportunity; Ikea deals with COVID-19 downturn |
| K+N’s “huge opportunity to grow” follows COVID-19 hit to volumes in Q1 |
| J.C. Penney, PVH accelerate Vietnam apparel imports as demand slides |
Sunday, April 26, 2020
| Global trade downturn set to continue as German expectations hit record low |
| Husqvarna’s COVID-19 exposure may mean Q2’s cut is bigger than Q1 |
| Ikea deals with coronavirus demand downturn after tackling tariffs |
| Shipbuilding faces coronavirus headwind as exports, orders fall |
| Invacare, iRobot gain tariff leniency as coronavirus troubles abound |
Thursday, April 23, 2020
| Panjiva Daily: The phased effect of COVID-19 on trade; monitoring Qisda, NEC’s return to growth |
| China’s cereal purchase could kill the risk of a return to trade war |
| Shiseido shipments slip, L’Oreal’s worth watching as COVID-19 cuts cosmetics |
| Qisda, NEC shipments return to growth as monitor demand rises |
| April’s bad news could be worse as China’s slowdown improves, Europe’s accelerates |
| Kone’s elevator supply chain solid; COVID-19 cuts construction activity |
Wednesday, April 22, 2020
| Panjiva Daily: Trump’s oil import aims; Sulzer shows the importance of being essential |
| Sika seeks opportunities as COVID-19 raises inventory risks |
| Trump’s oil aims may not mean U.S. imports shoot downward |
| Fevertree shipments heat up, coronavirus requires channel change |
| Sulzer’s essential business keeps imports pumping during COVID-19 pandemic |
Tuesday, April 21, 2020
| Panjiva Daily: COVID-19 medical supply recovery underway; Nintendo aims to Switch up supplies |
| Boeing’s suppliers may welcome reopening after descent in parts imports |
| Nintendo looks to Switch up output as chips dodge COVID-19, for now |
| Wind projects face COVID-19 turbulence, equipment imports yet to fall |
| Stora Enso shipments slide as COVID-19 crumples paper demand |
| Green shoots of spring recovery in COVID-19 medical supplies to U.S. |
Monday, April 20, 2020
| Panjiva Daily: Trump’s low-key tariff leniency; Lear’s labor, sales and regulatory risks |
| Rose-tinted rear-view mirror, dark COVID-19, oil clouds ahead for global trade |
Sunday, April 19, 2020
| Trump’s tariff leniency may mean little for the economy, will prove complex |
| U.S. loses as Japan accelerates medical exports in falling trade environment |
| Lear’s challenges spread to labor unrest as well as sales and regulatory risks |
| Coronavirus causes port to cut capacity, costs and offer storage solutions |
Thursday, April 16, 2020
| Panjiva Daily: Best Buy tackles coronavirus; Hon Hai waits for WTO intervention in trade war |
| SAIC may secure China supplies as U.S. tariff leniency is extended |
| Hon Hai, Wistron may have fingers crossed for unlikely WTO intervention |
| Best Buy tackles coronavirus with cost cutting, source switching |
| New York overhauled Long Beach in 2019, thanks to a bridge |
| Panjiva Insights: Shining a light on COVID-19’s impact on supply chains |
Wednesday, April 15, 2020
| Panjiva Daily: Amazon, SM Line outpace peers as COVID-19 cuts volumes |
| Indian labor shortage may slice cereal, spice supplies to China |
| American pork heads to China as coronavirus cuts U.S. demand |
| ASEAN+3 stockpile could cut future trade in medical supplies |
| SM Line bucks falling liner trend with booming Canadian business |
| Amazon’s global freight surge puts pressure on forwarders, helps Maersk |
Tuesday, April 14, 2020
| Panjiva Daily: Marathon and Pace face coronavirus hurdles; the risk from tardy Brexit talks |
| Lower tariffs cut burden on U.S. importers, reduce pressure on Chinese exporters |
| Marathon’s import sprint may be ended by coronavirus, OPEC+ deal |
| New York beat LA in March, EU exposure set to become a problem |
| Brexit Watch: Tardy talks due to COVID-19 raise risks for future supplies |
| Pace blames COVID-19 for financial woes; Denso, Magna shipments surge |
Monday, April 13, 2020
| Panjiva Daily: FEMA’s coronavirus clampdown; how CH Robinson beat its peers in March |
| Bigger difficulties ahead as COVID-19, consumers drag on Chinese exports in March |
| Hunter Douglas, Novelis face consequences of new antidumping case |
| CH Robinson survives COVID-19 woes as growth outperforms peers |
Thursday, April 09, 2020
| Bad, with worse to come – COVID-19’s toll on U.S. imports in March |
| 3M exempted as FEMA clamps down on PPE exports after surge |
Wednesday, April 08, 2020
| Panjiva Daily: Coronavirus questions answered; Tesla’s shutdown impact on lithium supply chains |
| Loss of ferry capacity to COVID-19 could disrupt spirits, tire exports |
| Vale changes shipping strategy, cuts exports in response to coronavirus |
| Tesla’s deceleration may take time to reach SQM’s lithium mines |
| Lindt’s bunny beats COVID-19 disruptions as imports hop higher |
| Panjiva Insights: Coronavirus – the global impact, your questions answered |
Tuesday, April 07, 2020
| Panjiva Daily: Matson stays healthy, competitors weaker; tire industry loses grip as COVID-19 drags |
| No-one wins as coronavirus spreads but not all exporters will see a decline |
| COVID-19 car demand drop drives Aleris to cut production, Norsk Hydro cuts imports |
| Indian Oil uses exports to deal with COVID-19’s domestic demand drop |
| Tire industry loses grip as COVID-19 drags, Nokian bucks the U.S. trend |
| Matson stays healthy as coronavirus weakens competitors’ volumes |
Monday, April 06, 2020
| Panjiva Daily: Trade war risks rise; new ways to boost Purell, ventilator supplies |
| Fisher & Paykel leads surge in Mexican ventilator exports to U.S. |
| Toyota, Mitsubishi meet COVID-19 driven demand drop with slowing supply |
Sunday, April 05, 2020
| Trade war return risk rises with tariff cuts, purchase commitments yet to deliver |
| Tariffs scrubbed from Purell pump systems as Gojo receives leniency |
| U.S. trade downturn extends to month six as coronavirus meets Canadian oil |
Thursday, April 02, 2020
| Panjiva Daily: Q2 Outlook special edition – Through a COVID-19 glass, darkly |
| Q2 2020 Outlook: Through a COVID-19 lens, darkly |
Wednesday, April 01, 2020
| Panjiva Daily: Healthcare supply chains during COVID-19; the rush to supply farmers |
| Coronavirus goes global – March 2020 in 10 reports |
| Airfreight capacity drops, raising risk of force majeure |
| Syngenta, Yara shipments may have dropped ahead of farm supply rush |
| 2010 low for U.S. import sentiment shows degree of COVID-19’s economic drag |
| You don’t always get what you need – COVID-19’s impact on healthcare supply chains |
Tuesday, March 31, 2020
| Panjiva Daily: Room for more COVID-19 medical tariff cuts; Mexican gas deflation risk |
| Asia data points may understate impact of coronavirus outbreak on trade |
| Medline, Cardinal Health could be blessed with further COVID-19 tariff exemptions |
| Finding a new normal for volumes and fuel – S&P Global Platts Container Update, March 2020 |
| AMLO’s coronavirus reaction could deflate CFE, Pemex gas imports |
| Lenzing cuts costs as COVID-19 disrupts textile fiber flows |
Monday, March 30, 2020
| Panjiva Daily: Tracking ventilator shipments; Ceva’s force majeure casts doubts |
| Panjiva Insights: Trade talks, data shouts – COVID-19, stories from the data |
| Drägerwerk’s U.S. ventilator worries already evident in March |
Sunday, March 29, 2020
| Konecranes can’t lift spirits as coronavirus delivers demand disruption |
| Japan may float shipyard mergers in response to global consolidation, COVID-19 |
| Ceva’s force majeure bodes ill for supply chain certainty |
Friday, March 27, 2020
| Panjiva Daily: COVID-19 drives laptop PC shortage; JBS set to meet coronavirus challenge |
Thursday, March 26, 2020
| Outotec shipments surge, coronavirus complicates logistics |
| German trade sentiment falls at fastest rate since at least 1991 as COVID-19 weighs |
| Consumer, autos sectors drive February’s fall in U.S. trade activity |
| Laptop availability powers down as work-from-home demand rises, imports fall |
| JBS faces a package of problems and opportunities from coronavirus |
Wednesday, March 25, 2020
| Panjiva Daily: India’s lockdown risk for pharma supply chains; coronavirus corrodes copper exports |
| Global trade returned to the bad times before the worse times |
| Canals set to face coronavirus challenge as shipping slows |
| Pemex faces problems, Valero and ExxonMobil do better in Mexico |
| Glencore, Codelco copper exports corrode as coronavirus spreads |
| India’s lockdown puts pharma, textile and machinery supply chains at risk |
| Panjiva Daily: Shipping slowdown reaches U.S. shores; virus casts a cloud over solar |
Tuesday, March 24, 2020
| Shipping slowdown reaches U.S. shores as imports from China drop 45% in March |
| Panjiva Daily: Flexport steps up as masks fall; COVID-19 forces Wallenius Wilhelmsen to dig in |
| Starbucks cuts Brazilian coffee purchases ahead of coronavirus closures |
| Apple, Lacroix win in latest round of U.S.-China tariff exemptions |
| Tractor-makers Deere, AGCO face fallow period as COVID-19 disrupts supply chains |
| Coronavirus cloud settles over solar power equipment supplies |
Monday, March 23, 2020
| PVH, VF Corp. could prosper from a U.S.-Kenya trade deal |
| Bayer raises, Torrent cuts supplies as Brazil lowers pharma import hurdles |
| Wallenius Wilhelmsen digs in as COVID-19 cuts construction machinery shipments |
Sunday, March 22, 2020
| Coronavirus-linked container constraint emerges as empty handling falls |
| Flexport steps up with coronavirus rules as medical mask imports fall |
Friday, March 20, 2020
| Panjiva Daily: Answering Trump’s ventilator call; handling medical glove demand |
Thursday, March 19, 2020
| Panjiva Daily: FedEx attacks to defend against COVID-19; MSC avoids container dip |
| Samsonite supplies fixed, demand has 9-month trek to coronavirus recovery |
| Volkswagen closes capacity as both supply and demand concerns grow |
| Trump’s ventilator call follows surge in imports by ResMed, Philips |
| Top Glove hopes to handle coronavirus growth opportunity with new capacity |
| Coronavirus not the only malady facing Mexican beer exporters |
Wednesday, March 18, 2020
| Panjiva Daily: DSV Panalpina’s coronavirus warning; EU’s coronavirus soap strategy |
| Fading global trade provides a backdrop for Europe’s above-average January |
| Brazilian iron ore sinks to new trough as Vale favors China |
| MSC among the best as U.S. container line volumes dip in February |
| FedEx attacks costs to defend against coronavirus headwinds |
| Saudi Aramco, Phillips 66 face dual shocks to U.S. oil supplies |
Tuesday, March 17, 2020
| Panjiva Daily: The supply chain cost of Trump’s travel ban; waste sacks bag coronavirus tariff cuts |
| Dupont faces higher costs as U.S. cools on Chinese refrigerant imports |
| Japan’s exports slip rather than slide as China, chips prove resilient |
| DSV Panalpina rings the warning bell for forwarders as coronavirus disruptions spread |
| USMCA Watch: 31 month odyssey ends with coronavirus delay |
| EU coronavirus strategy may wash away soap exports |
Monday, March 16, 2020
| Italy’s coronavirus lockdown may limit luxury, pharmaceutical exports |
| California’s ports feel first effects of coronavirus disruptions |
| Panjiva Daily: Coronavirus – what we’ve learned about supply chains so far |
| Trump’s EU travel ban could raise costs for healthcare, electronics and luxury goods |
| Coronavirus continues to drive U.S. tariff reductions, including waste bags |
| U.S. Treasury take turns over as tariffs become victim of their own success |
Sunday, March 15, 2020
| We’re not there yet – 18 coronavirus lessons from supply chain and financial data |
Friday, March 13, 2020
| Sunshine state faces dark clouds from EU-U.S. trade conflict |
Thursday, March 12, 2020
| Oil-for-corn deal shows supply chains adapting to Venezuela sanctions |
Wednesday, March 11, 2020
| Brexit Watch: EU talks struggling, whiskey leniency needed to lubricate U.S. deal |
| Stitch-Fix weaves tariff lessons into coronavirus strategy |
Tuesday, March 10, 2020
| Panjiva Daily: Coronavirus second order effects reach Cambodia, Mexico supply chains |
| Baltimore cuts capacity for coronavirus, Ikea and Fila may feel shortages |
| Kansas City Southern flags Mexican COVID-19 risks; GM and Mazda exposed |
| Baosteel bucks the coronavirus trend with surging U.S.-bound shipments |
| Levi Strauss, Adidas face second-order Cambodian COVID-19 disruptions |
| First signs of coronavirus’s drag as U.S. imports fall for sixth month |
Monday, March 09, 2020
| Panjiva Daily: Trump’s coronavirus tariff sacrifice; bubbly soap imports |
| Panjiva Daily: Oil’s rout and global trade; Sanders, Biden trade debate moves to Michigan |
| Signs of COVID struggles as Taiwan, Vietnam gain at China’s expense in electronics |
| Costco coronavirus sales win may be followed by supply chain challenges |
| Valero, Phillips 66 lead Mexican oil exports as AMLO prepares for more |
| Sanders, Biden debate trade as Michigan’s auto exports wane |
| Contraction, commitments and containers – Trade implications of the oil price collapse |
Sunday, March 08, 2020
| Procter & Gamble soap imports bubble up ahead of coronavirus demand surge |
| China misses phase 1 purchasing commitments by 59% in January |
| China still losing the trade war during the trade peace |
| Cardinal Health, Brady win as Trump sacrifices tariffs to tackle coronavirus |
Friday, March 06, 2020
| Trump’s China scorecard achieves best January result since 2012 |
Thursday, March 05, 2020
| Chemicals, autos companies most preoccupied with COVID-19 |
| India’s COVID-19 airlift could help solar, telecoms sectors |
| Panjiva Daily: Who cares most about coronavirus? Chemicals and autos, but not healthcare |
| U.S. to include 5G in trade deals, imports set to surge based on 4G, 3G history |
| Sales surge, imports slow in autos sector as parts shortages loom |
| Hapag-Lloyd sees extended period of coronavirus recovery |
Wednesday, March 04, 2020
| Panjiva Daily: Logistics and the end of COVID-19 disruptions; Turkey restricts medical supplies |
| Lego’s built a U.S. supply chain immunity to COVID-19 disruptions |
| ArcelorMittal, Ternium may feel COVID-19 disruption in Mexican exports |
| Supply chain questions for Nipro, J&J as COVID-19 export restrictions widen |
| UPS, CMA-CGM see beginning of the end to COVID-19 disruptions |
| Cheap fuel salves COVID’s costs – S&P Global Platts Container Update, February 2020 |
Tuesday, March 03, 2020
| Panjiva Daily: India COVID-19 drug supply restriction; TiVO’s TV box triumph |
| Target’s prepared for COVID-19 as new year imports slip |
| Maersk’s integrated strategy bears fruit with India service launch |
| New York joins roster of ports expecting COVID-19 disruptions |
| TiVo’s triumph comes as U.S. set-top boxes head into decline |
| India reacts to COVID-19, surging exports with key drug export restrictions |
Monday, March 02, 2020
| Panjiva Daily: Apple’s use for Trump; port strikes, not SARS, provide a COVID-19 lesson |
| Coronavirus casts a cloud – February 2020 in 10 reports |
| Oil powers, Dell drags on Texas; Super Tuesday trade policy clarity arrives |
| Strikes, not SARS, provide a COVID-19 lesson for U.S. ports |
| COVID-19 exacts a toll on U.S. housebuilding as lighting deliveries dim |
| Apple uses Trump to access India in quick time |
| Mad dash for U.S. electronics as COVID-19 disrupts supply chains |
Sunday, March 01, 2020
| Panjiva Daily:DP-DHL’s COVID-19 costs, Trump’s split security standards |
| South Korea’s surprising rebound defies COVID-19, reflects timing |
| China’s COVID-19 trade activity collapse; EU healthcare exports may soar |
| Deutsche Post DHL warns of COVID-19 impact, electronics already sliding |
Friday, February 28, 2020
| U.S. trade decline continues, phase 1 trade deal benefits yet to accrue |
| Trump splits Japanese security view for titanium and steel cases |
Thursday, February 27, 2020
| Panjiva Daily: Foxconn, COVID-19 help Vietnam; K+N sees COVID-19 return to normal, in China |
| No pain, so no gain in tariffs for structural steel helps Valmont, CAP |
| K+N experiencing return-to-normal in China while COVID-19 continues |
| Foxconn, COVID-19 drive Vietnam’s electronics super-power status |
| Matson faces triple-whammy of COVID-19 disruptions, others in the same boat |
| Boeing, BMW central to South Carolina’s trade politics |
Wednesday, February 26, 2020
| Panjiva Daily: Trump’s choppers-and-coke deal; Deere’s dear shipping |
Tuesday, February 25, 2020
| Panjiva Basics: Counting the cost of COVID-19 for corporate supply chains |
| Port of Los Angeles raises COVID-19 worries, Savannah’s shipping slides |
| Global trade rebound in December likely to prove short-lived |
| Choppers and coke – Trump’s latest trade deal makes a modest start |
| Ikea rebuilds supply chain as tariffs slam door on Chinese cabinets |
| Deere’s shipping could get dearer due to COVID-19 disruptions |
Monday, February 24, 2020
| Panjiva Daily: Hasbro, Mattel tackle coronavirus; China cuts medical device costs |
| Trump’s uranium support bears fruit, most supplies from EU and Canada |
Sunday, February 23, 2020
| JBS gains Brazilian beef options after Chinese stampede |
| Panjiva Daily: Uniqlo’s evolution, Lenovo’s refactoring in response to COVID-19 |
| Repsol, Ford face Spanish digital service tax risks |
| Medtronic, Johnson & Johnson may be helped by latest China tariff cuts |
| Hasbro, Mattel supply chains face coronavirus, Hong Kong protest disruptions |
| Magna dealing with COVID-19 and tariffs, to a certain extent |
Saturday, February 22, 2020
| Bunge, Vale face slide Brazilian commodity exports to China due to COVID-19 |
Friday, February 21, 2020
| Lenovo refactors its laptop supply chain in response to COVID-19 |
| Uniqlo’s fast-evolving supply chain can’t avoid COVID-19 disruptions |
| Maersk’s COVID-19 rebound in Q2 may be foiled by weaker European shipping |
Thursday, February 20, 2020
| GE, Siemens may have much to gain if Trump, Modi can reach long term deal |
| Panjiva Daily: COVID-19 hurdle for Adidas, Puma; winners from a U.S.-India trade deal |
Wednesday, February 19, 2020
| Tariff Quote Watch: Altra Industrial, Haldex cut China exposure as tariff worries wane |
| Japan adds to evidence of a weak month for global trade in January |
| Adidas, Puma look to hurdle COVID-19 challenges |
| Panjiva Insights: Seeing clearly, reaching further – supply chain technology in the 2020s |
| Panjiva Insights – Globalization alive but kicking |
Tuesday, February 18, 2020
| Panjiva Daily: Expeditors, K+N squeezed by competitors, COVID-19; JCB has a hole |
| Sumitomo gains as Hankook demand skids |
| Wallenius Wilhelmsen chooses contraction in shrinking car carrier market |
| Expeditors, K+N feel pressure from weak volumes, challengers and COVID-19 |
| COVID-19 set to leave hole in JCB’s U.K., U.S. supply chains |
| Delong, Gavilon face export squeeze as COVID-19 cuts container availability |
Monday, February 17, 2020
| Panjiva Daily: COVID-19’s automotive disruption widens; Trump’s tariff carousel |
Sunday, February 16, 2020
| Nissan, Tata join the list of automakers facing COVID-19 disruptions |
| Carousel passes LVMH, Constellation by as U.S. aero retaliation deepens |
| SM Line, PIL realign as competition concerns conclude |
Saturday, February 15, 2020
| Trump’s budget indicates major trade war de-escalation |
| Burden sharing alive and well as U.S import prices from China hit 12-year low |
Thursday, February 13, 2020
| Panjiva Daily: Under Armour’s COVID-19 costs; solar tariff efficiency in doubt |
| Philippines’ moment of trade health may prove fleeting in face of COVID-19 |
| Nevada’s copper and blood pay the price for U.S.-China trade war |
Wednesday, February 12, 2020
| Under Armour’s COVID-19 costs could spread |
| Trina, Hanwha Q-Cells shine as doubts cast over solar tariff efficiency |
| Health of Chinese healthcare supplies called into question |
Tuesday, February 11, 2020
| Panjiva Daily: 2019’s malaise infects the ’20s; new shipping service for Ford, Molson Coors |
| Tariff Quote Watch: GoPro falls short as supply chain plan proceeds slowly |
| Steering industry has to navigate coronavirus as Huida declares force majeure |
Monday, February 10, 2020
| Ford, Molson Coors may be targets for COSCO’s new service |
| Indiana survives the U.S.-China trade war, conflict with EU more challenging |
| Tariffs’ bite lasts into the ‘20s, jaws starting to unclench |
Sunday, February 09, 2020
| DSV Panalpina confirms soft outlook for 2020, coronavirus uncertainty |
| Panjiva Daily: DSV Panalpina’s soft outlook; Nintendo’s coronavirus cost |
| Coronavirus could stall Fiat-Chrysler, General Motors auto production |
Thursday, February 06, 2020
| Canada a bright spot in a dark end to 2019 in the Americas |
| Nintendo counts coronavirus cost as factories await reopening |
| Melrose’s tariff relief may be short lived if EU-U.S. conflict gets into gear |
Wednesday, February 05, 2020
| Panjiva Daily: Trump’s tariffs still successful; Electrolux, Sherwin Williams feel the burn |
| Husqvarna’s revenues trimmed, import growth unchecked |
| BAe, Lonza have friends in New Hampshire as primary approaches |
| Electrolux, Midea feels the burn as tariffs continue to cool China’s exports |
| Good news for Trump, bad news for the EU in latest trade data |
| Tariff Quote Watch: Sherwin Williams shows Phase 1 doesn’t gloss over tariff pain |
Tuesday, February 04, 2020
| Panjiva Daily: Coronavirus hits logistics; Brexit deal making positions compared |
| Milwaukee Electric, Tractor Supply drill for tariff exemptions |
| Generac, Briggs & Stratton face tariff and currency questions |
| Improving U.S. export sentiment faces realities of coronavirus |
| Coronavirus delivers a blow to the logistics sector |
| Brexit Watch: Britain’s not Canada in CETA, it’s Canada in USMCA |
Monday, February 03, 2020
| Panjiva Daily: Vestas, DSV Panalpina get together; Wistron expands in India |
| Wistron Joins Foxconn Making iPhone Components in India |
| Tariff Quote Watch: Vestas tackles tariffs, calls on DSV-Panalpina for shipping help |
| Petronet’s gas deal, not a full trade agreement, may feature in Trump’s India visit |
| New decade, old problems as South Korea slides, China hopes darken |
| A different kind of chaos – January 2020 in 10 reports |
Sunday, February 02, 2020
| Panjiva Daily: ONE’s got more than one problem; H&M’s tech investments pay off |
| H&M’s supply chain technology investments pay off |
| Ocean Network Express has more than ONE problem |
| Illinois Tool Works trims guidance In response to coronavirus |
| Coronavirus and Compliance – S&P Global Platts Container Update, January 2020 |
Friday, January 31, 2020
| Panjiva Basics: Handling VUCA With HALO; Lessons for Portfolio Construction in 2020 |
Thursday, January 30, 2020
| Panjiva Daily: Corporate coronavirus reactions; Brexit begins; UPS beats peers |
| UPS Beats Its Peers, Misses Out On Supply Chain Realignments |
| Daimler, Keystone Face National Security Metals Tariff Extension |
| Iowa’s About More Than Beans as Trade Policy Meets Electioneering |
| Corporate Coronavirus Reactions Take Wait-and-See Stance, For Now |
| Brexit Watch: The End of the Beginning as 20th Century Deals Face 21st Century Issues |
Wednesday, January 29, 2020
| CH Robinson’s Slide Includes European Business Push |
| Panjiva Daily: CH Robinson’s troubles; Pegatron and Hon Hai’s divergent strategies |
| Pegatron, Hon Hai Take Opposite Approaches To Supply Chain Shuffling |
| Whirlpool’s Price Rises Helped By Tariffs Which Cut Import Demand |
| USMCA Watch: One Hurdle Left, Then The Hard Work Begins |
| Trump’s Deficit Victory Still a Ways Off, Phase 1 Effect May Be Delayed |
Tuesday, January 28, 2020
| Ford, General Motors Left Out In Cold By CSAV’s Car Ferry Exit |
| Orient Overseas Tough 4Q May Have Beaten Its Peers |
| Balanced Picture For Global Trade Could Tip on Tweets and Sneezes |
| Panjiva Daily: Trump’s Michigan visit and autos tariff questions; Orient Overseas leads the way |
| Ikea, Steelcase Face Prospect of Make in India Tariffs |
| USMCA Watch: Trump’s Michigan Visit May Raise EU Tariff Questions for Dana |
Monday, January 27, 2020
| Maersk Sceptical About Trade Growth, Especially For Capital Goods |
| Maruti Suzuki S-Presso May Perk Up Indian Exports as Ford Slows |
| PIL’s Problem May Drag on Wide Range of Industries |
| Panjiva Daily: Coronavirus exposure for autos, electronics; Maersk’s sceptical attitude |
| Coronavirus Could Disrupt Supply Chains For Autos, Electronics and Chemicals |
| Tianqi Lithium’s SQM Purchase Brings Behavioral Change, Debt Woes |
Sunday, January 26, 2020
| Panjiva Daily: Supply chain tech in 2020; K+N’s Asia acquisition search |
| 2020 Outlook: It’s About Time – The Future for Global Supply Chains |
| 2020 Outlook: Seeing Clearly, Reaching Further – Supply Chain Technology |
Thursday, January 23, 2020
| Tariff Quote Watch: Phase 1 Trade Deal Too Late to Save Agrochemicals in 2020 |
| Tariff Quote Watch: VF Corp’s North Face Tariff Chill Set To Pass |
| K+N Starts The Search For Asian Acquisitions |
Wednesday, January 22, 2020
| JBS, Treasury Wine May Pay if DP World’s Australian Strike Action Worsens |
| Panjiva Daily: Secret trade review, Fender’s tariff tune and Spin Master’s stockpiling |
| Good News for Semiconductors Amid Japan’s Poor Performance |
| Secrets and Deals – Auto Tariffs and Digital Taxes Cloud Trade Negotiations |
| Fender Fends off Tariffs as Yamaha, Casio Miss a Beat |
| Tariff Quote Watch: Spin Master Shows Threats Matter As Much As Reality |
Tuesday, January 21, 2020
| Panjiva Daily: Black, grey and green swan risks in 2020; the phase 1 pharma harvest |
| Panjiva Daily: DHL leads forwarders in 4Q, Ceva slips; steel tariff losers and winners |
| ArcelorMittal Dodges Tariff Trouble as U.S. Imports Hit Lowest Since 2010 |
| Ruixing, Yara Fertilizer Shipments May Wither as India Aims To Cut Imports |
| Codelco, BHP May Have Warm Feelings From Phase 1 Trade Deal |
| Ceva, DSV-Panalpina Slip As DP-DHL, DB-Schenker Surge in 4Q |
| Williams Sonoma, Faurecia Face Disruptions As Maersk is Beset By Le Havre Strike |
Monday, January 20, 2020
| 2020 Outlook: The Year It All (Might) Go Wrong – Black Swan Risks |
| Dollar General, Greif May Bag Bargains as China Bans Single Use Plastics |
| New Normal Means Same Problems as Los Angeles Loses Out From Tariffs |
| Pharma Harvest From Phase 1 Deal May Be Transshipments |
Sunday, January 19, 2020
| Panjiva Daily: Five supply chain strategies for 2020; what’s to watch in WEF week |
| First Shots or Fast Friends – What To Expect from WEF |
Thursday, January 16, 2020
| Panjiva Insights: After the Dust Settles, Views on The Phase 1 Trade Deal |
| 2020 Outlook: Fighting on Several Fronts – Supply Chain Strategies |
| Burden Sharing Shifts as U.S. Import Price Deflation Slows |
Wednesday, January 15, 2020
| Hapag-Lloyd The Best of a Bad Lot as Container Lines Suffer Poor Q4 |
| TSMC Faces Defense Pressure To Shift Chipmaking as U.S. Demand Wanes |
| Panjiva Daily: Phase 1 deal deep dive – commitments versus enforcement |
| 2020 Outlook: Come for the Commitments, Stay for the Enforcement – Trade War Show Season 4 Begins |
Tuesday, January 14, 2020
| Panjiva Daily: Logistics in 2020 – delivery in doubt; New York’s drinks problem |
| 2020 Outlook: Delivery in Doubt – Logistics Industry Prospects |
| Philippines Shows China Chip Dominance Growing, Regional Trade Still Weak |
| New York Has a 2020 Drinks Problem as U.S. Ports End 2019 With a Dive |
| Brexit Watch: Fish Fight First of the Free Trade Deal Frictions |
| Treasury’s Tariff Take Reached $74B in 2019, Could Break $90B in 2020 |
Monday, January 13, 2020
| Panjiva Daily: Alive and kicking – 8 global trends for 2020; America’s miserable end to 2019 |
| Consumer Surge, New Year Hold Keys To China Export Rebound |
| 2020 Outlook: Globalization Alive and Kicking – Global Trade Policy Trends |
| Miserable End to The 2010s as Trade War, Weak Demand Slash U.S. Imports |
| Tariff Quote Watch: Superdry Bails Out of China Sourcing as Shipments Sink |
Sunday, January 12, 2020
| Panjiva Daily: Trump’s nine trade frenemies in 2020; Yara, Mosaic’s sanctions exposure |
| Terrible End to 2010s For Marine Logistics Employment, Raises Strike Risks |
| Yara, Mosaic May Have Bigger Hormuz Exposure in Brazil Than Petrobras |
| 2020 Outlook: New Year, New Frenemies – U.S. Trade Policy |
| Gazprom, Kinder Morgan at Opposite Ends of EU-U.S. Common Gas Interests |
Thursday, January 09, 2020
| 2020 Outlook: Trade War in Waiting – U.S.-EU Relations |
| Panjiva Daily: Trump’s trade wars old and new – 2020 Outlook; Sonos harder to hear |
| Mission Not Yet Accomplished – The Phase 1 Trade Deal Awaits |
| Sonos Disconnected From Rising Smart Speaker Market |
Wednesday, January 08, 2020
| 2020 Outlook: Ever-Changing Trade – 10 Lessons From The Past 10 Years |
| LG Electronics Leads Growth as TVs Get Ever Bigger At CES |
Tuesday, January 07, 2020
| Panjiva Daily: Trump’s winning the trade war; Daimler leads autos downturn |
| Adidas, Sumitomo May Face Disruption From Jakarta Floods |
| Kerosene, Fuel Oil Refloat Canada’s Export Growth As China Spat Continues |
| Beans Bounce Back As U.S. Wins The Trade War in November |
| Tariffs Not Needed as Daimler Slashes Shipments, BMW and VW Prove Resilient |
| Wrong News At The Right Time Shows Success of Trump’s Trade Policies |
| Hasbro, Mattel Find Growth in India, Government Looks To Tackle Quality |
Monday, January 06, 2020
| Giant, Trek Make Tracks Out of China as Tariffs Meet The Electoral Cycle |
| Panjiva Daily: Batteries, not Segway Ninebot the CES star; Mexico prunes its oil hedge |
| Toyota Deprioritized U.S. As Japan’s Automakers Suffer Another Tough Month |
| Segway Ninebot Grabs Headlines at CES, Batteries The Unsung Star |
| Mexico’s Pruned Oil Hedge Follows Pemex Export Decline |
| Airxcel Plays It Cool While Waiting For Tariff Exemptions |
Sunday, January 05, 2020
| Panjiva Daily: What went wrong in 2019; U.S. Steel shows tariffs don’t always work |
| Cargill Key to Zimbabwe’s Mexican Corn Call |
| Electrolux Leads as Tariffs Change The Shape of U.S. Washer Imports |
| Divergent Reaction to Trade War Relief Seen in Export Sentiment Surveys |
| U.S. Steel, CAP Show Steel Tariffs Don’t Always Deliver Their Aims |
| Japan Tobacco, Philip Morris Face Pressure After Cigarette Imports Light Up |
Thursday, January 02, 2020
| Panjiva Daily: Trump’s challenges, Tesla’s tariff navigation – what you missed over the holidays |
| 2019 Review: Late Arrivals, Indigestion and a Nightingale – What We Got Wrong |
| Tesla Navigates Tariff Risks, ArcelorMittal Hits a Bump – What You Missed Over The Holidays |
| Maersk, Matson Raise Logistics Consolidation Question – What You Missed Over The Holidays |
Wednesday, January 01, 2020
| Brace For Impact – S&P Global Platts Container Update, December 2019 |
| Four Challenges For Trump – What You Missed Over The Holidays |
| Talks, Reflation and Decline in Global Policy – What You Missed Over The Holidays |
Sunday, December 29, 2019
| 2019 Review: 12 Events That Shaped Global Supply Chains |
Thursday, December 26, 2019
| 2019 Review: Recession, War, Nonchalance, Deficits and Brexit The Year in 5 Charts |
Thursday, December 19, 2019
| Dow, Chevron May Be Helped By China’s Chemical Gesture |
| Panjiva Daily: Qurate fails to find festive tariff cheer; Brexit start gun fired |
| Cote d’Ivoire Beats Ghana In Satisfying America’s Cocoa Demand |
| Hyundai, Posco Recast Steel Shipments, U.S. Rules on Vietnamese Circumvention |
| Qurate, Givaudan Find No Festive Tariff Cheer as Leniency Petitions Are Rejected |
| European Growth Can’t Prevent Another Global Drop in Trade Activity |
| Tariff Quote Watch: Patagonia Climbs as Oakland Sees Beginning Of The End |
| Brexit Watch: Queen Fires The Start Gun For 229 Day Sprint |
| SQM Prioritizes China While Chile Wants to Diversify Exports |
Wednesday, December 18, 2019
| China May Take The Ethanol Pledge, Helping Trump Before Elections |
| Panjiva Daily: ZIM zooms, Roku rolls over and Skywalker rises |
| North Korea Sanctions Normalization Sought, Could Help Chinese Apparel Buyers |
| Panama Canal Avoids The Worst of The Trade War, But Not Immune |
| Rise Of Skywalker Leads to a Rise in Disney’s Star Wars Imports |
| ZIM Shipping Zooms Ahead of Peers With China Success, Canada Routes |
| Roku Growth Rolls Over Before Trade Deal Relief Arrives |
Tuesday, December 17, 2019
| Panjiva Daily: FedEx hit by Thanksgiving, trade war; Boeing cuts MAX, risking trade deal |
| FedEx’s Woes Not Limited To Thanksgiving Timing, Trade War |
| Light For Tech, Shade for Trade Generally As Japan’s Export Slump Hits Month 12 |
| Boeing Minimizes MAX Shipments, Hurting Trade Deal and Supply Chain Prospects |
| Textron Gets Respite from Trade War Tariffs, Still Cutting Imports from China |
| Tariff Quote Watch: Costco Cuts China, Tariffs Are Now Business-as-Usual |
| Electrolux Restructuring Delay Visible in Slowing Component Imports |
Monday, December 16, 2019
| Panjiva Daily: Heroic assumptions, trimmed tariffs define the Phase 1 trade deal |
| Beam Suntory Aims To Build Whiskey Sales in India With Oaksmith |
| India’s Trade Slowdown Continues, Yet To Be Bolstered by Trade War or RCEP |
Sunday, December 15, 2019
| USMCA Watch: Toyota, Mitsubishi May Face Future Canadian Complaints |
| U.S. Customs Duty Haul Set To Fall By Just 10% After Phase 1 Trade Deal |
| Trade War Show Season 3 Finale – The Heroic Quest for $100 Billion |
| Trade War Show Season 3 Finale – Trimming Tariffs, Leaving Doubts |
Friday, December 13, 2019
| Panjiva Daily: Amazon, Flexport show the way forward; phase 1 turns down tariffs, not risks |
Thursday, December 12, 2019
| Brexit Watch: Hardest Brexit Averted, Deals With EU, U.S. and CPTPP Needed |
| Maersk’s Vietnam Expansion Could Provide New Service to New Balance |
| Amazon, Flexport Show Way Forward in Tough Month For Logistics Sector |
| Lululemon Aims To Squeeze Growth From Current Segments, Import Mix Changes |
| Phase 1 Phase Out Doesn’t Remove Supply Chain Uncertainties |
Wednesday, December 11, 2019
| Panjiva Daily: End of the road for USMCA uncertainty; Airbus faces further tariff headwind |
| Airbus, Leonardo Face Tariff Headwind From Latest WTO Subsidy Ruling |
| Sugar Imports From Mexico Depend on Tariffs as U.S. Harvest Turns Sour |
| Ports Suffer From Weaker U.S. Demand, West Does Worst |
| WTO Less Appealing As Appeals Body Breaks, Time To Paper Over The Cracks |
| USMCA Watch: Ford, Daimler Near End of Long Road of Regulatory Uncertainty |
Tuesday, December 10, 2019
| Power of Siberia May Be Bane of Texas as U.S. LNG Exports Reach Record |
| Lockheed, Boeing May Benefit From Trump’s Trade-and-Arms Approach |
| Nintendo Switch, Spin Master’s Owleez Mean Toy Imports Are Nice, Not Naughty |
| Brexit Watch: Elections Should Cut Risks, U.S. Trade Deal Importance Rises |
| Yazaki, Epson Help Philippines Avoid Asia’s Fate, For Now |
| Panjiva Daily: Brexit risk resolution beckons; Nintendo, Spin Master are nice, not naughty |
Monday, December 09, 2019
| Panjiva Daily: Trade war tears into apparel; GM, Hyundai hit reverse |
| Hyundai, GM Slam on Brakes, U.S. Auto Sales May Slow Soon |
| USMCA Watch: On The Cusp of a Deal, Canada The Remaining Low Hurdle |
| Tariffs Strip Growth From U.S. Apparel, Electronics Imports in November |
| Logistics Jobs Momentum Wanes on Precision Railroading, Trade War |
Sunday, December 08, 2019
| Soybeans, Circuits Send China’s Imports Higher, Tariffs Still Drag on Exports |
| CSX’s Syracuse Port Could Speed Deliveries for Constellation, Belden |
Thursday, December 05, 2019
| Panjiva Daily: Trump set to keep his tariff cape; Guess? has strategy answers |
| Tariff Quote Watch: Guess? Has Strategy Answers, Cuts China Reliance |
| Tariff Quote Watch: Avnet Learns To Deal With Tariffs, Micro-Star Might Be a Winner |
| Trump Unlikely to Relinquish Tariff Cape, Pressure on China is Working |
| U.S. Import Drop Mostly, But Not Entirely, About The Trade War |
| New Year, New Rules – S&P Global Platts Container Update, November 2019 |
Wednesday, December 04, 2019
| Signify Sees the Light in China as GE, Feit Fade |
| Tariff Quote Watch: Foster Electric, Pioneer Turn Up Volume of Vietnamese Speakers |
| USMCA Watch: Eli Lilly Exports Slip, Pfizer Dosed Up As Drug Rules Are Abandoned |
| Brexit Watch: Walgreens Boots, Natura May Face Trump’s Tariffs if Digital Tax Kicks In |
| Louis Dreyfus, Cargill Show Two Sides to Brazil’s Struggling Export Economy |
| Panjiva Daily: Walgreens, Natura face digital tax risks; Signify sees the light in China despite tariffs |
Tuesday, December 03, 2019
| Starbucks, JM Smucker Cut Back on Brazilian Coffee as Global Exports Sour |
| Red Bull, Glock May Be In Firing Line For Next Round of U.S. Digital Tax Retaliation |
| Panjiva Daily: Red Bull, Glock may be caught in DST crossfire; Bissell fails to clean up |
| Bissell Fails To Clean Up in Exemption Requests, iRobot Still Waiting |
| Carbon The Next Challenge for MSC, Hapag-Lloyd as Sulfur Rules Arrive |
| Dumping Accusations Stored Up on Slow Moving U.S.-China Trade Deal |
Monday, December 02, 2019
| Panjiva Daily: LVMH, L’Oreal face service tax retaliation; Trump’s steel tariff mettle tested |
| LVMH Faces Triple-Whammy, L’Oreal Just One, From Digital Tax Retaliation |
| Pessim-ISM Returns to U.S. Export Order Outlook as Trade Contracts |
| Tariff Quote Watch: Natuzzi Starts Move to Vietnam as China Competitiveness Drops |
| Trump’s Tariff Mettle To Be Tested By Brazil, Argentina Steel Action |
| Bayer Caught as Herbicides Become Fertile Ground for New Trade Cases |
| Stuck in a Cycle – November 2019 in 10 Reports |
Sunday, December 01, 2019
| Panjiva Daily: Teekay won’t give thanks for energy independence; Pepsi’s Liverpool opportunity |
| Bad Start to Year End for Asian Trade, One Sign of Light for 2020 |
| Tariff Uncertainty, Export Downturn Dog Fortunes of Japanese Automakers |
Friday, November 29, 2019
| USMCA Watch: Mexico Pushes for Ratification as Trade Growth Reverses |
Thursday, November 28, 2019
| MISC, Teekay Won’t Give Thanks as America’s Energy Independence Day Approaches |
| SQM Squashes Lithium Supplies as U.S. Battery Patent Litigation Risks Rise |
Wednesday, November 27, 2019
| Pepsi, Caterpillar May Be Targets as Grimaldi Set to Spend Longer at Liverpool |
Tuesday, November 26, 2019
| Tariff Quote Watch: Best Buy Takes Tariffs In Its Stride, Dollar Tree Stumbles |
| Rising Tide of Shipbuilding Exports Masks Sinking Order Books |
| Panjiva Daily: Trump’s unfinished business; Best Buy powers through tariffs |
| Tariff Quote Watch: Cracker Barrel Gorges on China, Tariff Indigestion Yet To Come |
| Teva, Sun Pharma Shipments Surge as Cartel Case Looms |
| Wistron, Altis May Dial Into Laos for Fixed-Line Telecoms Exports |
| Trump’s Unfinished Business For The Last Days of the Decade |
Monday, November 25, 2019
| Sony Boosts TV Shipments Ahead of Black Friday, After Tariffs |
| Brexit Watch: Labour and Pharma a Bigger Issue Than Farm Laborers for a U.S. Deal |
| Samsung, Hyosung May Benefit From Dose of PIL’s New Vietnam Service |
| CMA-CGM, China Merchants May Face CFIUS in Port Refinancing Plan |
| Panjiva Daily: Sony’s Black Friday boost; Canadian rail strike oil opportunity for shipping |
| Global Trade Slide Confirmed in September, Continued in October |
| Canadian National Rail Strike Brings Opportunity for Oil Shipping |
Sunday, November 24, 2019
| Trump’s Democracy Push in Cambodia Bring Tariff Risks for Li & Fung, Capri |
| Aluminum Wire Imports From China Cut, Buyers Plug Into Turkish Supplies |
| Royal Dutch Shell Can be Sure of a Panoply of Competitors in Mexican Oil Market |
| Bunge, Marubeni May Need Japanese Corn Buyers to Offset Iranian Sanctions Risk |
| Best Buy, Dollarama Find Tariffs Chip Away at Fryer, Thanksgiving Imports |
| Panjiva Daily: Tariffs chip away at Thanksgiving; Shell can be sure of competition |
Thursday, November 21, 2019
| Panjiva Daily: Apple’s tariff Trump card, EC waives competition rules for shipping |
| Tariff Quote Watch: La-Z-Boy No Slouch in Tackling China Tariffs, Vietnam a Risk |
| Apple Plays Trump Card in Managing China Tariff Risks, May Struggle with iPhone |
| East Group, Trina Shipments Surge As Navarro Frets About Solar Power |
| EC Waives Competition Rules, Shipping Alliances Can’t Force Profits Higher |
| Vietnam’s Drastic Measures Construct Barrier to Plywood Sourcing Strategies |
Wednesday, November 20, 2019
| Panjiva Daily: Deutsche Post-DHL looks ahead; Kroger, Dollar Tree may return to Portland shipping |
| Semiconductors’ Slide Continued in October, Holding Back Asian Exports |
| Toy Story Aids Mattel, Star Wars Can’t Save Hasbro as Toy Imports Wane |
| Albemarle, W.R. Grace Have Supply Chain Opportunity in Critical Minerals Deal |
| Kroger, Dollar Tree May Benefit from Portland, SM Line’s Route of Convenience |
| Tariff Quote Watch: Deutsche Post-DHL Looks Past The Trade War, Outperforms Peers |
Tuesday, November 19, 2019
| Kia, Hyundai See Biggest Dip After Brunswick’s Capsize Closure |
| Trump Could Have $25B In The Trade War Tank If China Deal Fails Before Elections |
| Panjiva Daily: Xerox, HP deal with slowdown, tariffs; LVMH pays the price for Airbus subsidies |
| Panjiva Daily: Trump’s $25B trade war chest; Kia, Hyundai caught in capsize closure |
| Japan’s Export Downturn Enters 11th Month With South Korea Export Slump |
| Steel Tariffs Do Their Job, But Wider Use and Timing Limited by Law |
| Brexit Watch: Aerospace Exports Take Flight, Airbus Sees U.K. as Competitive |
| Foxconn Dials Back Indian Phone Part Imports as Xiaomi Calls For Export Help |
Monday, November 18, 2019
| Tariff Quote Watch: Soybeans Save SeaTac as Trade War Trims Container Volumes |
| ThyssenKrupp, ArcelorMittal Provide Steel Lessons as Autos Tariffs Stall |
| Tariff Quote Watch: LVMH, Diageo Pay The Price For Airbus Subsidies |
| Xerox, HP Deal Could Tackle Slowing Imports, China Tariffs |
| Samsung, LG Cut China Appliance Imports, Retail Sales May Be Tariff Driven |
Sunday, November 17, 2019
| Savli Copper, Motherson Sumi May Face Higher Copper Costs from Wire Investigation |
| Panjiva Daily: Maersk feels the trade war drag; Mexico’s Huawei issue |
| Brighter Europe Doesn’t Change Global Export Recession in 3Q |
| Tariff Quote Watch: Arconic Faces Overstocking, Aerospace Late To The Tariff Worry Party |
| Huawei Exports to Mexico May Be Bigger Issue Than Rural Sanctions Relief |
Friday, November 15, 2019
| Chinese Exporters’ Willingness to Eat Tariff Hikes May Be Diminishing |
| Tariff Quote Watch: Maersk Feels Trade War Drag, And Other Issues |
Thursday, November 14, 2019
| Panjiva Daily: Flexport a rising threat for freight forwarders; Hapag-Lloyd hits the right routes |
| Tariff Quote Watch: Sappi Suffers From The Trade War, But Not Due to Tariffs |
| Hapag-Lloyd Hits the Right Routes in 3Q, Suffers Slowdown in October |
| Tariffs Fail To Floor Vinyl Tile Buyers as New Round of Exemptions Granted |
| Farmers Claw Their Way Back Into Chinese Chicken Market, Have Bigger Fish to Fry |
| Flexport Adds to Trade War as Threat for Freight Forwarders |
Wednesday, November 13, 2019
| Bolsonaro May Hope for BRICS Bean Boost With Improved China Relations |
| Tariff Quote Watch: Wolverine Takes Tariffs In Its Stride With Restructuring, Price Hikes |
| Tariff Quote Watch: Zoom’s Rapid Move to Vietnam Driven by Lack of Tariff Leniency |
| Panjiva Daily: Trump’s trade policy risks; Tesla’s localization strategy |
| Trump Outlines the Downside Case for Trade Policy in 2020 |
| Tesla Rolls Localization Strategy into Berlin as Exports to EU Surge |
Tuesday, November 12, 2019
| Trade War Not The Only Risk for U.S. Ports After Activity Slumped in October |
| Panjiva Daily: The Trade War Show, episode 52; U.S. port activity slumped in October |
| Panjiva Basics: British Elections – Everything You Know is Unlikely to be Right |
| Asia’s Trade Recession Continued in 3Q, Despite Gold Miners’ Best Efforts |
| Rare Earth Production Hike Retained in China as Magnet Exports Climb |
| Panjiva Basics: After 52 Episodes, Trade War Show Season 3 Set for Tense December Finale |
Monday, November 11, 2019
| Panjiva Daily: The trade war’s ugly side for beauty; SNCF’s new LiON battery service |
Sunday, November 10, 2019
| Panama Looks to Suck in More LNG Tankers as Phase 1 Deal Beckons |
| Tariff Quote Watch: Revlon’s China Choice Paints Ugly Picture for Profits |
| SNCF Launches Battery Service As Stanley Black & Decker, Sanyo Charge Ahead |
| Jindal Steel, Viraj Lead Burgeoning Indian Scrap Metal Trade |
| Crocs Snaps Up New Distribution Center as Imports Surge |
Friday, November 08, 2019
| Adani Wilmar, Emami Shift Palm Oil Purchases as India Cooks Up Further Intervention |
Thursday, November 07, 2019
| Panjiva Daily: Best Buy, Samsung switch off TV imports; worst month since 2009 for U.S. imports |
| China’s Exporters Rattled by Electronics, Shake Off Apparel Tariffs |
| Tariff Quote Watch: Enersys Battery Tariff Charge Mitigated By Routings, Exemptions |
| U.S. Seaborne Imports Collapsed At Fastest Rate Since 2009 in October |
| Best Buy, Samsung Switch Off as List 4A Tariffs Hit Electronics Imports |
| Vale Mine Reopens, Provides Growth Potential After Export Recovery Pauses |
| Panjiva Insights: Old Age, Calm Waters – Economic Outlook |
Wednesday, November 06, 2019
| Panjiva Daily: Expeditors’ worries about more than trade war; triple trouble for autos supply chains |
| Tariff Quote Watch: Expeditors Has More Than Trade War To Worry About |
| Modi Prioritizes Farmers, “Make in India” As RCEP Progresses Into 2020 |
| Triple Trouble, But No Hurry, For Automakers Ahead of Tariff Review |
| Rapid Inflation in Gas Exports Could Be Aided by Phase 1 Trade Deal |
| China The Main Cause of Canada’s Export Decline |
| China’s Not Trump’s Only Problem as U.S. Trade Activity Wanes |
Monday, November 04, 2019
| Panjiva Daily: DSV-Panalpina’s Hercules effort; Apple, Square go for early exemptions |
| Counting the Cost of Tariffs – October 2019 in 10 Reports |
| 111 Months of Logistics Job Growth Under Threat from Slowing Trade |
| Tariff Quote Watch: Flowserve’s Import Flow Slows After Tariff-Linked Price Rises |
| Tariff Quote Watch: Ametek Delivers Price Rises to Tackle Tariffs, Also Changes Sourcing |
| Tariff Quote Watch: Arrow’s Imports Shoot Higher as Tech’s Tariff Preoccupation Grows |
| DSV-Panalpina May Need Hercules Effort To Build Trans-Pacific Share |
| Apple, Square Apply Early For Tariff Exemptions as List 4A Process Opens |
Sunday, November 03, 2019
| Panjiva Daily: Zebra needs Jabil to change its stripes; Vietnam rescues ONE |
| Rare Dumping Case Could Bend Fitting Shipments for Welspun |
| Vitol, Barry Callebaut May Face Cameroon Disruptions from AGOA Removal |
| Tariff Quote Watch: Zebra Needs Jabil to Change its Stripes as List 4 Tariffs bite. |
| Vietnam Rides to ONE’s Rescue as Rate Collapse Cuts Outlook |
| Green Shoots in the Fall Not Necessarily a Sign of Global Recovery |
| Semiconductor Power-Up Needed to Ensure South Korea’s Export Recovery |
Friday, November 01, 2019
| Panjiva Daily: CH Robinson’s concerns, fears and unknowns; is there light in the trade war tunnel? |
Thursday, October 31, 2019
| Tariff Quote Watch: CH Robinson Margins Drop on Tariff Concerns, Recession Fears |
| Using a Void to Fill a Hole in Demand – S&P Platts Container Update, October 2019 |
| Tariff Quote Watch: Steve Madden’s Plans Include Price Hikes, Switching Mainland China to Hong Kong |
| Tariff Quote Watch: PVH’s Queasiness Leaves Supply Chain Realignment as the Main Strategy |
| Brexit Watch: Winter (Vote) is Coming, But Corporate Game Plans Already In Motion |
| Panjiva Insights – Light In The Tunnel? |
Wednesday, October 30, 2019
| Tariff Quote Watch: WH Group Charges Ahead, JBS Reverses as China’s Hunger For Pork Expands |
Tuesday, October 29, 2019
| Starbucks Seasonality Shifts as Coffee Market Stability Concerns Rise |
| Panjiva Daily: Starbucks’ Brazillian bean bet; Pemex takes the shine off Mexico’s exports |
| Orient Overseas Competes to Build Revenue, Replaces China with Vietnam |
| Tariff Quote Watch: General Motors May Have Struck Out Before Strike |
| Boat Builders Back Afloat as Orders Recover, Exports Rise |
| Bacardi Needs Sapphire to Shine to Catch Pernod, Diageo in India |
| Pemex’s Black Gold Takes Shine Off Mexican Exports, Could Provide a Recovery |
| Vietnam Catches 60 Years of Aluminum Export Fraud |
Monday, October 28, 2019
| Panjiva Daily: Losers from Trump’s Thai tariff hike; Becle beats the Tequila benchmark |
| Trump’s Trade Policies Worked, And Failed, in September |
| Global Exports May Have Spent a Sixth Month in Reverse |
| Tariff Quote Watch: Thule Racks Up Another Decline in Imports as Tariffs Provide Double Whammy |
| Becle Beats The Tequila Benchmark, Diageo The Main Threat |
Sunday, October 27, 2019
| Mitsubishi, Honda May Lose Out From Thailand’s GSP Removal |
Thursday, October 24, 2019
| Panjiva Daily: iRobot finds consumers won’t pay for tariffs; Skechers steps up imports |
| Steel Tariff Regime May Need Retargeting as Se AH’s Long Products Surge |
| F-Pace Off The Pace As Jaguar Land Rover Plots Defender Growth Strategy |
| Tariff Quote Watch: Skechers May Need To Redraw Strategy as Tariffs Land |
| Tariff Quote Watch: iRobot Shows Best Laid Plans Can Fail as 23% of Firms Talk Tariffs |
| South Korean Consumers’ Wrath May Be Driving Detente with Japan |
Wednesday, October 23, 2019
| Panjiva Daily: Hasbro, ABB deal with the trade war; Whirlpool slows in Mexico |
| Tariff Quote Watch: ABB Feels Trade War Impact, May Have More Mitigation To Do |
| Tariff Quote Watch: Hasbro Shows Playtime Sometimes About The Timing Not The Play |
| Tariff Quote Watch: Whirlpool Suffers Setback in Mexico, Still Faces U.S. Tariff Risks |
| Codelco, BHP Face Disruptions as Unrest Sparks Copper Strikes |
| Panjiva Basics: Using Supply Chain Data in Commercial Finance |
| Samsung, Dyson May Be Exposed as Mahathir Flags Malaysian Tariff Risk |
Tuesday, October 22, 2019
| Panjiva Daily: Trade war drags on K+N, UPS; Kashmir complication for Malaysian supply chains |
| Blame South Korea, as Well as China, For California’s Port Activity Decline |
| K+N, UPS Show Drag from Trade War on Forwarders’ Revenues |
| Sony, Bosch May Face Disruptions from India’s Kashmir Actions Against Malaysia |
| Star Wars “Rise of Skywalker” Imports Timed to Beat Rise of Tariffs |
| Tariff Quote Watch: Husqvarna Cuts Tariff Risk, Inventories Now The Issue |
Monday, October 21, 2019
| Panjiva Daily: Grimaldi’s grim shipping view; Apple’s “Made in India” iPhone |
| TSMC’s Telecoms Gain Offset by South Korea’s Crunch as Chip Exports Fall |
| Panjiva Basics: Dealing With Dumping, Subsidies and Safeguarding |
| Glory Shifts Production As Commerce Puts Mattress Case to Bed |
| Apple Shows Success of “Make in India”, Samsung Shifts Sourcing To Vietnam |
| Tariff Quote Watch: Grimaldi, Weak Auto Sales Bring Grim Tidings for Vehicle Shipping |
| Japan’s Accelerating Export Downturn Needs Mini-Deal, Detente with South Korea |
Sunday, October 20, 2019
| Panjiva Daily: Deals haven’t helped DSV-Panalpina, Ceva; Exxon Mobil helps Kansas City |
| Global Trade Downturn Led By Europe in August, Continued by China in September |
| SQM’s Quest To Boost Lithium Prices Fails as Rosatom Joins Industry |
| Brexit Watch: Political Calculations Could Cause Glitch For Electronics Exporters |
| Exxon Mobil, Valero Help Kansas City Southern’s Mexican Refined Oil Surge |
| Deals May Not Have Helped DSV-Panalpina, Ceva in Forwarders’ Tough 3Q |
Thursday, October 17, 2019
| Mattel Buzzing, Hasbro Makes Most of Marvel as Toy Import Season Starts |
| Panjiva Daily: Maersk leads 3Q container downturn; Trump’s olive branch for Italy |
| Nissan, Qurate Shop For Leniency as Tariff Exemption Window Closes |
| Maersk’s Market Share Slips in 3Q, Loses Ground to Evergreen, Hapag-Lloyd |
| Tariff Quote Watch: Pernod’s Tariff Rush Could Become Pricing Hangover |
| Trump’s Olive Branch For Italy Could Help Chianti, Parmesan Exports |
Wednesday, October 16, 2019
| Buzz and Woody Defeat Thanos as Halloween Imports Creep Ahead |
| Trade War Hurts West Coast Ports, Helps New York Reverse Declines |
| Panjiva Daily: Ports pay price for trade war; Brexit export bright spots |
| Panama Canal Dodges Trade War With Increased Shipments to East Coast |
| Sumitomo, GE Drag on Indian Exports as Trade War Opportunity Is Missed |
| Brexit Watch: Honda, Croda Provide Export Bright Spot as Deal-Based Brexit Beckons |
Tuesday, October 15, 2019
| Ford, Meritor May Face Supply Chain Risks from Further Turkish Sanctions |
| Thyssenkrupp, ArcelorMittal Lose Out Even as Vale Recovers from Disaster |
| HP Inc. Needs a Leaf from Compal’s Notebook if Trade War Worsens |
| Panjiva Daily: Tariffs’ toll on clothes, chemicals; Turkish sanction risks for Ford, Meritor |
| Reliance Relies on Barter with PdVSA as Oil Sanctions Widen |
| Tariffs Take Toll on U.S. Imports From Clothes to Chemicals |
Monday, October 14, 2019
| Panjiva Daily: No KO, just more beans after trade war round 13; Trump’s steel stick lacks leverage |
| Doosan Revs Up Imports, Kubota Has Trade Deal-Driven Opportunity |
| Jagermeister Readies For Tariff Bomb Dropped By Airbus Subsidy Case |
| Trump’s Steel Stick Lacks Leverage With Erdogan, May Hurt Borusan |
| Xi, Modi Talks May Assist Long-Term Fix for China’s Short-Term Export Slide |
| Trade War Knockout Absent After Round 13 As Fifth Beans-and-Talks Deal Agreed |
Tuesday, October 08, 2019
| Brexit Watch: The Sins of the Father Paid For In Aerospace, Steel Tariffs |
Friday, October 04, 2019
| No Golden Week For Containers – S&P Platts Container Update, September 2019 |
Tuesday, October 01, 2019
| 4Q 2019 Outlook: A Range of Convenient Enemies – U.S. Trade Policy |
| 4Q 2019 Outlook: A Bad Time to Be Bad Neighbors – Global Trade Policy |
| Panjiva Daily: Subaru shifts into reverse; the south’s trade war resilience |
Monday, September 30, 2019
| Semiconductors, Not Geopolitics Are The Driver South Korea’s September Slump |
| Regular Trade War Tariffs Not Enough to Smash Glass Dumping |
| Riding the Retail Rollercoaster – September 2019 in 10 Reports |
| Subaru Slams Into Reverse as Japan’s Big Seven Automakers Hit The Skids |
| Trade War Resilience Boosts Savannah, Charleston But Congestion Looms |
Sunday, September 29, 2019
| Rothfos, Starbucks Unlikely To Be Bothered by Vietnam’s Coffee Cutback |
| MSC Suffers Cocaine Hangover as Handling Falls, Status Reinstated |
| Panjiva Daily: Nintendo switches on import growth; MSC’s cocaine hangover |
| Mexico’s Trade Reversal Points to Problems for Pemex |
| Hapag-Lloyd Beats CMA-CGM as Houston’s Growth Slows |
| Improving Chinese Outlook Still Not Positive for Suppliers |
Friday, September 27, 2019
| Nintendo Turns On Imports, Switch Lite’s Sales Have Dim Start |
Thursday, September 26, 2019
| Panjiva Daily: UNGA sees the rise of the mini-deal; Trump-Abe deal may help Hitachi, DMG-Mori |
| German Expectations at 10 Year Low Bring Little Hope For Global Export Recovery |
| Trump-Abe Mini Deal Could Give Hitachi, DMG-Mori a Competitive Boost |
| The Rise of the Mini-Deal – Everything You Need to Know About UNGA Week |
Wednesday, September 25, 2019
| Bolsanaro’s Diversity Push Could Bring Cargill, Bunge Back to Brazil |
Tuesday, September 24, 2019
| Trump Urges Moon To Buy More Guns, Lacks Usual Trade Leverage |
| Brexit Watch: Wallenius, G&W Unworried About Direct Impact, DFDS Sees Disruptions |
Monday, September 23, 2019
| Panjiva Daily: Primark’s localization strategy; Levi and Adidas expand in Cambodia |
| Brexit Watch: Britain’s Toehold in Sock Exports Needs U.S. Trade Deal |
| Levi Strauss, Adidas Boost Cambodian Purchases Ahead of Wage Rise |
| Fastenal, Bossard Cut Back Threaded Rod Imports Before Tariff Tightening |
| Shipbuilding Faces Heavy Weather as China’s Orders Slump |
| Brexit Watch: Pernod Ricard, Diageo Make Most of Liverpool’s Service Expansion |
| Primark Looks to Localize Sourcing For U.S. Expansion |
Sunday, September 22, 2019
| Trade War Impact on Seattle, Tacoma Waning But Far From Out of The Woods |
| Panjiva Daily: Apple, Barco win tariff reprieves; what to watch at UNGA |
| Nine Issues to Watch During UN General Assembly Week |
| BHP, Codelco Win Chile-to-Japan Copper Market Share from Antofagasta |
| Apple, Barco Win Tariff Relief as Trade War Hopes Dim |
Friday, September 20, 2019
| Panjiva Daily: Fiat-Chrysler, Tupras face Turkish tariff risk; Diageo in the tariff firing line |
| Tariff Quote Watch: Britax Competitive Disadvantage Shows Tariffs Unsafe At Any Speed |
Thursday, September 19, 2019
| Panjiva Daily: FedEx faces trade war toll; LG, Electrolux let tariffs wash over them |
| Tariff Quote Watch: Valmont Bakes In Tariffs, Barely Trims China Imports |
| Fiat-Chrysler, Tupras May Face Challenge Of Worsening U.S.-Turkey Relations |
| Tariff Quote Watch: Diageo In The Firing Line For Shots Fired In A Trade War |
| Risk of Trump’s Ire May Be Driving CSR, Alcoa’s Australian Export Behavior |
| BAT, Steve Madden May Gain From Brazil-U.S. Trade Deal Tariff Cuts |
| Jindal, Essar Struggle in Europe as Eurofer Calls For More Protectionism |
Wednesday, September 18, 2019
| LG Electronics, Electrolux Refuse To Be Washed Out By Tariffs |
| Tariff Quote Watch: Intel, ON Tackle Semiconductor Volatility From Trade Friction |
| Panjiva Daily: Unprecedented Brexit drug challenges; East Group shines in solar power |
| India Looks To Cut Coal Imports, U.S. Suppliers May Pay The Price |
| USMCA Watch: Paris Could Sink USMCA Passage, Fish Industry’s Protection |
| Tariff Quote Watch: Trade War Takes Toll on FedEx, Tariffs Aren’t The Only Issue |
Tuesday, September 17, 2019
| East Group, LONGi Shine Brightest In Booming Solar Power Market |
| Panjiva Daily: Hasbro, Mattel not playing around with tariffs; Urban Outfitters fills the stockroom |
| Brexit Watch: Novo, Sanofi Highlight Unprecedented Supply Chain Challenges |
| Abe Loses Leverage as Japanese Trade Activity Slides |
| Destination Maternity Not Alone In Facing Tough Market, Tariff Tantrums |
| India’s Iranian Rice Problem May Find a Fix In Indonesia |
| Posco, Hyundai Steel May Be Caught Up In India’s SIMS |
Monday, September 16, 2019
| Heineken Fills Up With Beer Kegs While Constellation Cuts Back |
| Panjiva Daily: Saudi attack’s impact on oil supply chains; Hapag-Lloyd feels the pain |
| India’s Export Woes Could Become Walmart, Costco’s Import Gain |
| Trade War Winter Sees Pullovers Pulled Forward, Ski Wear Headed Downhill |
| Hasbro, Mattel Not Playing Around With Rapid Inventory Build Before Tariffs |
| Guess, Urban Outfitters Fill The Stockroom Ahead of Tariffs |
Sunday, September 15, 2019
| Global Trade’s Summer Sun Already Fading |
| Saudi Oil Attack’s Direct Impact on U.S. May Be Limited |
| Dollarama Imports Surge, Worries About Trade War’s Impact on Innovation |
| Brexit Watch: Pernod Ricard, LVMH Turn to U.S. Fizz Drinkers After Building Brexit Bubble |
| COSCO Keeps Clear of California’s Nightmare August |
| Hapag-Lloyd Feels The Pain of Trade War With Lower Volumes, Delayed Rate Rise |
| Tariff Burden Sharing By Chinese Exporters Rising as U.S. Import Prices Fall |
Friday, September 13, 2019
| Panjiva Daily: CH Robinson wins most improved forwarder; WH Group hogs the limelight |
Thursday, September 12, 2019
| WH Group, JBS High On The Hog As China’s Pork Imports from The U.S. Surge |
| Panjiva Daily: Oncologists, refiners get a Chinese tariff break; capsized carrier hinders Hyundai |
| Tariff Take Hits Record $7B, Could Rise to $12B In Next Six Months |
| Pemex Suffers Export Revenue Slide, Cuts Distillates Imports |
| USMCA Watch: Healthcare Hurdles Remain for 2019 Passage |
| CH Robinson Wins Most Improved In Lackluster Month For Forwarders |
Wednesday, September 11, 2019
| Global EV Sales Power Down, Exports Indicate a Tesla-Led Recovery |
| No Sign of End to Steel, Aluminum National Security Tariffs |
| Tariff Quote Watch: Savannah Dodges Downturn as LA Strikes Bleak Outlook |
| Panjiva Daily: BP boosts Britain before Brexit breather; iPhone 11 arrives as phone imports rise |
| East Beats West as Panama Transits Hit Seven Year High |
| Glovis Shipping Accident Hinders Kia’s Growth, Exacerbates Hyundai’s Woes |
| Varian, ExxonMobil May Be Winners From Chinese Tariff Exemptions |
Tuesday, September 10, 2019
| iPhone 11 Arrives as U.S. Phone Imports Rise, Tariff Costs Await |
| Lackluster U.S. Import Growth Balances Robust Consumer, Weaker Industrial Demand |
| Tariff Quote Watch: Giant Shifts To a Higher Gear as Tariff Costs Rise |
| Brexit Watch: BP, Shell Provide Temporary Boost to British Exports |
Monday, September 09, 2019
| Panjiva Insights: China Beyond Tariffs |
| Cameco Cuts Uranium Supplies, Kazakhstan Plugs the Gap in U.S. Imports |
Sunday, September 08, 2019
| China’s August Export Slip Shows No-One’s Really Winning The Trade War |
| Logistics Employment Growth Slows to Weakest in Over Five Years |
| Exploding U.S. Gas Sales May Need Political Support To Reach India |
| Migration Risks Remain for Mexican Truck Exports |
| Daimler, Volvo Tap The Brakes As U.S. Auto Sales Surge in August |
| Panjiva Daily: Lululemon’s tariff flexibility; Daimler, Volvo tap the brakes |
| Tariff Quote Watch: Lululemon’s Flexibility Reduces Damage from Tariffs |
Thursday, September 05, 2019
| Tariff Quote Watch: Johnson Health Lifts Inventories Before Relocation to Battle Tariffs |
| Dorian Delays Maersk, CMA-CGM Shipping Through Norfolk |
| Adani, Wilmar May Lose Out as India Tries to Wave Off Palm Oil Import Surge |
| ADM, Louis Dreyfus Fail To Make Much Hay From Trade War’s Soybean Battle |
| Vale’s Iron Ore Return Favors China, Still Not Back to Historic Levels |
| The Trade War Show – Renewed for Season Three With Showdown Set for October |
| Panjiva Daily: The trade war show returns for season three; Johnson Health lifts inventories |
Wednesday, September 04, 2019
| Panjiva Daily: Uniqlo’s far from unique China exposure; Kronos finds time to grow |
| Raizen, Valero May Find Ethanol Growth in India After Brazilian Shipments Subside |
| Ground Being Prepared for Next Round of U.S. Agricultural Trade Conflicts |
| Uniqlo Far From Unique in Needing Fast Fix for Chinese Apparel Exposure |
| Canada Joins Americas Export Downturn in July as Oil Slips |
| EU May Have More to Fear Than China as Trump’s Prefered Metric Worsens |
| Kronos Takes Time to Build Pigment Imports, as Lanxess Counts Cost of Paint Tariffs |
Tuesday, September 03, 2019
| Panjiva Daily: Lego’s built-in advantage over Hasbro; Pemex needs to diversify |
| Dorian Downgraded, But Risks for Daimler, Home Depot Supply Chains Remain |
| Lego Has a Built-In Advantage as U.S. Supply Chain Avoids China |
| Tariff Quote Watch: Collapse in U.S. Trade Outlook Driving Corporate Reactions |
| JCB Builds Indian Inventories As Local Financing, Brexit Issues Gather |
| Pemex Has Room, Need To Diversify Export Sales as Government Hedging Ends |
| MSC, Maersk Enhance Routes as America Wanes, Lone Star Surges |
Monday, September 02, 2019
| Chinese Chips, Not Japanese Sanctions To Blame for South Korea’s Woes |
| Panjiva Daily: Brexit countdown – 18, or 6, days to go; Best Buy ready to tackle tariffs |
| Letting Loose The Dogs of Trade War – August 2019 in 10 Reports |
| Brexit Watch: Supply Chain Doubts Swirl With 18, or 6, Days Left to Stop a Hard Brexit |
Sunday, September 01, 2019
| Tariff Quote Watch: Target Refuses to Be Targeted For Tariff Related Price Rises |
| China’s Import Plans Bode Ill for Global Trade Outlook |
| Tariff Quote Watch: Best Buy Ready To Tackle Tariffs, TV Exposure Limited By Mexican Purchases |
Thursday, August 29, 2019
| Peak Season Disappointments and Confusion – S&P Global Platts Container Update, August 2019 |
| Panjiva Daily: Deckers, Wolverine stockpile shoes; PriceSmart, Hyundai face Dorian’s fury |
| PriceSmart, Hyundai Mobis May Face Dorian’s Fury |
| Hikvision Stockpiles Cameras Before Double Whammy of U.S. Ban And Tariffs |
| Zoom Loses Out as Tariff Exemption Processing Crawls |
| Tariff Quote Watch: Deckers, Wolverine Show Signs of Stockpiling Ahead of Shoe Tariffs |
| Codelco, BHP Suffer Chilean Copper Corrosion on Lower Prices, Strike |
| Accelerating Slide in U.S. Trade Shows Impact of Tariff War, Waning Confidence |
Wednesday, August 28, 2019
| Panjiva Daily: HP hopes for the best; Google picks Pixel’s production place |
| Flextronics Hoovers Up Dyson’s Business after Huawei Hits U.S. Blacklist |
| Tariff Quote Watch: HP Hopes for Best from List 4 As Tech Sector Tariff Worries Rise |
| Mexican Peak Season Catches U.S.-China Trade War Cold |
| Hyundai, Daewoo Shipbuilding Face Falling Exports, Japan Policy Risk |
| Google Picks Pixel’s New Production Center To Mitigate Labor, Tariff Costs |
Tuesday, August 27, 2019
| Panjiva Daily: VW and GM drive Mexico’s growth; SQM sees little reward for its restraint |
| U.S. Steel Layoffs Hint at Tariffs Failing to Do Their Job |
| European Trade Sentiment Turns for the Better, Still Close to the Worst |
| FILA Finds Its Way to Growth, IKEA Cuts as Baltimore Prepares to Expand |
| SQM’s Restraint Goes Unrewarded as Lithium Prices Slide |
| New Semiconductor Spat Arrives As Chip Export Slide Slows |
| Volkswagen, General Motors Drive Mexican Export Acceleration |
Monday, August 26, 2019
| Panjiva Daily: Trump and Xi escalate the trade war; two become one as DSV absorbs Panalpina |
| Two Become One as DSV Absorbs Panalpina With Added Scale, Unchanged Risks |
| Global Trade Decline Confirmed in June, Evidence Suggests More of The Same in July |
| Trump, Abe Agree Corn Deal That May Be A Red Herring |
| USMCA Watch: Mastronardi and NS Grow Tomato Shipments While Commerce Snips Others |
| Surfboard Makers Ride Tariff Wave Out Of China |
| War and Peace and War – Two Years of The U.S.-China Trade Conflict |
Sunday, August 18, 2019
| Panjiva Daily: Why Trump sees Europe as worse than China; finding who faces list 4A tariffs |
| Brexit Watch: Oil and Petrol Trade May Make Keeping Moving Hard Enough |
| Worse-Than-China Europe May Face Tariffs in Aerospace, Autos and Drugs Sectors |
| EU Dragged The Global Trade Economy Into a 2Q Downturn |
Friday, August 16, 2019
| Panjiva Daily: Panalpina, DSV head opposite ways; Maersk enumerates tariff troubles |
| Samsung, Adidas, Hasbro May Face List 4A Tariffs |
Thursday, August 15, 2019
| Tariff Quote Watch: Maersk Slows, Identifies Tangible Tariff Troubles |
| Tariff Quote Watch: Lenovo Lines Up Laptop Price Rises if Tariffs Require Relocation |
| Brexit Watch: Modular Deal With U.S. Needed To Avoid Tariff Trouble Later |
Wednesday, August 14, 2019
| Panjiva Daily: Unpacking Trump’s latest tariff move; the cause of Long Beach’s woes |
| Red Bull, Roche Rise Rapidly as Norfolk’s Traffic Slows |
| Tesla-Audi Pole Matters As Electric Vehicle Sales Power Up |
| Panalpina, DSV Head In Opposite Directions As Forwarding Volume Growth Sags |
| Chinese Exporters Continue To Soak Up (A Proportion Of) U.S. Tariffs |
Tuesday, August 13, 2019
| Panjiva Daily: H&M, Ascena’s back-to-school tariff strategies; Southern, AEP face tariff pressure |
| Alaskan Fish, Ores Hit By The U.S.-China Trade War |
| Inventec Restructures Production for HP, Sonos Supplies Stay in China |
| Brexit Watch: Drug Shipments Down On Brexit Hangover, Headaches Remain |
| Trump’s De-escalation May Reduce Peak Shipping Disruption |
| CMA-CGM and THE Alliance The Root of Long Beach’s Problems in July |
Monday, August 12, 2019
| ZIM Shipping Steams Past The Competition With 2M Route Realignments |
| U.S. Customs Duties Reach $6.5B in July, List 4 Could Add Another $2.4B |
| Brexit Watch: Freeport Plan Needed As British Port Activity Passes Brexit Bounce |
| Panjiva Daily: Funko’s pop and the trade war; 80 days to go until Brexit |
| H&M, Ascena Appear to Follow Different Routes For Back to School Imports |
| Tariff Quote Watch: Southern, AEP Feel The Power of Trade Policy Conflict |
Sunday, August 11, 2019
| Biodiesel Battle Between EU and Indonesia May Help U.S. Dairy Farmers |
| American Port Activity Helped By May’s U.S.-China Trade Talks Breakdown |
| Semiconductors Help Philippines Avoid Asia’s Falling Export Fate |
| Cabinet Case Shows Complexities of Multi-Layered Tariff Judgements |
| Brexit Watch: 80 Days To Go – Trade in Decline, “Selective Shortages” of Food Possible |
| Tariff Quote Watch: Funko’s Import Pop May Be Stockpiling as Well As Strong Demand |
Saturday, August 10, 2019
| Busan An Unlikely Loser From the Trade War |
Friday, August 09, 2019
| Panjiva Daily: Stockpiling started in July; Hapag-Lloyd resists the trade war’s pull |
Thursday, August 08, 2019
| China Wins the Losing Fight in July |
| Stockpiling for Now, Vietnam For Later as U.S. Seaborne Supply Chains Evolve |
| U.S. Has Little To Lose From Reduced China Oil Sales |
| Samsung’s Big Phone Pricing May Need To Dial In Tariff Contribution |
Wednesday, August 07, 2019
| Hapag-Lloyd Resists the Trade War’s Pull With Improved Asia ex-China Volumes |
| Panjiva Insights: The Global Trade War’s Impact and Road Ahead |
Tuesday, August 06, 2019
| Toyota Profits, Imports Pull Ahead, Tariffs Just Around the Corner |
| Panjiva Daily: The roots of China’s devaluation; Conagra may be caught by tariff retaliation |
| Canada’s Rare Slip Drags Regional Exports Into A Slide |
| Venezuelan Sanctions Push Has Already Crushed Food, Medicine Imports |
| China’s Currency Dip Has Roots In $6.4B Net Export Swing |
| Korean Denuclearization Being Dragged Into The Trade War |
Monday, August 05, 2019
| Conagra, Silver Bay May Be Caught By China’s Latest Tariff Retaliation |
| ADM, Scoular Corn Shipments Wilt, Ridley Takes Mexican Crown |
Sunday, August 04, 2019
| Panjiva Daily: Trump won the trade war in June; JAB gulps down Brazil’s coffee bounty |
| Newtrend Dumping Case Shows Import Volatility Caused By Investigations |
| Bad Month for Marine Employment May Have Temporary Tariff Relief |
| JAB, Tchibo Gulp Down More Brazilian Coffee as Price Sours |
Friday, August 02, 2019
| Preparing For The Storm – July 2019 in 10 Reports |
| Trump’s Trade Win in June Makes September Tariffs Even More Likely |
Thursday, August 01, 2019
| Tariff Quote Watch: Puma Sprints Away From China, Fila Runs The Opposite Way |
| The Summer That Never Was – S&P Global Platts Container Update, July 2019 |
| Panjiva Daily: Who pays for Trump’s latest trade war escalation; Puma sprints away from China |
| U.S. Businesses Report Worst Export Outlook Since Feb. 2016 |
| Vale’s Iron Ore and Steel Exports Continue to Recover After Mining Disaster |
| Yara, Mosaic Yet To Benefit as Brazil’s China Bean Bounce Remains Unharvested |
| Trump’s Latest Trade War Escalation Brings Tariffs Direct to Consumers |
Wednesday, July 31, 2019
| Panjiva Daily: DSV outpaces CH Robinson; Cannondale’s catching the pack |
| South Korea’s Slump Powered By Semiconductor Slide, Japan Feud |
| Wind Tower Dumping Case Brought After Gust of Imports |
| Aurobindo, Cadila May Be Losers From Surging Canada-to-U.S. Drug Trade |
| Cannondale’s Catching the Pack With New Models, Giant Shrinks |
| DSV Outpaces CH Robinson With Less China Exposure, Faster European Growth |
| From S-301 to PRC-70 – A Roadmap for the U.S.-China Trade War (Update) |
Tuesday, July 30, 2019
| Tariff Quote Watch: Ralph Lauren Follows the Fashion for Baggy Inventories |
| Panjiva Daily: Hong Kong escalation exposures; Trump’s next target – Vietnam |
| China Export Outlook Better, But Still Bad |
| Hong Kong Escalation Brings Disruption Risks For TPV, Gree Electric |
| Trump’s Tariff Targeting May Shift to Vietnam as Deficit Soars |
| Chevron Looks Elsewhere, Valero Waits as Venezuelan Taps Turned Off |
| Vestas Leads Indian Export, U.S. Import Wind Booms |
Monday, July 29, 2019
| Code Me The Horizon – Analyzing the Future of Asian Supply Chains |
| Tariff Quote Watch: Illinois Tool Works Sees Immaterial Effect, Still Slashed China Imports |
| Panjiva Daily: Cracking the Asian supply chains code; Signify’s signs of slowing |
| Signify’s Imports Shows Signs of Slowing As GE Competition, Tariff Risks Rise |
| Peru’s Timber Felled on U.S. Logging Scrutiny, Reputational Risks May Grow |
| L’Oreal Makes Transatlantic Shipping Worth It For Orient Overseas |
| LVMH Stuck In The Middle of the Trump-Macron Digital Tax Spat |
Sunday, July 28, 2019
| Panjiva Daily: The $1.5B price of peace talks; Foxconn buck’s the Mexican import trend |
| Shipbuilding Industry Expects to Stay Afloat Despite Sinking Orderbook |
| ZF’s Exemption Patience Pays Off, Further Supply Chain Shifts May Be Needed |
| Eldorado Provides a Golden Opportunity in Brazil for COSCO Shipping |
| Peace Purchases of $1.5B Possible as U.S.-China Trade Talks Restart |
Friday, July 26, 2019
| Foxconn, Jabil Circuit Buck Mexico’s Falling Import Trend |
Thursday, July 25, 2019
| Wolverine Claws Its Way Down The Labor Cost Ladder |
| Tariff Quote Watch: Schneider Electric Avoids Tariff Trouble, Switches Supply Mix |
| The Worst is Yet To Come as Global Trade Declines |
| Panjiva Daily: Wolverine claws its way to lower costs; Schneider avoids tariff trouble |
| Chinese Gasoline Supplies May End Marathon’s Rapid Run of Mexican Growth |
| Export Slump May Drive Trump To More Hawkish Stance on China, Autos |
| BAT Lights Up, Honda Accelerates As Norfolk Port Expansion is Completed |
| Panjiva Insights: Vale’s Tears Continue Despite 62% Jump in Iron Ore Exports |
Wednesday, July 24, 2019
| Tariff Quote Watch: Hasbro Feels The Cost of Trade War Even Without Tariffs, Mattel Stockpiles |
| Tariff Quote Watch: Croda Sees Tariff-Led Chemicals Decline, Impact Indirect |
| Panjiva Daily: Technology at the heart of the trade war; UPS turns a corner |
| Bunge Bets on Brazilian Ethanol as Sugar, Soybean Shipments Sour |
| UPS Turns A Corner Despite Facing Trade Uncertainty Headwinds |
Tuesday, July 23, 2019
| Trump’s Pakistan Trade Aims May Need Levi, JC Penney Sourcing Strategy Help |
| Tariff Quote Watch: Electrolux Shows Duties Are Now Just Business-as-Usual |
| Maersk Clears Automation Hurdle, Needs New Customers To Boost Pier 400 |
| Panjiva Daily: Trump’s Pakistan targets; Tariff worries rise, Electrolux sees them as business-as-usual |
| Hapag-Lloyd Leads as Mexico Spices Up Houston’s Performance |
| Tariff Quote Watch: Syngenta Harvests The Cost Of Tariffs With Lower Income |
| Evonik, Solvay Caught In The Latest China-U.S. Tariff Review |
| Panjiva Insights: Technology Supply Chains – The Heart of The U.S.-China Trade Conflict |
Monday, July 22, 2019
| UTC, Electrolux May Be Answer To Santos’s Sino-Brazil Trade Strategy |
| Panjiva Daily: Abe’s trade policy to-do list; K+N’s discipline pays off |
| K+N’s Volume Discipline Helps Profit Recovery, Cuts Trade War Exposure |
| Hyundai Runs Risk of Discounts With Auto Import Boost, Parts Cut On Tariffs |
| Longi, Trina Find Small Gap In the Tariff Clouds |
| Poor Protein Adds to Bunge’s Soybean Woes, Louis Dreyfus May Suffer Later |
| Hormuz Hazard Hangs Over Hindustan, Chennai Oil Imports |
| Life After The Elections – Abe’s Trade Deal To-Do List |
Sunday, July 21, 2019
| Tariff Quote Watch: Volvo Looks To Swerve Around Tariffs With Cost Cutting |
| COSCO’s Container Carriage Keeps Collapsing as ZIM Loses Its Zip |
| Japan’s Technology Export Weakness a Prime Example of Asia’s Trade Troubles |
| Panjiva Daily: Panalpina’s volumes sag; Laredo improvements help Caterpillar, Procter & Gamble |
| True Value Seeks To Renovate Its Supply Chain |
| TSMC Hopes Chips Will Be Up as Exports Fall 5% in 2Q |
| Caterpillar, Procter & Gamble to Benefit From Laredo’s Improvements |
Thursday, July 18, 2019
| Panalpina’s Perfect Profit Performance Broken as Volumes Sag |
| Panjiva Insights: The Future of Alternative Data – Supply Chain Intelligence |
Wednesday, July 17, 2019
| Panjiva Daily: Tough times for freight forwarders; Trump looks at nuclear options |
| Trump Avoids Uranium Tariffs, Looks At Nuclear Options |
| Tough Times For K+N, CH Robinson as U.S. Forwarding Volumes Reverse |
| French Rebound Didn’t Prevent a Global Trade Recession in May |
Tuesday, July 16, 2019
| Tariffs on Chemicals, Capital Goods Drive Price Deflation in U.S. |
| Treasury Tariff Tax Take Takes a Toll on American and Chinese Businesses |
Monday, July 15, 2019
| Target, Best Buy Yet To Avoid China As Retail Sourcing Strategies Vary |
| Panama Pushes Ahead as Suez Channels Trade War Pain |
| Panjiva Daily: Retail sourcing strategies vary as tariff risks remain; Ikea leaves America |
| Cargill, Sucden Down After India’s Sugar Subsidy Rush |
| Tariff Quote Watch: Under Armour, Lands End Drive Eclat Sourcing More Than Tariffs |
| Ikea Drops U.S. and China Sourcing, Favors Brazil and Thailand |
| Long Beach Comes Up Short as Trade War Trims Seaport Activity |
Sunday, July 14, 2019
| Tariff Quote Watch: Fastenal Margins Tighten Despite Duty-Driven Price Rises |
| Australia’s Resilience Versus Trade War May Prove Fleeting |
| Panjiva Daily: Trump’s tariff fingerprints; BASF blames duties for downgrade |
| Brexit Watch: Jaguar, Honda Part of the Problem as Exports Decelerate |
| China’s Telecoms Crown Tarnished as Apple, Samsung Expanding in India |
Friday, July 12, 2019
| Trump’s Tariff Fingerprints Clear in June Import Drop |
| China Buys Less from The U.S., Rising Deficit Raises Tariff Imposition Risk |
Thursday, July 11, 2019
| Tariff Quote Watch: BASF Blames Duties for Downgrade as Dyes Fade |
Wednesday, July 10, 2019
| Panjiva Daily: Game over for Nintendo, in China; Valmont, Tenaris face steel challenge |
| Asia Enters Export Recession As Philippines Inches Ahead |
| Game Over for Nintendo in China as Switch Switches to Vietnam |
| Valmont, Tenaris May Be Burned by Structural Steel Case |
Tuesday, July 09, 2019
| Taiwan Tank Deal Great For Trade Targets, Bad For Trade Negotiations |
| Volkswagen Mexico Accelerates While Key Market Sales Slow |
| Calavo, Del Monte Meet America’s Avocado Hunger From Mexico, Mission from Peru |
| Taco Bell’s Flatbread Shortage is Bimbo’s Opportunity to Raise Exports |
Monday, July 08, 2019
| Tesla Exports, Hyundai EV Imports Surge but U.S. Auto Sales Slip |
| Panjiva Daily: Electric vehicle trade charges ahead; GKN and iRobot aim for tariff exemptions |
Sunday, July 07, 2019
| HP, Dell Take Different Early Paths to Tackle Tariffs |
| Back-to-School Bounce For Apparel, Drop For Backpacks Down to Duties |
| Panjiva Daily: Trump triumphs in the trade war in May; Dell, HP’s tariff tactics |
| GKN, iRobot Hoping For The Best With List 3 Tariff Exemption Requests |
| Sony, Cardinal Health Potential Beneficiaries of Mexican Tariff Strategy |
Friday, July 05, 2019
| Stevedores Start to Suffer from Prolonged Tariff Tactics |
Thursday, July 04, 2019
| Trump Triumphs in May Trade Battle With $7B Drop in Bilateral Trade |
| FedEx Looks For Golden Opportunity in Colombia |
| Hapag-Lloyd Picks a Plum Opportunity With Reefer Investment |
Wednesday, July 03, 2019
| Suzuki, Marubeni Face India Dumping Case as Steel Intervention Widens |
| Hyundai, GE Could Be Targets for ZIM’s New 2M-Affiliate Service |
| Canada’s Growth Surge Shows Cost to U.S. of Tariff-Led Policies |
| U.S. Trade Deficit Widens as Exports Drop, But At Least The China Tariffs Are “Working” |
Tuesday, July 02, 2019
| Container Shipping Makes More Money But Has Less Certainty |
| Panjiva Daily: Change is the only constant: 10 trade policies to watch in 3Q 2019 |
| Volkswagen’s Acceleration, Tenaris’ Turnaround Support Veracruz Port Spending |
| 3Q 2019 Policy Outlook: Change is The Only Constant |
Monday, July 01, 2019
| Glen Falls NY, Far from Falling, Leads U.S. Metro-Level Import Growth |
| Bring Me The Horizon – The Road Ahead for Asian Supply Chains |
| Panjiva Daily: HMM’s first order of business; Mercosur-EU gains far from fruition |
| Fake Trade Wars – June 2019 in 10 Reports |
| Kyocera Aims to Attach Tariffs to Competitors as Trade Complaints Dip |
| HMM Joins THE Alliance, First Order of Business Will Be Securing Customers |
| VW, Nestle Unlikely to Make Major Changes With Mercosur-EU Deal Far From Done |
| Coordinated Sentiment Downturn Bodes Ill For Global Trade Outlook |
Sunday, June 30, 2019
| Tariff Quote Watch: New Balance Worried Tariffs May Leave It Off Balance |
| Panjiva Daily: Trump, Xi wind the clock back to 2017; Chile’s copper challenges |
| Dramatic Drop in South Korean Trade Includes DRAMs and Phones |
| G20 Wrap: Trump, Xi Wind The Clock Back to 2018, or Even 2017 |
| Hoegh Puts Past Behind It, Brings Ford Onboard |
| Codelco Ends Copper Strike After Losing Out to BHP in April |
Friday, June 28, 2019
| SQM, Rockwood’s Lithium Operations Face Technological and Market Challenges |
Thursday, June 27, 2019
| Panjiva Daily: “Made in America” Isn’t Just “Made by Americans”; Maersk aims for the heartland |
| Tariff Quote Watch: LG, Electrolux Tariff Outcomes Show American Doesn’t Mean American |
| DB Schenker Left on The Shelf After Less Than Barnstorming Performance |
| Ocean’s Blank Sailings May Be A Template For Trade War Shipping Patterns |
| Maersk Aims For Stronger Pulse in The Heartlands |
| American Autos Light Up Mexican Trade While Energy Dims |
| Trade War Rules the Trans-Pacific Waves – S&P Global Platts Container Update, June 2019 |
Wednesday, June 26, 2019
| Panjiva Daily: G20 special – Trump’s agenda may bring good news for Japanese chemicals |
| Johnson, Hunt and Trump Hold Keys to Germany’s Export Order Collapse |
| Surging U.S. Trade Deficit Provides Tailwind For Hawks |
| Strike Risk Reduced in Vancouver, Cutting West Coast Congestion Risks |
| G20 Watch: Sumitomo, Konica Could Get Trade Deal Kickstart From Trump-Abe Meet |
| G20 Watch: Trump-Xi Meet The Last Chance for a Next Chance |
| G20 Watch: Indian Oil Could Lubricate Trump-Modi Talks |
Tuesday, June 25, 2019
| Panjiva Daily: FedEx faces China risk doubler-header; China has no monopoly on Hasbro sourcing |
| Shell, Cheniere Positioned to Deliver AMLO’s Gas Promise |
| Tariff Quote Watch: China Has No Monopoly on Hasbro Supplies, Which Need Time to Transform |
| Maersk Spots An Opportunity to Chase CMA-CGM’s Service Innovation |
| FedEx Faces China Risk Double-Header as Profit Margins Wane |
| Most Coordinated Export Downturn Since 2012 is More Evidence for Trade Recession |
| Tesla, Daimler Follow Legalistic Road to Tariff Mitigation |
Monday, June 24, 2019
| Tariff Quote Watch: EDF, Power Generators Could Lose from Uranium Quotas |
| Panjiva Daily: The road ahead for Asian supply chains; Hormuz risks for food as sanctions widen |
| Hapag-Lloyd May Get New Capacity Addition Round Underway |
| Almarai, Shin Etsu Exposed to Hormuz as Trump’s Sanctions Widen |
| Atlas Copco, Suzano May Face Disruption From MSC’s Drug Bust |
Sunday, June 23, 2019
| Panjiva Daily: The trade war’s impact on economic development; Giant stages tariff breakaway |
| G20 Watch: Weaker Exports Raise Pressure on Abe To Deliver Deals |
| SeaTac Slows, Rules Change With Seasonal Surge Soon |
| Tariff Quote Watch: Giant Stages Tariff Breakaway, Followed by Cannondale and Trek |
| Jake’s Fireworks Could Fizzle If Trump’s Tariffs Take Off |
Tuesday, June 18, 2019
| Kicking Away The Development Ladder – The Trade War’s Long Term Impact |
Monday, June 17, 2019
| Panjiva Daily: The trade recession beckons; Roku needs Foxconn to go back to the future |
| Vestas, Siemens’ Tax Credit Gust Still Outshone by Solar |
| Tariff Quote Watch: Roku Needs to See Back to The Future Strategy From Foxconn |
| H&M Threads More Bangladeshi Apparel Into Its Supply Chain Ahead of Export Support |
| Swift, Tyson May Welcome Increased Stake in EU Beef Market |
| Olam Sweetens Cocoa Imports as Cartel Carries Trump-Baiting Risks |
| Trade Recession Beckons as Policy Uncertainty Worsens |
Sunday, June 16, 2019
| Panjiva Daily: Sumitomo pulls plug on China, moves to Vietnam; Konica copies a strategy |
| India’s Emerging Trade Fight with U.S. Could Threaten Export Growth |
| Fanuc Powers Down as Industrial Robot Orders Fall |
| Evergreen Rides High on The Ocean, Tariffs Could Break The Crest |
Friday, June 14, 2019
| Tariff Quote Watch: Konica-Minolta Needs to Copy Printer Strategy |
| Panjiva Daily: Six strategies to tackle tariffs; how Hong Kong could hurt the holidays |
| Sumitomo, Yazaki Pull the Plug on China By Switching Supplies to Vietnam |
Thursday, June 13, 2019
| Tariff Quote Watch: Volex Less Involved in China, Competitors Already Out |
| Hong Kong Intervention Could Hurt Graco and Mattel |
| Exporters Swallow A Quarter of Tariff Costs as U.S. Trade Price Deflation Accelerates |
| Volkswagen Leads Faster Mexican Auto Exports, Tariff Risks Remain |
| A Tale of Three Cities as Long Beach’s Malaise Holds California Back |
| Accelerating The Inevitable – Six Corporate Approaches to Tackling Tariffs |
Wednesday, June 12, 2019
| Panjiva Daily: Trade war roadmap from S-301 to PRC-70; HD Supply’s supply chain change |
| Brexit Watch: Prime Minister the Primary Problem as Import Panic Subsides |
| K+N, CH Robinson Step Back as Consolidators Dominate Freight Growth |
| Tariff Quote Watch: HD Supply’s Supply Chain May Need Restructuring If Price Rises Fail |
| Tariff Income Drops, Reflecting Lower Imports and Possible Burden Sharing |
Tuesday, June 11, 2019
| Long Beach Lags After Cosco Cuts Container Shipping |
| Panjiva Daily: ArcelorMittal pays the steel price; Hon Hai’s Apple relocation offer |
| ArcelorMittal, Tenaris Pay The Steel Price as Trump’s Tariffs Mostly Deliver |
| Red Bull Loses Its Wings, Dragging Norfolk’s European Business Down |
| Philippine Chip Rebound Can’t Prevent Asian Export Fall in April |
| Hon Hai Could Bring China Phone Exports Lower to Help Apple |
| Tariffs Haven’t Hurt Cheniere and Dominion While China Needs Northern Exposure |
Monday, June 10, 2019
| Panjiva Daily: Huawei hangs over Mexico-U.S. relations; choppy U.S. trade as tariffs weigh |
| SeaLand Sets Sail with Hispaniola Service, Adds Choice for Gildan, Hanesbrands |
| Bigger May Have Made Panama Canal Better |
| Ford’s Transit Connect Will Carry Heavier Tariff Load |
| Xbox Scarlett Timing Means Videogame Imports May Be In The Red in 2019 |
| Seaborne Trade Choppy as Tariffs Weigh, Vietnam Gains from China |
| USMCA Watch: Huawei in Mexico Could Be Base for Next Trump Tariff Threat |
Sunday, June 09, 2019
| Schlumberger, PepsiCo Face Venezuela War Risk Costs |
| Panjiva Daily: Trump’s Mexican tariff risk isn’t over; China wins in May |
| China Wins The Trade Battle in May, Looks For New Weapons |
Saturday, June 08, 2019
| USMCA Watch: Samsung, Sony Face 90 Day Migration Delivery Risk |
Friday, June 07, 2019
| Panjiva Daily: Brown Forman’s taste of tariffs; American Axle’s duties drive costs |
| Tariff Quote Watch: Guess? Is Sure It Can Tackle Duties, Yet to Make Its Move |
| Logistics Jobs Growth Could Tip Over as Trade War Takes Its Toll |
| Platinum the Next Playground for Security-Related Trade Policy |
Thursday, June 06, 2019
| Tariff Quote Watch: Brown Forman Has a Taste of What Becle, Bacardi Can Expect |
| Panjiva Daily: Chipotle wraps tariffs into prices; Jabil provides a Mexican tariff gauge |
| Canada Pays the Price for China Spat Yet Remains Robust |
| Trump Wins By Losing Less Against China in Trade War’s Ninth Month |
| Wider Trade Deficit Gives Trump Reason to Stay Hawkish With Mexico, EU |
| Tariff Quote Watch: American Axle Sees Mexican Tariffs Driving Up Costs |
| Tariff Quote Watch: Cummins Has Manifold Tariff Risks, Including Mexico |
Wednesday, June 05, 2019
| Samsung Joins Foxconn In Dialling Back Chinese Phone Production |
| Panjiva Daily: Nestlé needs to brew a tariff strategy; LG Electronics heats up localization strategy |
| BorgWarner Avoids Need To Assimilate Bearing Tariff Costs |
| Jabil, Landis+Gyr Meter Shipments May Provide Gauge of Mexico Tariff Impact |
| Tariff Quote Watch: Mexican Tariffs Can’t Be Avoided, But Turmoil Can Be Bypassed |
| Toyota Raises Red Tariff Flag for Mexican Exports While U.S. Sales Slip |
| Tariff Quote Watch: Chipotle to Wrap Mexican Tariffs into Higher Prices |
Tuesday, June 04, 2019
| India’s Post-Election Policies May Need to Focus on China, Not U.S. |
| Trade Complaints Tabled as China Tariffs Take Toll on Ikea’s Imports |
| Nestle Needs a Robust Response to Mexican Coffee Tariff Risk |
| LG Electronics May Need to Heat Up Localization Strategy as Tariffs Widen |
| Panjiva Daily: Refiners could lose under Trump’s new tariffs; Noble stitches up cotton |
| JBS, Marfrig May Struggle to Round Up Beef Sales in China |
Monday, June 03, 2019
| Panjiva Daily: The costs of Trump’s tariff wall; Fedex in China’s firing line |
| Trade War Redux, Forwarders’ Fight – May 2019 in 10 Reports |
| Tesoro, Valero Could be Indirect Losers from Trump’s Mexican Tariffs |
| Noble Stitches Up the Market As U.S. Cotton Exports Wither |
| Better Sentiment Doesn’t Mean World Trade Will Get Better |
| May Aids Container-Lines as Rates Stabilize, Fuel Falls |
| Technology Trade Drags South Korean Exports Down for Sixth Straight Month |
Saturday, June 01, 2019
| FedEx in the Firing Line of China’s New Trade War Weapon |
Thursday, May 30, 2019
| Panjiva Daily: Stevedores tempt Bolsonaro’s wrath; Toyota leads tariff criticism |
| Vale’s Dam Disaster – Market, Supply Chain, Pricing and Corporate Impacts |
| Trump Erects Tariffs to Bolster the Mexico Wall |
| Savannah Brews Up New Connections to Serve Anheuser Busch |
| CMA-CGM’s Rebound Illusory, Restructuring of Routes Necessary |
| Worst Export Drop Under Trump Could Be Down to Tariff Push |
Wednesday, May 29, 2019
| China’s Semiconductor Prospects Could Be Helped By Trade Conflict Push |
| Toyota Leads Tariff Criticism as Japan’s Auto Exports Lose Drive |
| Scrap Exports Set for Second Round of Crushing On New China Rules |
| Stevedores Tempt Bolsonaro’s Wrath, Raising Risks for Hyundai, VW |
| Norfolk May Court Subaru, Toyota For Midwest Expansion Goal |
Tuesday, May 28, 2019
| Panjiva Daily: Pioneer finds tariff relief; Kyocera copies Ricoh’s strategy |
| Kyocera, Sharp Copy Ricoh in Offsetting Printer Production From China |
| Pioneer Finds Optical Drive Exemption, Most Others Less Lucky |
| Shipbuilding Renaissance Not Widespread, Faces Trade Conflict Risk |
| New Plastic Waste Rules Lead Shippers to Scrap Supply Chain Plans |
| Seaboard Faces Stiff Competition from Maersk, Crowley on New Routes |
| Walmart, Dollarama Face Risk of Disruption from Vancouver Strikes |
Monday, May 27, 2019
| Tariff Quote Watch: Maersk Sees Trade Conflict Spreading; Danish Discipline Needed |
| Panjiva Daily: Maersk’s spreading trade conflict; CH Robinson’s bolt-on in Italy |
| Trump and Abe Should Wrestle With Cars, Not Relations, to Reach a Meaningful Deal |
| Brexit Watch: May Gone in June, Deal Needs to Fall Into Place by October |
| CH Robinson Sticks to Its Bolt-on Strategy in Italy as China Freight Wanes |
Sunday, May 26, 2019
| Mexico’s Trade Success Brings Risk of Trump’s Ire |
Friday, May 24, 2019
| World Trade Recovery in March Will Prove Fleeting |
Thursday, May 23, 2019
| Scrapping of Tariffs May Help U.S. Scrap Steel Exports to Mexico |
| Panjiva Daily: Retailers to pass on Trump’s tariffs; Lenovo may shift from China to Mexico |
| Magenta Canary of China Tariff Drag May Leave Retailers With Shipping Needs |
| Nokian Looks to Inflate Prospects in Shifting Tire Market |
| U.S. Trade Deficit Likely Buoyed Up By Ocean Freight Imbalance in April |
| ONE’s First in Seattle After Shaking Off Chaotic 2018 |
| Tariff Quote Watch: Lenovo May Follow Competitors With China-to-Mexico Switch |
| Tariff Quote Watch: Retailers Aim to Make Consumers Pay for Trump’s New Tariffs |
Wednesday, May 22, 2019
| Panjiva Daily: UPS, CH Robinson start to struggle; Hikvision set for sanctions |
| Hikvision Set for Sanctions After Imports Hacked Back by Tariffs |
| Meat Deal Could Quell Trump’s Beef With Japanese Exports |
Tuesday, May 21, 2019
| Dole Crushed as Bumper Indian Grape Harvest Heads to Europe |
| Rare Earths May Become Rarer if China Applies Retaliatory Leverage |
| Drug Supply Chains Get More Sophisticated as CMA-CGM Launches New Service |
| UPS, CH Robinson Already Struggling as New Round of Forwarder Competition Arrives |
Monday, May 20, 2019
| USMCA Watch: Relief for Swift and Tyson as Steel No Longer Presses Pork |
| Daimler, Toyota Declared National Security Threats as Tariff Leverage Exercised |
| Evonik, Dow in a Bind as China Retaliates With Higher Tariff Rates |
| Panjiva Daily: Swift, Tyson’s pork no longer pressed by steel; Evonik, Dow in a bind |
| Singapore Sings a Sadder Song as Asian Exports Lower The Tone |
| Shoemakers Face Unpleasant Trip If Tariff Hikes are Delivered |
| Panjiva at 5,000 – The Most Read Research From Our First Three Years |
Sunday, May 19, 2019
| Panjiva Daily: Downturn predictions defied; who really pays for President Trump’s tariffs? |
| Two Trade Wars, a Rate War and Four Tariff Reactions |
Saturday, May 18, 2019
| Maersk Bolsters Suez as Canal Competition Set to Heat Up |
Thursday, May 16, 2019
| Trump’s Partly Right on Who Pays as Tariff Burden Sharing Emerges |
Tuesday, May 14, 2019
| Cosco Pays The China Price as California’s Port Activity Slows |
Monday, May 13, 2019
| Tariff Quote Watch: GoPro on Track to Shutter China Capacity, Open in Mexico |
Sunday, May 12, 2019
| Downturn Predictions Defied as U.S. Imports Spring Up in April |
Thursday, May 09, 2019
| Panjiva Daily: Trump’s car tariffs versus EU farmers – the next big trade war |
| Panjiva Daily: Trump’s tariffs beats Xi’s; Foxconn pulls a plug |
| Bean Battle Back in the Field as China Set to React to Higher Tariffs |
| Solar Power Lights Up as Tariffs Become Business-as-Usual |
| Toyota May Hope for Clearer Roads With Argentine Tax Break |
| Trump’s Tariffs Proved More Effective Than Xi’s in March |
| Deficit Data Details Vindicate Trump’s Trade Policy, Despite Overall Increase |
| Tariff Quote Watch: Foxconn Pulls a Plug on China for Telecoms Gear Due to Tariffs |
Wednesday, May 08, 2019
| Nucor May Be Crushed if Nippon Steel Can Lift Heavy Plate Tariffs |
| Hapag Lloyd’s Success Not All It Seems, But Still Solid |
| Tesla Sees Battery Supplies Falling as Cobalt Feels the Blues |
| The Next Big Trade War: Trump’s Car Tariffs versus Europe’s Farmers |
| China’s Unpleasant Surprise Has Roots in Autos, Telecoms |
Tuesday, May 07, 2019
| Panjiva Daily: China loses the April trade battle; Ternium bucks the Mexico metals trend |
| China Lost The April Trade Battle, Faces Regional Export Slowdown |
| Mastronardi Sprouts New Growth as Tariffs Plague Tomatoes |
| USMCA Watch: Closure Not Close as Mexico’s Steel, Aluminum Exports Plummet |
| Vale Heads Rapidly Downhill as Exports Hit Low |
| 5.2x Bigger Exemption Problem Looms as List 3 Tariff Hike Approaches |
| Port Ownership Shuffle Continues as Singaporean Money Arrives |
Monday, May 06, 2019
| Panjiva Daily: Why Trump has reheated the tariff rhetoric; corporate reactions to tariffs |
| Pernod Ricard’s Jameson’s Takes a Proper Beating From Conor McGregor’s No. 12 |
| Trump’s Tariff Threat Has Roots in Short-Lived Deficit Dip as Well as China Talks |
| Tariff Quote Watch: Brooks To Run Production from Vietnam Ahead of Duty Risks |
Sunday, May 05, 2019
| Tariff Quote Watch: Electrical Engineers’ Tariff Worries Getting Charged Up |
Friday, May 03, 2019
| Panjiva Daily: CH Robinson moves less, delivers more; tequila-fuelled Cinco de Mayo ahead |
| Logistics Jobs Grow for 105 Months, Trade Slowdown a Threat |
| Under Armour’s HOVR Can’t Stop Slippage in Sales, Imports |
Thursday, May 02, 2019
| Panjiva Daily: 28 events that shaped the U.S.-China trade war; CAP’s capitalizes on steel strength |
| Borders, Jet Threats and Oil Waivers – April 2019 in 10 Reports |
| U.S. Auto Sales Stuck in Reverse, Imports Suggest More Backing Up to Come |
| Tequila-Fuelled Cinco de Mayo On Track as Border Threats Prove Empty |
| Alpek May Beat Reliance as Yarn Supply Chains Are Rewoven |
| CH Robinson Moves Fewer Boxes, Delivers Better Margins |
| Three-Year Low in U.S. Export Sentiment Adds Momentum to Trade Slowdown |
Wednesday, May 01, 2019
| Panjiva Daily: DSV’s quest for scale pays off; Voestalpine takes flight |
| CAP Capitalizes on Steel Strength to Expand Exports |
| War and (Nearly) Peace – 28 Events in the U.S.-China Trade Conflict |
| Better Rates Don’t Mean Better Conditions for Shipping Lines in April |
| ONE’S Terminal Restructuring Overdue But Still Necessary |
| Canada’s Container Congestion Restrained, Montreal Tackles Trucking |
| Semis Receive Support as South Korea’s Exports Slip Once More |
Tuesday, April 30, 2019
| Panjiva Daily: Grassley’s steel rule for USMCA; Chile’s lithium prices and volumes drop |
| Sweet Opportunity for Lanxess, Arkema as U.S. Readies Glycine Duties |
| Antidumping Case Backlog Only Building Slowly as Tile and Cherry Complaints Arrive |
| Voestalpine Takes Flight While Being Aware of Bumpy Landing |
| DSV’s Quest for Scale Pays Off, Slowdown May Lie Ahead |
| Chewy’s Imports Scamper Ahead On Pet Bedding, Food Growth |
| China’s Export Sentiment Improving Thanks to Chips, But Still Negative |
Monday, April 29, 2019
| Panjiva Daily: Electrolux, Whirlpool reach end of cycle; impact of Japan’s holiday on autos |
| “Endgame” Ends Avengers’ Imports on a High as Star Wars Fades, But Still Rules |
| General Motors and General Electric Face Generally Higher Costs from Hoegh |
| USMCA Watch: Grassley Draws a Steel Rule for Ratification That May Break The Deal |
| Lithium Price, Output Drop in Chile No Deterrent To China Joint Venture |
| Bright Opening For Container-Lines Isn’t Necessarily Good For All |
| Tariff Quote Watch: Cooper Set To Tread on Tire Tariff Costs, From 2020 |
Sunday, April 28, 2019
| Neste Supply Chain Situation Fluid as Venezuela Sanctions Bite |
| Resin Opportunity Resonates with G&W, Chevron Phillips |
| Toyota, Nissan Growth Face Imperial Holiday, Trump-Abe Talks Uncertainty |
Saturday, April 27, 2019
| Kim May Find Future Will “Entirely Depend” On Chinese Trade, Not U.S. Attitudes |
Friday, April 26, 2019
| Panjiva Daily: K+N on the up, UPS down; iRobot pursues price rises |
| Blame Oil, Mazda for Mexico’s First Trade Decline in Nearly Two Years |
| Tariff Quote Watch: Electrolux and Whirlpool Reach End of the Duty Cycle |
Thursday, April 25, 2019
| Panjiva Daily: Posco’s positivity at risk; Husqvarna cuts through trade troubles |
| Jones Act Waiver Could Cut Pressure On New England Gas Markets |
| K+N Volumes and Margins On The Up, UPS Heads Down |
| Sentiment Sinks to 2012 Lows in Germany as New U.S. Tariffs Loom |
| Brexit Watch: Netgear Geared Up For No-Deal Exit, Orders Could Reverse |
| Tariff Quote Watch: iRobot Pursues Price Rises, Needs Room for Diversification |
| Tariff Quote Watch: Varian’s Various Devices for Offsetting Duties Yet To Bear Fruit |
Wednesday, April 24, 2019
| Panjiva Daily: Trump’s Hog Help; Marathon’s Hormuz Replacement Race |
| LG Electronics Hangs Up on South Korea, Calls on Vietnamese Factory |
| Scrap Supply Chain Set For Another Shakeup as China Reviews Rules |
| Iran Sanctions Could Take Toll on Indian Rice, Drug Exports |
| Posco’s Positive Position on Steel Outlook at Risk From U.S. Trade Policies |
| Ports’ Storm Over in March, U.S. Trade Deficit Hike Possible |
| Tariff Quote Watch: Husqvarna Cuts Through Trade War Troubles With Supply Switching |
Tuesday, April 23, 2019
| Panjiva Daily: Iran waiver effects for Valero, ExxonMobil; WTO helps ADM with grains |
| Tariff Quote Watch: Alcoa Worries About Quotas, Industry Concerns About Tariffs Wane |
| Brazil’s Sweet Corn Outlook May Sour Export Opportunities For U.S. Farmers |
| Trump’s Hog Help Could Hurt KTM, Volkswagen |
| Wilmington Will Grow, If ZIM Can Find New Customers |
| Komatsu, Not Volvo, May Be The Future For Wallenius Wilhelmsen |
| Marathon Faces Race for Replacement Oil if Hormuz Straits Close |
Monday, April 22, 2019
| Valero, ExxonMobil Face Knock On Effects from Iran Waiver Removal |
| JM Smucker Takes a Bigger Gulp as Brazil’s Coffee Overflows |
| Home Depot, Ikea Store More Cabinets as U.S. Builds Case |
| Archer Daniels Midland Could Be Helped by China Grain Buy After WTO Ruling |
Friday, April 19, 2019
| Panjiva Daily: Bouncing beans and Tesla tariffs; Daimler and VW’s tough USMCA choices |
| Empty Heart of U.S. Container Growth Soon to Skip a Beat |
| Empties and New Routes Drive SeaTac’s Continued Growth |
| Great British Bounce Can’t Stop EU or Global Export Decline in February |
Thursday, April 18, 2019
| Canal Competition Continues as Panama Relaxes Restrictions |
| Panjiva Daily: Deere pays the price for retaliation; Caterpillar gets an exemption |
| Saudi Weapons Order Shortage Has Yet To Cut Deliveries |
| USMCA Watch: Daimler, VW Face Tough Choices as ITC Report Flags Autos Upheaval |
| Shipbuilding’s Still Sinking at Start of 2019 |
| Bouncing Beans and Tesla Help U.S. Win the February Trade Battle |
Wednesday, April 17, 2019
| Deere Pays The Price as EU Gets Its Retaliation in Early |
| Panjiva Daily: K+N’s pledge could become a commitment; Skechers runs more from Vietnam |
| Panalpina Growth Parked Ahead of DSV Scale Push |
| USMCA Watch: Tangible Gains May Be Beaten by Tariff Politics |
| Japan’s Electronics Trade Slips Ahead of Coronation Holiday Disruptions |
| Caterpillar Gets Tariff Exemption, Won’t Lift The Business |
| Trump’s Trade Deficit Success Could Prove Short-Lived |
Tuesday, April 16, 2019
| Panjiva Daily: Europe’s aerospace and oil firepower; the brewing China-U.S. trade deal |
| Two-Speed Export Economy Apparent as India’s Exports Rebound |
| USMCA Watch: Mexican Metals Demand May Become Another Ratification Hurdle |
| Brazillian Butchers JBS, BRF May Be Helped By China Meet-Up |
| K+N’s Pledge Could Lead to a Commitment with Hapag-Lloyd |
| Trump’s $57.6 Billion Tariff Take Has Peaked, For Now |
| Skechers, Adidas Could Run More From Vietnam With New Oakland Service |
Monday, April 15, 2019
| ONE Tops The Chart in Norfolk as China Traffic Collapses |
| Europe’s Aerospace and Oil Firepower May Beat the U.S. In a Tariff Battle |
| Distillers Grain Case Indicates China-U.S. Trade Deal Nearly Brewed |
| China’s Export Bounce Belies Telecoms Weakness Even as Semis Shine |
| Houston Heads Higher on Mexican Shipments, MSC Does Best |
Friday, April 12, 2019
| Price Deflation Points To Chinese Exporters Taking Some Tariff Pain |
Thursday, April 11, 2019
| Panjiva Daily: Evergreen grows, ZIM wilts; Wacker could be whacked by trade war |
| China’s Trade Recovery Not All Good News With Imports Down, U.S. Exports Up |
| California Recovers as China Loses Its Crown, Exports Slump |
| U.S. Fishers Could Catch More Korean Customers As Tariffs Take a Bite Out Of Exports |
| Cars Set to Drive U.S.-Japan Talks as National Security Worries Weigh |
| Wacker Neuson Set To Be Whacked By Tariffs in New EU-U.S. Trade War |
| Evergreen Grows Despite China Decline as ZIM’s Momentum Wilts |
Wednesday, April 10, 2019
| Panjiva Daily: DSV dominates forwarders’ growth; tariff war could choke off wine supplies |
| Asia Exports Dropped in February, Little Hope Elsewhere in the World |
| Brexit Watch: Slower Release Formula, Pharma Supply Chains Still At Risk |
| Kinder Morgan To Boost Flow As Mexican Gas Demand Blows Up |
| New Tariff War Could Choke Off LVMH, Oetker Wine Supplies to U.S. |
| MSC and Hapag-Lloyd’s Texas Growth to be Held Back By Shipping Restriction |
| DSV Dominates Forwarder Growth With European Wind and Luxury Goods Push |
Tuesday, April 09, 2019
| Panjiva Daily: Lessons from 6 months of trade war; Britain’s last chance for another chance |
| Brexit Watch: British Trade Surges as Last Chance for Another Chance Beckons |
| Lumber Case Lumbers On, U.S. Wins at WTO |
| ZIM Shipping Steams Back to Seattle With Retail Opportunity |
| Panama Canal May Be Feeling First Twinges of China Tariff Pain |
| New York Suffers China Slump, Most Seaports See Early Spring Bounce |
| Six Months Into the U.S.-China Trade War Supply Chain Shifts Have Started |
Monday, April 08, 2019
| Panjiva Daily: Trump’s jet leverage attempt; the remarkable resilience of U.S. imports |
| Trump’s Jet Leverage Attempt May Cause EU Talks To Crash |
| Growth Deserts Hapag-Lloyd as Savannah Surges |
Sunday, April 07, 2019
| The Remarkable Resilience of America’s Demand for Imports |
| SQM, Albemarle May Switch To Lithium Output, not Price Maximization |
| Time To Consider Port-o-Mation as Employment Growth Improves |
Thursday, April 04, 2019
| Auto Industry’s Descent Gathers Pace as New Tariffs Beckon |
| CMA-CGM’s Santos Switch Follows Reduced Flows |
Wednesday, April 03, 2019
| Panjiva Daily: Trump’s troubles for Foxconn, Flextronics; DP-DHL’s bet on Charleston |
| Steel Wars – South Korea Sours on Europe as U.S. Duty Effect Widens |
| Liverpool Tops The League as Peel Pulls a Fifth Liner In |
| Brazil’s Iron Ore and Soybean Downturn Needs Panama To Dig In |
| Deutsche Post-DHL Bets on Charleston as Port’s Growth Slows |
| The Top U.S. Ports in 2018 – LA Holds Its Crown While New York Plays The Usurper |
| Foxconn, Flextronics Face Transit Troubles if Trump Closes Mexican Border |
Tuesday, April 02, 2019
| Intel’s Platform Shift May Be a Response To U.S.-China Tariff War |
| Panjiva Daily: All Brexit options still open as supply chain surge starts; Intel’s platform shift |
| Boston’s Been Growing as Harbor Spending Plan Gathers Pace |
| Brexit Watch: All Options Open, Supply Chains’ Surge Starts |
| Pre-Trump Era Lows in Export Sentiment Shows Potency of Global Slowdown |
| Tariff Threat Drains Chinese Keg Exports, Others Fill The Gap |
| Dumping Investigation Calls Subdued, Steel Rods Caned After Case Launch |
Monday, April 01, 2019
| Shipping’s Tough First Quarter Sees Rates Down, Costs Up |
| Panjiva Daily: Trump’s border threat to food supply chains; China’s tariff leniency |
| DSV Delivers a Panalpina Deal That’s Largely About Scale |
| China’s Tariff Leniency Supports Talks And U.S. Automakers |
| Trump’s Border Threat Raises Stakes For Food Supply Chains |
| Cosco Shipping’s Rebound May Just Be A Bounce |
| 10 Most Read Panjiva Research Reports in March 2019 |
Sunday, March 31, 2019
| China’s Sentiment Swallow Does Not Make A Cyclical Spring |
| Chips Chip Away At South Korea’s Export Performance in March |
Thursday, March 28, 2019
| Panjiva Daily: PC industry bears the brunt of tariffs; Lululemon leaps ahead |
| Europe’s The Sick Old Man of World Trade As Americas Stay Healthy |
| Arms Trade Risks for U.S.-China Deal As Taiwan Makes Tanks And Jets Bid |
| Tesla Faces Subsidy Challenges Today, Retaliatory Duties Tomorrow |
| Pemex Brings Balance To The U.S. Oil Industry Despite AMLO’S Policies |
| China’s PC Industry Bears The Brunt Of January’s Trade Defeat |
| Lululemon Leaps Ahead, Achieves Balance With Youngone |
Wednesday, March 27, 2019
| Tariff Quote Watch: Winnebago Sales Lose Drive as Tariff Cost Pass-Through Bites |
| Panjiva Daily: Trump starting to win the tariff war; Mexican growth supports USMCA passage |
| Barge Based Drayage Comes to Charleston, Not Good For Everyone |
| Canada’s Solid Growth Belies U.S., China Trade Relations Issues |
| USMCA Watch: Mexico’s Trade Growth Supportive for Passage |
| Trump’s China Position May Be Emboldened as Tariff Policy Starts To “Work” |
| Brazilian Shipping Faces a Slowdown, Cosco Doing Better Than Maersk |
Tuesday, March 26, 2019
| Electrolux Restructuring Has Few Options For Avoiding China |
| Panjiva Daily: Hutchison’s Ensenada expansion; Savannah’s portent of U.S. trade weakness |
| USMCA Watch: Pharma Pricing Issues Add To The Pile Of Passage Problems |
| Mexico Starts Safeguard Steps As Steel Shipments Surge |
| Hutchison’s Ensenada Expansion Could Attract Samsung, Jatco Volumes |
| Savannah’s Slide a Portent of Worsening U.S. Trade Performance |
| Europe’s Export Outlook Slumps In The Face of Brexit, Tariffs |
Monday, March 25, 2019
| World Trade’s Slippage About To Become a Slide |
| Panjiva Daily: Steelworkers against USMCA; Orient Overseas’ Long Beach exit |
| Canada’s Canola Farmers Pay The Price for Huawei Spat |
| Hyundai May Move More Through Mobile Once Access Improves |
| Orient Overseas Readies to Sell Long Beach, CMA-CGM Could Get More Involved |
| Michelin’s Rubber Supply Chain Faces Thai Election Disruption |
| USMCA Watch: Union Against Ratification as Canadian Steel Heads to Mexico |
Sunday, March 24, 2019
| Trump’s $19.9B Tariff Haul Could Be Dwarfed By Extra China, Autos Duties |
| Panjiva Daily: Trump’s $19.9B tariff haul; Musk’s crushers, Crane’s pumps exempted |
| North Korea Normalization Dims As China’s $2 Billion Trade Surplus Persists |
| Crane’s Pumps, Elon Musk’s Crushers Win From Latest Round of Tariff Exemptions |
Friday, March 22, 2019
| Panjiva Daily: Trade policy in 2Q19; GM extends its bet on Brazil |
| USMCA Watch: Tariff Risks Stalk Tomatoes, Mean Deal Will Pass at a Later Date |
| ZIM Volumes Set To Zoom, Profits Zapped By Lease Payments |
| Tariff Quote Watch: Williams Sonoma Ready For The Worst as Furniture Tips Over |
Thursday, March 21, 2019
| Panjiva Daily: Fedex hopes versus sliding exports; Vietnam wins the U.S.-China trade war |
| General Motors Extends Its Bet on Brazil as Mexican Opportunity Emerges |
| North Beats South as West Coast Port Activity Falls |
| 2Q19 Policy Outlook: Traveling Without Moving, Six Deals to Watch |
| Solar Power Imports Dim After Tariffs, Washing Machines Spin Upwards |
| Charleston’s Party Near an End as Kent, Komatsu Imports Slide |
Wednesday, March 20, 2019
| Fedex’s European Growth Hopes Defy Two Months of Sliding Exports |
| Panjiva Daily: Fedex trades growth for profits; supply chain risks from Norsk Hydro’s hack |
| Fabricated Steel Case May Build Up USMCA Risks |
| Mexico-Brazil Free Trade Deal Provides Ford, GM With Alternatives Beyond USMCA |
| Vietnam May Be Winning the U.S.-China Trade War |
| Houston Has A Problem as Traffic Drops, Fire Rages |
Tuesday, March 19, 2019
| MSC and Maersk Address Lone Star’s State of Service as CMA-CGM Takes Share |
| Panjiva Daily: California’s port volume crash; Norway model for Brexit with Norway |
| ONE Beats 2M As Norfolk Bucks The National Downward Import Trend |
| Fedex Focuses on Profitability as Revenue Growth Slows |
| Perdue’s Problematic Purchase Plan Needs China to Buy All Its Beans From The U.S. |
| Brexit Watch: Bercow’s Ruling Raises Risks, Preparatory Imports Increased |
| Norsk Hydro Hack Might Cut Into Aluminum Supply Chains |
Monday, March 18, 2019
| U.S. Demand Could Paper Over Chinese Cracks in Brazilian Wood-Pulp Supplies |
| Google’s Stream Could Flood Nintendo’s Slowing Console Shipments |
| Panjiva Daily: Trump-Bolsanaro summit’s harvest potential; Starbucks loses its taste for Brazil |
| Brexit Watch: Norway May Not Be The Model For a Norway Style Exit |
| Bad Start For Shipping Means Continued Bad Luck For Shipyards |
| California’s Crashed Volumes Come from Machinery, Furniture Import Slump |
| Japan’s Trade Downturn Confirms Asia Electronics Problems |
Sunday, March 17, 2019
| Boeing Max Problem May Minimize Aerospace Element of U.S.-China Deal |
| Trump-Bolsanaro Summit Could Yield Rich Harvest for Wheat Exporters |
| Toyota Takes Advantage of USMCA, Aims to Avoid Section 232 Tariffs |
| Tariff Quote Watch: Tariff Discussions Subside as Brexit Worries Rise |
Friday, March 15, 2019
| Brazilian Coffee Perks Up, Starbucks Loses Its Taste |
| Healthcare Helps, Electronics Hinder India’s Trade Activity |
| Panjiva Daily: Brexit brink blown back; alliances matter more than competition |
Thursday, March 14, 2019
| Panjiva Daily: DSV diversifies, leads forwarders; 979 lines of Brexit tariff defense |
| Tariff Leniency Request Backlog Could Jump to 35 Months |
| Pemex Joint Venture Delay Could Exacerbate Mexico’s Oil Export Downturn |
| Brexit Watch: Brink Blown Back, Port Capacity Shouldn’t Be A Problem |
| CMA-CGM Secures Ceva Majority, Closer Coordination Has Already Started |
| Alliances Matter More Than Competition as Container Freight Activity Dips |
| Chinese Exporters Shoulder U.S. Tariff Burden With Further Price Cuts |
Wednesday, March 13, 2019
| Panjiva Daily: Malmstrom’s 6.1B euro Brexit threat; Lighthizer’s door to a steel deal |
| DSV Diversifies Shipping Volumes to Lead Forwarders in February |
| New York Looks to Cement Gains with Portland, Wilmington Barge Service |
| Brexit Watch: 979 Lines of Tariff Defense Include Apparel and Autos |
| BP’s New Fuels Carry Significant Costs for Shipping Lines |
| Adidas Predicts Supply Chain Challenges, Leans Harder on Vietnam |
| USMCA Watch: Late Ratification Could Lead to Autos Industry Tariff Bedlam |
Tuesday, March 12, 2019
| Panjiva Daily: February’s U.S. trade surprises; winning the steel tariff relief race |
| USMCA Watch: Lighthizer’s Open Door to Steel Tariff Reform Could Unlock a Deal |
| Nissan Proves to Not Have Infiniti Patience for U.K. Production |
| Brexit Watch: Malmstrom’s 6.1 Billion Euro Threat Hits Autos, Apparel Hardest |
| Panama Canal Shrugs Off Trans-Pacific Shipping Slowdown |
| Everglades Dries Up as U.S. Port Activity Slows |
Sunday, March 10, 2019
| Slow and Steady Wins The Race for Steel Tariff Relief |
| Brazil Sour on Indian Sugar Subsidies After Shipments Slump |
| China and Tariffs Aren’t the Surprise in February’s U.S. Import Performance |
Friday, March 08, 2019
| Stevedores Win With Employment Growth As Ports Cure Congestion |
| Blame Consumers and Holidays for China’s Export Downturn |
Thursday, March 07, 2019
| Ikea Builds Cabinet Imports as Pre-Emptive Dumping Case Arrives |
| Supply Chains Show The Power of Tariff Fear as December Imports Surge |
| Panjiva Daily: The power of tariff fear; Deutsche Post DHL leaders forwarders’ 4Q |
| China’s Export Slump Partly Seasonal, Leaves U.S. a Trade War Winner |
| Tariff Quote Watch: Volvo May Not Hoist Flag for Polestar If Tariffs Are Wrong |
| Tariff Quote Watch: Brown-Forman Jacks Up Cost Cutting to Offset Lower EU Sales |
Wednesday, March 06, 2019
| Panjiva Daily: President Trump’s $17 billion China trade deal driver; tariff exemption failures |
| Canada’s Export Slowdown Completes Global Downturn Picture |
| Customs Duties and Early Warnings Show U.S. Import Growth Has Continued |
| Tariff Exemption Failure May Be The Least of BorgWarner, Denso’s Concerns |
| Deutsche Post DHL Leads Forwarders in Prioritizing Profitability Over Growth |
| The $17 Billion, 4Q Reason For Trump To Reach a Trade Deal With China |
| Tariff Quote Watch: Manitou Handles Burden From Duties as Profitability Rises |
| Tariff Quote Watch: Breville Avoids Getting Burned By Using Front-Loading |
Tuesday, March 05, 2019
| Panjiva Daily: Squeezing Sumitomo’s sponge; 60% of engineers talk tariff, Brexit risks |
| Malmstrom-Lighthizer Talks Have No Easy Answers, Especially For Cars |
| Hog and Wheat Farmers Lose, But China’s Not a Big Deal For Iowa as a Whole |
| Brexit Watch: Irish Pharma Risks Already Dissipating as Supply Chains Adapt |
| Jacking Up Jacksonville’s Handling Needs Major Investment, Big New Customers |
| Sumitomo’s Sponge Supplies Face Squeeze as National Security Case Launched |
| Tariff Quote Watch: Rotork Joins 60% of Engineers Talking Tariff, Brexit Risks |
Monday, March 04, 2019
| Panjiva Daily: Stormy February for container-lines; Orient Overseas cuts services |
| Daimler and Heineken May See Disruption from CMA-CGM’s Slipped Sailing |
| Orient Overseas’ Service Trim Says More About Competition Than Demand |
| U.S. Auto Sales Accelerate in Reverse, Imports Out of Favor |
| SQM Squeezes Lithium Market, Chinese Buyers Lose Out |
| Volkswagen’s Good News for Baltimore May Come At Houston’s Expense |
| Stormy February Leaves Container Profitability At November Lows |
Sunday, March 03, 2019
| Panjiva Daily: Trump’s $8.4 billion agriculture ask; CMA-CGM calls for cost cutting |
| CMA-CGM Draws on Cost Cutting as Well as Ceva For Future Growth |
| Trump’s $8.4 Billion Agricultural Ask Will Have to Wait for an Answer |
| Dumping Complaints Increase, Government Won’t Spare The Rod |
| Yellowtail Set to Run Dry as Wine Harvest Wilts |
Friday, March 01, 2019
| 10 Most Read Panjiva Research Reports in February 2019 |
| New York Clears Congestion, CH Robinson Powers Through |
| Trade Sentiment Warms in the U.S. While China Shivers |
Thursday, February 28, 2019
| Rapid Rail Routes the Secret to CMA-CGM’s Service Enhancement |
| Panjiva Daily: Panalpina chooses profits over volumes; Lego rebuilds in North America |
| South Korea’s Trade Decline Gathers Pace, Indicates Asian Export Slowdown |
| 23-Year Low in U.S. Oil Imports May Prove Fleeting |
| Canada’s Congestion Continues With Vancouver Facing Squeeze |
| Lego Rebuilds Its U.S. Business With Mexican Supply Chain Enhancements |
| Australian Exporters Pay The Price for Lack of Carrier Diversity |
| Panalpina Chooses Profits Over Volumes, Will Need to Choose a Suitor |
Wednesday, February 27, 2019
| Panjiva Daily: Autos crash makes for record deficit; Chinese EVs tackle Tesla and tariffs |
| Tariff Hopes No Use as China’s Business Trade Confidence Slumps to 10-Year Low |
| Rail Investment Set to Speed Santiago Produce Exports |
| LG Electronics Could Hop Back To South Korea After Washer Tariff Leniency |
| China’s EV Makers Have Tariffs as Well as Tesla and GM To Tackle |
| Posco and Ternium Trigger Mexican Steel Safeguarding Response |
| Mexico’s Trade Acceleration Supports AMLO’s Energy Policy, Reason To Pass USMCA |
| Autos Crash Leaves Year End U.S. Trade Deficit At Record High |
Tuesday, February 26, 2019
| Loads More Weapons Imports As Tighter U.S. Ownership Rules Beckon |
| Panjiva Daily: Corporate tariff worries become Brexit concerns; K+N has a tough end to 2018 |
| Dole Gains Shipping Options as Norfolk, Va. Grows Its Fruit Business |
| K+N’s Tough End to 2018 May Need More Than a Cost Cutting Fix |
| Steel Mission Accomplished, But Tariff Armistice Unlikely To Be Declared Yet |
| Tariff Quote Watch: Brexit Is The New Tariff As 1-in-4 Firms Talk About Trade |
| Tariff Quote Watch: Terex Handles China Duties, Brexit a Bigger Challenge |
Monday, February 25, 2019
| Panjiva Daily: Hapag-Lloyd avoids China risks; Nissan gears up for ROOs; North Korea pressure delivered |
| Hapag-Lloyd Avoids China Risk, Can’t Dodge Fuel Cost Troubles |
| Record Inventory Surge Set To Continue As Europe’s Zig Matches China’s Zag |
| Tough End to 2018 For Global Trade On Worst Dip Since 2009 |
| USMCA Watch: Canada May Not Get There With Steel and Aluminum Duties |
| North Korea Trade Pressure Delivered, Trump-Kim Summit Will Show Effectiveness |
| USMCA Watch: Nissan Gears Up For New ROOs, Could Shift Supply Chain Further |
| Tariff Quote Watch: Kubota Kicks Up Pricing as Steel Costs Plough Into Profits |
Sunday, February 24, 2019
| EU’s Ready Retaliation For U.S. Auto Tariffs Bode Ill For Trade Talks Success |
| Blame Europe, Not The Trade War, For The Global Export Downturn |
| Venezuela’s Reliant on Brazilian Food While Luxury Goods Imports Stay Robust |
| Brexit and Autos Tariffs Not Enough To Shake Improving EU Export Confidence |
| Roku Revenue Rocks, Hopefully Doesn’t Roll With Tariffs |
| Panjiva Daily: Retaliation overshadows EU-U.S. talks; Venezuela’s food needs |
| New Route Brings New Opportunities for Afghanistan-India trade |
Friday, February 22, 2019
| Tariff Quote Watch: Altra Shifts Duty Costs to Buyers, May Need to Tap Other Sources |
Thursday, February 21, 2019
| China Gives, China Will Take Away From Matson as Profitability Slips |
| Panjiva Daily: Maersk’s uncertain outlook; Mexico’s inflated gas needs; global trade index slips |
| Big Boats Keep Suez and Panama Growing As Trade Threats Loom |
| Global Trade Index Slipped in January, Yet To Slide |
| Ocean’s Better, Logistics Worse as Maersk Faces Uncertain Outlook |
| Inflated Natural Gas Imports Lead Mexico To Search For New Sources |
| Tariff Quote Watch: La-Z-Boy Active in Addressing Duties With Surcharges |
| Tariff Quote Watch: Flowserve Streams Duty Hikes To Customers, Can Switch Supplies |
Wednesday, February 20, 2019
| Panjiva Daily: Tariff leniency leads to higher steel imports; Volkswagen’s worst case scenario |
| New Year, Same Problems For The Shipbuilding Industry |
| Continued U.S. Trade Deficit Growth Likely Based on Maritime, Inflation Data |
| Cries for Clemency From Metals Duties Being Answered, Driving Imports Upward |
| Tariff Quote Watch: Volkswagen’s Worse-Case Scenario Hinges on Trade Talks Outcome |
| Tariff Quote Watch: Cooper Tire Bounces Back After Tariff-Linked Impairment |
| Tariff Quote Watch: Genuine Parts Faces Genuine Challenges as Tariff Threats Spread |
Tuesday, February 19, 2019
| Payless ShoeSource Steps Out of U.S. Retail, Imports Reliant on China |
| Tampa’s Growth Set To Continue as CMA-CGM, Cosco Shipping Arrive |
| Panjiva Daily: Expeditors’ slowing growth; USMCA-inspired strikes; less exclusive exclusions |
| Ford’s Brazilian Truck Exit The Result of Long Term Demand Decline |
| Japan Provides Further Evidence for Slowing Electronics Supply Chains |
| Expeditors Faces Slowing Growth, Narrowing Margins |
| USMCA Watch: Matamoros Maquiladoras Provide a Taste of Labor Rights Disruptions |
| Vale and Ternium Deliver on EU’s Steel Safeguarding Fears |
Monday, February 18, 2019
| USMCA Watch: Mexico’s Metals Dispute More About Politics Than Economics |
| Panjiva Daily: Chipping away at U.S. China tensions; Honda heads back to Japan |
| USMCA Watch: Canada Delivers Steel Tariff Cuts for Mexico |
| The Price of The Deal – EPA, Not Brexit, Sends Honda Back to Japan |
| India Wields the Tariff Stick Against Pakistan as Total Imports Wane |
| Exemptions Could Become Less Exclusive, Haven’t Helped Air Liquide |
Sunday, February 17, 2019
| Shipping Rates Dip After Lunar New Year But Carriers Doing Better in 1Q So Far |
| East Coast Acceleration Points to Wide U.S. Trade Deficit in January |
| Semis Only Small Segment of a Solution to U.S.-China Tensions |
| Nintendo Seeks To Level Up as Sony Leads Import Performance |
Friday, February 15, 2019
| Burden Sharing Evident as Import Price Deflation Gathers Pace |
Thursday, February 14, 2019
| Panalpina Looks to Agility for DSV Defense, No Sprint to Completion |
| Panjiva Daily: Panalpina’s Agility defense against DSV; bumps in the road to automotive tariff clarity |
| 60 Days Delay The Way California’s Ports May See Renewed Growth |
| Five Bumps In The Road to Tariff Clarity for Automakers |
| MSC and Evergreen Lean on Spain and Taiwan to Outpace Their Peers |
| China’s Surprise Hides Disappointment For Phone, Chipmakers |
| Tariff Quote Watch: Peak Tariff Worries May Have Passed for Industrial Supply Chains |
Wednesday, February 13, 2019
| Under Armour Under the Weather As Imports, Inventories and Sales Decline |
| Panjiva Daily: CH Robinson’s slowdown; Wilhelmsen’s regulatory thicket; Under Armour’s dented |
| Vancouver’s Vanishing Growth Could Be a Congestion Issue |
| CH Robinson Suffers Asia Slowdown as Panalpina and Ceva Resist Temptation |
| Love’s Not On The Sea as Valentine’s Imports Drop |
| Customs Costs Surge, Set to Subside as Imports Slide |
| China’s Export Reversal Reversed, U.S. Still Suffering |
| Wilhelmsen’s Core Car Customers Face Thicket of Regulatory Worries |
Tuesday, February 12, 2019
| Tequila’s Rise Led by Diageo, Becle avoids a Hangover With 4Q Growth |
| Panjiva Daily: SeaTac sets the pace; Diageo leads tequila’s rise; JAB’s big gulp of Brazilian coffee |
| Mexican Auto Exports’ Pickup Faces USMCA, Tariff Uncertainties |
| JAB Holding Takes a Bigger Gulp of Brazilian Coffee |
| Maersk Deepens Consolidation Strategy With Broker Purchase |
| HMM Chips Away At Losses, Becoming More Aggressive in New Year |
| Canadian Comeback Sees SeaTac Best Its Peer Ports |
Monday, February 11, 2019
| Panjiva Daily: U.S. imports from China freeze over; Brexit plans from Tata and DP World |
| Post-Brexit Deal Good for Swiss Medicines, Template for Norwegian Deal |
| Marfrig’s Japanese Beef Opportunity Faces EU and Canadian Competition |
| No Brexit Fear from DP World, Though Ports Aren’t The Problem |
| Brexit Supply Chain Building Apparent Once Fuel is Wiped Away |
| U.S. Import Growth From China Freezes Over As Appliance Shipments Drop |
| Tariff Quote Watch: Tata Joins Honda and BMW With Brexit Downtime Plans |
| Tariff Quote Watch: ThyssenKrupp Lifts Fall on U.S. Duties on China Parts and Metals |
Sunday, February 10, 2019
| Panjiva Daily: Latest battle in the trade war; Panalpina could help DSV; January import growth |
| Vale’s Woes Grow as Tubarão Pellet Plant Closed |
| Panama Canal Channeled Late Tariff-Related Growth in January |
| January Import Growth Slowing Down, Not Yet Going Down in the U.S. |
| Chinese Memory Modules Lose a Trade Battle, U.S. Still Losing the War |
| Tariff Quote Watch: Volvo’s Very Well Timed Factory Opens as Tariffs Rise |
Thursday, February 07, 2019
| Panalpina May Help DSV, Deal Won’t Change The Industry Significantly |
Wednesday, February 06, 2019
| The Bad News is Not New News for President Trump’s Deficit Metric |
| Panjiva Daily: USMCA’s steel controversy; Vale’s dam limitations; EU-Japan agricultural trade model |
| Panjiva Insights: Decision making in an uncertain environment |
Tuesday, February 05, 2019
| EU-Japan Deal Unlocks Agricultural Potential, Could Be Model for U.S. Deal |
| USMCA Watch: Controversy Awaits as Structural Steel Imports Build Up |
| Quota Threats Have Yet to Prove a Deterrent To Uranium Shipments |
| Tight LA Warehousing May Slacken as Small Chinese Ports Suffer Slowdown |
| Maersk’s Barge Solution to Congestion May Be Needed Most by COSCO Shipping |
| Vale’s Brazilian Dam Limitations Manageable, Follows Rapid Export Growth |
| Panjiva Daily: State of the union in trade; Ceva’s sales slow; Nissan’s Infiniti patience |
Monday, February 04, 2019
| Toyota’s Imports Suggest Worse to Come as U.S. Auto Sales Hit Five Year Low |
| Thai Smog Measures Could Disrupt Samsung’s Supply Chain |
| Nissan Pulls X-Trail From U.K., Might Not Have Infiniti Patience for Brexit Uncertainty |
| Ceva’s Sales Slow, But CMA-CGM Cooperation Flies |
| The State of the Union in Trade – A Work in Progress |
| Panjiva Daily: Schindler lifts its imports; ONE struggles to step forward; Valero’s Venezuelan hole |
Sunday, February 03, 2019
| 10 Most Read Panjiva Research Reports in January 2019 |
| Schindler Lifts Its Imports Just As Tariff Leniency is Rejected |
| Valero’s Venezuelan Hole Could be Filled by Pemex |
| ONE Struggles to Take a Step Forward With China Downturn Ahead |
| Three Reasons for Caution After Container Lines’ Fast Start to 2019 |
Friday, February 01, 2019
| American Export Confidence Dips To Lowest During Trump Administration |
| South Korea’s The Canary In The Coal Mine For Global Trade Slowdown |
Thursday, January 31, 2019
| Panjiva Daily: U.S.-China talks need more than a hill of beans; UPS may have missed out |
| Hindalco and Vedanta Undeterred by Tariffs as India Delays Retribution Again |
| UPS May Have Missed Out from Late Season Shipping Surge |
| 2019 Outlook: Decision Making In An Era of Uncertainty, Views from Across S&P Global |
| More Than A Hill of Beans Needed As China-U.S. Talks Continue |
Wednesday, January 30, 2019
| Panjiva Daily: Foxconn’s Wisconsin woes; Ingersoll-Rand’s tariff confidence; Toy sales slip |
| China’s Business Outlook for Trade Gets Better, But Is Still Bad |
| Baltimore Congestion Could Curtail Ikea, Starbucks Shipping |
| Hasbro May Pull Ahead of Mattel As U.S. Toy Sales Slip |
| Foxconn’s Competitive Worries in TV May Not Just Be a Wisconsin Issue |
| Polar Vortex Could Freeze UPM Kymmene, Honda Midwest Supply Chains |
| Tariff Quote Watch: Ingersoll-Rand Ready For Tariff Hike in 2019 |
Tuesday, January 29, 2019
| Tariff Quote Watch: Hogs and Washers – Tariffs Take a Toll Across The Board |
| Manila Congestion Could Cause Local Supply Chain Reorganization |
| Panjiva Daily: Hogs and washers – the toll of tariffs; CH Robinson delivers; Beans’ perfect storm |
| CH Robinson Delivers, Takes An Upbeat But Risky Outlook |
| Brazilian Beans’ Perfect Storm Could Swamp Louis Dreyfus, Bunge |
| Worst Export Month Since 2009 For Savannah Confirms U.S. Export Crash |
| Tariff Quote Watch: Graco Expects Bumpy Ride, But Safe Passage Through Tariffs |
Monday, January 28, 2019
| Panjiva Daily: Caterpillar’s risky tariff outlook; slow Mexican trade heralds U.S. export slump |
| Orient Overseas Goes For Volume Over Rates as China Drop Looms |
| Sweden’s Strikes Carry Cautionary Tale For Ports |
| Mitsui-OSK’s Readies Oakland for Growth as Japan Trade Deal Beckons |
| Brexit and Cars to Blame For European Trade Sentiment Slowdown |
| Mexico Trade Slows, May Herald U.S. Export Slump |
| Tariff Quote Watch: Caterpillar Sees Tariffs Continuing to Crawl |
Sunday, January 27, 2019
| Panjiva Daily: Maersk relaxed about trade war; Tariffs suck for iRobot |
| Tariff Quote Watch: Investor AB Hopes Holdings’ Brexit, Tariff Risks Will Fall |
| Tariff Quote Watch: “Tariffs Suck” for iRobot’s Vacuums, Prices Rises Cut Demand |
Saturday, January 26, 2019
| Sluggish Suez Shipping Suggests Slower Global Trade |
| USMCA Watch: Mexican Healthcare The Latest Challenge to USMCA Passage |
| Tariff Quote Watch: Maersk Strikes Relaxed Tone About Trade War |
Friday, January 25, 2019
| Charleston’s Challenge Will Be China, Currently Europe |
| Global Trade Grew, Just, For a 34th Month in November |
Thursday, January 24, 2019
| Panjiva Daily: Cali’s fortunes hurt Trump’s favorite metric; Union Pacific’s Tennessee tension |
| Food Supply Chains’ 44.7 Billion Pound Brexit Problem |
| Risen and Longi’s Indian Prospects May Darken With Another Tariff Round |
| Teachers’ Strike Could Disrupt Supply Chains for General Motors and Mazda |
| Union Pacific Faces Tennessee Tension as Chassis Run Low |
| Fever Tree Needs Hotter U.S. Gin Market For Growth To Continue |
| Cali’s December Fortunes Bode Ill For Trump’s Favorite Trade Metric |
| Tariff Quote Watch: Ford Carries a Tariff Burden That Could Grow Heavier |
Wednesday, January 23, 2019
| Subaru May Steer Away From The U.S. If Tariffs Get Too High |
| Newark’s New Problem is Congestion, Clearance May Be Just a Matter of Time |
| Brighter End to The Worst Year In A Decade For Shipbuilding |
| Panjiva Daily: 30 month low for trade activity; Newark’s new problem; Subaru steers away |
| Gun Importers Not Yet Ready To Load Up as Supreme Court Date Set |
| JBS and BRF Fall Foul of Chicken Import Rules in China and Saudi Arabia |
| Global Trade Activity Index Hits Lowest Since June 2016 |
Tuesday, January 22, 2019
| Vancouver Confronts Congestion With Major Redesign |
| Panjiva Daily: Retail tariff tracking; Stanley Black & Decker’s costs; Fender yet to be rocked |
| Singapore’s Port Gets Back To Growth Just as Asia Slows |
| Japan Makes Four As Asian Electronics Supply Chains Slump |
| No More California for California Cartage, Risks to Growth From China |
| Excess Inventory Risk as Consumer Durable Retailers Face Tariff Uncertainties |
| Fender, Yet to Be Rocked by Tariffs, Still Bringing Manufacturing Back to U.S. |
| Tariff Quote Watch: Tariffs Just Another Form of Inflation for Stanley Black & Decker |
Monday, January 21, 2019
| Panjiva Daily: Deals ahead, stability behind for freight forwarders; Europe puts steel in its demands |
| Deals and Trade War Ahead, Stability Behind for Freight Forwarders |
| Europe Puts Steel In Its Demands, May Scupper Talks for 2019 |
| India Joins Asia’s Bilateral Trade Slowdown, Oil Not To Blame |
| Orient Overseas Prepares to Spend as Growth Outpaces Cosco Shipping’s Total |
| Tariff Quote Watch: Tariffs Chip Away at TSMC, Chinese Semiconductor Trade Slides |
Sunday, January 20, 2019
| Tariff Quote Watch: Fastenal’s 172 Day Tariff Journey Leads to Delayed Tariff Impact |
Friday, January 18, 2019
| Tariff Quote Watch: JB Hunt Missed Out on Tariff Boom, Will Face Crunch |
Thursday, January 17, 2019
| Panjiva Daily: May holds the key to March; potential losers from Venezuela sanctions |
| Autos Slowdown Could Take an Axe to CMA-CGM’s ACSA Volumes |
| Indian Rice May Need More Export Subsidies To Stay On The Boil |
| Venezuela Sanctions Could Cause Problems for Chevron, Valero |
| Huawei Accelerates Equipment Imports As Investigation Looms |
| Brexit Opportunity for Intas and Aurobindo as Novo and Sanofi Warn on Supplies |
| May Holds The Key to March as Brexit Options Bifurcate |
Wednesday, January 16, 2019
| Ocean’s Four Cut Services, Add Capacity To Stay Competitive With 2M |
| Panjiva Daily: DSV-Panalpina’s balance and opportunities; Ocean’s four cut services |
| DSV-Panalpina Will Be Balanced, Opportunities and White Knights May Be Limited |
| China Tariff Bargains, Canadian Fuel Leads to U.S. Price Deflation |
| Tariff Quote Watch: Albecour Sees CETA as The Future After U.S. Tariffs Bite |
| Tariff Quote Watch: Guangzhou Auto Parks Car Plans, China Component Shipments Soar |
Tuesday, January 15, 2019
| Panjiva Daily: Bad things come to those who wait; Fiat and Ford count the cost of tariffs |
| Peel Peels Maersk and MSC Away from Hutchison for U.K. to U.S. Service |
| Kansas City Southern Aims to Expand, Could Diversify, Mexico’s Rail Exports |
| Gymboree Faces Second Chapter 11 As Imports Fall Flat |
| Bad Things Come To Those Who Wait; Tariff Appeal Denials Jeopardize Investment |
| Tariff Quote Watch: Fiat Chrysler and Ford Feel Cost and Uncertainty of Trump’s Policies |
Monday, January 14, 2019
| Panjiva Daily: Blame Apple for China’s woes; no room for shipping complacency |
| Tariff Quote Watch: MSC Industrial Reaches Deal with Customers To Handle Tariffs |
| Port Houston Shouldn’t Have a Problem Even as China Leads Shipping Growth |
| Blame Apple, and Tariffs, for China’s Export Woes |
| No Room For Shipping Complacency Even if 4Q Marked Recovery |
| 2019 Outlook: The View from Panjiva’s Co-Founder |
| Tariff Quote Watch: Dell Relies on Pricing and Pivot to Tackle Tariffs |
Sunday, January 13, 2019
| DP World’s Chilean Purchase Driven by Cars |
| Mexican Pipeline Closures Bring Short- and Long-Term Pain for Tesoro, ExxonMobil |
| CAFTA-DR Likely Faces NAFTA’s Fate, Fruit and Clothes Pay the Price |
| Panjiva Daily: China slips, trade with U.S. falls; Evergreen beats COSCO; Mexico’s gasoline losers |
| China’s Exports Slip, But U.S. Still a $4.3 Billion Loser in Trade War |
Friday, January 11, 2019
| Evergreen Beats COSCO on U.S. Routes as ONE Turns a Corner |
Thursday, January 10, 2019
| 2M Becomes 2.1M With ZIM, Could Become MMZ |
| Panjiva Daily: ACES could be Trump’s autos tariff card; tough 2019 ahead for UPS |
| GM Lags Ford in Mexican Auto Export Performance |
| Bangladesh Strikes Raise Supply Chain Challenges for H&M |
| ACES May Be Trump’s Card For Autos Tariff Solution |
| Tough 2019 Beckons for UPS, Ground Lost to CH Robinson |
| 2019 Outlook: The Year Ahead for Global Supply Chains |
Wednesday, January 09, 2019
| Panjiva Daily: Sourcing strategy survey results; lots said at China-U.S. talks but delivery is difficult |
| Train Takes The Strain To Reduce Congestion Risks At New York, New Jersey |
| COSCO Aims To Tackle COSCO, CMA-CGM and ONE With Hong Kong Port Alliance |
| Lots Said at U.S.-China Talks, But Delivery Easier Said Than Done |
| 2019 Outlook – Industries: Survey Shows Trade Tensions Weigh on Sourcing Strategies |
| LA Leads Growth and Momentum as Ports End 2018 On a High |
| Honda, Jaguar Scale Back Imports as U.S. Auto Sales Grind To A Halt |
Tuesday, January 08, 2019
| Panjiva Daily: Black swan risks for 2019, Trudeau-Trump talks go nowhere and Sony’s tough choices |
| 2019 Outlook – Black Swans: Trade War May Be The Least Of Our Worries |
| 2018 Ends With a Whimper But Panama Canal Diversion Effect Remains |
| Air Freight Stalls as Seafreight Steams Onwards in November |
| USMCA Watch: Trudeau-Trump Talks Go Nowhere as U.S. Aluminum Imports Climb |
| Tariff Quote Watch: Sony Faces Tough China Choices if Tariffs Become Permanent |
Monday, January 07, 2019
| Panjiva Daily: 2019 outlook – Supply chains face tariff uncertainty now, must change later |
| 2019 Outlook – Industries: Supply chain change faces uncertainty now, necessity later |
| Hapag-Lloyd Fire Expands List of Supply Chain Challenges in Early 2019 |
| CES Watch: Samsung Grabs iTunes as TV Share is Lost to LG and Funai |
| 2018 Ends With a Bang as China Tariff Worries Buoy U.S. Imports |
| USMCA Watch: Rubio Seeks To Dig Over Fruit Rules, May Earn AMLO’s Ire |
| Tariff Quote Watch: Make-in-India Makes Samsung and Foxconn Reconsider Sourcing |
Sunday, January 06, 2019
| Panjiva Daily: 2019 outlook for logistics – getting back to basics |
| Ninth Year of Logistics Payroll Growth Leaves Dockworkers Behind |
| Transpacific Sentiment Mismatch May Reflect Differing Policy Outlooks |
| Steel Supply Chains Start 2019 With Distortions, More Likely to Follow |
| Shipping’s Lunar Holiday Cheer Rests in the Hands of Trade Negotiators |
Thursday, January 03, 2019
| 2019 Outlook – Logistics: Getting Back To Basics |
Wednesday, January 02, 2019
| Panjiva Daily: 2019 outlook for trade policy; Apple’s unsurprising crunch |
| Toyota and Nissan Exports Slump as Weak Sales Trump Regulatory Review |
| 2019 Outlook – Global Policy: Golden Age Followed by Tarnished Deals |
| 2019 Outlook – U.S. Policy: Two Disappointments, Two Delays and a High-Wire Act |
| Tariff Quote Watch: Vietnam May Gain from China if Toys’ Story Includes Tariff Chapter |
| Tariff Quote Watch: Apple’s Crunch Shouldn’t Be a Surprise |
Tuesday, January 01, 2019
| Panjiva Daily: Nestle, NSK win a reprieve; 706 ways to reflate China; 12 events you may have missed |
| Mazda, Honda May Have Lost Vehicles in Tragic Vessel Fire |
| Dates Set, Deals Planned – Events You May Have Missed Over The Holidays |
| Nestle, NSK Win China Tariff Reprieve as Exemption Rate Reaches 78% |
| China Finds 706 Ways to Reflate the Economy Via Tariff Cuts |
Thursday, December 20, 2018
| Tariff Quote Watch: Herman Miller Will Err On The Side of Caution And Raise Prices |
| Panjiva Daily: Global Supply Chains in 2018 – What Happened and Why |
| 2018 Review: Deals Done and Not Done – What We Got Wrong and Why |
| 2018 Review: 12 Events That Shaped Global Supply Chains |
| 2018 Review: Do Tariffs Work? Trump Plants Seeds But Has Yet to Harvest Success |
| Tariff Quote Watch: Shiloh Industries Makes a Virtue of U.S. Tariff Policies |
Wednesday, December 19, 2018
| Tariff Quote Watch: Navistar Steers Around Steel Tariffs, May Hit The 232 Review |
| Tariff Quote Watch: Lovesac Throws More Production To Vietnam |
| Panjiva Daily: Pre-Brexit whisky binge, Congested Californian ports and Navistar’s tariff steering |
| Worst Year Since Financial Crisis Looms for Shipbuilders, Fairer Sailing Ahead |
| Congested California Faces New Year Squeeze |
| America’s Pre-Brexit Whisky Binge Sets Record For Imports |
| Tariff Quote Watch: Steelcase Raises Prices, Tables Supply Shift For Now |
| Tariff Quote Watch: Nidec Nixes Chinese Motors in Favor of Mexican Supplies |
| Tariff Quote Watch: Worthington Drums Up Price Increases as Cylinder Costs Increase |
Tuesday, December 18, 2018
| Panjiva Daily: TNT blows up Fedex, Maersk dominates U.S. shipping and hunters win a tariff exemption |
| Hunters Win From Tariff Exemptions, 80% of Requests Still Outstanding |
| Dell’s Dynamic, Lenovo Reboots as Laptop Tariff Threat Powers Down |
| Japan’s Export Slowdown Due To Industrial Supply Chain Activity, Not Tariffs |
| TNT’s Failings Blow Up Fedex’s Profitability |
| Uber Can’t Get Over Tariffs, Calls For E-Bike Exemption |
| Maersk and MSC Dominate U.S. Shipping as CMA-CGM Loses Power |
Monday, December 17, 2018
| Retailers Bet on Baby Alive and PlayStation to Win a Slow Toys Sales Season |
| China’s Reforms at 40 – Trade Growth Miracle Fades, Trade Policy Challenges Emerge |
| Six Ports Indicate 22nd Increase in Trade Deficit Lies Ahead |
| Panjiva Daily: China’s reforms at 40, K+N could use a hand from Hapag-Lloyd and Baby Alive wins Xmas |
| Liners Still Doing Fine As Signs of Tariff Rush Slowdown Meet Oil’s Collapse |
| AMLO’s Oil Ambition Starts Production Versus Exports Earnings Race |
| K+N Could Use Hapag-Lloyd’s Hand as Freight Forwarders’ Growth Slows |
Sunday, December 16, 2018
| Panjiva Daily: Trade war stakes still high, Pemex’s port problems and PVH trims Bangladesh buying |
| Singapore Slowdown Caused by Oil and Tariffs as Regional Trade Growth Slows |
| “Make in India” Working as Trade Growth Slips |
| Almond Retribution Delayed as India Holds Back Steel Tariff Reponse |
| Party Over in California as China Tariff War Takes Away The Punchbowl |
| China Helps BMW and Tesla, Doesn’t Trade Stakes in Change War |
Friday, December 14, 2018
| PVH Trims Bangladesh Sourcing While H&M Weaves More Into Its Supply Chain |
| Pemex Port Problems Today May Become American Exporters’ Troubles Later |
Thursday, December 13, 2018
| Panjiva Daily: 17 days of beans, Samsung’s Indian choice and the effect of discounting |
| Brighter Performance from Longi and Jinko With Solar Supply Chain Switch |
| Where LA Goes, New York May Follow as Chinese Imports Fade |
| South Korean Subsidies May Become a Part of Hyundai, GM Parts Supply Chains |
| Samsung Chooses India Over China as Tariffs Help Drive Supply Chain Choices |
| Oil and Chinese Discounting May Slash U.S. Import Growth to Two Year Low |
| 17 Days of Beans, Temporary Car Tariff Cuts Are a Slow Start to 90 Days of Talks (Update) |
Monday, December 10, 2018
| Panjiva Daily: Blame Europe, not China for slower U.S. import growth; OPEC’s cut vs. U.S. oil exports |
| Hindalco Wins, Hunter Douglas Loses in Case Aimed at Chinese Aluminum |
| OPEC Cut Addresses Only Part of U.S. Net Import Decline |
| China Deal Could Help U.S. LNG Exporters Achieve Their Potential |
| Bean Deal May Support Traffic Growth Through The Panama Canal |
| China Risk to Walmart, Amazon Traffic Overshadows Already Lackluster Norfolk |
| Blame Europe and Cars, Not China and Tariffs For November Slowdown |
| Tariff Quote Watch: GoPro Goes Out of China In Active Duty Decision |
Sunday, December 09, 2018
| Flooring and Phones Show Tariff Worries Can Be Counterproductive |
| Panjiva Daily: Flooring and phones show tariffs’ limits; Iran solution found for India’s oil needs |
| Mangalore and Indian Oil Have New Mechanism to Mitigate Iran Sanctions |
| Oil and Tariffs Slow Chinese Imports But U.S.-Bound Export Growth Remains Robust |
| Tariff Quote Watch: Tiangong Rings Up Price Rises to Offset Higher Duties |
Friday, December 07, 2018
| BMW Revs Up Plans for U.S. Engine Factory Before Tariffs Choke Trade |
| Pilots of Both Kinds Face Squeeze on Employment From Trade War and Automation |
Thursday, December 06, 2018
| Tariff Quote Watch: Genesco Tries To Keep A Lid On Tariff Risk With Inventory Build |
| Tariff Quote Watch: Brown-Forman Needs to Jack Up Prices to Cover EU Duties |
| Panjiva Daily: A $13 billion tariff loss, why the future of trade is open, and Brown-Forman jacks up prices |
| U.S. Customs Lays Down The Law on Chinese Plywood Tariff Evasion |
| America’s $13 Billion Loss In The Latest Trade Battle With China |
| Tariff Quote Watch: Greif May Need to Give Chinese Bag Suppliers to Sack to Beat Tariffs |
| Tariff Quote Watch: Michaels Group Crafts A Multi-Pronged Tariff Strategy |
Wednesday, December 05, 2018
| Panjiva Insights: The Future of Trade Is Open |
Tuesday, December 04, 2018
| Georgia’s Got Growth On Its Mind as Gainesville Gains Inland Port |
| Panjiva Daily: 11,565 calls for help, 612 answers; Trade policy in the 116th Congress |
| Mondelez Bags Increased Imports as Brazilian Coffee Supplies Jump |
| Losers Outstrip Winners 2.4-to-1 as Tariff Exemptions Process Grinds On |
| Panjiva Insights: U.S. Trade Policy in The 116th Congress |
| Tariff Quote Watch: Dell Dials Up Prices to Deflect Disc Drive Duties |
| Tariff Quote Watch: Natuzzi Cuts Costs to Tackle Tariffs, Industry Sat on Excess Imports |
Monday, December 03, 2018
| G20 Watch: 100 Jets May Speed U.S.-Japan Trade Deal as Abe Passes Deficit Test |
| Panjiva Daily: Volkswagen’s Mexican stick and ArcelorMittal’s steel deal opportunity |
| Volkswagen Could Wield Mexican Stick In Response to Trump’s Tariff Stick |
| USMCA Watch: Mexico Metals Deal Could Help Tenaris and ArcelorMittal |
| ISM Import Sentiment Slows, Could Fall Further On 90 Day Tariff Ceasefire |
| Empties at the Heart of Charleston’s Growth, China Tariff Delay May Weigh |
| 10 Most Read Panjiva Research Reports in November 2018 |
| CMA-CGM and MSC’s Clear Link to Fuel Costs May Not Be Accepted by Customers |
| Dumping Complaints Quiet in November, Xi-Trump Deal May Keep The Volume Down |
Sunday, December 02, 2018
| Panjiva Daily: Paying the price for peace between President Xi and President Trump |
| Suez Surges Ahead of Panama, Both May See Lower Volumes if Trade Truce Holds |
| Blame Consumers (Mostly), Not Trade War For Korea’s Export Slowdown (For Now) |
| Trade War Gives, Trade Peace May Take Away From the Shipping Sector |
| G20 Watch: Tesla Is One Winner From The Trump-Xi Trade Truce |
| G20 Watch: Trump’s Pause Paid for By Xi’s Purchase Promise |
| Tariff Worries Lead Japan’s Automakers to Slow U.S. Exports Ahead of Abe-Trump Meet |
Thursday, November 29, 2018
| San Diego Hack a Reminder of Supply Chain Vulnerabilities |
| Panjiva Daily: USMCA passage depends on Dems and OPEC; Mitsubishi’s “huge impact” from tariffs |
| Trade War Not The Only Worry For Chinese Exporters |
| USMCA Watch: Arisen in the fall to fall in the summer? Democrats and OPEC are key |
| HMM’s Ambitions a Worry for Peers, Not a Reason To Panic |
| Tariff Quote Watch: Mitsubishi’s “Huge Impact” from Car Tariffs Means Price Hikes |
| Tariff Quote Watch: ONE Sees Three Outcomes For Trade War, Two Are Not Good |
Wednesday, November 28, 2018
| Panjiva Daily: G20 special – 6 items to watch from Xi-Trump to DPRK sanctions |
| Maersk Looks To Squeeze Competitors in Growing Fruit Trade Business |
| Phone Demand May Bring Chips Down More Than Trade War |
| Volvo and GM Targeted By Lighthizer’s China Tariff Equalization Commitment |
| G20 Watch: The Xi-Trump Meet Is Only One of Six Major Issues to Watch |
| Record Autos Trade Deficit May Spur Trump Administration to Tariff Action |
| Tariff Quote Watch: Minimized Molecular Tourism the Key to DowDuPont Tariff Strategy |
Tuesday, November 27, 2018
| Divergent European Export Sentiment Can’t Hide Brexit Worries |
| Panjiva Daily: CMA-CGM and ONE the worst of the bunch; Samsung and Honda drive Thai development |
| PdVSA Avoids Seizure of Citgo While Relying More on Valero as U.S. Oil Customer |
| Samsung and Honda Drive Thai Development As Port Investments Proceed |
| Losses Beat Tariffs For Chinese Steel Wire Makers’ Exports |
| CMA-CGM and ONE The Worst of The Bunch As Container-Line EBITDA Drops 16% |
| Mexican Trade Accelerates Ahead of AMLO’s Accession |
Monday, November 26, 2018
| The Difference a Year Makes as CMA-CGM Falls Behind Maersk and Hapag-Lloyd |
| USMCA Watch: General Motors’ Cuts Follow Clarity in Trump’s Trade Policies |
| Canada’s Port Activity Surges, Bested by U.S. West Coast |
| Panjiva Daily: GM cuts as trade policy clears, why CMA-CGM fell behind and trade’s become less fair |
| Ski Gear Retailers Don’t Expect a Tariff Tumble |
| Migrant Caravan Brings Risks For Samsung and Toyota Supply Chains |
| Trade May Have Become Even More Unfair in October Using The Trump Metric |
Sunday, November 25, 2018
| Panjiva Daily: Hapag-Lloyd’s new course, Ceva might sever links and retailers’ inventory challenge |
| Ceva May Sever Links With Maersk and ONE in CMA-CGM Strategy Plan |
| Global Trade Growth Slowing, But Not Because of Tariff War |
| Tariff Quote Watch: K+N Sees Stagnant First Quarter Once Stock Building Ends |
Thursday, November 22, 2018
| Tariff Quote Watch: Deere’s Yet To Dig Itself Out Of All Duty Risks |
| Porsche and Jaguar May Find Life Easier in China as Parallel Import Rules Planned |
| Oboz On The March Since Kathmandu Takeover |
| Hapag-Lloyd’s Course Has Room for Maneuver, Need for Speed and K+N Deal |
| Tariff Quote Watch: BlueScope Loves Australian Steel Exemption |
Wednesday, November 21, 2018
| Tariff Quote Watch: Johnson Matthey’s Mitigation Challenge “Getting Bigger” |
| Target Misses The Bullseye as Inventories Surge Ahead of the Holidays |
| Tariff Quote Watch: Best Buy Makes Best Efforts To Avoid Import Duty Risks |
| Tariff Quote Watch: Xerox and Haier Among SeaTac Users Exploring “New Strategies” |
| Tariff Quote Watch: Urban Outfitters Stays Lean, Avoids Trade Disruption Risk |
| Tariff Quote Watch: Tesla Swallows Tariff Shock While Prepping Shanghai Strategy |
Tuesday, November 20, 2018
| Boks’ Box Handling Heading Higher Again, Attracting New Liner Services |
| Panjiva Daily: ONE’s alliance-busting offering, Apple’s fewer phones and Mexican rails’ fortunes |
| Worst Year in Four Beckons For American Defense Export Industry |
| 10-Year Low in Shipyard Exports And Declining Orders Lead Japan to the WTO |
| Three Presidents Cast Doubt Over North American Rails’ Fortunes |
| Apple’s Fewer Phones, Bigger Numbers Issue is Not a New Phenomenon |
| ONE’s Three Carrier Offering Crosses Alliance Barriers, May Raise Antitrust Worries |
Monday, November 19, 2018
| Trade War Contagion Absent as Japanese Export Growth Accelerates |
| Panjiva Daily: Black Friday’s pre-tariff bargains, Electrolux’s next price hike and Houston’s top spot |
| Black Friday Shoppers Have President Trump to Thank for Pre-Tariff Bargains |
| Forget About The Trade War, China’s Memory Chip Verdict is About Surging Imports |
| Long Beach Buyer Will Need COSCO’s Business, China Risk Appetite |
| Hapag-Lloyd and MSC Fight to Rope The Top Spot in Houston |
| Tariff Quote Watch: Electrolux Readies Next Price Hike as Duty Risks Heat Up |
Sunday, November 18, 2018
| Panjiva Daily: JC Penney slips after import slide, nothing but exemptions denial and ZIM’s less zippy |
| PlayStation Distraction Avoidance and Tariff Risk Drive Surging Console Imports |
| White House Industrial Strategy Raises Specter of Generic Drug Tariffs |
Saturday, November 17, 2018
| Nothing But Denial as NXP Adds to the China Exemption Tariff Request List |
| JC Penney’s Slip Follows Import Slide, China Not a Risk For Now |
| ZIM Less Zippy as 2M Cooperation Crimps Volume Growth |
| Soaring Imports May Lead Modi to Double Down on “Make in India” Tariffs |
Thursday, November 15, 2018
| Panjiva Daily: Maersk and MSC grab market share and widespread “dumping” evident from inflation |
| India’s Iranian Oil Rush Over as Modi and Pence Agree Crude Deal |
| $962 million Food Duty Cuts Foregone as EU and U.S. Focus on Scope Limits |
| Maersk and MSC Grab Market Share from ONE and COSCO Ahead of Tariffs’ Bite |
| Cali Container Growth Hits 8 Year High, Led by China |
| Widespread “Dumping”, Deficit Increase Evident From Trade Prices |
| Tariff Quote Watch: Sonos Sounds Out Its Suppliers For China Sourcing Changes |
Wednesday, November 14, 2018
| Panjiva Daily: CH Robinson conquers the quarter, Maersk flags a significant slowdown |
| Oil’s Crash Could Help Container-Lines, But Not Yet |
| CH Robinson Wins The 3PLs’ Third Quarter, Reinvests in Growth |
| Savannah’s Hot Import Growth Due To China, Could Rapidly Reverse |
| Maersk’s Tariff-Driven Acceleration Will Become a Significant Slowdown |
| Tariff Quote Watch: KGHM’s China Copper Trade Worries Could Hit BHP in Chile |
| Tariff Quote Watch: Samsonite Shifts Sourcing Away From China, Just in Case Tariffs Rise |
Tuesday, November 13, 2018
| Forging Stronger Links – Using Supply Chain Data in The Investing Process |
| Panjiva Daily: Ceva stumbles, K+N sinks its claws in and the road to a U.S.-Japan deal |
| LVMH Has Little To Fear From 15 Cents a Bottle Tariff Threat |
| ONE Is First in Norfolk, For Now, as China Volumes Decline |
| K+N Sinks Its Claws Deeper Into Terex, Pyramid May Be Toppled |
| JBS and Marfrig Set to Pay the Price for Bolsonaro’s Israel Policy |
| Ceva Profitability Slumps as Volume Growth Proves Expensive, Customer Fails |
| No Easy Route To U.S.-Japan Deal With Car Complications, Beef Battle Ahead |
Monday, November 12, 2018
| Hyundai and Daimler Rush as Trump Puts Autos Review Back in Drive |
| J&J’s China-Local Strategy Shows Risks to American Drug Export Growth |
| Panjiva Daily: Trump puts autos review back in drive, 7 tariff strategies and 2,152 more cries for help |
| 2,152 More Cries for Help as Tariff Exemption Demands Widen |
| West Does Best as Trade War Bypasses Most Ports |
| Yang Ming’s Passive Approach Can’t Prevent Falling Profitability |
| Tariff Quote Watch: Seven Supply Chain Strategies Firms Are Using To Tackle Tariffs |
Sunday, November 11, 2018
| Panjiva Daily: Trump’s new trade war front and tariffs didn’t dent demand in October |
| Target Misses Toy Target and Baby Alive Grows Bigger Than Fingerlings |
| Tariffs Fail To Dent Demand as America’s Consumers Buy Foreign |
| Tariff Quote Watch: Martinrea Emerging From a Perfect Storm, Squalls Still Ahead |
Saturday, November 10, 2018
| Volvo Values Tariff Risks, May Retool Supply Chain |
| China’s Loss is Oman’s Gain as Commerce Targets Aluminum Sheet |
| Trump’s New Trade War Front – Labor, Bags and Sneakers |
| Tariff Quote Watch: Kodak’s Profit Snapped by Aluminum Duties, Film May Follow |
Thursday, November 08, 2018
| China Wins The October Trade War Round With America |
| Panjiva Daily: Wallenius wobbles, Lenovo’s well served and BMW’s set to swerve |
| Felixstowe’s Fail is Gateway’s Gain as Maersk and MSC Switch More Services |
| Panama Posts Slower Growth as West Coast Claims China Trade Growth |
| Roku On A Roll, Tariff Trouble Could Lie Ahead |
| Wallenius’ Loses Drive as Fuel Costs Fill Up |
| Tariff Quote Watch: BMW Set to Swerve China Truck Tariffs With Local Production |
| Tariff Quote Watch: Lenovo Well Served By Tariffs, Laptop Duties Are a Risk |
Wednesday, November 07, 2018
| Panjiva Daily: Life after the midterm elections, Hapag-Lloyd holds station and Toyota’s tough choices |
| Hapag-Lloyd Holds as Peers Fold, Mostly Thanks to UASC |
| Global Soybean Swap As Tariffs Crush China’s U.S. Purchases |
| Yaris Import Crash The First of Many Tough Choices for Toyota |
| Life After The Elections – Influence With Limited Impact |
| David’s Bridal May Face Supplier Divorce Ahead of Seasonal Import Peak |
| Tariff Quote Watch: Rockwell Rocks Its Supply Chain to Tackle Tariffs |
Tuesday, November 06, 2018
| Matson Safe From Tariff Risk, Still Faces Fuel Cost Problems |
| Panjiva Daily: Expeditors’ discipline, Trump’s minor metals tariff impact and global trade growth stalls |
| Expeditors’ Discipline Can’t Prevent a Slide in Profitability |
| 30 Month Run of Global Trade Growth Slows To a Crawl |
| Tariff Quote Watch: Terex Digs Into Efficiency Plans To Offset Duty Costs |
| Tariff Quote Watch: Ralph Lauren Ready to Realign Supply Chain in Response to Tariffs |
| Tariff Quote Watch: FMC Leans on Exemption Appeal to Kill Off Tariff Pests |
Monday, November 05, 2018
| 10 Most Read Panjiva Research Reports in October 2018 |
| Trump’s Metals Duties Have Small Impact, Big Complications |
Sunday, November 04, 2018
| Panjiva Daily: The $2.18 billion cost of retaliation, Xi’s import push and container-lines’ October gloom |
| Double-Edged Sword for 3PLs in Double-Rate Jobs Growth |
| Brazil’s Coffee Bounty Attracts Starbucks’ Buyers |
| Gloomy October for Container Lines as Rates Slip |
| Xi’s Import Tariff Push May Hasten The Trade Singularity vs. America |
| The $2.18 Billion Cost of China’s Retaliation Against Trump’s Tariffs |
Friday, November 02, 2018
| China Currently “Winning” The Trade War as U.S. Deficit Hits 10-Year High |
| Panjiva Daily: 8,241 cries for help, GoPro gets ready to jump and Danone calls in Keurig |
Thursday, November 01, 2018
| Tariff Quote Watch: GoPro Ready to Jump If Pushed By Tariffs, Imports Already Falling |
| Tariff Quote Watch: ACCO Brands Marks Prices Up, Lots More to Come |
| Panjiva Daily: Disappointing forwarders, Samsung’s GSP strategy washed up, trade vs. the midterms |
| Dumping Petitions Down as American Tariff Policies Remain in Flux |
| 8,241 Cries for Help as Trump’s China Tariffs Bite, Exemption Process Slow |
| Evian’s Poor Performance Forces Danone to Call in Keurig Dr Pepper |
| Two-year Low in American Export Sentiment Suggests Retaliation is Biting Business |
| Tariff Quote Watch: Worst May Be Passed for Xylem as Localization Brings Benefits |
| Tariff Quote Watch: Panasonic May Have to Swallow Tesla Tariff Costs |
Wednesday, October 31, 2018
| Panjiva Daily: CH Robinson keeps on trucking, COSCO holds the line and Cummins tackles tariffs |
| Brunswick Provides More Room for Hyundai and Daimler, Success Depends on Tariffs |
| Kim-Trump Summit Near At Hand, China Loosens Trade Shackles |
| South Korean Trade Roars Back to Growth With Barely a Whisper of Tariff Troubles |
| Nippon Express Makes 8 Out of 9 Disappointments from the 3PLs |
| Samsung’s GSP Strategy Washed Up by Trump’s Proclamation |
| Tariff Quote Watch: Steve Madden Kicks Off New Shoe and Bag Sourcing Strategy |
| Tariff Quote Watch: Timken Gets the Ball Rolling On Tariff Mitigation |
Tuesday, October 30, 2018
| Panjiva Daily: Trump needs a “great deal” from China, Cooper Tire rolls tariff costs into prices |
| Dr Reddy’s Ready for Growth As Imports Surge After Quiet Quarter |
| Corn Planting Earmarked to Offset Tariff-Afflicted Soybean Sales to China |
| Tariffs Take Toll on Chinese Sentiment, Export Outlook at Nov. 2015 Low |
| CH Robinson Keeps On Trucking as Margin Expansion Beats UPS and K+N |
| COSCO Shipping Holds the Line on Rates But Sees Profitability Halved |
| Tariff Quote Watch: Cummins Tackles Tariffs With Production Shift, Including India |
| Tariff Quote Watch: Trade War Disrupts Infrastructure Spending as LNG Delays Decision |
Monday, October 29, 2018
| Toyota’s Torrid September May Pale Next To Forthcoming Supply Chain Decisions |
| Panjiva Daily: Fiat-Chrysler commits to Mexico and PriceSmart reconsiders its supply chain |
| Midterm Elections: Opportunity Cost, Not Livelihoods Lost in North Dakota |
| Trump Needs “Great Deal” to Avert All-In China Tariff Move |
| Lek’s Gain is Merck’s Loss as Statin Costs Drop |
| Tariff Quote Watch: Fanuc Warns of Tariff Risks, Problem May Be Company-Specific |
| Tariff Quote Watch: Cooper Tire Rolls Tariffs Into Higher Prices |
Sunday, October 28, 2018
| Tariff Quote Watch: Outokumpu Can’t Pass Through Tariffs, But Keeps on Shipping |
| Tariff Quote Watch: Tenneco’s Steel Loss, China Win From Trump’s Duties |
| Brexit Brink’s Approach Drags European Sentiment to Lowest Since 2016 |
| USMCA Watch: Fiat-Chrysler Recommits to Mexico as Exports Reach a Record |
| Price Pressure Ahead for America’s $73 Billion Drug Import Industry |
| Tariff Quote Watch: PriceSmart Shows Trump’s Tariffs Can Cause Regional Supply Chain Changes |
Friday, October 26, 2018
| Panjiva Daily: DSV’s not worried about trade war; the U.S. states paying the price for retaliation |
| Energy Behind Mexico’s Long Trade Boom, Could Be Disrupted by AMLO |
| Tariff Quote Watch: Flextronics Finds Opportunity in India, Struggles to Execute |
Thursday, October 25, 2018
| Fine Words as WTO Fails to Progress Fine Paper Case |
| U.S. Midterms: Victims of Retaliation Against President Trump’s Trade Policy |
| Panjiva Daily: CMA-CGM targets Ceva, UPS heads down and who cares about China trade? |
| 10 Year High in Trade Deficit Led By China, Could Embolden Trump |
| Global Trade Record Overshadowed, But Not Yet Hurt, By Tariffs |
| DSV Not Worried About Trade War as Sales Soar, But That Might Change |
| Tariff Quote Watch: Stanley Stuffs Channel For Higher Tariffs, Lower Rates Passed On |
| Tariff Quote Watch: Graco Hasn’t, But Will, Feel a Tariff Impact on Kids Car Seats |
Wednesday, October 24, 2018
| U.S. Midterms: Is Trade Working for The States and Who Cares About China? |
| Panjiva Daily: Trump’s path to early USMCA signing and the struggles of ONE and COSCO |
| UPS Margins Head Down on Fuel, China Tariff Risks The Next Headwind |
| LG Electronics Blames Protectionism, Imports Could Cool Further |
| Panalpina Disappoints, But Heads the Right Way |
| ZIM Shipping Could Jack Up Jaxport, ONE Remains Number One |
| CMA-CGM Will Buy Ceva (Eventually), UPS and K+N May Have Concerns |
Tuesday, October 23, 2018
| Panjiva Daily: Hurricane Willa’s targets and 3PLs’ sliding profitability and Houston’s Walmart problem |
| Deadpool Saves the Day for Marvel as Movie Tie-Ins Drive Halloween Imports |
| Caterpillar Downplays Tariff Risks, Prefers Price Rises |
| Brazil Pursues China Through the WTO as Sugar Exports Turn Sour |
| Kent May Steer More Bike Production To America With Trade Case Ahead |
| USCMA Watch: Trump Offered Steel-for-Pork Swap For Early Deal Signing |
| Everyone Wins Except ONE, and COSCO as U.S. Container Volumes Surge |
| Kansas City Southern’s Oil Win Proves Problematic, AMLO May Become a Drag |
Monday, October 22, 2018
| Lithium Shakeup Ahead With Prospect of More China Sales for SQM, More U.S. For FMC |
| Hurricane Willa Threatens Pemex, Nissan Supply Chains Via Mazatlan |
| Panjiva Daily: Trump’s border threat and Honeywell’s harbinger of tariff troubles |
| Houston’s Growth May Have a Walmart Size Problem With China Tariffs |
| Iran, Pakistan Help Take Up China’s Slack in America’s Soybean Exports |
| LG and Haier’s Washer Import Recovery Could Be Wrung Out By New Tariffs |
| 3PLs Set For Sixth Straight Decline in Profitability as China-U.S. Tariffs Bite |
| Shougang’s Strike Matters For Peru, But Not For China |
Sunday, October 21, 2018
| Tariff Quote Watch: Honeywell’s Harbinger of Tariff Troubles for Caterpillar and Deere |
| Marelli-Calsonic, a New Auto-Parts Leader, Faces Three Big Regulatory Risks |
| Europe Ready for Beef Deal That America May Not Care About |
| Cable Imports Cut as Duties Bite, New Dumping Case Begins |
Friday, October 19, 2018
| Panjiva Daily: CH Robinson beats Expeditors while K+N shows growth is easier than profitability |
| Trump’s Border Threat Brings Supply Chain Choice for Johnson Controls, Caterpillar |
| Asia’s Storms Roil Toyota, Subaru Shipments to Seattle and Tacoma |
Thursday, October 18, 2018
| Panjiva Daily: Tariff urgency leads to shipment surge and the Trump-Juncker process stumbles |
| Little Sign of Confidence as Shipbuilding Downturn Gathers Pace |
| CH Robinson Beats Expeditors But Runs the China Tariff Gauntlet |
| Toy Supply Chains More About Who’R’Next Than Grabbing Growth |
| Reliance Can’t Rely on America as a Yarn Market as New Case Spins Up |
| Target and Home Depot Buck Savannah’s China Downshift to Build Holiday Stocks |
| K+N Shows Growth Is Easy, Profitability Less So as Margins Hit 2014 Low |
Wednesday, October 17, 2018
| Bigger Means Better for Panama as Canal Competition is Contained |
| He-Said, She-Said Hinders Trump-Juncker Deal Process, But Autos Matter More |
| Panjiva Daily: 17 supply chain issues to watch in 4Q 2018, and beyond |
| Post-Florence Bounceback Possible in Norfolk as Imports Remain Resillient |
| Jebi May Have Jabbed Japan’s Export Record, Not Just The Trump-Xi Trade War |
| Risks to Trump’s Saudi Arms Orders Low With $20 Billion Approved, $2 Billion Delivered |
| ONE Crushed in Cali as CMA-CGM Swoops In |
| Trump Tariff Urgency Drove September’s Shipment Surge |
Tuesday, October 16, 2018
| China Sells More, Buys Less From America, Raising Tariff Escalation Risk |
| ONE Love From Customers Still Returning As Outlook Worsens |
| CMA-CGM Spreads Eagle GO’s Wings Further After 34x Growth Success |
| Orient Overseas Bets on Resilient China Trade With New Houston Service |
| Tesla’s China Project Moves Up a Gear as China’s American EV Imports Slump |
| AMLO’s $58 Billion Oil Commitment Raises Risks For Trump Relations |
| 4Q18 Outlook – Logistics: Rates and Mates; Container-line Strategies To Watch |
| 4Q18 Outlook – Global Policy: The Connectedness of Deals – Nine Negotiations to Watch |
Monday, October 15, 2018
| August Trade Battle Lost as U.S. Goods Deficit Hits Record on Bean and Car Slump |
Thursday, October 04, 2018
| 4Q18 Outlook – U.S. Policy: President Trump’s To-Do List – Six Deals to Watch |
Wednesday, October 03, 2018
| Panjiva Daily: USMCA fallout for Daimler, Nissan, ArcelorMittal and the apparel industry |
Tuesday, October 02, 2018
| 10 Most Read Panjiva Research Reports in September 2018 |
| Panjiva Daily: China turns the screws and MSC’s hard work bears fruit for container rates |
| USMCA Watch: Daimler and Nissan Face Prodigious Parts Problems Under New Rules |
| Ta Chen Finds That If Metals Tariffs Mean You Can’t Beat Them, Buy Them |
| Hutchison Loses Out to DP World as Felixstowe Woes Bite Port Performance |
| USMCA Watch: Disruption Ahead as Fabric Buyers Weave a New Supplier Pattern |
| USMCA Watch: ArcelorMittal and Ternium Left Behind as Steel Tariffs Remain |
Monday, October 01, 2018
| China Turns The Tariff Screws on America, By Loosening Them On Others |
| Business Beliefs Bounce For Trade As American Policy Moves Beyond China |
| Panjiva Daily: USMCA is a win for Trump, EC is a threat for 2M and AD/CV is in the ascendant |
| Korea Pours Cold Water on KORUS, Forthcoming Tariffs a Bigger Issue for Autos |
| Flextronics, Sterlite Helped as India Dials Down Equipment Tariffs |
| Surgical Robots Could be An Early Success for Trump-Juncker Process |
| MSC’s Hard Work Kick-Started The Liners’ Fight Back, Several Rounds Left to Win |
Sunday, September 30, 2018
| Early Harvest Brings Early End to South Korea’s Trade Boom |
| Chinese Business Outlook Most Pessimistic For 32 Months |
| 17 Month High For Antidumping Petitions Follow USMCA, China Certainty |
| USMCA Watch: Trump Gets His Name But High Ceilings, Long Phase-ins Limit Impact |
Friday, September 28, 2018
| Honda Revs Up Exports, May Reverse as U.S. Regulatory Risk Dissipates |
| Panjiva Daily: $4.1 billion JUSTAfication for Trump-Abe deal and container-line collaboration |
| Future of Maersk and MSC’s Alliance May Be Doubtful as EC Reviews Exemptions |
Thursday, September 27, 2018
| Panjiva Daily: Trump’s strategy JUSTAfied, Houston dodges duties and Nike’s safe from tariffs |
| Blame OPEC (and Others) For Continued American Trade Deficit Surge |
| Pemex Could Help Offset America’s China Oil Woes |
| Air Conditioner Tariffs Unlikely To Cool India’s Overheating Trade Deficit |
| Hapag-Lloyd and CMA-CGM Try Collaboration, Not Competition To Deal with Maersk |
| $4.1 Billion JUSTA Duty Opportunity Focused on Cars and Cows |
| Mexico’s Energy-Fueled Trade Surge Continues, U.S. Surplus Expansion Presents a Risk |
Wednesday, September 26, 2018
| Panjiva Daily: CMA-CGM and Maersk’s sour pill, paying BMW’s price and Dole’s fruit tariff potential |
| Suez Feels Chill of Competition as Maersk Threads the Ice |
| Mercs Made in India To Help Daimler’s Diversification Strategy |
| Charleston Survives Florence and China, May Trip on Autos Review |
| Trump’s Latest Deal Not JUSTA Pipe Dream, But Not Easy To Win |
| Houston Dodges Tariff Bullets, Isn’t Immune From Increasingly Rapid Fire |
| Nike and Adidas Should Be Safe From Tariff Hikes Should Trump Just Do It |
Tuesday, September 25, 2018
| Magna May Pay The Price for BMW’s China Tariff Woes |
| Panjiva Daily: Answering Trump’s $270 billion question, DSV’s Asia options and Savannah’s scale-up |
| Record Global Trade in July Helped by Tariff Rush |
| Keg and Cable Makers Find Certainty, But Insufficient Leverage, From Trump’s Tariffs |
| Del Monte Rides Fresh Fruit Boom While Dole Has China Tariff Opportunity |
| In Juncker They Trust, in Ross They Fear – European Export Sentiment Diverges |
| CMA-CGM and Maersk Try Ensure They Don’t Swallow Sulfur’s Sour Pill |
| Trump-Kim Two May Drive Nuclear Deal But China’s $3 Billion Trade May Matter More |
Monday, September 24, 2018
| Asia Beckons as DSV Looks Ahead to Next Round of Forwarder Consolidation |
| Becks Bashed This Oktoberfest as American Tastes Turn Mexican |
| APL’s Precision Yields Volume Growth, Plenty More Customers to Target |
| Novatek’s Brazilian Success Further Complicates Life for U.S. LNG Exporters |
| The $270 Billion Question – Trump’s Escalation Options Not As Wide As They Look |
| Savannah’s Scale-Up Needs Amazon and Home Depot To Switch Out of China |
Friday, September 21, 2018
| Panjiva Daily: Tacoma’s tariff troubles, Gulftainer’s big box plans and Brexit woes not just Mini |
Thursday, September 20, 2018
| Panjiva Daily: 3,732 ways to stimulate China, Maersk’s room for more and Amazon’s mattress quandary |
| Gap Shouldn’t Sweat It – Winter Wear and Ski Gear Avoid Duties For Another Year |
| Care Needed in Assuming Beans’ Jump Means Trump Will Be Happy With EU |
| Trump Goes To Postal Rates in Next Attempt To Curb Chinese Exports |
| Brexit Deal Likelihood Fades, Much More Than a Mini Problem For Car Makers |
| Sony Banks on Retro Gaming Boost as Early Imports Indicate Higher Score in 2018 |
| Gulftainer’s Big Box Plans Need Big Lots and Other Pennsylvanians to Succeed |
| Xerox and Jabil Hold Keys To Seattle’s Performance as Tariffs Weigh on Port Activity |
Wednesday, September 19, 2018
| Maersk Reorg Helps Customers, Leaves Room For Deeper Liner Integration |
| Amazon and Zinus Face Mattress Challenge As Case Sprung After Import Bounce |
| Panjiva Daily: Xi’s retaliatory tariff “winners”, hopping vs. stockpiling and steel tariffs trump talks |
| Ikea May Tackle $30 Billion Furniture Tariff Spat With Price Rises |
| Li’s 3,732 Ways To Boost The Chinese Economy Via Tariff Cuts |
| Less Now, Less Tomorrow as Global Shipbuilding Conditions Slip |
| Trump Needs to 3x LNG Sales to Europe To Offset China’s 10% Tariff |
Tuesday, September 18, 2018
| Panjiva Daily: Trump takes the gloves off, Fedex falls a fifth time and Hong Kong’s typhoon troubles |
| Savannah’s Outsize China Exposure Puts Record Handling At Risk |
| Oakland’s Capacity Increase Comes as Tariff Challenges Rise and ONE’s Use Falls |
| Japan Shrugs Off Trade War With 21 Month Growth Streak But Risks Are Rising |
| Huawei and LNG “Winners” From Duty Cuts in Xi’s Trump Tariff Reaction |
| Tariffs Trump Global Talks As Steel Capacity Comes Back In Focus |
| Hopping May Follow Stockpiling as Supply Chains React to Trump’s $200 billion |
Monday, September 17, 2018
| Panjiva Daily: Trump’s 10%, Florence’s passage and “done” isn’t done for NAFTA |
| Fedex Falls For Fifth Time as Profitability Pays Competitive Price |
| India’s “Non-Essential” Duty Doesn’t Deal With The Essential Problem |
| Typhoon Mangkhut To Be Followed By Tariffs As Challenges Facing Hong Kong |
| The Gloves Are Off as Trump’s $200 Billion Arrives |
Sunday, September 16, 2018
| NAFTA Watch: Chapter 19 In Focus After Paper Imports Ground Down |
| Hawkeye Worth Watching As Japan Makes Weapons-for-Cars Offer To America |
| NAFTA Watch: “Done” Isn’t Done for Mexico If Canada Isn’t in USMC |
| Trump’s 10% Could Be Worst of Both Worlds – Uncertainty and Ineffectiveness |
| Florence’s Passage May Hurt Caterpillar’s Customers, Supply Chain Secure |
Friday, September 14, 2018
| Panjiva Daily: UPS’s grand plans, Hapag-Lloyd’s Cali boom and a difficult Taiwan-U.S. deal |
| Dark Past, Brighter Outlook For Solar Industry as Tariffs Become the New Normal |
| Tariffs Distorting U.S. Trade Price Inflation, Deficit Increase Still Probable |
Thursday, September 13, 2018
| Panjiva Daily: Xi’s 4x more effective than Trump’s, COSCO’s pain and Apple’s hopes Xs marks the spot |
| CMA-CGM Moves the Reefer Game On With Technology as Volumes Surge |
| Desired But Difficult Deal Between Taiwan and America Has Few Easy Wins |
| Happy Holidays for Decoration Importers Ahead, No Tariff Grinch Yet |
| UPS’s Grand Plans Face Mundane Challenges |
| Trump’s Feels No Pressure as China Tariffs So Far Widen The Deficit |
| Evergreen Not Wilting in California as Hapag-Lloyd Shoots Higher |
Wednesday, September 12, 2018
| Panjiva Daily: Florence’s widening threats, Expeditors swamped by rivals and Tesla’s tariff challenge |
| Deeper Durban Brings South African Opportunity, Service Diversity Needed |
| Apple Hopes Xs Mark The Spot as U.S. Handset Imports Slide, Values Rise |
| GE and Siemens Mexican Operations Saved By Retained American Tariffs |
| India Not Interested in Full Trump Trade Deal, May Be Happy With More Energy |
| America Seeks Talks as Xi’s Tariffs Prove 4x as Effective as Trump’s |
| COSCO’s Container Carrying Cut by China Tariffs, 2M First For Growth |
Tuesday, September 11, 2018
| Panjiva Daily: Florence’s threats, peak port performance and finding Trump-Juncker opportunities |
| Hapag-Lloyd Flexes Brazilian Market Share Muscle To Increase Rates |
| American Weapons Imports Load Up Ahead of Regulatory Changes |
| Shrimp Opportunity For India as U.S. Regs Tighten, Chinese Tariffs Rise |
| Tesla and EVs Bear The Brunt of China’s First Round of Retaliation, More to Follow |
| Xi and Putin Have An Easy Trade Target, If Oil Cooperates |
| Florence Threatens Norfolk, Impact May Be Limited By Slower Moving Supply Chains |
| Expeditors Swamped By Forwarder Competition as Tariff Effect Ripples Outwards |
Monday, September 10, 2018
| Panjiva Daily: Trump ponders as China hurries, Apple’s price warning and CMA-CGM’s sunny outlook |
| East-of-Panama Ports Smoke California as Canal Transits Rise, Tariffs Arrive |
| Philippines Trade Boom Supported By Steel, Not Helped By Slow FTA Progress |
| Vinacomin’s Coal Ambitions Unlikely To Be Fuelled by Indian Demand |
| General Motors Leads Mexican Autos Bounce, Strategy Review May Be Needed |
| Uranium Case Active For Longer as Russian and EU Exports Surge |
| Trump-Juncker “Early Harvest” More Likely To Be TBT+T Than TTIP-2 |
| 18 Months of Port Growth Helped by a Hurricane, Will Be Hindered by Tariffs |
| Florence Presents Goods Flow Challenges For Daimler, Gildan |
Sunday, September 09, 2018
| Hyundai Set To Power Up In India, Asian Target Markets Missing |
| Kia Takes Diversification Road To Mitigate NAFTA, Tariff Risks |
| Apple May Flex Pricing Power To Deal With Trump’s China Tariffs |
| CMA-CGM Suffers Sector’s Fate, Saadé Still Chipper as Container Profitability Improves |
| Trump Ponders Tariffs as China’s Exporters Hurry Up and Wait |
Friday, September 07, 2018
| Panjiva Daily: Trump ends peak season early, duties corrode steel and Shanghai’s unwelcome surprise |
| Rail Near a Crossing, Sailors May Face a Sinking Employment Situation |
Thursday, September 06, 2018
| Panjiva Daily: Maersk and MSC’s service suspension, unlucky 13 for U.S. deficit and Target’s toy target |
| Rare ITC Case Brought as Strontium Imports Explode |
| Starbucks Heads To Italy, Brazil’s Share of Its Global Supply Chain May Perk Up |
| Cisco and Juniper’s $24 Billion Trump Problem Unlikely To Be Rerouted |
| Duties Corrode Rather Than Melt Metals Imports |
| Peak of Peak Season Already Passed As Trump’s Tariffs Begin to Bite |
| Shanghai’s Unwelcome Surprise as Congestion Coincides with Tariff Proliferation |
Wednesday, September 05, 2018
| Panjiva Daily: Awaiting Trump’s $200 billion, Super-typhoon Jebi’s impact and Philaport’s labor risks |
| Maersk and MSC’s Service Suspension May Need Extending to Transpacific Lanes |
| Target Targets Toy Success By Bucking Import Trend |
| Unlucky 13% for China, NAFTA and EU as American Deficit Surges Ahead of Duties |
| Lego Stacks Up Shipments as Demand Recovery Anticipated |
| NAFTA Watch: Canada’s Surplus Bounce Could Undermine Mood of Talks |
| China’s Utility Equipment Providers Lead Export Drive to Syria |
Tuesday, September 04, 2018
| Philaport Faces Labor, But Not China, Risks For Peak Shipping Season |
| President Trump’s Policies Working As American Trade Sentiment Erodes |
| Exemptions May Be The Exception as Ruling on Trump’s $200 Billion Duty List Awaited |
| Japan’s Worst Storm in 25 Years Raises Supply Chain Risks for Kubota and Sanyo |
| Storm Gordon’s Flash Floods Bring Risks to Dole, Hyundai Supply Chains |
| American Automakers Accelerate Inventory Build As Sales Slow, Duties Expected |
Monday, September 03, 2018
| 10 Most Read Panjiva Research Reports in August 2018 |
| $995 Billion of Reviews Overshadow ITC Work After A Busy August |
| CH Robinson Warns On Capacity as Liners’ Fortunes Appear to Improve |
| India May Be The Big Loser From a Splintered RCEP |
| Panjiva Daily: $1.2 trillion in doubt for 25 days, CH Robinson’s warning and $995 billion of reviews |
| Xi’s Africa Initiatives Seek to Diversify Resource-Led Imports, Shake off “Debt Trap” Tag |
| Moving Cattle (Quotas) Around One Way to Deliver Trump-Juncker Promise |
| Ford’s China SUV Plans Go Inactive Due To China Tariffs, Parts May Follow |
| NAFTA Watch: At Least 25 Days of Doubt for $1.2 Trillion of Trade, Midterms Matter More |
Sunday, September 02, 2018
| KORUS A Step Closer as South Korea’s Trade Boom Completes Month 22 |
Thursday, August 30, 2018
| Panjiva Daily: Digging into NAFTA quotas, logistics growth slashed and the Empire’s mean conquering |
| (Poor) Business As Usual Reigns For Japan’s Automakers As U.S. Duties Loom |
| Panjiva Daily: Malmstrom offers a deal, Kerry storms ahead and ZIM feel the need for speed |
| ZIM Feels The Need For Speed as CMA-CGM Shows Need for Premium Offerings |
| 26 Month Low in Chinese Import Sentiment Shows Cost of Widening Trade Battle |
| Citic May Need To Strike New Deals to Sell Its Wheels In Face of Steel Tariffs |
| CMA-CGM Joins the Felixstowe Exodus To Take Advantage of Indian Opportunity |
| Malmstrom Offers To Strike a Deal as Jaguar and Audi Race Tariffs |
| Kerry’s Profits Storm Ahead as China-U.S. Tariff Clouds Gather |
Wednesday, August 29, 2018
| Panjiva Daily: Deficit’s double trouble, Maersk takes customers to tasks and unintended s301 effects |
| Global Logistics Activity Growth Halves in July, Worse May Be Around the Corner |
| Empire State Ports Conquer National Average, China A Bigger Risk Than Peers |
| Canadian Foresters Win, American Journalists Lost as Paper Case Thrown Out |
| Aston Martin Heads East As U.S. Shipments Decelerate, IPO Beckons |
| RCEP Conclusion “In Sight” But May Be Out of Reach |
| FMC Plans IPO As Lithium Export Values Soar, Chilean Risks Mount |
| NAFTA Watch: Quotas May Be a Worry For Nissan and GM Even After ROOs Agreed |
Tuesday, August 28, 2018
| Panjiva Daily: Trump’s MUSTA passed, China-U.S. prep fails and THE Alliance heads to Hamburg |
| Felixstowe’s Failings Leads Orient Overseas to Follow Maersk’s Lead, For Now |
| Mexico’s Trade Boom Generates Record Surplus vs. U.S., Raises USMTA Questions |
| Record For Transits Doesn’t Mean Suez-Panama Canal Competition Is Over |
| March of the Robots Halted By Demand Not Duties |
| German Business Trusts in Trump While French Are Fatalistic |
| Maersk Takes Customers to Task as Brazilian Containerized Freight Demand Slips |
| Unintended Consequences of s301 Tariffs Include Crane Duties Failing to Reach Targets |
| Double Trouble in Trade as U.S. Deficit Expands, Autos Reach a 19 Month Peak |
Monday, August 27, 2018
| Korean Denuclearization Tied To Trade Tariffs as China’s DPRK Exports Rise |
| Global Trade Growth Below Average But a Reversal May Be Some Way Off |
| Korea in CPTPP Brings Mexican Opportunity, KORUS and NAFTA Triangulation Issues |
| NAFTA Watch: Trump’s MUSTA Passed, Cows-for-Cars Choice Ahead for Canada |
| ZIM Zapped By Fuel Costs as Volumes Charge Upwards |
| THE Alliance Doubles Bremen’s Woes, Helps Hamburg Reach Newark |
| Trump-Xi Summit Prep Ends In a Whole Lot of See-You-Later, Ports Pay The Price |
Monday, August 20, 2018
| Panjiva Daily: Maersk’s dip typical, Hapag-Lloyd and ONE’s craze for reefers and Perry’s $29 billion wave-off |
| Panjiva Daily: Trump-Xi summit prep begins, CMA-CGM’s typhoon flag and MSC’s Mexican move |
| PdVSA Checks One Problem Off The List, May Not Reverse U.S. Import Slump |
| Sodastream Got Busy, Looking a Little Less Fizzy as Pepsico Arrives |
| Rocky Road Ahead of Kent, Giant as Bicycle Duties Approach |
| Walmart to Makeup for Potential Tariff Losses With Cosmetics Supply Chain Changes |
| CMA-CGM Raises Typhoon Flag, May Be More Exposed Than Most |
| A $32 Billion Deal Now, $260 Billion Later as Trump-Xi Summit Prep Begins |
| MSC Capitalizes on Trucking Costs and Complexity for Mexican Maritime Growth |
Sunday, August 19, 2018
| Perry’s $29 Billion Wave-off Won’t Help Trump’s Energy and Trade Policies |
| Seattle Soars as American Ports Deliver 5% Growth Despite Widening Tariffs |
| Maersk’s 2Q Dip Typical For Liners, 3Q Recovery Far From Assured |
Friday, August 17, 2018
| Panjiva Daily: Delivering the Trump-Juncker promise, Maersk’s win and a sticky shipyard situation |
| Hapag-Lloyd, ONE Mad For Reefers as U.S. Traffic Hits a Record High |
| Houston’s Handling Hike Hints at Steel Tariff Failure |
| Steel Surplus Sloshing Into India May Drive Safeguarding Drive |
Thursday, August 16, 2018
| Trump-Juncker Follow-up Agenda – Set Ground Rules, Avoid Car Wars, Deliver Food |
| Panjiva Daily: Expeditors loses out ahead of tariffs, coal pays the steel price and SoCal not so good |
| Charleston Confirms East Coast Supremacy in July Traffic Growth |
| Hapag-Lloyd, Indian Auto-parts Allow Norfolk to Grow Even as China’s Volumes Stagnate |
| Container-line Margins At Hanjin-Era Levels Unlikely to Correct Sickly Shipyard Situation |
| China Tariff Rush Bypasses Hong Kong as Traffic Falls For a Sixth Month |
| Maersk Wins, COSCO Loses as China Tariffs Have a Minimal Effect on Liners’ Volumes |
Wednesday, August 15, 2018
| Panjiva Daily: Trump’s trade war so far, Erdogan should target scrap not iPhones and HMM’s 12 for 13 |
| Expeditors Loses to CH Robinson as China Tariff Implementation Approaches |
| Coal and Cars Pay the Price as Turkey Responds to Trump’s Metals Move |
| Japan’s Slowing Export Growth Can Be Blamed On, and Reversed By American Talks |
| $7 Billion Oil Deal To Assure Sanctions Relief for India May Not Be Enough |
| India Flanges Squeezed Down Other Sales Pipes as America Implements Duties |
| SoCal Not So Good As Chinese Import Growth Lags Even As Duty Widening Beckons |
Tuesday, August 14, 2018
| Erdogan Threatens American Electronics, Should Target Scrap and Cotton |
| Panjiva Daily: Deploying Trump’s Turkey tool, a back-to-school scorecard and Evergreen’s wilting |
| 77 Month High in Trade Inflation Could Spur Another Round of American Tariffs |
| Make in India No Impediment to Trade Growth So Far, Drug Price Restrictions Could Be |
| HMM Sheds Volumes But Can’t Boost Earnings as Losses Hit 12 Out of 13 Quarters |
| Montreal Deals With Success While Rupert’s Capacity-Led Growth Boom Slows |
| Trump’s $600 Billion Trade War So Far in Seven Charts |
Monday, August 13, 2018
| Duties in The Pipeline As Indian Stainless Steel Imports Surge |
| Trump’s Turkey Tool Could Be 4x As Effective If Deployed Against China and Russia |
| Panjiva Daily: Trump’s tariff innovation, peak season’s roar and Motegi-Lighthizer’s missed chance |
| Evergreen Wilts, Yang Ming In The Red But Both Continue Quest for Volumes |
| Savannah’s 21 Month Growth Streak Faces Less Plain Sailing Ahead |
| Pumpkin Spice Fad Set To Heat Up As Imports Grow |
| Schoolwear, Not Hardware, Doing Best in Back-to-School Import Season |
Sunday, August 12, 2018
| The Unsurprising Missed Opportunity From Motegi-Lighthizer Talks |
| Trump’s Tariff Innovation Targets Turkey, May Hit Thyssen and Mannesmann |
| NAFTA Watch: Business as Usual For VW and Honda as Regulatory Risk Swirls |
| Panama Slot Reallocation Bears Fruit as Suez Challenge Remains Stiff |
| Peak Shipping Season Roars As Bulk of Trump’s Tariffs Have Yet To Bite |
| Philippines’ Trade Growth a Game Of Two Halves, One Big Risk |
Friday, August 10, 2018
| Panjiva Daily: Expeditors leads the surge, America’s ports hit a record and “Make in India” tightens |
Thursday, August 09, 2018
| 5.5x Bigger Worry Boosts China Trade as 3.9x Larger Problem Remains |
| Panjiva Daily: Maersk’s misery, logistics wins while BMW and Daimler lose in $16 billion tariff exchange |
| “Make In India” Reaches Textiles, Doubling Duties and Jeopardizing RCEP |
| Pegatron Plans Production Shift, Not Price Hikes Ahead of Duties |
| Quick Fix Opportunity To Deliver LNG Win For Trump-Juncker Process |
| Hapag-Lloyd Slides But Geopolitical Risks Look Manageable |
| Expeditors Leads Forwarders’ Revenue Surge, Competitive Restraint Needed Next |
| America’s Ports Hit a Record as Tariff Scramble Continues, Maersk Lifts New York |
Wednesday, August 08, 2018
| BMW and Daimler Pay Price, Oil Escapes in China’s Latest Trump Tariff Retaliation |
| Maersk and Orient Overseas Suffer Similar Problems, Differ on Outlook and Response |
| Logistics Industry Spared Trump’s Tariff Wroth as Containers Gain Exclusion |
| Philly Less Full As MSC Restructures Europe-LatAm Service |
| Wheel Case May Get Anti-dumping Petitions Rolling With $200 Billion List Clarity |
| Ikea Unpacks More Chinese Furniture in India Than America |
Saturday, August 04, 2018
| Xi’s $60 Billion Riposte to Trump’s $200 Billion Hurts Lumberjacks and Miners |
Friday, August 03, 2018
| Trade War Quote Watch: Two-Fifths of Firms Raise Prices, Just A Quarter Retool Supply Chains |
Thursday, August 02, 2018
| Panjiva Daily: Trump ups the rates ante, CH Robinson’s China risks and container rates inch ahead |
| Panjiva Daily: AMLO follows Trump’s example, steel circumvention in focus and Liverpool’s woes |
| Circumvention Test Case Will Set Precedent For Steel 232 “Optimization” |
| Volvo Faces XL Regulatory Risk as XC Sales Surge |
| Foreign Trucks Crush American Cars As Auto Sales Stagnate, Tariffs Awaited |
| 10 Most Read Panjiva Research Reports in July 2018 |
| Long Haul Liners Not Loving Liverpool as Maersk’s Felixstowe Woes Head Northwest |
| AMLO Takes a (Single) Leaf From Trump’s Playbook With China |
| Brookstone Bankruptcy Follows Later-Than-Usual Holiday Shipping Season |
Wednesday, August 01, 2018
| Panjiva Daily: DSV’s decision, Hapag-Lloyd’s Stuttgart warning and AD/CV petitioners’ pause |
| Upbeat Drum Beaten A Little Less Hard As American Trade Sentiment Moderates |
| Steel Saves South Korean Trade From Auto-Inspired Decline |
| Decelerating Japanese Auto Exporters Await Motegi-Lighthizer Meet to Avoid Slump |
| Container Rates Inch Ahead as Fightback from 2Q Gets Underway |
| CH Robinson Does (Almost) All The Right Things But Faces China Tariff Risks |
| Trump’s Rate Rise Targets Policy, Could Precipitate Supply Chain Changes |
| Matson Makes Merry in Logistics, Faces Same Fate as Peers in Liner Business |
Tuesday, July 31, 2018
| Trump’s EU Soybean Success Assured This Fall By Brazilian Seasonality |
| Panjiva Daily: ONE’s poor report card, Dow and Syngenta’s MTB opportunity and DSV’s new rail service |
| Hapag-Lloyd’s Stuttgart Warning Carries Risks For Daimler’s Supply Chain |
| Apple’s Nice Device Price Rise Shows Potential For Tariff Resilience |
| Steve Madden Unconcerned About Tariffs Due To Common Supply Chain Strategy |
| Anticipation of Trump’s Next Move Leads AD Petitioners To Hang Fire |
| DSV’s Decisions Sacrifice Volumes For Better Profits as Retention Ratio Rises |
| Coordinated Assault on Trump’s Auto Tariffs May Not Be That Coordinated |
Monday, July 30, 2018
| Panjiva Daily: The $15 Billion duty debate, NAFTA’s Mexican trade problem and BRICS unbuilt |
| Dow and Syngenta Set For MTB Win, Presidential Passage Not Guaranteed |
| Peru’s Corn Case May Be The Canary In The Coal Mine for American Support Retaliation |
| America Takes Aim At India For Arms Sales As Red-Tape Attacked |
| Tyson Slices Outlook After Tariffs Butcher Pork Shipments To Mexico |
| China Turns Negative on Trade Outlook |
| DSV’s Spain-to-China Service Slices Shipping Schedule for Sanofi and BMW |
| ONE’s First Report Card – Must Try Harder, Will Try Harder |
Sunday, July 29, 2018
| India’s Saudi Rice Relations Sour As Exports Reach a Rolling Boil |
| Siemens-Gamesa Not Yet Blown Over By Duties, Further Headwinds Possible |
| BMW Follows Tesla in China Price Rise as U.S. Auto Exports Head Into Reverse |
| BRICS Build Nothing New as China-India Axis Dominates Trade Flows |
| $15 Billion Duty Debate After Trump-Juncker Deal Will Still Need Autos Deal |
Friday, July 27, 2018
| Ferrari Deliveries Can Accelerate With Italy-China Rail Service |
| Panjiva Daily: Who’s doing what due to tariffs, Trump’s success slips and CMA-CGM’s open-ended fuel charge |
| NAFTA Watch: Mexico’s Slowing Trade Growth Bodes Ill For NAFTA Negotiations |
Thursday, July 26, 2018
| European Export Sentiment Diverges, Trump-Juncker Deal Could Unify |
| China’s Shipyards Are Doing Better, But Still Not Doing Well |
| Auto Exports Skid, Leading Trump’s Trade Deficit Success Off Course in June |
| Panjiva Daily: Juncker & Trump’s $160 billion path, farmers’ $12 billion defense and UPS’s 8th decline |
| Big Rush to the Big Apple Helps COSCO Shipping and Evergreen Now, Will Hurt Later |
| Mattel’s Struggles Not New, Appears Unworried About Trump’s Tariff Threat |
| Fanuc Tariff Troubles Are Macroeconomic, Not Supply Chain Drive |
| CMA-CGM Makes Fuel Charge Permanent To Avoid Hapag-Lloyd and NYK’s Fate |
Wednesday, July 25, 2018
| Panjiva Daily: Trump’s offer vs. Juncker’s de-escalation, Ceva delivers and SeaTac’s rail pain |
| Last Hurrah For the Global Trade Party As Activity Growth Starts to Slow |
| Transformation vs. China Will Define UPS’s 2018 After 8th Straight Profitability Decline |
| NYK’s Guidance Cut a Second Canary In The Bunker Fuel Mine |
| Trump and Juncker’s $160 Billion Path Starts With €37 Billion Bean-and-Gas Based Deal |
| American Maritime Trade Growth Accelerates Ahead of Trump’s Deficit-Limiting Tariffs |
| $12 Billion of Protection from Protectionism as Beans and Pork Suffer For Trump’s Tariffs |
Tuesday, July 24, 2018
| Panjiva Daily: Trump’s all-in China threat, shipyards’ decade low and Charleston’s double jeopardy |
| Brazilian Bean Bounce Set to Continue As Harvest Improves, China Demand Grows |
| Ceva Ties Growth and Profitability Together, China Tariff Challenge Lies Ahead |
| China Furnishes Savannah With An Opportunity To Avoid A Tariff Downturn, For Now |
| California’s Heatwave Problem Needs a Lemon-Entry Solution |
| Tariffs Shouldn’t Dim Solar Power Installations, Import Outlook Cloudier |
| Houston Heads Higher as Mexico and China Bring Diverging Trends |
| Rail Pain Pails Next to China Troubles For SeaTac’s Sustained Struggles |
Monday, July 23, 2018
| Panjiva Daily: Juncker’s deal for Trump, ZIM’s deal with 2M and Southwest’s new Mexican deal |
| China Takes the Shine Off Stainless Steel as Response to Safeguarding Epidemic |
| Bourbon’s Outlook Groggy as Duties Proliferate |
| Toyota Can Avoid Tariff Car Crash, Can Swerve Supply Chain Considerations |
| Rates Matter More Than Targets For Trump’s All-In China Commitment |
| Double Jeopardy For Charleston as China, Autos Tariffs Threaten Two Fifths of Traffic |
| Decade-Low in Shipyard Exports Show Lack of Confidence in Logistics Outlook |
Sunday, July 22, 2018
| Southwest Airlines Launches Into Soaring Mexican Airfreight Sector |
| Trump-Juncker Autos Tariffs Meeting Raises Risks for Beans, Needles and Routers |
Friday, July 20, 2018
| America Set to Hit Japan Harder Than China as Export Growth Stalls |
| Commerce Has Energy For Uranium Case as Russian Exports Charge Ahead |
| Seattle-Tacoma’s Recovery Likely Short-Lived as Virus Passes, Tariffs Awaited |
| Iran’s Loss in Japan Could Be America’s Gain as Oil Sanctions Bite |
| ZIM Deal With Maersk and MSC Has Fewer Strings Attached |
Thursday, July 19, 2018
| Panjiva Daily: K+N’s route to success, Mnuchin’s strategic twofer and COSCO’s cancellation |
Wednesday, July 18, 2018
| Panjiva Daily: Panalpina reaps the rewards, CMA-CGM WAXes lyrical and galvanizing the Senate |
| K+N and Panalpina Show There’s More Than One Way to Deliver |
| 20 Months of Growth for Canadian Ports At Risk from the China-America Trade Spat |
| Mnuchin’s Sanctions Delay Offer Carries Twofer Policy Objective |
| COSCO Pays Price Before Tariffs Bite With Third TransPac Service Withdrawal |
| PIL and Maersk’s California’s Nightmare Shouldn’t Be Overstated |
Tuesday, July 17, 2018
| Panjiva Daily: 2M’s bigger bet, light in the liners’ tunnel and Trump’s impact on back-to-school shipping |
| Panalpina Reaps the Reward For Slower Ocean Revenue Growth |
| Autos Retaliation Risk May Galvanize Senators To Act Against Trump’s Trade Powers |
| CMA-CGM WAXes Lyrical About Asia-to-Gulf Trade Opportunity |
| Suez Pile-up Comes as Transits Climb, Vessels Get Heavier |
| Metals Retaliation-Squared Risks Tariff Spiral For Surgeons and Engineers |
Monday, July 16, 2018
| Panjiva Daily: 2M reaps from the whirlwind, Maersk bets as others blink and big tech’s tariff worries |
| India’s 22 Month Trade Boom Faces Uncertain Future |
| Boeing’s Farnborough Experience May Be Marred by U.S.-China Tariff Spat |
| Kids Need To Pack Quickly for School as Trump’s Tariffs Wait At Summer’s End |
| NAFTA Watch: The End of July Can’t Come Soon Enough |
| Tapered Bearings Roll More Swiftly as Duties Overturned But s232 Beckons |
| Light In The Tunnel For Container-Lines’ Earnings, If You Squint |
| 2M Takes Bigger Bet On North Europe to North America Volumes |
Sunday, July 15, 2018
| Oakland’s A-Grade Performance Not Just Dependent on China |
| Hapag-Lloyd Least Exposed as Norfolk Misses Out on China Duty Traffic Surge |
| Duties Bring Cost Concerns, Not Supply Chain Panic For Quanta and Foxconn |
| Maersk Bets Blink By MSC and THE Will Support Westbound Transpacific Rates |
| 2M Reaps The Benefit of China’s Surge, Ocean May Pay The Price for Tariffs |
Friday, July 13, 2018
| Panjiva Daily: UPS loses out to OEC, Ceva’s contribution to CMA-CGM and Maersk’s Liverpool Shift |
| Trade Inflation Supports Further Trump Deficit Success, But Volumes May Win Out |
Thursday, July 12, 2018
| Panjiva Daily: $20 billion vs. $200 billion, Trump calls the British deal shots and Long Beach tariff terror |
| Hapag-Lloyd Recognizes Reality of Brazilian Competition With Peak Surcharge |
| Uniqlo Unconcerned About Tariffs, But Isn’t Acting That Way |
| Trump Tariff Rush Boosts China Trade, Steel Shows All Is Not Lost |
| Maersk’s Felixstowe Shift Gives Grimaldi and Hapag-Lloyd an Opportunity |
| Ceva Could Contribute Container Volumes to CMA-CGM’s Profit Recovery Plan |
| Big Brown in the Red – UPS Declines While Orient Express Races Ahead of Tariffs |
Wednesday, July 11, 2018
| Trump Will Call British Trade Deal Shots as May Needs to Protect Autos and Pharma |
| Cargo’s Up At New York While Long Beach Faces Terror of Tariffs |
| China’s Response To Trump Needs To Be $20 Billion, Not $200 Billion |
| Panjiva Daily: Unpacking $200 billion, Oakland’s battery charge and Trump’s Pfizer threat |
| Home Depot and Ikea Shelves On The Rack As Two Steel Cases Overlap |
| Senate Agrees To Restrict Trump’s National Security Strategy, No Vehicle Yet |
| Soybean Slump Belies Brazil’s Seasonal Supplies to China |
Tuesday, July 10, 2018
| Fiesta Not Part of Mexico’s Auto Export Party as NAFTA, 232 Review Lay Ahead |
| Panjiva Daily: CMA-Hapag not the best deal option, Long Beach buyers and last chance deliveries |
| Apparel and LCD Supply Chains Face Disruption Risk from Typhoon Maria |
| Batteries Charge Up Oakland’s Growth, Still Reliant on ONE Even as OOIL Expands |
| The $200 Billion Nuclear Option Is (Nearly) Ready – FAANGs and Consumers Start to Pay |
| Trump’s Pfizer Threat May Already Be Working Behind The Scenes |
Monday, July 09, 2018
| Panjiva Daily: Trump’s trade strategy wins, THE bites the bullet and Maersk adds Mexican rail routes |
| CMA-Evergreen or Hapag-Yang Ming Better Options Than CGM-Lloyd |
| DP World, ICTSI Make Most Sense For COSCO’S Long Beach Departure |
| Trump Brings NATO To The Trade Deficit Party as Weapons Exports Soar |
| CMA-CGM Makes Most of Panama as Transits Rise on Tariff Rush, Lower Maintenance |
| Last Chance Deliveries Boost U.S. Imports in June Ahead of Trump’s July Duties |
| Two-Fifths Of Falling Philippine Exports Exposed to U.S.-China Tariff Spat |
Sunday, July 08, 2018
| Trump’s Tariffs Trim, Don’t Yet Transform, Imports of Section 232 Metals |
| Tesla Price Hike Hits Chinese Car Buyers After Xi’s Retaliation Bites |
| Maersk’s Mexican Port Rail Route May Hinder Its Texan Liner Service |
| THE Alliance Bites The Bullet And Cuts Shanghai, LA Service |
Friday, July 06, 2018
| Panjiva Daily: Logistics M&A quietens, unpacking the first $68 billion and HamSu heads south |
| Trump’s Trade Strategy Wins, With Qualifications |
| Logistics Jobs Surge Into Peak Season, Tariffs May Help Before They Hinder |
| Canada Faces Trade Challenges Even Before American 232 Reviews Bite |
Thursday, July 05, 2018
| Panjiva Daily: 10 global supply chain issues for 2H18, the EU’s tariff proposals and Evergreen’s reefers |
| Rockport Hikes Out of Bankruptcy As Imports Slow, Supply Chain Shifts |
| Samsung To Dial Up Lower Profits as U.S. Phone Imports Slide |
| Hamburg Sud Heads South As Hapag-Lloyd Builds Brazilian Business Further |
| Mini-M&A by CMA-CGM and DP-DHL Typify Quiet Quarter for Logistics, Resurgence Due |
| South Korean Chips May Be Second-Tier Victim in China-U.S. Trade Battle |
| Local Content Rules Come To Indian Solar Projects, Supports Longi’s New Factory |
| Three Lessons For WTO Steel Challengers From a Canada-U.S. Paper Case |
Wednesday, July 04, 2018
| Strikes Cut Soybean Opportunity for Brazilian Exports to China |
| Tariff Mood Music No Good For Moog As Manufacturing Move Considered |
| Protectionism’s Rise Set To Erode Global Trade Liberalization as U.S.-China Tariffs Arrive |
| Jaguar Land Rover’s Brexit Warning Arrives As British Auto Exports Already in Reverse |
| Seafreight Beats Air Again in May Before Tariffs Start to Take Their Toll |
| 2H18 Outlook: From $300 billion to the Midterms – 10 Global Supply Chain Issues to Watch |
Tuesday, July 03, 2018
| Maersk Faces Felixstowe’s Transatlantic Challenges, Southampton Switch Possible |
| 10 Most Read Panjiva Research Reports in June 2018 |
| Panjiva Daily: A $34 billion trade battle prelude, AMLO’s food price risk and AD/CV cases out of fashion |
| Colombia’s Coffee Leadership May Slip as Starbucks Stockpiling Ends, Tariffs Bite |
| Trump’s Auto-Tariff Target May Not Be Changed by EU Proposal, Automakers Relaxed |
| Evergreen Grows Reefers as Market Heats Up |
Monday, July 02, 2018
| Panjiva Daily: EU’s $300 billion challenge to Trump, Hapag-Lloyd’s cut and COSCO’s nearly done deal |
| It’s Yuan vs. Duties as China Sets Scene for American Tariff War Impact |
| Late Explosion Shoots Independence Day Fireworks To Record High |
| Antidumping Petitions Slump as American Industry Awaits Trump’s Tariff Actions |
| Guinness Hopes to Make Irish Eyes Smile As Constellation’s Mexican Brands Rules |
| Perplexed, Not Panicked, American Manager Sentiment Could Turn Quickly |
| AMLO May Go Food Shopping as Mexican Retaliation Raises Retail Risks |
| July 6 Just a $34 Billion Prelude To Sustained Trump vs. Xi Tariff Battle |
Sunday, July 01, 2018
| Pemex Needs New Oil Mouths to Feed as Paraiso Port Expansion Prepared |
| Korea Better Without Boats But End of Asian Export Boom May Be Nigh |
| Europe’s $300 Billion Warning to Trump Could Hit Autos, Doctors and Wildcatters |
| COSCO Shipping’s Orient Overseas Bid Approved, Now The Difficult Work Starts |
| Hapag-Lloyd Cuts as Rate Rises Prove a Better Quarter Isn’t Good Enough |
Friday, June 29, 2018
| Panjiva Daily: Trudeau-Trump spat gets real, Venezuela oil sanctions return and $14 billion of waste |
| North Korea Gets More From China as U.S. Talks Continue |
| Fast Train To China Increasingly Popular With Poles as BRI Benefits Begin |
Thursday, June 28, 2018
| Panjiva Daily: AMLO looms over NAFTA, Trump’s trade deficit success and Wan Hai’s ambitions |
| Toyota Cuts Exports, Warns of Duties as Japan’s Big Seven Automakers’ Growth Slows |
| Sharp Cuts Share Deal as Trump’s Tariffs Trim Chinese Exports |
| Trudeau-Trump Trade Troubles Get Real As Canadian Retaliation Lands |
| Osram’s Prospects Dim as Automotive Lighting Tariffs Guide the Way |
| Valero and Trafigura Stock Up as Pompeo Ponders Venezuela Oil Sanctions |
| America’s $14 Billion Waste Problem Needs Indian Home as Thailand Bans Plastics |
Wednesday, June 27, 2018
| Panjiva Daily: Grimaldi’s scrubber optimism, Trump’s Colombian ambition and soybean politics return |
| H&M’s Struggles Self-Inflicted – At Least Tariffs Aren’t a Problem |
| China Beefs Up Meat Supply with British Options Ahead of U.S. Duties |
| MSC and Maersk Drive New York To Near-Record Volumes, China Could Spoil the Party |
| Vancouver to Vanquish Constrained Growth With New Investment |
| Trump’s Trade Deficit Success Faces Retaliatory Duty Test |
| NAFTA Watch: Mexico’s Trade Boom Depends On NAFTA, Which Depends on AMLO |
| Wan Hai Wants Higher Market Share, Could Be More Ambitious |
Tuesday, June 26, 2018
| Homebuilders Pay The Price (Again) For U.S. Duties, This Time It’s Soil Pipes |
| JSW Unworried About Trump’s Tariffs As Domestic Demand Picks Up The Slack |
| Panjiva Daily: Harley’s tariff jump, Kansas City’s Mexican long-haul and chassis unite regional rivals |
| HP and Dell’s Dilemma – Early Back-to-School or Preemptive Panic? |
| Trump’s Colombian Ambition May Be Sated With Jets and Cars |
| Canada’s Metals Safeguard May Hit America Hardest |
| Soybean Politics Back on The Menu As China Cuts Duties, India Could Win |
| Grimaldi Optimistic About Scrubbers as ACL Market Share Holds Station |
| LaZBoy Awake to Tariff Risks, Imports Surging For Now |
Monday, June 25, 2018
| Hapag-Lloyd and CMA-CGM Delivery Surge Can’t Save Virginia From Decline |
| Panjiva Daily: Biting FAANGs, Yang Ming’s Worries and Car Wars’ Next Episode |
| 27 Likely To Become 28 As Protectionism Has Yet To Bite Global Trade Growth |
| RCEP Deal Potential Improves on Xi-Modi Agreement, “Make in India” Still a Challenge |
| German Export Sentiment Wanes as Automakers Prepare For the Worst |
| Kansas City Southern Has An Eye To The Long Haul With Nuevo Laredo Terminal |
| Harley Hates Tariff Effect, Supply Chain Retooling Will Need Capacity Hike |
| Chassis Pool Opportunity Unifies Regional Rivals |
Sunday, June 24, 2018
| Hyundai and GM Rely on Paik’s Persuasiveness Ahead of Section 232 Review |
| Canada Considers a Barrier Against American Wallboard |
| Volvo’s Evolving Supply Chain Can’t Prevent Tariff Risks |
| Car Wars Likely To Have Several Episodes as Trump Threatens 20% Duties |
| FAANGs May Be Bitten By Trump’s Proposed Tariffs |
Thursday, June 21, 2018
| Panjiva Daily: MSC’s Eagle grounded, Daimler’s triple tariff threat and bearing up in the face of duties |
| Tariffs The Least of Hong Kong’s Worries as Port Volumes Slide |
| Yang Ming’s Tariff Battle Concerns Time Limited, Could Still Crimp Volumes |
Wednesday, June 20, 2018
| A Year of Living Miserably For Seattle and Tacoma Could Be Exacerbated by Tariffs |
| Panjiva Daily: Fedex’s tariff risks, bans and blankets are options for China and India’s nutty retaliation |
| Singapore’s Second Slip Comes Ahead of Risks To Transit Hub Status |
| China Faces Another Grilling as Steel Racking Exports Are Investigated |
| Daimler Facing Triple Whammy With China-U.S. Tariff War, NAFTA On The Road Ahead |
| MSC’s Eagle Grounded as West Coast Growth Slows, Trade War Beckons |
| National Security Review May Have More Bearing on Imports Than Commerce Case |
Tuesday, June 19, 2018
| No Respite For Shipyards as Chinese Domestic Orders Are Withdrawn |
| Cork’s New Terminal Provides Post-Brexit Global Shipping Opportunity |
| Fedex Profitability Fell in 4Q, Faces Tariff Risks to Recovery Outlook |
| Bans and Blankets Provide China With Ammunition To Tackle Trump’s $250 Billion |
| India Goes (Elsewhere For) Nuts In Retaliation for America’s Metals Duties |
| Panjiva Daily: Finding Trump’s next $200 billion, Wilhelmsen’s tariff challenge and the Italy problem |
| Texas Gets Bigger As Hapag-Lloyd Leads Houston’s Port Handling Growth |
| Maersk Dances Ahead of CMA-CGM in Charleston as European Routes Turn Choppy |
Monday, June 18, 2018
| Panjiva Daily: TVs off for Trump’s tariff war as China shows energy and drive |
| 21 Months Of Indian Trade Growth Helped By Oil, Not Yet Hindered by Tariffs |
| Japan’s Trade Surge Shrugs Off American Metals Duties, May Be Tripped By Autos |
| America’s Unsurprising Aluminum Decision Cuts Chinese Supplies But Not Others’ |
| Wallenius Wilhelmsen and COSCO Shipping Face Spillover from China-U.S. Trade War |
| Europe’s Italian Trade Problem May Spill Into Mexico Trade Negotiations |
| India Oil May Provide Respite to American Crude Producers as China Weighs Duties |
| Three Filters For Trump’s $200 billion Retaliation Against Retaliation |
Sunday, June 17, 2018
| Construction Costs Grow, Imports Felled as Lumber Caucus Emerges |
| Osaka Earthquake Carries Risks for Marubeni, Nakanishi Supply Chains |
| Hapag-Lloyd Hikes to Profit From Evergreen Exit, Faces CMA-CGM Competition |
| Maersk’s Reefer Shift to China Comes as Duties Arrive, Demand Recovers |
| China Has Energy and Drive For a Trade War With Trump |
Friday, June 15, 2018
| Panjiva Daily: Four issues in Trump’s China tariffs, and early auto review and Cali’s crummy month |
| Televisions Off, Chips Thrown In – Trump’s China Tariffs In Three Charts |
Thursday, June 14, 2018
| Panjiva Daily: Liners’ antitrust risks, Orient’s deal deadline and Maersk’s new Canada service |
| Protectionist Actions Come Home To Roost As Import Inflation Hits Six Year High |
| NAFTA Watch: No Dates For Talks Should Be No Problem And Could Be Helpful |
| Midterm Optics, China Targeting May Drive Early Completion of Autos Security Review |
| Four Issues to Watch While Waiting For Trump’s China Tariffs |
| Cali’s Worst Month Since September 2016 Comes as China Duties Loom |
| Trump’s Cheap Drug Objective Needs Domestic Focus As Imports Get Ever Cheaper |
| Savannah’s 19 Month Growth Streak Faces China Duty Risks |
Wednesday, June 13, 2018
| Panjiva Daily: MSC rationalizes as ONE struggles, DPRK detente vs. defense and U.S-China tariff stakes |
| Suez Surge Shows Impact of Trump’s Metals Duties, Resilience vs. Conflict |
| Dover’s Woes a Sign of What’s To Come as British Port Traffic Reverses |
| NYK Set To Capture Accelerating Car Carrier Demand With Europe-Brazil Service |
| Container-Lines’ Antitrust Exemption at Risk as Consolidation Continues |
| Maersk Looks To Surf Rising Tide of China-Canada Traffic With New Service |
| Orient Overseas Surges Ahead as COSCO Deal Deadline Approaches |
| General Motors’ Mexican Export Success Hides Sales Issues, Regulatory Risks |
Tuesday, June 12, 2018
| Mylan and Cipla Get Regulatory Help As China Draws On Indian Medicines |
| Mexican Pork Diversification May Prove A Rasher Strategy Than Paying Duties |
| Battle Royale Set For Holiday Videogame Sales as Nintendo Wanes, Xbox Scores |
| Plenty at Stake in China-U.S. Beef Debate Ahead of Tariff Conflict |
| Citgo, Valero Face U.S. Oil Supply Challenge Despite America’s Gushing Oil Exports |
| Cheap Chinese Washers Protect Consumers from Duties As Samsung Roars Back |
| Defense Industry May Be A Victim of Trump’s Metals Duties and DPRK Detente |
| MSC Calls For Rationalization as U.S. Containers Hit Record, ONE Struggles |
| Panjiva Daily: Expeditors hurries in May, Maersk’s defensive rail move and ABB’s unappetizing options |
Monday, June 11, 2018
| Panjiva Daily: Coal-for-nukes, the next Trudeau-Trump trade battle and Newark-NY’s lead |
| Kerry Goes Early, But Maybe Too Soon, With China-Turkey Rail Service |
| China Set To Seek More Imports From CEEC, EU Membership An Issue |
| Cheniere and Dominion Are Potential Hostages In The s301 Tariff Battle |
| Xi-Rouhani Cooperation Maintains Oil Flows As American Sanctions Arrive |
| Damco’s China Rail Move Helps Maersk Fend Off Forwarder Threat To Ocean Volumes |
| Expeditors and Orient Express Hurry in May, Face China Tariff Brake Later |
| ABB Has Few Options To Transform Its Business After Trump’s Steel Tariff Shock |
Sunday, June 10, 2018
| Xi-Modi $100 billion Target Achievable, Shows SCO Could Go Further |
| Ikea’s American Growth Surge Doesn’t Prevent Planning For Tariff Risk and India |
| NAFTA Watch: G7 Failure Raises Curtain on Next Trudeau-Trump Trade Battle |
| Coal-for-Nukes Deal The Best Outcome From Trump-Kim Summit |
| Newark-New York The Growth Leader As Port Volumes Surge |
Friday, June 08, 2018
| Panjiva Daily: UPS goes small, ONE goes late and American imports from Europe go large |
| India-Iran Trade Talks Could Boost Cars and Drugs, If Sanctions Can Be Addressed |
| Philippine Export Woes Centered on Japan Now, China Later |
Thursday, June 07, 2018
| Panjiva Daily: Corker’s pop at Trump, deficit rise #14 and east coast strikes averted |
| ONE Not First on Fuel, Aiming To Make Up For Lost Time |
| Brazil’s Farmers to Count Fewer Chicken Exports as China Hatches New Tariffs |
| May’s Metals Plea Borne of Less Exposure, Impact of Less Relevance |
| New UPS Routes Come As Less-Than-Container Loads Prove Less Than Thrilling |
| Fraught China-U.S. Relations Not Helped By Surging Surplus in May |
| Renewables Not Replaceable (At The Price) As Section 201 Tariffs Bite |
| Euro-panic About Tariffs May Have Driven 7% Surge in Seaborne Imports in May |
Wednesday, June 06, 2018
| Panjiva Daily: Tyson punched by Trump’s tariffs, COSCO’s copper concerns and Vietnam’s plastic pain |
| Brown-Forman Stocks The Cabinet To Preempt Metal Duties Retaliation |
| Good News Isn’t Always Good News As Canada’s Trade Activity Growth Streak Extends |
| Japan’s Pork Farmers Might Not Link With U.S. Consumers Despite Rule Change |
| Pay Deal Cuts Peak Season Dispute Risk, Port Automation Yet To Be Addressed |
| Panama’s Record Beset By Commodity Volatility, Lackluster Diversions |
| Deficit Rise #14 Shows Trump’s On The Right Track In Tackling China and Europe |
| Corker’s Pop At Trump’s 232 Ability Aims To Avoid Auto Supply Chain Disruption |
Tuesday, June 05, 2018
| Panjiva Daily: Life from 1449 cuts, COSCO’s part to play and chips face chop in China |
| Chinese Wheel Exports Will Roll On As National Security Review Takes Priority |
| India Set To Produce Lithium-Ion Batteries as Imports Charge Upwards |
| Vedanta’s Copper Court Case Could Disrupt Glencore, Doha Cables Supply Chains |
| Jack and Harley Have As Much To Gain as Thyssen and SSAB In EU-U.S. Steel Detente |
| American Coffee Exports Less Perky After Canada Reacts To Trump’s Metals Tariffs |
| Vietnam’s Plastic Pain May Be India’s Gain as Waste Streams Divert From China |
| COSCO’s Peruvian Port Represents a $2 Billion Bet on Copper |
| JBS and Tyson Pay The Mexican Price for Trump’s Metals Duties |
Monday, June 04, 2018
| Panjiva Daily: Making a stick from a carrot, antitrust rate risks rise and trade optimism slips |
| Auto Sales Slow, Imports May Recover After Trump’s Surprise Car Case |
| 10 Most Read Panjiva Research Reports in May 2018 |
| SCO Talks To Focus on Security, May Be Distracted by “Make in India” |
| Summit May Focus on Renewed China Steel Growth But Local Actions More Likely |
| Memory Chips Face Chop as China Mixes Antitrust and Trade Policy Objectives |
| Life From 1449 Cuts As Chinese Tariff Reductions Target Cakes and Shoes |
| COSCO May Need To Take More From The Team as Hyundai MM Supports Shipyards |
Sunday, June 03, 2018
| Mexican Farmers May Be Squashed by America’s Tomato Ruling |
| NAFTA Watch: Canada Opens Another Front in Agricultural Trade Battle |
| WTO Steel Appeal Real as Canada, EU and Japan Follow Solar Power Strategy |
| China Makes Stick Out of Carrot As Ross-Liu Talks Fail To Reach A Deal |
| MSC’s Fuel, Hapag-Lloyd’s Handling Surcharges Help Rates as Antitrust Risks Rise |
| America’s Trade Optimism Fades as Trump’s Tariff Tactics Bear Fruit |
| 55 Month Logistics Payrolls Growth Streak Faces Tariff War Kickoff Risk |
Friday, June 01, 2018
| Panjiva Daily: $23 billion of friendly fire targets, Kerry’s South African strategy and fading self-help |
Thursday, May 31, 2018
| Panjiva Daily: Xi wants cheap fridges, not Trump’s happiness and Hapag’s not-fuel surcharge |
| Maruti-Suzuki Looks to Toyota to Rev Up Indian Export Sales |
| Toyota Zooms, Suzuki Slows as Japan’s Automakers See Duties Down The Road |
| South Korea’s 19 Month Trade Surge Carries Risk of Another KORUS Review |
| Self-Help Goes Out of Fashion as Trade Petitions are Displaced by Trump’s Policy |
| Kerry Follows DP-DHL In Regional Forwarder Consolidation, Faces Auto Review Risk |
| The $23 Billion of Exports That Will Pay The Price For Trump’s Metals Move |
Wednesday, May 30, 2018
| Panjiva Daily: Trump rattles the saber, Electrolux suffers buyers’ remorse and steel fireworks are ready |
| Panasonic May Simplify Tesla’s Supply Chain As Cobalt Demand Grows, Pricing Slows |
| Gush of Oil, Consumer Slowdown Can’t Prevent 19th Rise in U.S. Goods Deficit |
| India Sugar Exporters Caned As Prices Fall, Brazilians Win |
| Chinese Managers Brush Off Protectionist Risks |
| Cheaper Fridges Rather Than Trump’s Happiness The Motivation for Xi’s Duty Cuts |
| Evergreen Chops Europe-U.S. Service, Can Focus on More Profitable Lanes |
| Hapag-Lloyd’s Rate Rise Isn’t a “Fuel Surcharge” So Shouldn’t Derail Market Share Grab |
| Fragile 25 Month Sea- and Airfreight Growth Streak Faces Reality of Tariffs |
Tuesday, May 29, 2018
| Panjiva Daily: Toyota vs. Trump, CMA-CGM vs. bunker fuel and Hyundai MM vs. the Atlantic |
| Mexican Metal Export Surge Caps a Year of Trade Growth |
| BMW May Be Forced To Follow Toyota’s Example to Keep Chinese Battery Plant Charged |
| Ozzie Miners May Pay Price for China’s Trade Deal With America |
| Brazilian Truckers’ Strike Disrupts Meat and Metals Supply Chains |
| Steel Fireworks Readied as Europe and America Reach June 1 Deadline |
| Trump’s Pre-Ross Visit Saber Rattling Could Put Brakes on Chinese Muffler Exports |
| Maersk to CMA-CGM Switch Made No Difference as Electrolux Rails Against Rate Rises |
Monday, May 28, 2018
| Transatlantic Trade Troubles Takes Toll on German Export Optimism |
| Toyota Has Most to Lose If Trump’s Auto Probe Disrupts Engine Supplies |
| CMA-CGM’s Halved Profitability Needs Bunker Surcharge And More Besides |
Sunday, May 27, 2018
| Hyundai MM’s Unsurprising Withdrawal From The Atlantic |
Friday, May 25, 2018
| Panjiva Daily: UPS rides the rails, ZIM illustrates Maersk’s problem and auto-parts hit a record |
| Transshipment Not Really The Point As India Dials Up Fewer Phones |
| 26 Months Of Global Trade Growth Delivered, At Least One More Possible |
Thursday, May 24, 2018
| Panjiva Daily: Trump’s 3 auto options, Maersk’s new service and Xi-Merkel talks |
| Containerized Export Surge May Bring First U.S. Deficit Drop Since September 2016 |
| Gothenburg Pays The Price For Labor Unrest as Grimaldi Leaves |
| Foxconn May Find Defense Dollars More Compelling Than TV Tariff Risks |
| Mexico’s Avocado-and-Banana Gambit in China Has NAFTA Policy Benefit |
| Maersk Follows MSC as ZIM Demonstrates The Bunker Fuel Problem |
| Kim-Trump Summit May Be Dead, But DPRK-China Trade Lives |
| Record Auto-Parts Imports Will Attract National Security Review’s Attention |
| Pork and Pills Key To UPS’s New Germany-Hong Kong Route Growth |
Wednesday, May 23, 2018
| Merkel-Xi Talks Likely More About Tackling Trump Than Getting Together |
| Sinopec Faces Tough Supply Chain Choices From China’s Oil Promise to America |
| Tanks Form The Next Front In America’s Assault On Chinese Steel Exports |
| President Trump’s Three Options For Autos – Security, Safeguarding or Credit |
| Maersk’s Med-Montreal Set To Fulfill A Promise As Yet Unrealized |
| Panjiva Daily: Panalpina and DP-DHL develop their networks while Russia and Turkey won’t chicken out |
| Honda and Amperex Face Supply Chain as Well as Technology and Design Challenges |
| Wine’s China Opportunity Could Offset Transatlantic Policy Rift Risk |
Tuesday, May 22, 2018
| Panjiva Daily: MSC’s last resort, China’s auto tariff cut and Savannah’s 2M target |
| ABB Keeps Stride With China’s March of the Robots |
| Suez Set To Face Pain From The Train At Home and Abroad |
| Deutsche Post DHL’s Colombian Deal Shows Smaller is Better and Necessary |
| Caterpillar Digs Deeply Into Global Supply Chain To Meet American Growth Needs |
| Russia and Turkey Refuse To Chicken Out of Tariff Battle With America |
| Trump’s 10% Metals Offer Likely To Be Dashed Against Malmstrom’s Rock-Solid Stance |
| Panalpina’s Mexican Airfreight Move Comes as Querétaro Traffic Takes Off |
Monday, May 21, 2018
| Panjiva Daily: Peace breaks out, prospects for TTIP 2.0 and Puget Sound punched |
| Ikea Plays It Cool As Surging Furniture Industry Frets About Trump’s Tariffs |
| China Car Cost Cut Helps European As Well As American Relations |
| Three Reasons Why Maduro Is Safe From Trump’s Big Oil Stick |
| 2M Should Be Savannah’s Target To Keep Growth Advantage Over Charleston |
| Charleston May Struggle to Dance Around Slowing Traffic Growth After Bumper April |
| MSC Hits the Emergency Fuel Button, Just in Time For Peak Season |
Sunday, May 20, 2018
| LNG Export Inflation Won’t Stop It Being A Political Football |
| Shipyards’ April Slowdown a Hiccup Not A Slump |
| Puget Sound Punched by Canada as Trade War Risk Averted |
| Car Parts and Metals Duties Can’t Hold Japan Back, Tariff War Might |
| Peace Won (For Now) With Repeat of Beans-and-Gas Deal Between China and U.S. |
| TTIP 2.0 or Just Another Beans-and-Autos Deal? |
Friday, May 18, 2018
| Panjiva Daily: 3PLs beat liners, COSCO’s post-deal options and Venezuela’s parlous food trade |
| American Manufacturers Get Drawn Over the Coals As Steel Tube Case Closes |
Thursday, May 17, 2018
| Panjiva Daily: Bunker busts Maersk, chips ahoy for China and fat chance for skinny NAFTA |
| White Goods, Not Pink Pigs, Drive American Review of Thai GSP Status |
| NAFTA Watch: Three Options for Next Steps |
| China’s Sorghum Case Cancellation Good For Chinese and American Agriculture |
| EU Sets Fourth “Final” Deadline For Trump’s Metals Duties, Raises Stakes |
| Too Much of a Good Thing? COSCO Shipping’s Post Merger Market Share Options |
| Venezuela Heads Hungry To The Polls |
| 3PLs Beat Box Handlers as Container-Lines Struggle With Fuel Costs |
Wednesday, May 16, 2018
| Panjiva Daily: Ceva-spirational growth, MSC helps Houston and tariffs loom over Singer |
| Zhejiang Pharma’s Loss May Be Amneal’s Gain As Trump’s Pharma Tariffs Approach |
| Singapore Slips on Oil, Threat from Indonesia-U.S. Direct Services Looms |
| Hong Kong Ports Already Struggling Ahead of China-America Tariff Battle |
| Bunker Busts Maersk’s Margins As 1Q Profit Leaves Steep Hill To Climb in 2018 |
| Best Buy Better Buy TVs Quicker as U.S. Duty Leniency Unlikely |
| NAFTA Watch: Fat Chance For a Skinny Deal, Termination More Likely |
| China Wants To Buy What America Can’t Yet Sell to Settle Tariff Spat |
| The 45 Billion Yen Price of Abe-Trump Talks’ Failure |
Tuesday, May 15, 2018
| Panjiva Daily: President Trump’s drive by, beans means deals and Canada’s metals MAD |
| COSCO Shipping Deploys Self-Help in Hong Kong as China Volumes Resurgent |
| “Make In India” Slows, But Doesn’t End, a 20 Month Trade Growth Streak |
| Tianqi’s Lithium Urgency Spurred By Korean Lead, Soaring Prices |
| Boeing’s Pain May Be BMW’s Pain as WTO Aerospace Disputes Trundle On |
| Singer Sewing and Brother Face Supply Chain Risks as Tariffs Loom |
| HP Inc’s Reliance on Tech Front, Compal Raises China Duty Worries |
| Houston, Has No Problems as Mexico, MSC Support Growth Hike In April |
| Ceva Currently Panalpin-alike, Wants to Claw Its Way to K+N Profitability |
Monday, May 14, 2018
| Panjiva Daily: Hapag-Lloyd’s lessons, ONE’s mishap and NAFTA’s dairy decision |
| Manzanillo Tunnel Could Revitalize Rail Just In Time for NAFTA Disruptions |
| Mitsui-OSK’s New Port Brings Vietnamese Opportunities to ONE |
| Korea Saves Oakland As Cali Port Activity Indicates Deficit Will Fall |
| Rocky Road Ahead for Rockport Suppliers as Financial Needs Weigh |
| Hyundai MM Addresses Profitability Issues With Busan Port Stake |
| NAFTA Watch: Canada’s Metals MAD May Allow A Final, Final, Final Deadline |
| Beans Means Deals as ZTE May Be Traded for China-U.S. Detente |
| Daimler, BMW Have Options Should Trump Drive Through 20% Duties |
Sunday, May 13, 2018
| Japanese Beef Tariffs May Hurt Relations After Abe and Trump Meet |
| Fewer Flanges at The Last Minute as Chinese Pipe Collars Choked Off |
| Virginia’s Modest Decline Includes ONE’s Maiden Month Mishap |
| Trump’s Drug Policy Aims To Export U.S. Payer Model Even as Trade Prices Fall |
| NAFTA Watch: Dairy Decision Needed to Get Moo-ving By May 17 |
| Hapag-Lloyd’s Competitive, Merger Disciplines a Lesson for ONE |
Friday, May 11, 2018
| Panjiva Daily: ONE’s poor start, two strategies for one Trump threat and 3X+ hopes for RCEP |
| 77 Month High in Export Price Inflation Carries Seeds of Deficit Cut (Finally) |
| Threat of a Trade Case Enough to Slash Russian Uranium Exports to America |
Thursday, May 10, 2018
| Panjiva Daily: UPS and Expeditors get conservative, Harleys accelerate and Conoco takes on PdVSA |
| Smucker, Starbucks Have Tough Choices as Brazilian Coffee Sours |
| War on Drug Prices May Focus on Oncology After Imports Hit Record |
| Yang Ming’s Alliance Better Than Nothing, May Not Be Enough |
| Trump’s Tariff Demands Bring One Threat, Two Options for Transpac Supply Chains |
| Rapid Growth Can Be Seen As ITC Investigates Steel Wheels |
| ONE’s Poor Start Worked to Maersk, CMA-CGM’s Advantage |
| 3X+ May Be Way Ahead for RCEP, India Remains the Challenge |
Wednesday, May 09, 2018
| Panjiva Daily: Iran sanctions’ impact, Expeditors shows discipline and ports face slowing growth |
| India Set To Draw Blinds on Chinese Solar Exports, Which Are Already in Decline |
| American Pig Outbound Shipments Down as China Tightens Inspection Rules |
| PdVSA’s Caribbean Withdrawal May Help ConocoPhillips in the U.S. |
| Harleys Accelerate as Ross and Malmström Struggle to Reach a Steel Deal |
| Maersk and MSC Lose Out In Brazil, But That May Not Be A Bad Thing |
| Wallenius Wilhelmsen Faces German Auto Threat After Losing Hyundai Volumes |
| UPS, Expeditors More Conservative as Orient Express Grabs Dwindling China Volumes |
| War on Drug Prices May Focus on Oncology After Imports Hit Record |
Tuesday, May 08, 2018
| Panjiva Daily: Fuel for the U.S-China fire and the limited effect of President Trump’s metals tariffs |
| Ports Face Slowing Growth, COSCO Saves Long Beach as New York Slides |
| Philippine Export Slowdown a Sign of Future U.S.-China Trade War Risks |
| Panama Has a Problem Adding Slots Won’t Change |
| Vestas, Siemens-Gamesa May Be Helped by Trump Tariffs on Wind Power Gear |
| China Trade With North Korea Starts to Recover Ahead of Kim-Trump Meeting |
| Iran Sanctions May Hurt Soybean Farmers, Italians and Container-Lines |
| Deutsche and Expeditors Show Discipline Enhances Earnings |
Monday, May 07, 2018
| Panjiva Daily: The magnificent 7’s failings, risky times for container lines and the return of 2016 |
| Latest China Data Pours Fuel on U.S. Trade Dispute Fire |
| Brazilian Auto Exports Surge to New Record on Rising Demand for Renault and GM |
| Steel Staple Case Fails to Contain Chinese Exporters |
| General Motors Leads Surging Mexican Auto Exports, VW Less Exposed to NAFTA |
| Longi and Trina Hang On in America After Solar Trade Mission Accomplished |
| Worries and Exemptions Limit the Effectiveness of President Trump’s Metals Tariffs |
| First Sign of China Crisis Impact on U.S. Imports Seen in April |
Sunday, May 06, 2018
| Turkish Weapons Ban Matters Little for U.S. Arms Industry Helped by Trump’s Approvals |
| American Gun Buying Surge Ahead as Background Checks, Imports Rise |
| Global Trade Makes Like It’s 2016 After Air and Sea Volumes Slowed in March |
| Why Trump’s Magnificent Seven Struggled in 4 Charts |
| COSCO, Mitsui-OSK Show Container-Lines’ 5 Quarter Margin Streak May Struggle in 2018 |
Friday, May 04, 2018
| Panjiva Daily: XPO smashes sales and crushes profitability, Oakland’s cool and America’s 13th time unlucky |
| China Looks To Crush American Scrap Aluminum Exports |
| Old Economy Logistics Jobs Stagnate as U.S. Employment Growth Disappoints |
Thursday, May 03, 2018
| Panjiva Daily: CH Robinson pays the price, Skou’s subsidy critique and tying down ROOs |
| Argentine Rush Rewarded With Higher Metals Quotas Than Korea |
| Oakland Expands Cool Handling as Reefer Traffic Heats Up |
| Wookie Struggling to Win After Toys’R’Us Failure |
| Avocados Twice The Size of Tequila as Cinco de Mayo Boom Continues |
| XPO Smashes Sales Estimates, Suffers Forwarders’ Profitability Problems |
| Nintendo’s Fortunes May Switch As Patent Suit, Falling Imports Loom |
| NAFTA Watch: Canada’s Auto Woes Cut Chance for Compromise |
| 13th Straight Rise In America’s Deficit Overshadows China, NAFTA Negotiations |
Wednesday, May 02, 2018
| Skou’s Subsidy Critique Supported By Sliding Rates Even as Bunker Fuel Soars |
| NAFTA Watch: ROOs Keep Jumping Around, Not Yet Tied Down |
| Rusal Wins Sanctions Reprieve As U.S. Imports Spike |
| Protectionist Pessimism, not Panic, Settling Over Global Trade Expectations |
| British Ports Face Brexit Uncertainty As Volumes Slide |
| CH Robinson Pays Price For Competing as Forwarder Margins Hit Four Year Low |
| 10 Most Read Panjiva Research Reports in April 2018 |
Tuesday, May 01, 2018
| Panjiva Daily: Trump kicks the can, DSV’s good disappointment and Yang Ming’s Canadian voyage |
| Trade Petitions Pick Up Though Most Filers Are Awaiting Metals and China Decisions |
Monday, April 30, 2018
| Panjiva Daily: NAFTA’s lustrum limits, COSCO’s Long Beach price and metals exemptions expectations |
| Fanuc Flags Regulatory Risk as Rise of Its Machines Falters |
| Yang Ming Rings Up Growth For Rupert as SeaTac’s Suffering Continues |
| DSV’s Discipline Disappointing For Revenues, Great For Profits |
| China Dangles Drug Carrot While Keeping Duty Stick in Reserve for America |
| South Korean Trade Limps to 18th Increase as KORUS, Metals Duties Loom |
| Sugar Relations Turn Sour As Brazil Calls for India Subsidy Cut While Price Dissolves |
| Trump Kicks Metals Duty Can Down The Road, EU Conflict Looms |
Sunday, April 29, 2018
| Global Trade Growth Hits Highest Since 2011 on Annualized Basis, Outlook Uncertain |
| Beef-for-Steel Swap Could Bring EU and America Back From Brink of Tariff Spat |
| Mexico Delivers Deals as the EU Triangulates Against Trump |
| NAFTA Watch: Lustrum Limits The Least of Its Problems After 18th U.S. Deficit Rise |
Thursday, April 26, 2018
| Puma’s Trump Tariff Reaction May Kick Shoe Production to Vietnam |
Monday, April 23, 2018
| COSCO Shipping Will Have To Leave Long Beach Without Leaving It |
Friday, April 20, 2018
| Self-Initiated Case Initiates Problem For Aluminum Buyers |
| Sanyo and Nippon Steel Weren’t Expecting A Metals Deal from Abe and Trump |
Wednesday, April 18, 2018
| Panjiva Daily: China helps Tesla, Charleston loses to Savannah and JB Hunt shows forwarder risks |
| Shipbuilders’ Strong 1Q For Orders Not Yet Reflected in Exports, Consolidation Unlikely |
Tuesday, April 17, 2018
| Panjiva Daily: Three trade topics for Mar-a-Lago, defense review for Trump and Cali’s party may be over |
| Honda Changes Gear, Rather Than Revving Up, in Brazil As Growth Remains Slow |
| Kitchen Costs Set to Rise As America Investigates Chinese Quartz Exports |
| Hong Kong’s Slowdown Faces Gentle American Tariff Headwinds |
| Japan’s Trade Slows, May Decelerate Further As Trump Nixes CPTPP, Again |
| China Helps Tesla, Hurts American Farmers With Classic Carrot and Stick |
| JB Hunt Does Better Than Expected, But Forwarders’ Trend Still Downward |
| Charleston’s EU Loss to Savannah May Turn To Advantage As Trump’s Tariffs Beckon |
Monday, April 16, 2018
| Panjiva Daily: Serving America’s CPTPP interests, Toyota’s engine challenge and ONE’s big problem |
| California’s Ports Have Little Outbound Traffic Support To Match China Duty Threats |
| Volvo and BMW May Lose If Trump Strikes Steel Deal With The EU |
| Norsk Hydro’s Aluminum Woes Face Second-Tier Japanese Supplier Risk in Brazil |
| Hapag-Lloyd Seeks Transpacific Rate Rise as Global Routes Hit October 2016 Low |
| COSCO Shipping’s Port Handling Growth Slows Ahead of Protectionist Risks |
| Defense Review Will Give Trump Tough Choices on China Rare Earth, LED Supplies |
| Three Trade Topics for Abe and Trump to Discuss – CPTPP, Steel and Cars |
Sunday, April 15, 2018
| American Farmers’ Chance to Pig Out to Argentina After Metals Deal |
| NAFTA Watch: Toyota and Daimler Face Tough Engine Choices Under Tiered ROOs |
| India May Need to Get Hip To Tariff Reductions To Retain GSP Status With America |
| American Interest in CPTPP May Be Better Served by Vietnam FTA |
| ONE Big Problem to Sort Out After Apparent Upheaval Started in March |
Friday, April 13, 2018
| Panjiva Daily: Container-lines’ 1Q winners, 3 things to watch in Peru and China’s trade slowdown |
| Sempra Invests In Mexico’s Fuel Export Future as Its Present Struggles |
| Hawaiian Volume Growth For CMA-CGM Will Need More Than Just Frequency |
Thursday, April 12, 2018
| Panjiva Daily: UPS and DSV take it easy, no sign of China-U.S. de-escalation and judging metals duties |
| 17th Month of Import Price Inflation Could Continue With Metals, China Tariffs |
| Weapons Export Approvals Surge Under Trump, But Shipments Yet to Improve |
| Mattress Suppliers Won’t Sleep Easy As Imports Fall, Tariffs Loom |
| Maersk Wins in Virginia as Port’s March Surge Closes Quiet Quarter |
| China Trade Slowdown Doesn’t Change Trade Surplus Politics |
| Disney Will Want To Know The Odds of Solo Film Merchandise Success |
| Three Trade Issues to Watch at Summit of Americas – CAFTA-DR, CPTPP and Venezuela |
| COSCO and Orient Lead Liners’ 1Q Growth Despite Deal Doubts |
Wednesday, April 11, 2018
| Panjiva Daily: Finding Xi’s next tariff cuts, LA’s slow March and Hyundai MM’s fleet doubling |
| Mechanical Tube Case Doesn’t Close Pipeline, Raises Costs For Buyers |
| Battle for SQM’s Lithium Heats Up as Chilean Exports Expand |
| Rare Earths About To Become Less Rare, Breaking China’s Export Stranglehold |
| No Sign of De-Escalation From China as Trump Prepares Farm Support |
| Oakland’s Weak March Caps Better Quarter, Evergreen Loses to CMA-CGM |
| Trump Metals Tariffs Nibbled Imports In March, Could Bite in May |
| UPS and DSV Take It Easy in 1Q As Forwarder Competition Remains Fierce |
Tuesday, April 10, 2018
| Panjiva Daily: Xi’s automotive carrot and stick, U.S. imports’ first slip in a year and Russian sanctions’ impact |
| Sixty Days of Uncertainty for the Television Market as Trump’s Tariffs Loom |
| Marfrig Expands in America Just as Brazilian Beef Stampede Begins |
| NAFTA Watch: Mexican Engines May Lose Power In Rules of Origin Shift |
| Canada’s Lumberjacks Are Not OK As WTO Launches Softwood Dispute |
| Mobile Looks to Attract Automobiles as RoRo Port Interest Rises |
| Xi’s Next Carrot-and-Stick Tariff Cuts Could Come in Motorbikes and Cotton |
| Hyundai MM Set To Double The Fleet, But At Whose Expense? |
| LA Has Slow March With Evergreen and Maersk As New York Leads 1Q Performance |
Monday, April 09, 2018
| Panjiva Daily: Shipping’s exposure to Trump’s tariffs, 83 days left for NAFTA and new DPRK sanctions |
| Yildirim’s Investment May Bring CMA-CGM, Make Gulfport Less Banana Exposed |
| Neopanamax Prioritization, Less Maintenance Positions Panama For Recovery |
| NAFTA Watch: 80% Chance of Passage May Drive Further Surge in Mexican Auto Exports |
| Xi’s Bo’ao Speech Shows Liberalization Carrot Follows Tariff Stick |
| Ceva’s IPO Hopes Lean on Profitable Competition Strategy |
| Tariff and Confidence Driven Slip in Trade Coming as Imports Have First Fall In a Year |
| Rusal Sanctions Remove Need for Most Aluminum Duties Against Russia |
Sunday, April 08, 2018
| NAFTA Watch: 83 Days Left To Deal, Cars In The Driving Seat |
| Philadelphia Double-Up Proceeds, Needs Hapag-Lloyd and CMA-CGM to Succeed |
| Xi’s Tough Love for Kim Cuts Trade By Two Thirds in February |
| Container-Lines 5.6x More Exposed to Trump Than Xi in Pacific Trade Spat |
Friday, April 06, 2018
| Panjiva Daily: Identifying Trump’s next $100 billion, a soybean shortage and an Olympic deficit |
| Cauliflower Exports Build Up a Head of Steam |
| CMA-CGM Aims for Trans-Atlantic Competitive Space as Eagle Is Launched |
| Logistics Jobs Growth Beats Economy, Lags Air and Sea Freight Volumes |
Thursday, April 05, 2018
| Panjiva Daily: Four facts about China’s tariff retaliation and Mexico’s steel whack-a-mole |
| Blame China, Europe and the Olympics for America’s Blowout Deficit |
| Biodiesel Import Demand Grows After Argentina and Indonesia Chased Away |
| Severstal Yet To Sever Steel Supplies As It Loses Court Appeal |
| Trump’s Next $100 billion – Phones, T-Shirts or Polymers? |
| Shortage of Soybeans May Draw Teeth From China Tariff Threat |
| Car Sales Recovery May Be Short Lived as South Korean, German Imports Slump |
| Canada’s Trade Growth Masks Auto Problem That NAFTA Might Fix |
Wednesday, April 04, 2018
| Panjiva Daily: 5 facts about Trump’s China tariffs and a slow moving FMC review |
| 23 Month Run of Global Cargo Growth Faces Protectionist Hurdle |
| Starbucks Goes Guatemalan as Global Coffee Prices Slide |
| China Customs’ Coal Cut May Be Back as Fujian Restricts Shipments |
| No Surprise in No WTO Deal For U.S.-China Washing Machine Case |
| Mexico Will Have to Whack-a-Steel-Mole as U.S. Duties Begin to Bite |
| Four Facts About China’s $53 Billion Trump Tariff Retaliation |
Tuesday, April 03, 2018
| Panjiva Daily: China’s first retaliatory step, rate discipline doubts and unhappy Norfolk truckers |
| 10 Most Read Panjiva Research Reports in March 2018 |
| Self-Initiated Aluminum Case Could Lead to Self-Inflicted Injury as Decision Delayed |
| Evergreen and COSCO Buck New York’s Declining Asia Traffic |
| JinkoSolar Jinks To Florida as Section 201 Duties Bite |
| Five Facts About Trump’s New China Tariffs – Watch Out for Blowback |
| Slow Moving FMC Review Could Change Port Fees, Philly and NOLA Worth Watching |
Monday, April 02, 2018
| Busier March for Dumping Case Filings May Mark Start of “Post 301” Era |
| Discipline Doubts As 1Q Container Rates Fall vs. Last Year |
| Americans More Worried About Trade War Than Chinese As Trade Sentiment Diverges |
| Lowest South Korean Surplus Since 2012 Unlikely to Change Trump’s Mind on KORUS |
Thursday, March 29, 2018
| Panjiva Daily: Hapag-Lloyd’s high hopes, Kerry’s sliding profitability and KORUS pharma vs. farmers |
| Sun May Be Setting On Corona’s Growth as Mexican Export Expansion Slows |
| Adore Me Imports Experience Rapid Growth in Brief History |
| Toyota and Mitsubishi Lead Bad News Growth Surge For Japanese Auto Exports |
| Norfolk’s Trucking Folk Unhappy as Import Growth Drives Congestion |
| New Glycine Case Needed As Old Orders on China Fail The Acid Test |
Wednesday, March 28, 2018
| Panjiva Daily: Russia challenges Trump’s tariff legitimacy while China heads to the WTO |
| American Goods Deficit Hits 10 Year High as Tariff Impacts Awaited |
| Volkswagen Goes Clean as Shipments Surge, Trump Looms |
| Kerry Logistics’ Profits Hit a Nadir As Apex Volumes Peak |
| Pharma, Not Farmers, Helped Complete The KORUS Deal |
| H&M Faces Sudden Slowdown in Fast Fashion as Inventories Increase |
| Sinokor and Heung-A Take First Step On a Much-Needed Path to Korean Consolidation |
| Hapag-Lloyd Has High Hopes, Others May Be The Problem |
Tuesday, March 27, 2018
| Panjiva Daily: Art of the KORUS deal, EU targets Trump but may hit Xi, and ZIM faces harsh Savannah |
| Europe Past Peak Optimism As Tariff Worries Weigh on Business Sentiment |
| Mexico Crushed Under China’s Wheels as Accuride Launches Trade Complaint |
| China Heads To The WTO As Metals Exports to America Start To Wane |
| India Trims LCD Panel Duties as TV Imports Set On a Growth Path |
| Kansas City Southern Feels GILTI Pain, Awaits NAFTA Gain |
| Russia Bearish on Trump’s Metal Tariff Legitimacy |
| Mexico’s 10 Month Trade Boom Awaits NAFTA Decisions |
| Silt Today, Tariffs Tomorrow Form Challenges For Port Houston |
Monday, March 26, 2018
| Panjiva Daily: Thin end of the retaliatory wedge, server and phone risks and Mexican steel fall-out |
| The Art of The KORUS Deal – Steel Exemption for Autos Access |
| ZIM and CMA-CGM Face Harsh Savannah Outlook If China Trade Falls |
| EU Metals Review Aimed At Trump, May Hit Xi |
| Indian Drug Trade Cure Is Also Its Illness As China Talks Continue |
| Montreal’s Short Term Congestion Pain Will Need Long Term Automation Investment |
| Phenol Case Marks a Move Upstream, Parallel To Trade Negotiations |
| Hyundai Truck Plans Face NAFTA, Not KORUS Risks |
Sunday, March 25, 2018
| Mexico Faces Fall-Out From U.S. Duties on Chinese Steel Exports |
| Silicon Metal Case Brings No Duties, But Hurts Aluminum and Chip Makers |
| Servers and Phone Switches Are China’s Biggest Risks From Trump’s New Tariffs |
| Boeing May Find Comac Is A Much Bigger Problem Than Bombardier Ever Was |
| $644 million Is The Thin End of China’s Retaliatory Wedge – Jets, Chips and Beans Next |
Friday, March 23, 2018
| 23rd Month Of Chinese Container Growth Faces Seasonal, Tariff Driven Slowdown |
| 24 Months of Global Trade Growth May Finally Crest On Holiday Slowdown, Tariff War |
| President Trump Targets China – Utilities, Airlines and Callers May Pay The Price |
| Panjiva Daily: Trump’s tariff targets, Charleston’s not dancing and Heung-A hangs on |
Thursday, March 22, 2018
| SeaTac’s Reversal Respite May Prove Fleeting as China Tariffs Loom |
| Heung-A Hangs On, Restructuring and Partnership Options To Be Considered |
| ZIM’s Discipline Doesn’t Translate To Profits as Port Costs Rise |
| Charleston Not Dancing Any More as CMA-CGM and Maersk Traffic Slows |
| Panjiva Daily: Steel exemptions widen, Deere digs at tariffs, and Trump’s China tariff risk for apparel |
| Uncompetitive Mexican Rail Activity Slackens as NAFTA Opportunity Beckons |
Wednesday, March 21, 2018
| Panjiva Daily: Trump’s Taiwan gambit, COSCO and SM Line’s deal and Fedex’s disappointment |
| Steel Consumers Beaten By Wire Rod Investigation While Flanges Still Fly |
| Best Buy Says Buy-Buy to Huawei, Which Might Not Care |
| More Out Than In As Lighthizer Hints At EU, South Korea Metals Tariff Exemption |
| Chinese Tilapia May Pay The Price For Ross’s Hatred For The “Fish Deficit” |
| Deere’s Dig At Tariffs Misses Risk That Tractor Orders Get Pulled |
| Trump’s Tariffs Only One Fifth Of The Problem For China’s Apparel Makers |
| LG Chem Charges Up China Exports as VW Deal Beckons |
Tuesday, March 20, 2018
| Panjiva Daily: Quiet KORUS, Venezuela’s blockchain blocked and Xi-Merkel steel detente |
| Booming Saudi-U.S. Arms Trade As Exports More-Than-Double |
| Mario’s Next Boss Level Features President Trump’s Tariffs |
| Fedex Profitability Decline Bodes Ill For Forwarders’ First Quarter |
| Retaliation-Proof Almonds Increasingly Milking The Indian Market |
| Japanese Shipyards Lag South Korea’s, Needs ONE To Start Spending |
| COSCO / SM Line Asia Deal Could Lead to Trans-Pacific Specialization |
| Trump’s Taiwan Gambit Has Auto and Oil Opportunity, China Relations Risk |
Monday, March 19, 2018
| Panjiva Daily: Europe’s wider battlefront with Trump, APL pays off and Honam’s lessons |
| Blockchain Block Less Effective Than Oil Embargo If Trump Wants to Pressure Maduro |
| India Rattles A WTO Steel Saber That It Can’t Afford To Swing |
| DP World’s Global Expansion Heads To Peru’s Cosmos, Where Growth Is Lacking |
| Knight-Swift Deal Adds to Slow Consolidation of Trucking Ahead of NAFTA Opportunity |
| Xi-Merkel Steel Detente Could Cut Chance for EU Exemption from Trump’s Tariffs |
| Quiet KORUS Cuts Risks for Hyundai MM as ONE, CMA-CGM and Kim Loom |
| Japan’s Trade Boom Starts to Fade |
Sunday, March 18, 2018
| EU Widens Front for Tariff Battle With Trump Over Steel and Aluminum |
| Hong Kong Slowdown May Herald Way Ahead for China’s Ports |
| Good News for Shipyards’ Orders May Turn To Disappointment for Shippers |
| APL Pays Off for CMA-CGM in Trans-Pac Volumes, Better Profitability |
| Brazil’s Food Exports in Another Flap as Chicken Exports Drop |
Friday, March 16, 2018
| Panjiva Daily: Solar tariffs (almost) work, Trump’s first WTO challenge and another deficit rise ahead |
| Stolt-Nielsen Addresses “Soft” With Focus |
| Maersk Tragedy Drives Stowage Shift, CMA-CGM and MSC Lead U.S. Inbound Routes |
Thursday, March 15, 2018
| Jameson’s Is The New Guinness This St. Patrick’s Day |
| Panjiva Daily: Cali’s container boom, Kim and the KORUS conflict and Trudeau’s tariff troubles |
| Strongest Import Signal In Five Years Indicates Yet Another Deficit Hike |
| Dongkuk Steels Itself For Tough Negotiations With Customers |
| Aluminum Foil Case Partly Successful, Consumer Costs Rise 30% |
| Trump’s First WTO Challenge Could Raise Costs for JC Penney and PVH |
| Solar and Washer Tariffs Perform (Almost, But Not Entirely) As Expected |
| Big Boats Help Singapore Container Surge Hit 15 Year Record |
Wednesday, March 14, 2018
| Panjiva Daily: Three Risks for Trump’s $60 billion tariff gambit and Orient Overseas’ Last Hurrah |
| Cobalt Deal May Help U.S. Offset China’s DRC-Reliant Import Lead |
| Cali’s Continued Container Boom Faces Peril of President Trump’s China Tariffs |
| Taskrabbit Better Hop To It As IKEA Import Activity Accelerates, Tariffs Loom |
| DSV Ready for New NAFTA ROOs With New Facilities, Surging Mexican Growth |
| Canada’s Groundwood Paper Grinds Europeans Out of U.S. Market |
| Trudeau’s Metal Tariffs Aimed At Avoiding 232-Gateway Status, Exports Already Rising |
| Kim, Steel and Solar in the KORUS Pot, But Cars Will Driven The Outcome |
Tuesday, March 13, 2018
| Panjiva Daily: CH Robinson lets rip, South Korea’s CPTPP leverage and the $100 billion question |
| Volkswagen’s EV Push Will Need NAFTA-Inspired Body Panel Supply Chain Shift |
| Adidas Boom Set To Continue, China Tariffs Shouldn’t Be A Worry |
| Three Big Risks from President Trump’s Long Awaited China Tech Tariffs |
| Lithium Power Powers Ahead as New Government Arrives, Exports Surge |
| Hapag-LLoyd and CMA-CGM May Have Puerto Rican Opportunity From Jones Act Pass |
| Orient Overseas’ Last Hurrah Is Loud as Hapag-Lloyd Hangs Back |
| Suez Bulker Rate Cut Shows Canals Face Trump Tariff Risks Too |
Monday, March 12, 2018
| Panjiva Daily: Turnbull’s deal with Trump, last gasp for port growth and CPTPP’s complex passage |
| Tesla Magnet Choice Increases China Reliance, Brings Risks |
| CPTPP Could Give South Korea Leverage With China and America |
| Soybean Saber May Be An Ineffective Weapon in China’s Battle With American Tariffs |
| Qualcomm’s New White Knight Could Apply Tariffs Too |
| Special Relationship Won’t Mean A Special Deal For British Steel |
| The $100 billion (Partial) Answer – Chips, Cars, Comms and Chemicals |
| Lesson Learned for UPS as CH Robinson Lets Rip and DSV Settles Down |
Sunday, March 11, 2018
| South Korea’s T-50 Jet Sale to USAF Could Founder on Trade Policy Demands |
| Norfolk’s Broad Export Problems Not Helped by ONE Big Slowdown |
| Turnbull Shows Heads-of-State and Weapons The Best Route to 232 Tariff Exemptions |
| Complex Problems of CPTPP Passage Pale Next To NAFTA’s Auto Mess For Mexico |
Friday, March 09, 2018
| Panjiva Daily: Trump’s security choices, America’s import super-cycle and Deutsche Post’s discipline |
| Panama Honeymoon Over As Transits Drop, Diversions Plateau |
| Logistics Employment Surge Helps Dockers, Warehouse Growth Slowing |
| Ports Win On China Holiday, May Lose To Trump’s Tariffs |
Thursday, March 08, 2018
| Panjiva Daily: Panalpina’s way ahead, the steel tariff shuffle and China’s trade boom |
| Musk’s China Call Comes As Exports Flag, Section 301 Tariffs Loom |
| No Signs Of American Import Super-Cycle Slowing, Yet |
| Forwarders’ Hopes Supported by 9% Global Logistics Growth in January |
| Thai Tariff Plan Show Knock-On Risks from U.S. Steel Intervention |
| Builders’ Lumber Cost Woes a Lesson For Steel and Aluminum Duties |
| President Trump’s Bold Metals Tariffs Will Show Who His Security Friends Are |
| Deutsche Post Shows Discipline That Forwarders Need To Learn For 2018 |
Wednesday, March 07, 2018
| Panjiva Daily: CMA-CGM speed vs. COSCO scale, EU’s tariff levers and OECD overshadowed |
| 111 Month High For U.S. Deficit, Olympics To Push It Further as Trump Ponders China |
| GM’s Silverado Leads Mexican Auto Export Surge, Audi Less Exposed to NAFTA Risks |
| Bags Of Work To Do As Vietnamese Sack Shipments Surge |
| Panalpina Beats Expectations, But Still Has Far To Travel |
| China Trade Boom Leaves Record U.S. Surplus That Cars and Oil Could Cut |
| Foot Locker Runs Down Imports, Tariffs May Stamp On Shoes |
| If NAFTA’s Free Of Metals Tariffs, Who Will Pay? |
Tuesday, March 06, 2018
| Panjiva Daily: NAFTA clock ticks, the $29 billion energy swing and China’s too-big-to-succeed deal |
| OECD Steel Forum Overshadowed By Others’ Actions |
| China-America Trade War Could Leave Alaskan Fish In The Cold |
| Cost Build-up The Price of Slumping Rebar Imports, Demonstrating s232 Risks |
| CMA-CGM Hopes Speed Beats COSCO’s Scale On Shanghai-LA Routes |
| Rail Fix The Price of Success As Wilmington Recovers From Hanjin Service Loss |
| Whiskey and Maize Are Europe’s Biggest Levers To Tackle Trump’s Tariffs |
| Lego Overbuilds Inventories, 2018 Recovery Starts Slowly |
Monday, March 05, 2018
| Panjiva Daily: Europe vs. Trump, a $1500 auto tax and bouncing box rates |
| Xcoal, Blackhawk Could Pay Brazilian Coal Cost For Trump’s Metal Tariffs |
| Apple’s Airpod Follow-Up Faces Tough Market, Tariff Risks |
| EAEU Wheels Out Its First Case Against China |
| Imports Flood The Pipeline As Antidumping Meets National Security Duties |
| NAFTA Watch: Timing Is All As Round 8 May Be The Last, For Now |
| NAFTA Watch: Mutual Self-Interest in Energy Chapter Locking in $29 Billion Gas Swing |
| $1.1 Trillion Deal In China Government Sights, May Be Too Big To Succeed |
Sunday, March 04, 2018
| America a New Target After Singapore Sucks in Chinese Gasoline |
| Rupert’s Rapid Rise Continues Canada’s Container Climb |
| Box Rate Bounce Ends, But Beats Bulker and Tanker Troubles |
| BMW, Tata Face $1500 Cost for Each 5% “Tax on Their Cars” By Trump |
Friday, March 02, 2018
| Panjiva Daily: Trump’s $9 billion tariff action, the ITC’s quiet month, and the KORUS crash ahead |
| General Motors Saves South Korea as Other Options Limited |
| Europe To Tackle Trump Tariffs With Safeguarding – Bolts, Pipes and Plates May Pay |
| 10 Most Read Panjiva Research Reports in February 2018 |
Thursday, March 01, 2018
| Panjiva Daily: K+N joins its peers, Hapag-Lloyd best-in-class and Malmstrom needs the WTO |
| Silicon Metal Dumped, Buyers Face 13% Cost Hike |
| COSCO Shipping Increases Bet On China’s Surging Oil Product Exports |
| Quiet Month for ITC Petition Precedes Metal and China Tariff Storms |
| Imported Truck Record Arrives As Supply Chains Face Protectionist Risks |
| American Coffee Purchases Perk Up As Tea Drained |
| Tax Reform Enthusiasm May Hit Tariff Reality as U.S. Import Outlook Hits 11 Year High |
| Exemption Details Will Bedevil Trump’s $9 billion Metals Action |
| KORUS Crash Likely Undiverted By Five Year Low in Korea-U.S. Trade Surplus |
Wednesday, February 28, 2018
| China Beats Thai BPA Back, Mitsui and Mitsubishi Have The Bottle To Keep Buying |
| Fishy Timing, Big Opportunity in Vietnam’s Catfish WTO Case |
| Malmstrom’s Metal “Countermeasures” May Need WTO Support To Be Effective |
| Toyota and Mazda Lead Japanese Export Drive, Shippers’ Sea Battle Continues |
| Rough Start For Trade Outlook As The Year Of The Dog Begins |
| Hapag-Lloyd Hits a High, Has Room To Be More Aggressive |
| K+N Joins Peers With Great Revenues, Disappointing Profitability |
| Panjiva Daily: CMA-CGM’s need for speed, Ryder’s Mexican rides and China’s been foiled |
Tuesday, February 27, 2018
| 2008 High For U.S. Deficit Due To Capital Goods and Oil, Could Trigger Trump |
| China Foiled, Russia and Brazil Gain While Consumers Lose from Aluminum Case |
| Ryder Raises Rides for U.S.-Mexico Auto-Parts As NAFTA Uncertainty Looms |
| MMA Fight Between China and Japan Goes To A New Level |
| CMA-CGM Relies on Need For Speed in Asia-Americas Service as Volumes Slow |
| Huawei’s 5G Ambitions Begin as 4G Lurches Back To Life |
| Mexican Business Investment Leads To Largest Deficit On Record |
| U.S. Wants Better Log Logging From Peru, Chinese Flooring Demand Matters More |
| Panjiva Daily: Charleston’s music stops, the next national security review and Mitsubishi’s copper race |
Monday, February 26, 2018
| Qatar Gas Better Than Hoped, Faces Circumstances Beyond Its Control |
| China Keeps Chicken Out as Agricultural Trade Tensions Simmer |
| Beantown’s Been Better as MSC Traffic Drops, Hapag-Lloyd Arrives |
| Trampolines Are For Exercise, Not Fun While Toys Might Become Political |
| Ownership-Secured EV Supply Chain Race Accelerates As Mitsubishi Goes for Copper |
| Conductors and Filters Could Be The Next Front in National Security Trade Reviews |
| Court Progress Could Take Shine Off Trump’s Solar Decision |
| Music Stops for Charleston as Volumes Fall Despite Hapag-Lloyd’s Big Ship Deliveries |
| Panjiva Daily: Sanctions and surpluses, Mexico’s leverage and China’s pollution problem |
Sunday, February 25, 2018
| Arcelor and Thyssen’s Brazilian Mills Should Steel Themselves For Disappointment |
| Mexican Metals Leverage Could Foil s232 Review, Spill Over Into NAFTA Talks |
| Cracks Appear in Europe’s Export Boom As German and British Sentiment Slips |
| Mercosur-Canada Deal Will Have a Big, Agricultural Hill to Climb |
Saturday, February 24, 2018
| DPRK Shipping Sanctions Matter Less Than a 3.4x Leap in China’s Trade Surplus |
Friday, February 23, 2018
| Six Year High For Global Trade Growth Set To Continue, For Now |
| Chinese Container’s Stellar Start to 2018 May Just Be A Calendar Catch |
| Tangshan Pollution Limits Have Outsize Steel Export Impact, s232 Will Matter More |
| Panjiva Daily: Agri-vation for NAFTA, SeaTac’s tough 2018 and Matson slips as liners soar |
Thursday, February 22, 2018
| BAIC Cooks Up A Mexican Factory After Initial Export Success |
| Hand Truck Deliveries Prove Legitimate in Europe, U.S. Should Consider a Case |
| Commerce Doesn’t Have to Stretch To See Merit in Rubber Band Case |
| Indian Solvent Case Doesn’t Solve Import Problem, Chinese Supplies Set Record |
| NAFTA Watch: Agri-vation, Metal Mayhem to Join Origin-al Problems as Round 7 Looms |
| Matson Slips as Container-Lines Soar, Jones Act May Prove a Hinderance |
| SeaTac’s Tough 2018 Start May Get Tougher as Shippers Consolidate |
| Panjiva Daily: K+N confident on containers, Hanwha’s haymaker and Mexican rail blockades |
Wednesday, February 21, 2018
| Hanwha Q-Cells Made Hay While The Sun Shined, Dawn Up To WTO |
| Biodiesel Lesson For America’s “Friends” In Solar and Steel Cases |
| Apple Looks For Cobalt as Chinese Imports Climb 3.4x |
| Quanta Phone Network Exports Surge Ahead of Mobile World Congress |
| K+N Takes Confident Stance on Container-Lines, Cuts Exposure to Hapag-Lloyd |
| Rail Blockades Hurt Mexican Auto Supply Chains, Could Be Worse Under NAFTA 2.0 |
| Hoegh Up, Wallenius Down In U.S. Car Carrier Share as EC Applies Fines |
| Panjiva Daily: Maersk’s eastern option, metals retaliation risks and Savannah’s slowdown |
Tuesday, February 20, 2018
| Strong Jets, Disciplined Ships Lead Expeditors To Beat Its Peers |
| ONE Will Be Number One in Savannah, Though Regional Growth Is Slowing |
| Ethanol Tariffs in Europe No Block to Surging U.S. Exports |
| PNG LNG Quandary for Exxon and Total As Chinese Imports Soar |
| American Bolts and Plates Could Pay The Price For Chinese s232 Retaliation |
| Maersk Could Look East For Its Next Deal, But Faces Pricey Options |
| Panjiva Daily: Trump’s metal opportunity in 5 charts, UPS down in Virginia and Sanyo’s solar surge |
Monday, February 19, 2018
| ITC Unplugs SA and Ukraine Wire Rod Exports, But 232 Complications Await |
| COSCO May Be Called on To Echo Hyundai MM as China’s Shipyards Exports Slump |
| “Fast Toys” May Be Difficult To Achieve With Seaborne Shipping Reliance |
| Sanyo Joined The Solar Surge Ahead of Japan Filing a Section 201 Appeal |
Sunday, February 18, 2018
| Japan Has China To Thank for Export Boom, U.S. Relations Still a Problem |
| Inflating Inflation, Depressed Port Data Indicates Another Deficit Surge Lies Ahead |
| 5 Things You Need To Know About President Trump’s Metal Opportunity |
| UPS Down in Virginia, Exports Have Worst Month Since 2009 |
Friday, February 16, 2018
| Chinese Evasion May Be The Least Of The Hardwood Plywood Industry’s Problems |
| Panjiva Daily: GSP-Lite for Trump, Trudeau in India and CH Robinson Crushes Expeditors in Cali |
Thursday, February 15, 2018
| Apple Ponders Supplier Switch as Chinese Memory Chip Imports Hit a Record |
| HIT Shows The Way With Automation, Challenges are Labor and Capacity Need |
| Post-Carnival Brazilian Bean Party Could Get Rowdier if China Blocks America |
| Constellation and Heineken Benefit From Mexican Beer Boom, Face NAFTA Risks |
| Trudeau’s India Trade Trip May Slip On Peas and Other Tariffs |
| “Make in India” Preemption Drives Trade Deficit to 2013 High |
| COSCO and CH Robinson Crush MSC and Expeditors in Slower Cali Container Market |
| GSP-Lite May Be The Way Ahead for President Trump, Eventually |
Wednesday, February 14, 2018
| Dell Set To Buck a Dull American PC Market That Saw Falling Imports in January |
| Odfjell Not The Odd One Out As Tanker 4Q Disappointments, 2018 Hopes, Continue |
| Resurgent January for Containers Doesn’t Mean China’s Dog Will Leap |
| Consumers Lose as Soil Pipe Fitting Costs Rise Due To Import Case |
| Asian Geopolitics Drives Trump’s Curious Calm on Vietnamese Trade |
| Venezuela’s Pain is Britain’s Gain as U.S. Oil Purchases Start To Shift |
| Belt and Road Rail Surge Supported by Cars, One Third Growth Expected in 2018 |
| Food Fight May Spread to Corn and Rice as Well As Beans and Sorghum |
Tuesday, February 13, 2018
| No More Soft Toys, But Plenty of Chocolate for Valentine’s and Easter |
| Singapore Slips On Oil, Gets Carried Away By Containers |
| LOOP Set To Turn Oil Flows Around As Energy Independence Beckons |
| “Make In India” May Drive Ford and Fiat To Local Parts Production |
| South Korea Prods the Eagle Once More With Steel, Power WTO Case |
| NAFTA Watch: Hawks Gather In The Northern Forests |
| Land of Nod Wide Awake Even As Night Falls For Its Stores |
| CMA-CGM, COSCO and Maersk Show 3 Stages of Mergers’ Effect on Competition |
Monday, February 12, 2018
| Drug Import Costs Already Falling As Trump’s Advisors Call For Trade Policy Solution |
| MISC Continues Tanker Revenue Disappointments, Writedowns Indicate Slow Recovery |
| Hyundai MM Continues To Invest Even As Sales Drop, Profits Fall |
| Ribbon Case Not A Big Deal, But Tied Into Worsening China-U.S. Relations |
| The Steel Pipe That Might Break The Chinese Trade Camel’s Back |
| Brazilian Shipping Needs More Than Day-to-Day Competition to Be Competitive |
| K+N Steps Back as Kerry and Orient Express Grab Booming U.S. Market |
Sunday, February 11, 2018
| 10 Billion Yuan Deal Helps Guangxi Exports, Pacific International’s Shipping Growth |
| Cheniere Signs Petrochina Ahead Of China-U.S. Trade Battle |
| Scotch Whisky Pours Into China, But Irish and Mexican Competitors Loom in America |
| Improving CEVA’s IPO Beckons, But Deal With a Competitor Possible Too |
| South Africa’s Shipping Surge Still Has Few Liner Choices |
Friday, February 09, 2018
| Remington Set To Unload Finance While Weapons Imports, Checks Decline |
| Panama’s Transit Drop, Smaller Diversion Effect Marks Slow Start to 2018 |
Thursday, February 08, 2018
| Is THE-Plus The Answer To Tackle Maersk in Brazil? |
| Hasbro Has Less Force After Importing Too Much Too Soon |
| NAFTA Watch: Mexico Concedes Need For Auto ROO Change, Industry Not Yet Worried |
| China Fruit Boom Leaves Out Europe But Tastes, Not Logistics, May Be To Blame |
| EU Duties Drill Into Chinese CORE Steel Exports |
| Malaysia May Get a Hand from Indonesian Palm Oil Rules |
| Washers Finish Cycle, Solar Panels Fade in January as Trump’s Tariffs Bite |
| Maersk Mostly Avoids Competition Trap, Container-Line Discipline Still Needed |
| East Coast Ports’ Flying Start in 2018 Faces Automation Risk Later in Year |
Wednesday, February 07, 2018
| Apple’s X Effect Suggests Strong Start to 2018 Smartphone Shipments |
| Virginia Starts Capacity Lift, ONE and COSCO May Challenge Hapag for Supremacy |
| American Imports Start 2018 With an 8% Bang, Tariff Barrage Yet To Be Seen |
| China Import Surge Can’t Stop Surplus With U.S. Hitting Another Battle-Baiting Record |
| Tesla May Follow Toyota in Going Straight to The Source for Lithium |
| Late Call For Phones May Just Be Pre-Tariff Dash In India |
| Soybean Entree May Follow Sorghum Starter as China Ponders Food Trade Fight |
| DSV Delivers, XPO Gives to Get But Consolidation Is The Question |
Tuesday, February 06, 2018
| Canada’s Record Imports Won’t Stop Another Round of NAFTA Stats Arguments |
| NAFTA Watch: Trudeau Should Visit Tennessee Not Cali on Campaign Tour |
| Make in India Blowback May Be Televised as Sony, Samsung Cut Back Panel Imports |
| China Kicks Out Indian Pesticide Precursor, Which Heads to America Instead |
| China Joins South Korea and Taiwan in Washer, Solar Complaint as Imports Fall |
| House Heparin Supply Chain Worries Confirmed by U.S. Import Drop, China Export Surge |
| Solar Glass Case Fits “Make In India”, Should Be Aimed At China, Not Malaysia |
| Housekeeping HamSu Cuts Jacksonville Service as Venezuela Wanes |
| Record Deficit Gives President Trump Reason to Act, Against China |
Monday, February 05, 2018
| Nehru’s New Terminal May Be Undermined by Modi’s New Tariffs |
| Acer Spin-offs Expose Tough PC and Display Business, China Tariff Risks |
| India Seeks To Crush Chickpea Imports, Australia Has Most to Lose |
| Longi Takes Shorter Route to Access Indian Solar Power Market |
| China Tightens North Korea Sanctions, $1.6 billion Surplus Financing A Question |
| Coke and Coors Could Pay for Post-Crash Trump Trade Action |
| PONY Trots to 2017 Record, COSCO Catching Hapag-Lloyd, Which Caught Maersk |
Sunday, February 04, 2018
| Nissan’s Growing Popularity in China Shown By Imports, Absorbed Locally |
| A Curious Comeback as Bon-Ton Reaches Chapter 11 |
| Tillerson Returns to Venezuela Oil Threats, Which May Prove Ineffective |
| Sorghum May Be Stuck With China-U.S. Trade Relations Pain |
| Baltimore Competition for MSC May Heat Up as New Cranes Arrive |
| NAFTA May Chew Through K+N’s Chattanooga Service Rationale |
| Rupert Shows Montreal That Even Grand Capacity Plans Can Be Rapidly Used Up |
Friday, February 02, 2018
| Honda Higher, Daimler Down as U.S. Imported Auto Sales Inch Ahead |
| Few Jobs On The Water as Truckers Trundle on and Couriers Accelerate |
Thursday, February 01, 2018
| 10 Most Read Panjiva Research Reports in January 2018 |
| Fast Start to Dumping Petitions in 2018 as New Cases Come Down the Pipe |
| Boxes Beat Bulkers as Oil Rally Drags Fuel Costs, But Not Tankers, Higher |
| BMW, Daimler May Need to Cut Prices as Chinese Independent Retailers Get Boost |
| Sinopec’s VLCC Shift As Chinese Fuel Exports Reach Record Levels |
| Taiwan Joins South Korea in WTO Complaint, Reasoning Not Clear |
| KORUS Busy, Going Nowhere as Korean Trade Surplus Hits 2011 Low |
| UPS Overcooks During the Holidays, Watch Out for Competition in 2018 |
| Unsynchronized Expectations Put Global Trade Growth At Risk |
Wednesday, January 31, 2018
| First Call for Last Orders in Global Trade Growth? |
| Prospects for Dog Year in Exports as Chinese Expectations Turn Negative |
| Coffee Trade Perks Up At Year End of 2017, Mexican Producers Face Risks in 2017 |
| EU Blocks Iron Imports as Chinese Suppliers Cast About for New Customers |
| Jaitley Seeks To Grow Indian Exports Beyond Iranian Rice, American Shrimps |
| Stolt Nielsen Cautious For Future, Doing OK For Now |
| Maersk’s Service Redesign Could Transform South American Trade, Market Share |
| Could Israel and Panama Fall Foul Of Trump’s “Fix Bad Trade Deals” Pledge? |
| British Beef, Cars and Ports May Provide Routes to Closer China Trade Ties |
Tuesday, January 30, 2018
| Maersk May Slim Its Port-folio Further, COSCO Shipping an Active Buyer |
| Nissan’s Tough End to 2017 Could Become a Difficult 2018 as NAFTA Rules Change |
| Boston Pays The Price for MSC’s Rapid Route Realignment |
| Aston Martin Seeks Add-Vantage in China |
| K-Line and NYK Provide Disappointing Start to Container-Line Earnings Season |
| More Energy, Cheaper Drugs and Better Deals Factor In Trump’s State of Trade |
| Finding Trump’s Next Appliance Targets – Fridges, Stoves and Vacuum Cleaners |
| CH Robinson Bests Nippon Express For Revenues, Both Deliver on Margins |
Monday, January 29, 2018
| Life Support for Medical Devices Brings “Make in India” To $18 Billion |
| MSC Overhauls Hapag-Lloyd as Houston Heads Higher |
| Waste Industry’s $22 Billion Problem as China Restricts Scrap Imports |
| Another Chinese Cast Iron Case in The Pipeline |
| Proof of Optimism Needed as ONE Kicks Off Liners’ 4Q Reports |
| President Trump’s State of the Union in Trade Is… |
| NAFTA Watch: Die Another Day After Appointment Made, Auto Compromise Missed |
Sunday, January 28, 2018
| Chinese Scrap Limits Hurt Cardenas, Take Gloss Off Mexican Ports’ Stellar 2017 |
| NAFTA Watch: R&D Weighting and Not Waiting for Elections Could Save NAFTA |
| French Trade Sentiment Hits Pre-Crisis High as Brexit Talks Progress |
| CMA-CGM Buys Brazilian Ports, Has to Tackle Maersk and MSC’s Carrier Share |
Friday, January 26, 2018
| $71 Billion Reasons for President Trump To Accelerate Tariff Implementation |
| Unmoored Mines Could Accelerate Panama and Rail Shift Risk For Suez Canal |
| Record Mexican Energy Imports May Not Defuse NAFTA Tensions |
| Boeing Beaten By Bombardier, But May Get Salve of Canadian F/18 Order |
Thursday, January 25, 2018
| New Record for Global Trade as Annualized Growth Hits Six Year High |
| Sunpower Hopes to Torch Trump’s Tariffs |
| America Takes Made-in-Russia to the WTO, Beans and Drills Could Benefit |
| West Ain’t Best as COSCO Comes to Dominate Pacific Coast Shipping |
| CIT CORE Ruling Shows It Ain’t Over Even When It’s Over |
| Turning Tankers Hoped For as Euronav Delivers Positive Surprise |
| Make-in-India Tariffs Could Spoil Modi’s ASEAN Charm Offensive |
Wednesday, January 24, 2018
| Destabilized Stabilization Agreement Toppled, Opens Door for Competition and Deals |
| Cali’s 19 Million TEU Year Led by Ever-Expanding COSCO Shipping |
| Gas-OPEC of Little Interest for U.S. Gas Exports, Chinese Politics a Growing Risk |
| Höegh Has Heightened Ambitions For Car Carriage, West Coast Calls Needed |
| UPS, Maersk and Chinese Toy Suppliers Most Exposed to Toys’R’Us Restructuring |
| Bombardier Tariff Offtake Will Need Dispute Panel Solution as Politics Loom |
| Japan’s CPTPP Gains Could Lose to Mexico’s NAFTA Pains |
Tuesday, January 23, 2018
| Shipbuilders Reach $75 Billion in 2017, South Korea Leads by May Falter in 2018 |
| Rail Could Be The Way for North American Supply Chains as Trucking Worries Weigh |
| Teekay Calls For Cash, Profit Recovery Conditions Yet To Be Seen |
| Washer Wars! Korea Seeks $711 Million in WTO Remedies And Ponders 201 Complaint |
| Australian Wines Pour Into China, Facing Competition from France |
| Bacardi Tops Up With Tequila as Patron Catches Up with Cuervo |
| Modi Ready to Power Up Protectionism, Utilities May Pay the Price |
Monday, January 22, 2018
| Philly Could Be Running Near Empty as Oil Imports Slowed Before Chapter 11 Filing |
| Trudeau’s Primary Trade Focus In India – Be Less Primary Goods Focussed |
| Savannah Beat Charleston in 2017 As Hapag-Lloyd and MSC Lead Volumes |
| 201 Down, 6 To Go as President Trump Takes His First 2018 Trade Actions |
| Hospitals Build Their Own Supply Chains Even As Most Drug Costs Fall |
| Iraq’s Drought Pain Provides New Market Opportunity for American Grain |
| Panjiva Discussions: Global Trade Policy Outlook for 2018 |
Sunday, January 21, 2018
| No Easy Options for President Trump in Executing The Aluminum 232 Case |
| CPTPP Focus on Canada Misses NAFTA Conflict, Mexican Needs |
| New Orleans New Terminal Will Need Renewed Growth, 2M Cooperation |
| Stampede Started, Drive Needed as Japan-U.S. Trade Talks Continue |
| Nintendo Relies on Cardboard To Renew Switch Growth as Xbox Expansion Returns |
| NAFTA Watch: Autos Matter Most for Success, Automakers Don’t Appear Worried Yet |
| 5 Policy Controversies Flowing Into One Pipeline Investigation |
Friday, January 19, 2018
| Seattle’s Grungy Year Ends With a Small Export Expansion |
Thursday, January 18, 2018
| SM Line Needs New Friends for Trans-Pacific Aspirations |
| Star Wars Sales Lose Force, Solo Will Require Two Freighter Runs |
| Trump at 1: 26 Trade Actions But The Deficit Keeps Rising |
| JB Hunt Starts Freight 4Q With Margin Disappointment, Competition Worries Remain |
| One China Compliance Complicates Taiwan’s Food Export Growth |
| CMA-CGM, COSCO Win the Battle for Charleston as 2M Loses Ground |
| TV Tariffs May Be Leverage for U.S. To Bring Vietnam to the Negotiating Table |
Wednesday, January 17, 2018
| South Africa Clears ONE, Big Pink Now Has Rationalization Work To Do |
| Hapag-Lloyd’s 2018 “Started Well”, Discipline on Pricing and Cost Cutting Needed |
| NAFTA Watch: Railroads Warn Termination Could “Haunt Trump Politically” |
| Alcoa’s Supply Optimism Doesn’t Preclude Protectionism In 2018 |
| Lucky 13 For Russia’s Commodity Boom That Faces Steel Tariff Roulette |
| King Coal’s Reign Returning as Export Orders Start To Flow |
| The Opportunity For President Trump To Go Nuclear on Trade |
Tuesday, January 16, 2018
| AT&T Faces No Huawei Option for Phone Equipment as China Falls Out Of Favor |
| Toyota Goes Mining to Beat Chinese Auto Competitors to New Lithium Sources |
| Trump’s “Not Sustainable” Call to Xi Could Lead to Action on Metals, Plastics |
| Venezuela Starves Even As Oil Exports Are Worth Over 35x Food Imports |
| Americans Can Pig Out On Mexican Pork as USDA Lifts Import Restriction |
| American Farmers Worry About Russian Wheat – Mexican Buyers Are The Bigger Risk |
| Gothenburg’s Slump Raises a Red Flag for Port-o-Mation Strategies |
Monday, January 15, 2018
| Oil Record Will Only Become An Export Record With Trade Policy Patience |
| Lego Set for Growth With Tencent as Imports Build To A Record |
| India’s Trade Oil Fuelled Export Growth Offsets Sickly Pharma Performance |
Sunday, January 14, 2018
| America Wants Relaxed Japanese Rules to Continue Beef’s Export Stampede |
| Container Rates Start 2018 With A Bang, 8% Fizzle Will Be Later This Year |
| Evergreen Goes Large(r), May Need to Scrap To Maintain Profitability |
| COSCO Shows China Port Activity Remains Robust, Rail The Next Challenge |
| Steel Sanctions Could Complicate KORUS Conversations |
Friday, January 12, 2018
| Ikea May Need to Assemble A Different Supply Chain If Trump Acts on China Tariffs |
| Unsurprising Aluminum Decision Is Already Drawing In Higher Sheet Imports |
Thursday, January 11, 2018
| Supply Chain Skill Matters More Than Detroit Show Flash for Electric Vehicle Success |
| South African Box Handling Rises 6% in 2017, CFTA Could Bring More in 2018 |
| Korea Shipping Resolution Needed As Hyundai MM – SM Line Relations In Doubt |
| China’s Trade Boom Slows, But Export Growth May Still Draw American Protectionism |
| Trump Won’t Take It To the Wire On Steel Action, But Could Take It To Steel Wire |
| NAFTA Watch: Red Lines and Red Herrings as Trump Leaves Door to Delay Open |
| Hapag-Lloyd Leads Virginia’s New Handling Record in 2017 |
| Steamships Need Tie-ups as MSC, Maersk Lose Share to CMA-CGM, Hapag-Lloyd |
Wednesday, January 10, 2018
| Global Freight Surges Ahead in November as Tailwinds Help Sea and Air Carriers |
| Cemex Helps Tampico Upturn as Steel Weighs on Altamira and Cardenas |
| Macron’s China Trip Provides Points of Principle, Few Deals for Airbus or Areva |
| NAFTA Watch: Magna International, Already Struggling, Faces a “Lose-Lose-Lose” |
| Panama Canal Outpaced Suez in 2017, More to Come in 2018 as Rail Threat Looms |
| NAFTA Watch: Did Canada Just Blow Up NAFTA With a Self-Defeating Technicality? |
| Forwarder Consolidation Still Needed After Record 2017 Volumes |
| American Imports Set To Finish 2017 With Another Increase as Prices Rise |
Tuesday, January 09, 2018
| Mexican Trucks’ Wonder Year Faces NAFTA Niggles in 2018 |
| CES 2018: Lenovo Needs to Miix It Up As U.S. Imports Lag Dell, HP Inc |
| Toyota and Mazda Head to Alabama, Cutting NAFTA Risk and Imports (Eventually) |
| Groundwood Paper Grinds to a Halt as Commerce Decides on Small Part of Case |
| NAFTA Watch: Mexico Isn’t Going Soft on ROOs, Just Recognizing The Rise of EVs |
| Nippon Express Joins K+N and Hyundai MM on the China Rail Bandwagon |
| CES 2018: Kodak’s Blockchain Move a New Solution to an Old Problem |
| Houston Leads as U.S. Port Handling Delivers Record 27 Million TEUs in 2017 |
Monday, January 08, 2018
| Trump May Call for Whole-of-Government Push As Military Jet Exports Hit 2012 Low |
| “Ship Later” Strategies At Work as Seaborne Imports Rise 4% in 2017 |
| CES 2018: TV Supply Chain Stretched by Larger, Later Sets |
| CES 2018: Samsung Diversifies as Chip Shipments Surge |
| CES 2018: Huawei Needs a Different Way Into The U.S. as AT&T Balks |
| Colombia Aims to Retain a Peace Dividend Flattered by Weak Oil and Coffee Competitors |
| Flanges Fly as Case is Delayed Ahead of Trump Action on Steel |
| GoPro Gone as Discounts Needed, Supply Chain Data Showed Early Woes |
| Coffee Industry’s Dark Time May Be About to Perk Up |
| Hyundai, Samsung Limit U.S. Room for Maneuver in KORUS Update Talks |
Sunday, January 07, 2018
| NAFTA Watch: Could Canada Be Better Off Out Than In? |
| 70 Month Deficit Record Raises Questions for Trump: If Not Now Then When? If Not China Then Who? |
| Macron’s China Wins Could Include Deals for Airbus, Peugeot and Railfreight |
| Tighter Sanctions Not Yet Biting Into China’s $1.5 billion Surplus With North Korea |
| 2018 Outlook: The View from Panjiva’s CEO |
| 2018 Outlook: 8 Issues to Watch in Global Supply Chains |
| K+N Looks East, Would Compete with Panalpina and DSV For Deals |
Friday, January 05, 2018
| Ports The New Home of Jobs Growth as Trucking, Couriers Slow |
| 2018 Outlook: 5 Black Swan Risks for Global Supply Chains |
Thursday, January 04, 2018
| Seeds of Trump’s Tax Reform to Bear Fruit of Rising Deficit as Import Sentiment Soars |
| Indian Sugar Tariffs Bring Sour Taste to RCEP, BTIA Talks |
| Record Month for Chinese Phones and Servers Faces Spectre, Meltdown Risk |
| 10% Jump in American Car Sales in South Korea Unlikely to Relieve KORUS Pressure |
| Lack of Fear Factor, Import Data Suggest U.S. Gun Sales May Continue to Drop in 2018 |
| KORUS Today, Pain Tomorrow as Korean Trade Surplus Remains High Despite Falling |
| CES 2018: TV and Smart Speaker Exports Surge as Connected Home Languishes |
| 2018 Outlook: Disruption Matters From Blockchain to Port-o-Mation and Cybersecurity |
Wednesday, January 03, 2018
| India May Join America in Restricting Solar To Help Domestic Industry |
| Hyundai Hurries as U.S. Auto Sales Slow Ahead of KORUS Talks |
| Trade Boom Set To Continue As Chinese Sentiment Reaches Highest Since 2012 |
| Trump May Renew GSP, India Could Miss Out |
| Space Supply Chain Isn’t Just Rocket Science For Orbital ATK and SpaceX |
| 2018 Outlook: Discipline and Mergers Needed to Ensure Shipping Profits Recover |
| American LNG Opportunity in India Wanes as GAIL Pulls Vessel Plans |
Tuesday, January 02, 2018
| RCEP May Be a Better Target Than TPP For Post-Brexit Britain |
| Chinese Chemicals Producers Unlikely to Dye Because of India Trade Case |
| Trump’s Pakistan Actions May Eventually Impact Adidas and Walmart |
| Cold Snap Increases Attraction of U.S. to International Oil, Domestic LNG Suppliers |
| Container-Lines Had A Tough 4Q After Rates End Down For The Year |
| 2018 Outlook: Watch Out for More Consolidation in Logistics |
| 2018 Outlook: Three Marine Modal Battles to Watch |
Monday, January 01, 2018
| 2018 Outlook: President Trump’s Seven Options For Action |
Friday, December 29, 2017
| 2018 Outlook: NAFTA – January or Bust |
| Unfestive Ribbon Case Wraps Up 2017 Surge in Trade Petition |
| Groundwood Case Grinds to a Halt, Avoiding NAFTA Nastiness |
| Butanol Case is Business as Normal Rather Than A Trade War Signal |
| 2018 Outlook: The Alphabet of Global Trade Deals |
Thursday, December 28, 2017
| 2017 Review: Industrial Supply Chains in 12 Most Read Research Reports |
Wednesday, December 27, 2017
| 2017 Review: What We Got Wrong, And Why |
| 2017 Review: Logistics in 12 Most Read Research Reports |
Tuesday, December 26, 2017
| 2017 Review: U.S. Trade Politics in 12 Most Read Research Reports |
Thursday, December 21, 2017
| Trade Action Stations Ahead as Ports Data Indicates 14th Deficit Rise on Horizon |
| 2017 Could Be The Brightest Year Since 2011 For Trade, 2018 Looking Cloudier |
| 2018: The Year of Good Intentions as Yoga Outpaces Running |
| Optimistic End to Sweden’s Logistics Year After Strike and Vodka Hangover |
| UN Sanctions Need to Address the $1.4 billion North Korea Trade Finance Question |
| Americans Raising More Glasses These Holidays, Tequila The Winner |
| Tighter Bean Rules May Be China’s New Year Message For Trump |
Wednesday, December 20, 2017
| Trump’s Critical Mineral Order May Need “Hard Buy” As Well As Domestic Mining |
| Kazakh Customs Fix Needed To Unleash China Rail Trade Potential |
| Bombardier Jet Case Continues On Its Path, Plenty More Flying Time To Come |
| Tough Times for Tankers Push Euronav And Gener8 Together |
| Thailand’s Trade Tear Hits 16th Month, Regulatory Risks Ahead |
| Bon-Ton’s Financial Fail Follows Sudden Surge in Imports |
| Nintendo Sets a Higher Score, May Not Have Cleared the Final Level |
| Spotting The Sweet Opportunities to Drive Sales From China’s Tariff Cut Commitment |
Tuesday, December 19, 2017
| Greenyard’s Dole Bid Isn’t Bananas But May Be About Diversification, Not Growth |
| Houston’s Humming, Tougher Trump Could Change the Tune |
| Hyundai MM Goes Large(r), May Need Closer Alliance Deals as Well as Vessels |
| SeaTac Proves Far From Sound After Further Loss of Share to Canada |
| Ocean Alliance Adds Bigger Boats to Deal With Success, Further Development Needed |
| Phones Looking Less Smart After Trade Slumps, Apple Phases iPhone |
Monday, December 18, 2017
| Worst Month In A Decade For Shipbuilders Doesn’t Mean Bad Times Ahead |
| Japan’s Ending The Year With A Bang, More Noise To Follow |
| Maersk Hangs Back in Brazilian Boom Month As MSC Grabs Share |
| 85 Miles and 37% Apart, Charleston Beats Savannah for New China Traffic |
| Trump Already Has Global Trade Tactics To Go With His National Security Strategy |
| Has Lego wrapped up The Holidays from Mexico? |
| India Prepares to Expand in Solar, Import Duties Are Possible |
Sunday, December 17, 2017
| COSCO Shanghai and Hong Kong Show Limits of Asia’s Trade Bounty |
| NAFTA Watch: Round 5.5 Wrapped Up in ROOs |
| THE Alliance Inches Ahead in First Year, Adds New Routes for Second |
| KORUS Conversations Ready To Start, Autos The Only Word That Matters |
| Container Rates Pass Negative Benchmark as Transpacific Routes Prove Far From Stable |
| First Shot in 2018’s Trade War? China Cuts Metal Export Tariffs Before U.S. 232 Decision |
Friday, December 15, 2017
| Tax Weight Lifting from Indian Exports, Apparel Still Struggling |
Thursday, December 14, 2017
| Could Croatia Pay The Price For Netanyahu’s Teva Request? |
| An Unwelcome Trade Gift Awaits Trump as Import Inflation Indicates Deficit Gain |
| India Brings Old Fashioned Protectionism To Encourage New Technology Manufacturing |
| Deal Needed, But Unlikely Soon, To Keep Britain Great in China |
| China-South Korea Deal Could Help THAAD-Hit Malaysian Cocoa Farmers |
| Chinese Shipbuilding Off The Bottom, Tough 2018 Ahead |
| Hapag-Lloyd May Need California Edge To Beat MSC in Mexican Market |
| Last Chance for Last Jedi Missed As Merchandise Imports Slump |
Wednesday, December 13, 2017
| Surging Activity Doesn’t Mean Cali’s Healthy as Fires Rage |
| Singapore Soars While Becoming More Reliant on Pacific Basin Routes |
| Hyundai MM Finds Rail the Best Way to Europe, Tackling K+N and Ceva |
| NAFTA Watch: State Governors Step Up, Michigan Has Much to Lose |
| WTO Watch: The Unintended Consequences of a Missed Opportunity |
| Maersk Leaves Ineffective TSA, Future May Be Limited Anyway |
| India The New Prize for American LNG as Cheniere’s Corpus Christi Awaited |
Tuesday, December 12, 2017
| Will Ross Preempt KORUS With A Self-Initiated Autos Investigation? |
| WTO Watch: EU and Japan Hand Trump a Stick to Beat China With |
| Shanghai Handling Record Leads Chinese Container Surge, Though Rate Is Slowing |
| WTO Watch: India vs. America Matches Food Security vs. Trade Policy |
| Yang Ming’s Express Service Seeks to Build Share in $22 Billion Lane |
| Panjiva Discussions: NAFTA – Deal, or No Deal? Webinar and Q&A |
| Trump’s Energy Independence Hope Grows Closer as American Oil Exports Triple |
Monday, December 11, 2017
| Boks’ Box Boom Over, MSC and Maersk Most Exposed |
| EU Excise Worries May Make Trade Aspect of Tax Reform More Attractive to Trump |
| Charming Charlie’s Troubles Visible Since February in Supply Data |
| Oakland Felled as Port as Export Handling Drops 10% |
| Autonomous Port May Not Alleviate Shanghai’s Congestion Woes |
| Apple Needs A Little Help From Its Frenemies To Secure Indian Parts Duty Deferral |
| Maersk Lags in U.S. Share, Joins COSCO and ONE In Facing Post-Deal Challenge |
Sunday, December 10, 2017
| Stevedores’ Payrolls Return to Growth While Warehouses Beat Bikes |
| Expeditors’ Cuts Volumes as Tax-Reform Driven Competition Looms |
| Maersk’s Pressure Pockets, Positive Fundamentals Come As Container-Rates Droop |
| Lackluster Exports Nearly Break Virginia’s 9 Month Growth Run |
| Evergreen May Shoot Ahead as Taiwan’s Trade Activity Surges |
| Panama Continues Battle with Suez as Southeast U.S. Diversions Rise |
Friday, December 08, 2017
| Toy Supply Chains Face Failing Toys’R’Us, Mattel-Hasbro Deal and Lackluster Imports |
Thursday, December 07, 2017
| Ford Shifts Supply Chain Once More as Mexican Exports Lag General Motors |
| Brexit Steps Ahead, EU Internal Position on New Trade Deal The Big Hurdle Now |
| China’s Trade Surge Brings Surplus vs. America to Record-Breaking $274 billion |
| Softwood Spat Done in U.S., But Not Over as Rot Starts To Set Into Exports |
| Long Beach Goes Further For Longer as U.S. Port Handling Surges 8% Higher |
| WTO Watch: WTO Doesn’t Need To Make Global Trade Great Again, It Already Is |
Wednesday, December 06, 2017
| Nova Scotia Fishes For $2.1 billion China Opportunity |
| Steel Cheating Decision Made After Switch Visible For 26 Months |
| South Korea Goes Into Bat For Hanwha Q-Cells As Solar Tariffs Loom |
| Thailand Undermines RCEP Before It Even Begins, Nissan May Pay The Price |
| The Great U.S-Canada Dogfight Takes Another Barrel Roll |
| NAFTA Watch: The State of Play and The Future of Negotiations in 11 Charts |
| Apparel Unfolding, Protectionist Absence Drive 6% Seaborne Import Growth |
Tuesday, December 05, 2017
| NAFTA Watch: Canada’s Trade Recovery Belies Autos Slump, Hawkish Response Likely |
| Toyota Toys With U.S. Market As Auto Sales Outlook Dims |
| SQM Ponders Lithium Projects as American Battery Buyers Lose Out |
| NAFTA Watch: Mexico’s “50-50” View Reflects Hawkish-Yet-Optimistic Stance |
| Samsung Heavy’s New Capital May Be Good For No-One In Shipping |
| Xiaomi IPO Could Support Indian Strategy Shown By Its 195% Export Growth |
| Deficit Surge Raises Need For Urgency In Trump Trade Policy Action |
Monday, December 04, 2017
| Tankers Tank Once More as Rates Defy OPEC-Inspired Oil Surge |
| Hapag-Lloyd and K+N’s CO2 Commitment May Mean Hard Capacity Choices |
| NAFTA Watch: Red Lines or Blood Trails? Canada’s Sticking Points |
| Xi-Trudeau Failure May Be a Matter of FTA Philosophy, Not Negotiation |
| CAT Looks To Extend 120% Overseas Auto Battery Sales Growth With New Factory |
| 10 Most Read Panjiva Research Reports in November 2017 |
| Holiday Cheers, Not Sneers, as Supply Chain Efficiency Means Decorations Arrive Late |
Sunday, December 03, 2017
| Samsung Displays Vietnamese Growth Potential |
| Descending Airfreight Lags Box-Shipping’s Growth For a Second Month |
| South Korean Trade Growth Returns, KORUS Talks Not Back Yet |
| Global Trade Growth Looks Secure Even as U.S. Managers Become Less Positive |
| Small Sodium Case May Be Last of Year, or First of a New Rush |
| Dark End to The Year In Prospect for Container-Lines |
| Less Hard Luck for Hardwood as ITC Doesn’t Back-Date Duties |
Thursday, November 30, 2017
| Container Freight in Rude Health as Global Port Growth Hits 18th Straight Increase |
| Houston Goes Large With One Fifth Jump in Container Handling |
| Small Sentiment Gain Suggests Chinese Export Boom Not, Quite, Over Yet |
| Hapag’s Target More Ambitious Than Maersk’s as Transformative Deals Progress |
| Fewer Shots in the Americano as Global Coffee Trade Dries Up |
| Trudeau Should Get Away From The Basics With China |
| Mexican Powers Up as Electricity Trade Reaches a Balance |
Wednesday, November 29, 2017
| Tool Chests’ Open and Shut Case Not Quite Closed |
| Busan Export Drop Leads Korean Port Activity to Lowest Growth Since February |
| Battery Battering Risk for Tesla as Potash Considers SQM Options |
| Curve in The Road, Or Crash Ahead for Japan’s Auto Exporters? |
| Gulf Surge, Puerto Rican Recovery Drive Mexican Container Handling To New High |
| USTR Looks Before Trump Leaps on Solar, Washer Tariff Action Opportunity |
Tuesday, November 28, 2017
| Unlucky 13th Rise in American Deficit Shows Need for Policy Action |
| Yang Ming Offering Brings Maritime Sector 2017 Capital Raise to $7.1 billion |
| The Curious Case of the Aluminum Sheet Exports from China |
| Peugeot Steps on the Chinese Gas to Meet European Engine Needs |
| Confidence in Steel Inaction Leads German Trade Outlook to Six Year High |
| ABB and Kawasaki Join Forces as Robot Army Grows |
| G20 Steel Resolve Unlikely to Prevent Trump Tariff Action |
Monday, November 27, 2017
| Mexican Export Record Great for the Economy, Bad for NAFTA Negotiations |
| NAFTA Watch: Barra and Marchionne’s ROO Concerns Likely Fell on Deaf Ears |
| American Builders Knock On Wood For Canadian Government’s Dispute |
| American Ports Have a Ball After 8th Handling Hike |
| Maersk Waved Through By South Korea, Brazil Exclusion a Surprise |
| San Miguel Seeks Beer Sales in America, China Looks Frothier |
Sunday, November 26, 2017
| NAFTA Watch: Trade Rules Help Enshrine Mexican Energy Reform, Boost Investment |
| ZIM and CMA-CGM Help Liners’ Profitability Growth Beat Forwarders and Tankers |
| Global Trade Sets 4th New Record, Fastest Annual Growth in 6 Years Ahead |
| Polluting Petcoke Put to One Side in India, Helping Natural Gas |
| 187 Ways to Grow $35 Billion of China-Bound Exports |
Wednesday, November 22, 2017
| Indian Exports of Peas Have a Chance, For a While |
| Thailand Avoids China’s Fate, Could Still Get Washed Up |
| Peak Pig Passed as China Constructs Bigger Farms to Offset Imports |
| It’s Up TEU for New York, But Not Because of China |
Tuesday, November 21, 2017
| India May Apply Onion Duties Now To Avoid Tears Later |
| 40% Rise in Trade Petitions Will Help Manufacturers, Could Hurt Buyers |
| Navios, Frontline on Back Foot as Tanker / Bulker Profits Slide |
| NAFTA Watch: More Energy Will Help After Round 5 Sagged |
| $2.9 Billion Opportunity if Tax Cut Whets Chinese Appetite for Dried Grains |
| Trump Trade Strategy Embodied in a $90 Washing Machine Tariff |
| Patriotic Poland Helps American Weapons Exports Shoot the Lights Out |
Monday, November 20, 2017
| Japan’s Trade Surge Won’t Help The Chemistry of Aso-Pence Talks |
| Shipyards’ Renaissance Extends As Annual Deliveries Reach $78 Billion |
| NAFTA Watch: Auto Questions and Data Mean Nothing to Philosophy |
| Business Booming, as Usual, as Charleston Prepares for Further Growth |
| Black Friday – The Day to Buy Dumped Washers, Leftover Laptops |
| SeaTac’s Not-So Lucky Seven Sees Shipments Slide |
Sunday, November 19, 2017
| Government Crackdown May Offset Rapid Growth at China’s Ports |
| Global Surge, Shanghai Surprise As Container-Rates Head Up and Down |
| Agricultural KORUS Controversy Could Kick Start of Talks Into 2018 |
| A Year of Growth for Canada’s Ports as Rupert and Vancouver Beat SeaTac |
| Maersk Takes Preemptive Action in Brazil, Hapag-Lloyd Steps Up |
| Trudeau Follows Trump in Search of China FTA |
| NAFTA Watch: 41 Changes Don’t Change Trade Trumpenomics |
Friday, November 17, 2017
| Cardinal Makes a Virtue Of Exiting The Fast Growing Chinese Pharma Market |
Thursday, November 16, 2017
| 12th Trade Deficit Rise in the Balance as Prices Inflate, Ports Slow |
| Resin Still In a Sticky Situation After Imports Only Fall a Little on ITC Case |
| India to Weighs Exports of Iron Ore Or Tax Income in Duty Decision |
| Trump’s Unsung Asia Success – A Deal with Duterte |
| Cold Truth of Ross Steel Doctrine Confirmed by Mechanical Tube Decision |
| $600 Million At Stake in EU-China MES Spat |
| High Score Potential for Videogames Thanks to Nintendo Switch Surge |
Wednesday, November 15, 2017
| Tax Reform May Help Hard Spirits Drinkers, and Mexican Tequila Makers |
| Brexit Far From the Only Game in Town for the EU as EPA, BTIA Progress |
| Steel Users May Lose After Ross’s Warnings, Global Excess Action |
| Downhill Trend For Winter Sports Gear Imports |
| Panjiva Discussions – China Trade Opportunities Webinar and Q&A |
| India Exports Interrupted By GST Refunds, Pharma Price Competition |
Tuesday, November 14, 2017
| China’s Trade Policy – Managing Both Sides of the Pacific |
| Building Supply Cases Validate Chinese Worries, But Not The End of The World |
| China Trade Considerations – The View from Shanghai |
| NAFTA Watch: Round 5, The Trouble With Trade Tribbles |
| California Party Over as LA Exports Drag |
| Hapag-Lloyd Takes the Profitability Crown After Absorbing UASC |
Monday, November 13, 2017
| Trump’s Trip in 5 Charts: Message Delivered, Contracts Signed but No Deals |
| China Makes the Most of a Bigger Playground as Toy Exports Hit Record |
| China’s 18x Pharma Sales Opportunity Comes Backed With Export Aspirations |
| Whatever Happened to Chinese Apparel Exports? (Spoiler: Vietnam) |
| Yang Ming May Invest Its Way to Higher Profitability, Strategic Issues Remain |
| Fingerlings Point to the Lead As Fisher-Price Zoom’s In At The Last Minute |
| Russia Crowds Out Saudi Oil from Chinese Market, U.S. Supplies Could Struggle |
| X Doesn’t Mark the Spot as Two-Stage iPhone Release Cuts Chinese Exports |
Sunday, November 12, 2017
| Singapore’s Shipping Surge Includes Crude Record, Little Panama Effect |
| NAFTA Watch: CPTPP OK ex NAFTA ROO SNAFU |
| APEC Action Needed to Match Trump-Compliant Words After Vietnam Follows China |
| The $4 Trillion Chinese Trade Opportunity in 5 Charts |
| MSC’s Volumes Fly as Maersk Focuses on Profits |
| Hasbro Toys with Mattel as Rising Purchases Fail To Turn Into Sales |
Thursday, November 09, 2017
| Savannah’s Sudden Surge Sees China Volumes Crowd Out Europe’s |
| Panama and Suez Handle a Flood of New Traffic, Neopanamax Transits Hit a Record |
| UPS Takes Share from Expeditors as Deutsches Duke It Out, But At What Cost? |
| MSC Grounding Drags Boks’ Box Handling to Year Low |
| America vs. Asian Acronyms as Trump Preaches Bilaterals, Xi Aims for Multis |
| Yang Ming’s Recovery Continues Apace as Hyundai MM Stuck in Doldrums |
| Norfolk Nets New Record as Chinese Volumes Surge |
Wednesday, November 08, 2017
| New Record for China-U.S. Trade Surplus Looms Over Xi-Trump Meeting |
| Expeditors Leads the Forwarders Forward With Disciplined Ocean Freight |
| Ukrainians Hang Tough as India Doubles Wheat Tariffs |
| Two Stories for Three Tankers as DS Norden and Teekay Miss, Odfjell Beats |
| Trump Gets $253 Billion, But No Reset in China Trade Relations From Xi |
| Bronze Performance from Golden Week in Taiwan |
| Jaxport Leads Nation’s Ports to Eighth Straight Handling Expansion |
Tuesday, November 07, 2017
| Boeing May Need to Prep Next Trade Case as FAA and CAAC Ink Agreement |
| New Record for Imports Likely As Protectionist Risks Fail To Arrive |
| No Fireworks, But Maybe More Missiles, From Trump’s Meeting with Moon |
| Maersk May Lose Its Profit Crown To Hapag After APMT Struggles |
Sunday, November 05, 2017
| So Far, So Little as Trump-Abe Meet in Japan |
| SCI Revenues Saved by Liners, Profits Cursed by Tankers |
| Trump’s China Trip Matters as U.S. IP Exports Hits Lowest Since 2010 |
Friday, November 03, 2017
| COSCO’s Deal Makes Cogent Sense, But Needs a Growth Boost |
| Canadian Exports a Car Crash, Will Loom Over November NAFTA Negotiations |
| Mahindra Heads to Detroit, Expanding a Tractor Supply Chain to Cars |
Thursday, November 02, 2017
| 10 Most Read Panjiva Research Reports in October 2017 |
| Coffee Turns Sour as Exports from Brazil, Vietnam Slump |
| Imported Truck Sale Surge Keeps on Rolling |
| Denier Fibers Down as Commerce Applies Duties, Manufacturers Head Elsewhere |
| Duty Dispute Casts Cloud Over Indian Solar Growth |
| MISC Leaves Tankers for Dust as LNG Delivers Cool Results |
| NAFTA Watch: Lumber Let-Down Looms Over Round Five |
Wednesday, November 01, 2017
| World Trade Growth in German Hands as American Managers Step Back |
| Mexican Gas Surge Starts as New Pipelines Awaited |
| Boxes Beat Jets For First Time in 13 Months as Global Trade Growth Continues |
| GoPro Imports Go Slow as Sales Outlook Disappoints |
| Steady Sailing for Seaspan as New CEO Prepares to Come Aboard |
| Trump’s Asia Trade Trip in 6 Charts – Watch Energy, Beans, Chips and the Deficit |
| India Dials Up Domestic Smartphones as Component Imports Surge |
| Trade Boom Quiets in South Korea Ahead of KORUS Talks, Trump Visit |
Tuesday, October 31, 2017
| Steel Makes the Difference As Altamira Leads Mexican Port Growth |
| Euronav Blows The Lights Out, But Times Remain Dark for Tankers |
| Putin Follows Panama As Latest Threat to Suez Canal Volumes |
| Evergreen Issuance Brings Marine Capital Raise to $7 Billion in 2017 |
| CH Robinson Beats the Street (Again), Still Has Far to Travel |
| Container Rates Pull Out of Nose-Dive, Bunker Costs The Next Challenge |
| Under Armour Under The Weather As Imports Zig When Sales Zag |
| Trump May Not Have The Answer He Wanted, But Will Beat Panels Anyway |
Monday, October 30, 2017
| COSCO Shipping Does Enough To Buy Boats, Finance Orient Overseas |
| Mattel Fills Its Own Toy Cupboard as Retailers Tighten Up |
| Clear Skies and Holidays, Not Concerns, May Explain Cooling China Optimism |
| NYK Kicks Off Forwarder Consolidation At Below-Sector Valuation |
| Two Tales For Three Shippers as K-Line Diverges from MOL and NYK |
| Tax Changes Needed for Indian Apparel Exports to Be Dressed for Success |
| Europe and a Bridge Matters as Much as Panama For New York |
| Nikon Cures Selfie-Evident Problem as Camera Exports Shuttered |
Sunday, October 29, 2017
| Korean Container Flows Show Alliance-Driven Consolidation of Routes |
| American Sales Slow Japanese Auto Exports as Subaru Recall Beckons |
| Modi and Trump’s Help Needed to Reboot India-U.S. Trade Policy Progress |
| Tax Reform The Enemy Of Steel as Commerce Grapples With Cases, Awaits 232 |
| Wonder Woman Vanquishes The Clowns, But Minions Still Rule This Halloween |
| China Will Seek to Foil U.S. Aluminum Case at the WTO |
Friday, October 27, 2017
| Happy German Engineers Predict Further European Export Growth |
Thursday, October 26, 2017
| Hurricanes and Earthquake Limit, But Don’t Defeat, Mexican Trade Growth |
| Deficit Jump 11 Follows Fastest American Capital Goods Import Growth in 5 Years |
| COSCO Follows Hapag and Hyundai MM, Stock Offer Could Exceed $1 billion |
| Orient Overseas Revenues Soar As Competition Remains Fierce |
| DSV’s Deal Desire May Be Thwarted By Panalpina’s Financial Flexibility |
| Container-lines’ Profit Outlook in 4 Charts |
| Five Years After Sandy Storms Remain a Disruptive Fact-of-Life For Ports |
Wednesday, October 25, 2017
| DP World Rides The Rising Tide of Global Trade Growth |
| Vive l’Optimisme! French Export Orders Hit February 2008 High |
| India Cracks Down On Stainless Steel After Earlier Duties Fail |
| Immediately Tangible Results for Trump in China May Preclude Chip Opportunity |
| DSV Beats K+N and Panalpina, Confidence-Driven Acquisitions Awaited |
| California’s Wildfires and Europe’s Harvest Could Make Wine a Rarer Commodity |
Tuesday, October 24, 2017
| Return to 2015 Exports Sees Shipyards Extend Recovery After Orders Resume |
| 13% Spread In Container Handling Hints At 11th Deficit Widening To Come |
| Charleston Bests Savannah as China Imports Hit New High |
| Prabhu and Ross Need to Deliver Modi and Trump’s Comprehensive Review |
| COSCO-Orient Leaps Antitrust Hurdle Despite China-U.S. Number 1 Position |
| NAFTA Watch: Trump May Have Cut “Terminate” In Favor of “New NAFTA” |
| PdVSA Debt Payments Matter to Venezuelan Food, and U.S. Gasoline |
| China Baby-Food Boom Bested by Milk and Butter as U.S. Exports Resume |
| Biodiesel Refiners Show Faith In A Deal That Doesn’t Yet Exist |
Monday, October 23, 2017
| Commerce Reapplies Tariffs After Dumpers Tarnish Stainless Market |
| Competition Between LNG Buyers Could Heat Up as Temperature Cools |
| Ecotec Exit Means Ford Will Lose Its Indian Export Crown |
| India Looks to West to LatAm, Apparel May Be The Growth Route |
| Global Trade Hits a New Record As Growth Streak Hits 19 Months |
| China Record Helps Savannah Hit 11th Straight Month of Growth |
| Bahri Shows Tanker Profits Heading Off Course to 2012 Lows |
| Hasbro Hasn’t Had a Good September, Holiday Hopes for Sales Sliced |
| Xi Gives COSCO Cover for Further Bids as Deals Reach $13 billion in 3Q |
| NAFTA’s Auto Outcome Could Leave Brunswick Expansion as Hero or Zero |
Sunday, October 22, 2017
| EC Accuses China of Trying to Get a Cheap Ride in E-Bikes |
| Tesla Tests the Mold With Shanghai Supply Chain Innovation |
| Tanker Profits May Hit Worst 3Q Since 2014 As Rates Drop, Bunker Rallies |
| Mexico Looks to Change the Gas Script After Pipes Smoke Boats |
| Resin Case Will Prove Stickier for Indian Than Chinese Suppliers |
Friday, October 20, 2017
| Rotterdam Likes Big Boats as Growth Accelerates for Eighth Straight Quarter |
Thursday, October 19, 2017
| Autos Fall Behind Japan’s Export Surge, Pharmaceuticals Look Healthy |
| Skechers Draws an Upward Line as Imports, Earnings Soar |
| USTR Cuts Oroza’s Illicit Timber Exports, Indirect Shipments Must Be Tracked |
| Seattle and Tacoma Go Their Own Way As Container Volumes Stagnate |
| CMA-CGM May Win, Ningbo-Zhoushan Lose as Shanghai Free Port Status Expands |
| Alcoa’s Improved Aluminum Outlook Doesn’t Cut Need for Trump’s Tariffs |
| Nissan’s Japanese Quality Woes Raise Mexican Output Opportunity |
Wednesday, October 18, 2017
| WTO BAHA Brouhaha Unlikely To Change Trump’s Purchasing Policy |
| Beantown’s Been Increasingly Bound to Chinese Imports |
| Chinese Flat Steel Not Flattened as India Implements Import Duties |
| Exporters Can’t Decide What to Do With Their PET as ITA Launches Case |
| Paper Delay Avoids NAFTA Controversy, Raises Import Risks |
| K+N’s Asia Rail Expansion Brings Unwelcome Competition for Ocean Carriers |
| Rooms-to-Go Import Record May Be Tabled If Trump Takes Tariff Option |
| Panalpina’s 11th Miss Shows Fierce Forwarder Competition |
Tuesday, October 17, 2017
| Inflating Inflation Could Precede a 12th Month of U.S. Import Growth |
| Japan-India Pact May Drive Significant LNG Trade Growth |
| A Bit More BTIA Will Help India’s Lackluster Export Growth to the EU |
| Shipping Capacity Worries Should Grow as China Vessel Orders Hit 16 Month High |
| Winter Sports Retailers Hit Slopes Earlier, But Lower |
| Hanwha’s Solar Surge the Unintended Result of American Safeguarding Case |
| Rupert and Vancouver Could Vanquish SeaTac as Canadian Handling Hits High |
| NAFTA Watch: A Useful Delay for the Wrong Reason |
Monday, October 16, 2017
| Panjiva Discussions – The Indian Trade Opportunity |
| NAFTA Watch: America Plays Chicken With Canada As Talks Wind Up |
| Potatoes Delivered, Small Cars Needed After Pence-Aso Talks |
| Trump Wins as Bombardier Pairs With Airbus in Alabama |
| Small is Better as COSCO Shipping Ports’ Growth Reaches 3 Year High |
| Oil Import Demand Grows, May Not Stop a Bad Quarter for Teekay and MISC |
| Houston Handling Hike from Hurricane Recovery, China Diversions |
| Strong Container Growth Belies Weak South African Export Economy |
Sunday, October 15, 2017
| Pence’s Beef With Aso May Be Beef, And Cars, And the Deficit |
| Hurricane Opportunities, NAFTA Risks Drive Mexican Auto Exports to New High |
| K+N’s Growth Comes At A Cost, Profits May Have Fallen Behind Peers |
| Rate Downturn Hits 11 Weeks, Is It January 2015 Again? |
| Long Beach Surges as SoCal Becomes Ever More China-Dependent |
| India Joins Asia’s Export Party With Oil Greasing the Wheels |
Thursday, October 12, 2017
| Hatchimals Surprise Isn’t a Surprise, But Toys’R’Us Is |
| Shenzhen Hits Record as Chinese Container Handling Has September Surge |
| Monster Capital Raise Good for Hyundai MM, Not For Container-Lines |
| Pharmas Harvest Lower Prices as Mexican Suppliers Grow Their Market Share |
| Xi Takes The Five Year View, Needs To Deal With Trump in Months |
| Oakland’s Athletic Performance Sees China Return, Empties Leave |
Wednesday, October 11, 2017
| One Year On From Hanjin U.S. Shipping Reaches New Consolidation Peak |
| Pacific Basin Fills Up With Higher Priced Contracts, Quietly Confident for Future |
| India Urges Import Vigilance As Chinese Fireworks Fizzle |
| NAFTA Watch: Ross Hawkish on ROOs, China and Consumers May Pay |
| Virginia’s Growth Relies on Europe as China Crawls, Exports Drop |
| New Record for Taiwan’s Exports Relies Less on China, Trump Risk Low |
| Risk of Global PC Glut as Dell Imports, Quanta Exports Surge |
Tuesday, October 10, 2017
| UPS Heads Up, Expeditors Loses NVOCC Share as Panalpina and DSV Debate Deals |
| Surging Energy Bolsters Russian Trade Against Sanctions, Steel a Risk |
| Koch Aims To Be The Real Thing in Mexican Fuel Trade |
| Ford’s Transit Case Has Lessons for Bombardier, But May Be Moot |
| CMA-CGM Credit Cloud Lifted, Supports Small Deal Strategy |
| 8 Beats 8, X and 2 as Smartphone Release Season Starts |
| Catalan Independence Raises Questions for A Fifth of Spain-U.S. Sea Trade |
Monday, October 09, 2017
| Weapons Orders Rocket on THAAD Deal, But Arms Exports Yet To Takeoff |
| No WTO Complaint Capitulation Likely As China Leaves Grain Quotas Unchanged |
| India Beats Back Chinese Steel Rod Exports |
| NAFTA Watch: Round 4, Time To Drive a Bargain |
| No Deal, or Just Brexit Technicalities? |
Sunday, October 08, 2017
| Stolt-Nielsen Strikes Downbeat Tone From Dark Quarter For Tanker Operators |
| Sponge Unsqueezed Has Lesson for Bombardier Case’s Long Landing |
| Record Year Ahead? U.S. Imports Boom as Protectionism Remains Bottled |
| Rapidly Recovered Hurricane Upheavals Means Port Growth Continues |
Friday, October 06, 2017
| Logistics Avoids Surprise Payrolls Decline, Sailors and Stevedores Do Best |
Thursday, October 05, 2017
| Olympic Absence Trims American Imports, But Chinese Deficit Hits New High |
| Brazil Runs Silicon Metal Gauntlet as Commerce Takes Postponed Step Forward |
| Foil Case Delay Won’t Hurt Reynolds, Already Costing American Wrappers |
| Forged Steel Appeal Forges Ahead After 232 Review Stalls |
| Panama’s Incentives Sap Suez’s Share of Traffic, Rekindles Diversions |
| Washer Result Requires Another Spin from Samsung, LG Strategies |
| Tchibo, Lavazza and Smucker Turn Backs on Brazil as Coffee Supplies Slide |
| Reasons for Canada to be NAFTA-ssertive As Export Sales Suddenly Slow |
Wednesday, October 04, 2017
| Global Box Handling’s Growth Stretch Hits 16th Month, Still Lags Airfreight |
| Australia Needs Deals Once The Energy Export Extravaganza Ends |
| India Adds Weight to Duties as Winter Wheat Awaited |
| Tasty American Garlic Market Draws in Chinese Exports Despite Duties |
| For KORUS, How “Amended” Is “Amended” Matters as Much as The Amending |
| COSCO Leads Brazil’s Bumper August, While Maersk Takes a Subtle Path |
| Declining American Weapons Imports May Turn After Las Vegas Atrocity |
Tuesday, October 03, 2017
| Iran Growth Opportunity For Chinese Exporters as Rail Services Expand |
| Silico Manganese Review Comes As South African Exports Surge |
| Hurricane Damage a Boon for Truck and Car Importers |
| Rapid Action Needed As Section 201 Review Leads to Washer Import Surge |
| “Crazy”, Deficit-First Narrative Needs to End for KORUS Talks to Succeed |
| Panalpina’s Deal Hunger Could Be Satisfied by Asian Partner |
| Mylan Shows Aurobindo The Way as Pharma Gets Left Behind in India’s Export Revival |
Monday, October 02, 2017
| Trump’s Surprising Thai Tone Suggests Big Deficits Aren’t a Cause for Conflict |
| Indian Gas Demand To Rise, America May Not Be Able to Assist |
| Lighthizer Puts Latin America on Warning, Panama The Likely Main Target |
| U.S. Complains About Canadian Wine Retailer |
| CMA-CGM Shows Bigger Isn’t Always Preferred When Making Acquisitions |
| 8 Global Trade Issues To Watch in 4Q 2017 |
| America Joins The World In Making Trade Great(er) Again |
| 10 Most Read Panjiva Research Reports in September 2017 |
Sunday, October 01, 2017
| Tankers and Bulkers Beat Boxes as September Rates Rally |
| September Bunker Surge Outpaces Shippers’ Slump |
| Plenty of Trade, Liners Can’t Get Paid |
| South Korea’s Surge Will Be Red Rag To Trump’s Bull |
| Slowdown Interrupted – China’s Export Hopes Reach Six Year High |
| Steel Flange Case Adds Edge to Imports as Indian Shipments Double |
| Good Month Baltimore – Container Handling Hits New High as European Traffic Surges |
| ArcelorMittal Turns Up Heat in Mexican Steel, Metal One Has the Most to Lose |
Thursday, September 28, 2017
| Ikea Buys TaskRabbit as Imports Hop Ahead of The Herd |
| Plastics Makers Hope Complaints Will Resin-ate With ITC |
| U.S. Port Handling Growth Slows in August, Hanjin Balances Hurricanes in September |
| German Brass Shines as ITC Polishes Off Duty Review |
| Georgia Was On a Roll in August, But Mind Out For Hurricane Disruptions in September |
| India’s Goes For Domestic Telecoms Growth, Apple and Foxconn a Case in Point |
| Capital Goods Record Can’t Prevent U.S. Deficit Rise, Or Need for Policy Focus |
Wednesday, September 27, 2017
| Japanese Auto Export Acceleration Hits November 2015 High, U.S. No Help |
| EPA Could Double Biofuels Exports, Meeting Three Trump Targets |
| It’s Up TEU, New York Sets Record for Container Handling |
| Hapag-Lloyd Shows The Secret of Good Finance Is Timing |
| NAFTA Watch: Round 3 Makes Progress, But Not In The Areas That Matter |
| Orange Juice Imports Face Sticky Situation After Storm Damage Cuts Crops |
| Mexico’s Trade Surge Continued in August, Surplus vs. U.S. Expands Once More |
| America’s Export Container Handling Drops 5% As Charleston Follows the Pack |
Tuesday, September 26, 2017
| European Trade Outlook Beams as German Electronics Makers Brighten |
| Busan Leads South Korean Port Growth, But Lags International Peers |
| Jet Battle Will Rumble On, Sales War Moves On To China |
| South African Break-Bulk Breaks as Containers Continue to Grow |
| Maersk Takes a Step Closer To HamSu in Brazil, South Africa The Next Hurdle |
| Puerto Rico’s Hurricane Maria Recovery Hampered by Reliance on Dominican Republic |
| Regulatory Burdens on Chinese Food Postponed, Not Cancelled |
Monday, September 25, 2017
| Orient Overseas’ 12x Margin Advantage Shows Way Ahead for COSCO |
| Ross and Li Could Chip Away At Trade Balance Ahead of Trump’s Visit |
| Panama Adds Bait As It Seeks To Capture More Big Fish |
| Harvey’s Houston Harm Drags Exports Down to Worst Since June 2009 |
| Bunker Reaches 2015 Highs on Hurricane-Driven Oil Price Spike |
| Jet Decision Today Only Part of Long Haul Trade Spat |
| Indian Autos Meet Mexican, European Buyers’ Needs |
| Mexico’s August Port Gains Belie September Woes To Follow |
Sunday, September 24, 2017
| Obama-Era Grain Dispute Adds Another Front to Trump’s China Trade Battle |
| China Applies New North Korean Sanctions as Imports Boom |
| DP World’s Ecuador Expansion Adds 40% to National Handling |
| Global Trade Climbed By Fastest Annual Rate Since 2012 in July |
| Another Complication For U.S. / Canada Relations Emerges from the Wood |
| Trump Solar Decision Could Lead to Post-Monsoon Rush to India |
| ITC Gives Trump His Expected Solar Ammunition, Some Curious Conclusions |
Friday, September 22, 2017
| Steel Can Kicked Down The Road, Won’t Be Any Easier To Pick Up Later |
Thursday, September 21, 2017
| Thai Export Boom Makes Government Look Conservative, But Has Commodity Risks |
| South Korea Calls for KORUS Talks, Trump Wants It Straightened Out |
| NAFTA Watch: Round 3 – Attack of the Hawks, More Hawk Food to Follow |
| The Rising, Diversifying Oil Trade in India |
| Sunrise on a Dark Day for Solar Power Equipment Exporters |
Wednesday, September 20, 2017
| Japan’s Exports Accelerate at Fastest Rate Since 2013, Policy Cost Looms |
| Steel Buyers Win as Commerce Tube Case Fails As a Deterrent |
| $704 billion of Indian Trade in Five Charts |
| Shipyards Becalmed in August, But New Wind For Sales |
| The Fall and Rise of the Indian Textile Industry |
| Puget Sound’s Quieter Activity As Exports Slump |
| CETA Comes Into Force, For a Given Value of Force |
Tuesday, September 19, 2017
| Maersk Sells Tankers For Its Own Valuation, But a Fraction of Tanker Peers |
| India Tires of Chinese Exports, Joins EU and U.S. In Applying Tariffs |
| Handheld Weapons Regulations Recruited to the U.S. Deficit Cutting Cause |
| Trump Ready for “Further Action” On Venezuela, Faces Oil vs. Food Conundrum |
| Tariffs Fail to Brake Seamless Steel Pipe Imports, New Case Needed |
| BAHA, Section 232 Action Needed From Trump as Russian Steel Shipments Surge |
| Export Prices Outpace Imports, But California Data Shows Deficit May Not Fall |
| China’s Surging LNG Demand Needs U.S. Supplies as Cheniere Shrugs Off Harvey |
| Lighthizer Affirms Autos, China IP Policies As Major Items for Trump Trade Action |
Monday, September 18, 2017
| Russia Shipping Support For Grain May Be Export Diversification Move |
| Playtime May Be Over For Toys ‘R’ Us |
| Tesoro Takes Valero’s Volumes as Hurricanes Howl |
| British Politics Meet Canada-U.S. Aerospace Trade Spat |
| Canada’s Western Ports Head North as DP World Boosts Prince Rupert |
Sunday, September 17, 2017
| America’s Booze, Tobacco and Weapons Trade Hits New High in July |
| India’s Commodity Export Boom Continues, But Challenges Lie Ahead |
| Trade Petitions Wanted as Titanium Sponge Move Mops Up Last New Case |
| Hapag-Lloyd’s Reefer Expansion Faces Shrinking U.S. Market |
| Tsakos Brings Disappointing End to Disappointing 2Q For Tankers |
| CMA-CGM’s Sales Success Has Many Parents, Raises Liners to Two Year High |
Friday, September 15, 2017
| Chinese Shipbuilders’ Orderbooks Expand, For The Wrong Reason |
| COSCO Paces Mainland as Hong Kong Hates Hato |
Thursday, September 14, 2017
| Toolboxes Only A Partially Shut Case |
| NAFTA Watch: Softwood Offer Adds Trees to The NAFTA Wood |
| Singapore Handling Growth Resurgent, Refocussed on SoCal Over East Coast |
| Better Back to School Season After Late Summer Shipment Surge |
| North Korea, 301 Review and Statistics May Swamp Ross’s China Trip |
| Fingerlings Point to Better U.S. Toy Import Season, Hatchimals May Surprise |
| NAFTA Watch: Sunset Casts Shadow Over Round 3 |
Wednesday, September 13, 2017
| ESB Rubber Case Partially Erases Imports, But Tire Costs Will Bounce |
| Toyota’s LNG Carrier Push Meets Fuel Rule and Shipping Demand Growth Needs |
| America Has Another Rattle of the North Korea Trade Saber at China |
| California’s Export Slump in August Not Just a Hanjin Thing |
| Trump Could Act Soon on Solar, But Easy Actions Risk Negative Reactions |
| Hapag-Lloyd and Maersk Have Tough August as MSC Thrives |
Tuesday, September 12, 2017
| Veracruz and Coatzacoalcos Closed, Disrupting 4,200 TEUs of Daily Handling |
| Trade Case Delay Has a High Cost For Steel Tube Producers |
| New Weapons Sales Locked, Exports Not Yet Loaded |
| Apple X Anticipation Slows U.S. Phone Imports, While Samsung Grows Note-ably |
| Jet Salesman-In-Chief Secures $9 billion Order |
| 15 Month Global Container Growth Streak May Be Near An End |
| Expeditors and Schenker Lead NVOCC Growth, Panalpina and DSV Under the Weather |
| UN Snips North Korea’s Role as China’s Seamstress |
Monday, September 11, 2017
| China Ports’ 17 Month Growth Run May Slow Soon |
| Diverting Story of Storms and Canals Boosts Virginia’s Ports |
| Taiwan Ports’ Decline Accelerated in July, Lagged Asian Peers |
| NAFTA Watch: Ottawa Needs to Be All About Autos |
| Houston’s Harvey Loss is Miami’s Gain as U.S. Ports’ Handling Climbs |
| American Shipping Shrugs Off Harvey To Deliver Another Record in August |
Sunday, September 10, 2017
| KORUS Future Uncertain as South Korean Surplus Slides |
| Panama Canal Usage Slips, Diversion Effect Matures |
| Hurricane Irma’s 10,600 TEU Daily Closures May Hurt Building Materials’ Availability |
| Food For Hawks As China’s Exports to U.S. Hit High, Will Soar Higher |
Thursday, September 07, 2017
| Intellectual Property Decline Highlights Trump Trade Policy Deficit |
Wednesday, September 06, 2017
| Weak Peak Doesn’t Mean Queasy Quarter as Shipping Rates Slip in August |
| 10 Most Read Panjiva Research Reports in August |
Tuesday, September 05, 2017
| Lego Lags, Last Jedi or Late Shipments Could Save the Year |
Thursday, August 31, 2017
| Prince Rupert’s Royal Growth Outclasses SeaTac Ahead of DP World Expansion |
| Rebar Case Done After a Year, Builders End Up Paying |
| Peña Nieto and Xi May Agree on BRICS, Disagree on Autos |
| Pumpkin Spice Needed to Revive Weak August for Coffee After July’s Jolt |
| NAFTA Watch: Round 2, Hoping for No Knockout |
| Americans Raise More Glasses as Beer Imports Accelerate Into Labor Day |
Wednesday, August 30, 2017
| China’s Export Expectations Slow While Import Appetite Accelerates |
| Harvey Still Felt in Higher Logistics Fuel Costs, Limited Draft Port Access |
| Big Auto 7 Deliver Sixth Month of Japanese Export Growth |
| Forestry War Spreads to Newsprint Ahead of NAFTA Talks |
| First Chance for Last Jedi Toys May Prove Second Rate, Imports Need A New Hope |
| ZIM Zooms, COSCO Climbs as 2Q Rates Recover |
Tuesday, August 29, 2017
| Titanium Sponge Imports May Be Squeezed as ITC Case Petitioned |
| Bayonne Bounce Absent As New York Growth Matches National Average |
| Steel and Auto Worries Cut German Export Outlook |
| Hanjin Shipping’s Legacy in 7 Charts |
| Frontline Steps Back, Hopes To Leap Ahead in 2018 |
| Harvey’s Container Disruption Extends, LNG Should Be Safe |
| Slowing Container Growth In South Korea as Hanjin-versary Approaches |
Monday, August 28, 2017
| Capital Goods Imports Rise Fastest in Five Years, Pressuring Trump to Act |
| Mexico’s Surplus Slams Into Reverse as U.S. Auto Imports Surge |
| Two-way Structure of Xiamen Rail Link to Help Diversify Russia-China Trade |
| NAFTA Watch: Lumber Left to Grow as Softwood Decision Delayed |
| North Korean Import Limits May Be Next Piece of Sanctions Puzzle |
| Hapag-Lloyd Experiences Asian Rate Rise, UASC Benefit |
| Houston’s Harvey Closure Disrupts 6,500 TEU Per Day |
Sunday, August 27, 2017
| Rooms-to-Go Growth May Go if Chinese Furniture Tariffs Arrive |
Thursday, August 24, 2017
| Port of Tallinn Share Sale Comes as Volumes Slow |
| Japan Finds Chinese Plastic Isn’t Fantastic |
| Global Trade Hits Another New High, Signs of a Slowdown Emerging |
| Hurricane Harvey Havoc Threatens Valero, Exxon as Crude Oil Importers |
| Texas Grab’em As Houston Builds China, Europe Handling Share |
| CMA-CGM and Hapag-Lloyd Seek to Maintain Brazilian Momentum |
| Lenovo’s Growth Reboots After Semiconductor Shortages |
Wednesday, August 23, 2017
| Thai Export Growth Slows, Agricultural and Electrical Risks Rise |
| Brazilian Sugar Beats American Corn as Ethanol Tariffs Weigh |
| No Sign of Export Letup as Brits Stay Cheap, French Stay Happy |
| China Leaves Door Open to U.S. Trade Talks, Deficit Will Drive Sentiment |
| NAFTA Watch: Michigan, Ohio Have Most to Lose From Trump’s “Terminate” Stance |
| Odfjell Not Odd as Chemical Tankers Outperform Oil |
| Typhoon Hato Brings Disruption Risks to Flextronics, Gree |
| HP’s PCs are OK as Sales Surprise, Imports Rise |
| Slow June Heralds Rise of Expensive Phones from Samsung, Apple |
Tuesday, August 22, 2017
| NAFTA Watch: Trump’s “Termination” Probably a “Friendly Reminder” |
| Commerce Declares Victory as Half of Biodiesel Case Completed |
| Options to Extend North Korean Sanctions Limited by Potential Food Shortages |
| Puget Sound’s Off As Asian Traffic Heads to Cali |
| Brazil Finds Maersk / Hamburg Sud Deal “Complex”, Will Deepen Its Review |
| WTO Back in Favor With Trump Administration When Facing Chinese Food Needs |
| Honda Puts a Hole in Manzanillo as Altamira Leads Mexican Port Growth |
| 8 Numbers That Explain the KORUS Negotiation Failure |
Monday, August 21, 2017
| Higher Fiber Tariffs May Give American and EU Suppliers Indigestion |
| MOL Loses Car Shipping Ground to NYK and K-Line as South Korean Fines Bite |
| Wire Hanger Enforcement First of Many Duty Evasion Actions by CBP |
| Laredo Rail Improvements Face NAFTA Risk, and Opportunity |
| Trump’s Terror Strategy Could Target Pakistan’s Trade Surplus |
| Disney Leads Peak Toy Season Kick-Off, Will Trump Be The Grinch? |
Sunday, August 20, 2017
| Case Delay Makes Rod for Steel Suppliers’ Backs as Imports Hit New High |
| Tool Chest Delay May Not Be Boxing Clever |
| Suez Canal Slashes Fees Just As Panama Diversion Effect Slows |
| Port Everglades Snaps Up 2M Traffic From Miami |
| NAFTA Watch: Disputes To Be Settled Before Agreements Agreed |
| Game On as Microsoft Launches Xbox One X Into Videogame Import Renaissance |
| Consultants May Be Losers from 301-Inspired Trade War |
| Maersk Less Bouncy, More Boxy After Oil Sale Agreed |
Thursday, August 17, 2017
| Air Wars Widen as Brazil Takes Canada to WTO, Matches U.S. Case |
| LNG Shipping Growth Returns as Qatar Boosts Sales in China |
| Lighthizer Lights Up KORUS Talks, Don’t Expect Fireworks |
| Hawkish China Stance Could Target Concentrated U.S. Export Lines |
| State Support Sends Shipyards’ Sales Soaring |
| Venezuela Loses to Iraq, Could Lose More of U.S. Oil Business |
Wednesday, August 16, 2017
| American Arms Trade in Decline Even as Order Books Are Reloaded |
| Trump’s Infrastructure Order Speeds $38 Billion of LNG Exports |
| Surplus Cloud Hangs Over Japanese Export Growth Run |
| Chinese Shipbuilding Starts to Slow as Order Drought Continues |
| D/S Norden’s The Best of a Bad Bunch |
| Second Flange Case Has Precedent, Data Backing But May Hurt Exporters |
| Pharma Fails, Farmers Help As Indian Export Growth Slows |
Tuesday, August 15, 2017
| Import Inflation Surpasses Exports for a 12th Month, Deficit Rise Beckons |
| Lumber Deal Likely Lost in NAFTA Forest as Imports Chopped |
| Boxes Beat Bulk as ‘Boks Handling Leaps |
| COSCO Shipping Ports Sets New Record, Beats China Average |
| Danish Discipline Means Maersk Grows, Offsets not-Petya’s Blow |
| Ill Wind of Drug Import Price Deflation Gives Dr. Reddy’s a Cold |
| Late Registration, Full Backpacks as Back-to-School Imports Rise 10% in July |
| Introducing the Panjiva Sindex of Trade in Alcohol, Tobacco and Weapons |
Monday, August 14, 2017
| Biodiesel Buyers Win as Argentine Exports Rush to Beat Delayed Case |
| Russia Export Growth Slowing Even Without American Sanctions |
| KORUS Can Stumble on Stats Before It Trips on Terms |
| China Container Handling Hits New Record |
| Plain Sailing May Be Over for Savannah As EU Imports Slump |
| Trump’s 301 Call is Furious, But Not Fast |
| NAFTA Prospects Dim With U.S. Deficit Focus, Canadian Rights Demands |
Sunday, August 13, 2017
| Train Feeling the Strain as China Rail Reliance Grows |
| South Korea Has Little Bearing On U.S. Auto Components as Trade Case Rolls On |
| Evergreen Shoots Ahead as Container-Lines Recover |
| Singapore Slings Less Oil As Container Trade Condensed |
| Hanwha Q-Cells May Face Trump’s Ire in Solar Safeguarding Case |
| Cali Port Boom Masks Export Sag, Oakland Lag |
Thursday, August 10, 2017
| Philippine Export Slowdown Arrested by PC and Chip Buyers Outside China |
| Europe Wants No Truck With Chinese Tire Exports |
| Volumes Melt, Prices Firm as ITC Acts on Polyester Staple Fiber |
| China Steel Rusts on EU Decision, But New Customers Will Be Found |
| Above-Normal Hurricane Season Can Hurt Containers as Well as Oil |
| Yang Ming Gets Back to 2015, Tracks K-Line |
| AGL Will Face CNOOC and Petrochina When Competing for Australian LNG |
| MSC Makes Hay While Hapag-Lloyd Loses Market Share in July |
| SCI Applies the Science of Diversification for Revenue Growth |
Wednesday, August 09, 2017
| Ford May Re-Connect With Customers After Court Cuts Transit Tariff |
| No Thanks to the Yanks as British Deficit Widens |
| 2013 Low For Exports Takes Shine Off Virginia’s New Port News |
| Venezuelan Sanctions Creep Wider, Oil May Not Be An Effective Instrument |
| Pollution Matters More Than Trump Tariffs for Chinese Steelmakers |
| Euronav Repeats Tankers’ Bad-But-Better Pattern |
| Silicon Metal Case Cuts Imports, Doesn’t Deter Australians |
| New High for Chinese Foil Shipments to U.S. as Commerce Case Inches Ahead |
| Expeditors and CH Robinson in the Driving Seat as NVOCC Volumes Fly in July |
Tuesday, August 08, 2017
| Expeditors Leads Forwarders’ 2Q Performance Despite Rate Turbulence |
| Trucks’ Monster Mexican Export Month Crushes Cars |
| Obama-Era China Aluminum Case Sidelined as Annual Imports Hit New High |
| India Makes Fiber as the Trade Case Delay Shines |
| Big Boats, Not Bigger Terminals, To Drive Oakland’s Steady Growth |
| MISC Shows LNG Strength as Oil Tankers Slide |
| A Decade After the Crash in 5 Trade Charts |
| SoCal So Good as U.S. Ports Break 2.3 Million Inbound TEU |
Monday, August 07, 2017
| Chinese PET Unwanted in Japan |
| Americans Can Pig Out on Mexican Pork |
| German Export Slowdown Still Leaves U.S. Surplus 10% Above Recent Lows |
| Panama Canal Diversion Effect May Be Played Out One Year On |
| China’s Slowing Trade Doesn’t Prevent U.S. Surplus Rise, or Protectionist Measures |
| Drugs and Steel Could “Fix” Taiwan’s Growing Surplus vs. The U.S. |
| Imports Break the Bar as Trump Administration Ponders Action |
Sunday, August 06, 2017
| Venezuela’s Mercosur Exit Unlikely to Worsen a Bleak Food Situation |
| North Korea Sanctions May Change Little as Billion Dollar Deficit Already Exists |
| Higher Costs for Consumers Coming Down the Soil Pipe |
| Brazilian Auto Export Dash Led By Renault, VW Prefers to Sell Locally |
| Aramco Aims for PetroChina Refinery to Arrest Crude Oil Import Share Slide |
| Toyo-zda Car Factory Could Displace 10% of U.S. Auto Imports from Japan |
Friday, August 04, 2017
| COSCO’ Dalian Ports Deal Needs to Address Growth Deficit |
| Seasonal Shift or Systemic Slowdown in U.S. Logistics Employment? |
| Canada’s Surprise Deficit Provides No NAFTA Comfort |
| American Deficit Finally Heads the “Right” Way, Except for China and NAFTA |
Thursday, August 03, 2017
| Adidas’s Sales Sprint Seen in Rapidly Rising Imports |
| Teva Tumbles as Price Deflation Catches Up With Imports |
| Tastes, not Tariffs Are The Challenge for Scotch Whisky Exports |
| Korea Shipping Partnership Provides Scale Solution for Hyundai MM |
| Valero Avails Itself of Veracruz Port Capacity |
| Loss of Reintegra One of Many Problems for Brazilian Steelmakers |
| Evergreen and COSCO Play Catch-up In Brazil as MSC Slips |
| 6 Big Trade Projects for Trump’s Next 100 Days |
Wednesday, August 02, 2017
| First Signs of an End to Australia’s Export Miracle as Ore Sales Slow |
| Teekay Brighter Than Hoped, Outlook Dark For The Tanker Sector |
| A Dispute Over Dispute Settlement Needs a Settlement to Avoid Sinking NAFTA |
| Trump’s 301 Gambit Easy to Execute, Difficult to Implement Without Consumer Pain |
| China Trade Deal Won’t Be Built with BRICS |
| Global Container Growth Hits 14 Month Growth Streak, Airfreight Soars |
| 20 Most Read Panjiva Research Reports in July |
Tuesday, August 01, 2017
| American Business Sees Low Tariff Risks from Trump Administration |
| Under Armour Plays Defense As Other Brands Attack |
| Trade Case Delays May Prove Costly for American Foil, Silicon Metal Producers |
| DSV Back on The Acquisition Road Again, Targets: China or LatAm Forwarders |
| If Softwood Is This Hard, What About NAFTA? |
| South Korea’s Container Shipping Surge Subsides |
| Unlucky 7 For U.S. Autos as Sales Drop, Imports Surge |
| China Sales May Have Given Tesla a Shock in 2Q |
| U.S. Port Handling Climbs 9%, Only Puget Sound Volumes Lower |
| Mexican Ports’ Handling Surge Propelled by Steel |
Monday, July 31, 2017
| K-Line Leads Japanese Shipper Performance as Achieved Rates Rise |
| South Korea’s Lowest U.S. Surplus Since 2013 Helpful Before KORUS Talks |
| Mexican Trade Success Heighten NAFTA Talks Tension Risk |
| Coffee’s Rush Continues, U.S. Buyers Unconcerned About a Hangover |
| Peak Season Rates Show Container Competition Curtailed, Tankers Troubled |
| China-Led Export Boom Has More Noise to Make |
| Ukraine Coal Deal More Significant for U.S.-Russia Politics Than For Energy Supply |
| UPS Global Shipping Offer Comes as U.S. Wine Wanes |
Sunday, July 30, 2017
| Nippon Express Shows Freight Forwarders’ Revenue Growth is Sustained |
| Flat iPhone Outlook May Be Pessimistic As China Phone Exports Surge |
| Half Million TEU Strikes Won’t Return to Cali Until After 2022 |
| Nicotine Business Wheezing as U.S. Cigarette, Brazilian Tobacco Exports Drop |
| Embargo’s First Month Leaves Car Makers Worse Off Than Qatar Gas |
Friday, July 28, 2017
| Honda Leads Japanese Auto Exports by Going Rogue |
| American Stampede Leads Japan to Apply Beef Tariffs |
Thursday, July 27, 2017
| Deficit Rise Number 8 Includes Weaker Consumer, Need for Capital Goods Promotion |
| Orient Overseas Volume Success Raises Regulatory, Profitability Concerns |
| Coastal Contrasts as SeaTac Slips and Virginia Vaults |
| Weak Wheat Harvest After Bumper Exports May Have Long-Term Consequences |
| Collar Placed on Steel Flanges After Trade Case Acts as Partial Deterrent |
| Trump Faces Venezuelan Conundrum – Cutting Oil Means Cutting Food |
| Foxconn Factory Addresses Close-to-Customer Need as Panel Trade Slows |
Wednesday, July 26, 2017
| Taiwan Trade Talks with U.S. May Focus on Drugs in Tough-to-Cut Deficit |
| Peanut Fungus Could Prove Toxic For EU-U.S. Trade Relations |
| Daimler, BMW Fear of Trump Dissipates as German Optimism Hits 2011 Highs |
| American Farmers Should Drink a Toast to Brazilian Ethanol Tariff Delay |
| Getting Wasted Copper Not a Problem, Scrap More So for Chinese Manufacturers |
| China Closes Door on Australian Beef, Rounds Up New American Suppliers |
Tuesday, July 25, 2017
| Nakilat Revenues Inflate While Bahri Skids on Oil Tanker Rates |
| Dark Clouds Gather in India for Chinese Solar Power Firms |
| British Bulldogs Pull At Leash As Export Optimism Hits Four Decade High |
| Savannah Follows TexiCali Trends as Container Growth Accelerates |
| 16 Month Streak in Global Trade Growth Looks Set to Continue |
| Trudeau and Trump NAFTA Comments Risk Transactional Deal |
| No Anglo-American “Major Trade Deal” Yet, Global Trade Detail Focus Needed First |
| Deficit Hike Number 8 On The Way as U.S. Exports Lag Imports |
| Argentina Needs Bean Bounce After Grape Exports Were Crushed |
Monday, July 24, 2017
| Wilmington Will Grow Once More With CSX Rail Service |
| Australian Gas Limits May Aid Trump’s LNG Export Push |
| 2017 May End Up Looking Normal, At Least for The Peak Shipping Season |
| Cycles Take a Turn for The Worse |
| Cuervo Sales Pitched a Curve Ball as Tequila Exports Slammed |
| Ross Needs to Find Ways that Mean Significant Action in Steel |
Sunday, July 23, 2017
| Trump’s Defense Review May Mean Trade Defenses Needed as Rare Earths Get Rarer |
| Specter of EU / U.S. Trade Spat Looms Over Russia Sanctions Bill |
| Taiwan’s Rebar Bar Won’t Make Much Difference to U.S. Industry |
| Fanuc Beats Yaskawa As Industrial Robot War’s Arena Expands |
| Divis Dives as U.S. FDA Limits Drug Exports |
Friday, July 21, 2017
| Skechers Could Have Sketchy Start to 3Q After Lower June Imports |
| Blue June for New Orders at China’s Shipyards |
Thursday, July 20, 2017
| Panamaniacs Return Growth to Charleston Port Handling |
| Shipbuilding’s First $10 Billion Month Since 2012 Driven by Korean Finance |
| Border Disputes, TPP Competition Needn’t Derail RCEP Trade Talks |
| Unsung Success for U.S. Trade Policy in Access to Growing Chinese Rice Market |
| Fox-Lighthizer Talks to Focus on Process, Not Dealmaking |
| Trump’s Push for Japanese Auto Market Access Doesn’t Mean They Will Buy |
| No Trumpcare, But At Least Imported Drugs Are Getting Cheaper |
Wednesday, July 19, 2017
| Thai Trade Surprise May Be Washed Out By U.S. Regulatory Disappointment |
| 70% Surplus Jump Won’t Help Japan’s Case with Pence |
| Auto Supply-China Trade Case Won’t Have a Big Bearing on Import Levels |
| Comprehensive Dialogue Proved Too Comprehensive, Too Deficit Focussed |
| Panalpina Breaks Trend of Disappointments, Outlook Upbeat |
| Trump at 0.5 – Export Delivery Beginning, Import Action Wanting |
| American Buyers Increasingly Prefer “Made Someplace Else” Furniture |
Tuesday, July 18, 2017
| Houston Hits High for Loaded Imports as Panama Plays Out |
| COSCO Shipping Energy’s Warning May Already Have Been Heard |
| Deflating Inflation Raises Risk of Another Deficit Increase |
| Venezuela Could Rely on China to Offset U.S. Oil Sanctions |
| Niche Pipe Fittings Make 14th Active Steel Case for ITC |
| Trade Case Clouds May Lead Trina to Challenge Sunpower for Mexican Solar Share |
| Arcelor Finds New Home for Brazilian Steel as EC Prepares to Flatten It |
Monday, July 17, 2017
| CMA-CGM Steps Up in Reefers, Overtakes Maersk in June |
| Malaysia Engages to Avoid Getting Run Over By the Omnibus |
| COSCO’s China Port Growth Lags Mainland as Hong Kong Drops Behind |
| K+N’s Strong Second Quarter Not Enough to Cheer Management |
| NAFTA Deal Could Meet Deficit Test With a One-Off 4% Growth in Exports |
| Cali’s Magic 8 Conceals Shrinking Export Handling |
| Growth Reboot for PCs As Chromebooks Shine |
Sunday, July 16, 2017
| Trump’s Made in America Week Needs Chinese Aluminum, Not Just Steel, Focus |
| Thai Acid Shippers May Get Sour Taste from U.S. Dumping Probe |
| Mexico’s Miraculous Fiber Return Preempts China-Targeted Trade Case |
| India’s Export Slowdown Needs Modi-Trump ‘Comprehensive Review’ Catalyst |
| South African Port Growth Stalls Even As Deepwater Stays Afloat |
| Commerce to Crush Olive Imports That Are Already Falling |
| LNG Lights Up as U.S. Exports Jump 9x and China’s Purchases Double |
Thursday, July 13, 2017
| Oil Independence Distant as Imports Rise Fastest Since 2010 |
| Secondary Sanctions, Primary Problems for China-U.S. Talks |
| Autos Not The Only Fruit for Limited KORUS Renegotiation |
| Boxes Beat Barrels in Singapore Traffic Handling |
| Yang Ming Capital Raise Would Cut Debt, Suggests Independence |
| Top Carriers Tighten Grip on U.S. Market, Even Before Mergers Materialize |
Wednesday, July 12, 2017
| Arms Trade Slowing in the U.S., Export Growth a Prospect |
| Expeditors’ Fightback Begins While Dealmaking Proves No NVOCC Panacea |
| China Export Jump Takes Surplus vs. U.S. to October 2015 High |
| Shanghai Lags Peers As Congestion Bites U.S.-Bound Traffic |
| Russia’s Fall into Deficit May Worsen With Trump Policy Action |
Tuesday, July 11, 2017
| Oil Sales Hold Key to Food Imports as Venezuela Credit Rating Cut |
| Chips Key to Last Push in Xi-Trump 100 Day Successes |
| ESB Rubber Case Fails to Deflate U.S. Imports of Tire Ingredient |
| Gothenburg Shut-Out Shows Cost of Port Labor Disputes |
| Virus or Habits? Something Has Changed For 2017 Back-to-School Imports |
| New York’s Summer of Joy Ahead as U.S. Port Handling Rises for a Fourth Month |
Monday, July 10, 2017
| Taiwan At The Tail-End of Asia as Box Handling Slips |
| Europe Fails To Corrode Chinese Steel Exports as New Customers Found |
| Philippines’ Record Deficit May Prove to Be Fleeting |
| NAFTA Strategy Made Real as Mexico Prepares for Argentine Wheat |
| Fusion Fused as Ford Falls Behind Fiat’s Mexican Export Growth |
| Canadian Lumber’s Decline Set by Tariff Risk, Wildfire Disruption |
| TPP Reboot Offers Japan Access But Faces RCEP, EPA Competition |
| Trade Sabre Rattling Likely Drew in More Steel, Autos in June |
Sunday, July 09, 2017
| German Trade Boom Set to Continue, Relations With U.S. Could Improve |
| G20 Steel Capacity Call Overshadowed by Unilateral U.S. Policy Moves |
| Foreign Electricity May Be American Aluminum’s Biggest Problem |
| COSCO’s Orient Odyssey Faces Regulatory Challenge, Needs Strategic Clarity |
| Samsung Struggles to Dial Up Growth as Google’s Pixel Shines |
| Maersk Bitten in Brazil by Spain as CMA-CGM Cruises Past |
Friday, July 07, 2017
| Sailors and Stevedores Left Behind in U.S. Jobs Boom |
Thursday, July 06, 2017
| Taiwan’s Hot Chips Bring Surplus To New Record |
| Another Rail Notch in the Belt and Road Strategy |
| Short Term Political Gain, Long Term Legislative Pain for EU-Japan EPA |
| New Record for Global Container Handling as Brazil Lets Side Down |
| Maintenance Cut Panama Canal Traffic, Diversion Trend Still Effective |
| Renault Helps Brazil Captur a New Quarterly Record for Auto Exports |
| Penultimate Pre-NAFTA Deal Data Shows Surplus Surging in Canada |
| Food for Trade Hawks as U.S. Deficit with Mexico and China Grows |
Wednesday, July 05, 2017
| Australia’s Coal-Fired Export Surprise Faces Upcoming LNG Threat |
| Tactical Rather Than Technical Motives Apparent in Trade Case Delays |
| Stolt-Nielsen Improves, No Thanks To The Tanker Market |
| 5 Most Read Panjiva Research Articles in 2017, So Far |
| Metals Should Be on The Trump-Putin Agenda, Not Just Hacking |
| North American Airlines’ Ascent Accelerates as Air Beats Sea |
| Yildirim Price For CMA-CGM Stake May Be Less Than Container-Line Average |
| Chinese Electronics, Autos Could Form Hub of New North Korean Sanctions |
| American Steel Bolt, Aluminum Plate Exports At Risk in Metals Trade War |
Tuesday, July 04, 2017
| Never-Ending Fight to Protect EU Seamless Pipe Industry Continues |
| American Ethanol Producers Face Second Blow as Brazil Mulls Tax |
| Qatar’s New LNG Target a Challenge to Trump Administration’s Gas Plans |
| Spanish Container Volumes Rocket in May Ahead of June’s Strikes |
| Meaty Growth, Speeding Autos To Underpin EU-Japan Trade Deal |
Monday, July 03, 2017
| Boeing Makes Bombardier Jet Dispute a NAFTA-Timed Affair |
| Hyundai Runs Inventory Risk, While Nissan and BMW Tap U.S. Export Brakes |
| Japanese Trade Outlook Brightens, But Lags Global Peers |
| 20 Most Read Panjiva Research Articles in June |
| American Manufacturing Rebound Hopes Driven By Better Export Outlook |
| Coffee Exports Get a Shot In The Arm from Indonesian Recovery |
| Calm Container Rates Hide Storms Beneath as Bulkers Rule 2Q Performance |
Sunday, July 02, 2017
| Targeting, Timing of Steel Trade Offensive Remain Uncertain as WTO Looms |
| CMA-CGM Heads Out of Port, May Set Sail For More Acquisitions |
| KORUS Future Uncertain After Moon-Trump Meet, But Surplus Down 35% |
Friday, June 30, 2017
| Trump Acts On $11.7 Billion of Potential Energy Exports |
| PoNY Starts to Gallop Ahead of Bayonne Bridge Reopening |
Thursday, June 29, 2017
| Three Weeks to Start, Years to Finish British-American Trade Deal |
| Taiwan Weapons Sales Help Booming U.S. Arms Industry |
| Chinese Checkbooks Open As Managers’ Trade Optimism Rises |
| Xi’s $8 Billion Trade Opportunity With Putin |
| ONE is First Unconditional Shipping Deal for EC in Two Years |
| $10 Billion Ghana-China Bauxite Deal a Threat to Australian Suppliers |
| LNG Salesman-in-Chief May Tackle Russia’s Gas Dominance in Europe |
Wednesday, June 28, 2017
| Veracruz Cars, Altamira Metal Drive 11th Growth in Mexican Port Handling |
| Third Time May Be The Charm for Chinese Coal Import Restrictions |
| Toyota, Suzuki Run U.S. Inventory Build-up Risk as Japanese Exports Climb 9% |
| EU and U.S. Hunger for Relaxation of China Food Inspection Rules |
| Tobacco Trade’s Pause for Breath or The First of Its Last Gasps? |
| Cerveza and Bier Fill American and Chinese Buckets for Summer Celebrations |
| Expanding Deficit Actually A Sign of a Strong U.S. Economy |
Tuesday, June 27, 2017
| FDI Could Form Deutschland’s Initial Smoothing of Way to New TTIP Deal |
| BMW Increases Spartanburg Commitment as Auto Imports Slide |
| Low-Melt Polyester Fiber Prices Firm as Trade Petition Brought |
| CAFTA-DR Labor Appeal Loss for U.S. Shouldn’t Mean Renegotiation |
| Moon May Meet Mexican Reception in Trump Meeting |
| Maersk’s Petya Pain Impinges on Terminals, Disruptive Not Transformative |
| Trump’s Drug Order May Come as Oncology Bucks Falling Pharma Costs |
| Europtimism About Exports Hits 2011 Highs in Germany and France |
| Turbo-Charged Mexican Exports May Prove Unhelpful in NAFTA Negotiations |
Monday, June 26, 2017
| Nestle Brings Extra Fizz to Perrier as Exports to U.S. Underperform |
| Bite Already Taken Out Of Citric Acid Imports Before Commerce Review |
| CEVA Shows Rail the Way To Go as China Exports Double |
| Modi-Trump Talks Suggest Further LNG Growth to Come |
| Resolute FP Bucks Falling Timber Trend as U.S. Applies Duties |
| Mexican March of the Robots Advances in May, Could Start to Slow |
| July 4 Celebrations Could Go With A Bigger Bang |
| Slowing Exports Could Bring Higher U.S. Deficit Ahead of China, NAFTA Deals |
Sunday, June 25, 2017
| Busan Beats Best as South Korean Shipping Surges |
| Ratifying Rather than Agreeing The Main Challenge for EU-Mexico Deal |
| $35 Billion of Exports Already in Reach for Trump’s Energy Week |
| Steel Tube Producers Gamble on Section 232 Outcome |
| Staple Fiber Price Drop, Import Rise Trigger Trade Investigation |
| Bunker Fuel at Nine Month Low as OPEC Worries Reign |
| China Seeks to Stop Styrene Import Cup From Overflowing |
| The Unusual Case of Spanish Olive Exports |
| Vietnam May Get Thrown Under the Omnibus as U.S. Assesses Its Deficit |
Thursday, June 22, 2017
| LatAm The Only Let-Down as Global Trade Climbs 3% in April |
| Winner from USDA Action Against Brazilian Beef is American Sales to China |
| Ikea Looks to Augment the Reality of Growing Imports |
| Jinko and Trina Have Much To Gain If China Eggs EGA On |
| Slow Start to Back-To-School Imports, But Only June (and July) Will Tell |
| Diageo Hopes Clooney Can Continue Tequila’s Trade Transformation |
| Tacoma Takes Step Back vs. Seattle As Empty Handling Hits High |
| Brits’ Bright Outlook Hits 22 Year High as Brexit Doubts Looms |
Wednesday, June 21, 2017
| Rubber Causes Bounce, Electricals May Short Circuit, Thailand’s Exports |
| Charleston Dances to Its Own Tune as Exports Beat Imports |
| $47 Billion At Stake in Trump Meetings With Modi and Moon |
| No-NAFTA-Deadline Statement May Be Just Pre-Talk Tactics |
| COSCO-Orient Overseas Deal Difficult to Justify |
| 40th Month of Growth for Network Gear Leaves Ericsson, Huawei Behind |
| Wilmington Will Return to Growth With Zim’s Help |
Tuesday, June 20, 2017
| Steel, Cars, Furniture and Wood At Risk in Continued Swedish Strike |
| ONE Not Wanted by South Africa, Concerns are Industry-Wide |
| Vietnam’s Apparel Acceleration, Needs More From Adidas, UA and Hanesbrands |
| Ford, Tesla Feel the Call of China For Different Reasons |
| Plywood Imports Go Against the Grain as Dumping Discovered |
| LNG Export Limits From Australia Will Help U.S. Suppliers to China |
| Malmstrom Threatens Steel Retaliation as EU Exports to U.S. Recover |
Monday, June 19, 2017
| Steel Trade Doctrine of U.S. Faces Turkish Test at WTO |
| Special Relationship, But Special Treatment Unlikely in U.S.-U.K. Talks |
| South Korea Steers Shipbuilding Recovery, May Run Aground in China |
| Lumber Talks Have Long Climb Ahead as Imports Grow To New High |
| Weak PC Performance Apparent Below the Surface |
| Maersk and MSC Face Routing Challenges as Spanish Strikes Continue |
| AGOA Rights At Risk in USTR Recycled Clothing Case |
Sunday, June 18, 2017
| Steel Bends Japan to Deficit While Balance With U.S. Eases Friction |
| Shipbuilding Slump Continues in China as South Korea Surges |
| Finalized Sugar Deal Wasn’t In Doubt, But Still a Cautionary Tale |
| BRICS+ Likely to be Security-Centric; Trade Focussed on Commodities |
| Farmers Dodge Bullet as Trump Cuban Policy Shift Limited in Scope |
| Nucor Wins as Rebar Import Prices Rise, But Builders Lose |
| Pegatron Dials Up Growth While Americans Pay Up for Pixel |
| Dairy Farmers Ready to Milk the Chinese Market to Extend the 100 Day Deal |
| Two Stage Brexit Means Delay for Dealmaking, But Quicker Deal |
Thursday, June 15, 2017
| COSCO’s Long Beach Shift May Be Operational, Not Environmental In Nature |
| Suez Rate Cut Yields Success, More To Come As Panama Matures |
| Foxconn May Put on a Display in Wisconsin as Panel Imports Climb |
| Kroger’s Imports Rocket as Sales Grow But Outlook Disappoints |
| Executive Order May Prove Double-Edged Scalpel for Generic Pharma Producers |
| Nike Just Does It With Kicks Cut as Import Slide Slows |
| Maersk Making More Market Share, Skou Says |
| Indian Exports to U.S. Accelerate Ahead of Modi-Trump Summit |
| U.S. Import Growth Slowing as Prices Start to Fall |
Wednesday, June 14, 2017
| Big China Soy Deal Just in Time for 100 Day Plan Delivery |
| Qatar Military Jet Deal a Boon To Shrinking U.S. Arms Exports |
| Ranchers May Carry the Can for Cuba Policy Reversal |
| 14 U.S. Trade Events for Your Summer (and Beyond) Calendar |
| China’s GMO Move Adds Food Choice, May Help U.S. Trade Policy Too |
Tuesday, June 13, 2017
| CMA-CGM’s Purchase From Maersk Good For Everyone’s Strategy |
| Empty Handling Boosts California’s Ports As Less Leaves Oakland |
| All Change in U.S. Oil Trade as Valero Beats Chevron, Teekay Bests MISC |
| Loaded Magazines Lead Ammunition Imports Down as Background Checks Rise |
| COSCO Looks for Further Piraeus Victories with Shanghai Venture |
| Shanghai Shines as Chinese Container Handling Hits New High |
| Arctic Shipments Blast Russian Port Handling to Highest in Over 2 Years |
| Panalpina Expectations May Disappoint Street, But Follows Tough Year So Far |
Monday, June 12, 2017
| Trump’s Aluminum Urgency Validated By 37% Export Increase |
| Chinese Beef Rule Completion Could Add 12% to U.S. Exports |
| Hapag-Lloyd Service Nice to Have, but Not Transformative for PortMiami |
| Expeditors Loses U.S. Import Ground to Robinson and DB-Schenker in May |
| An Empty Feeling in Virginian Port Handling Growth in May |
| Microsoft Hopes X Marks the Spot for Consoles as Imports Already Running Down |
Sunday, June 11, 2017
| Russian Export Growth Slows, But U.S. Risk Remains With $10 Billion Surplus |
| Fewer Jets Streamed In Ahead of U.S. Complaint About Bombardier |
| OPEC Impact of Qatar Move More Important Than Shipping Rate Effect |
| Steel Sheet Shoots to South Korea as EU Extends Duties Against China |
| Taiwan The Odd One Out After Container Handling Fell in April |
| Boks Bounce Back as South African Container Handling Rises |
| Bigger Still Better as Alliances Add Market Share in U.S. Container Shipping |
Thursday, June 08, 2017
| China Supports Philippine Export Growth Even as Chip Shipments Slow |
| May May Bring a Further Slowdown in British Export Expansion |
| Germany May Be Breaking “Bad” by Not Being as Good |
| Remy Cointreau’s Brandy Hopes for China Face Pre-Congress Austerity Risk |
| Multi-Party Government May Mean Single Market Deal for U.K. |
| Panama’s Purpose Sinks SeaTac, Serves Savannah Superbly |
| Savannah Springs Ahead to New Record, Bodes Ill for U.S. Deficit |
| 2M Losing Grip, Or Swinging for a New Vine in Brazil? |
| Rising Tide as Long Beach Leads Ports To Second Highest Ever Handling |
Wednesday, June 07, 2017
| French Trade Inches Ahead as U.S.-China Dynamic Turns, and Turns Again |
| Debbie Damage Doesn’t Destroy Australia’s Export Growth |
| Country Hopping Samsung May Land in America |
| President Trump Previews Steel Study As Imports Ignite |
| Maersk’s TradeFin Offer Based on Lower Debt Than Hapag-Lloyd, CMA-CGM |
| Three Out of Four Election Scenarios Mean Brexit Outlook Could Change |
| An Inconvenient Truth – China’s Surplus vs. U.S. Is Rising |
| U.S. Tariff Axes Set To Swing Leads Auto and Steel Imports to Rush In |
Tuesday, June 06, 2017
| 27th Straight Month of Container Growth Shows Global Trade’s Strength |
| Pemex and Aeromexico May Be Key to Guajardo’s NAFTA Surplus Aim |
| Taiwanese Electronics Exports Keep Growing, But Are Slowing |
| Could Trump’s Solar Wall Spur Mexican Renewable Energy Spending? |
| Sugar “Deal” Shows NAFTA Can Be Done, But Year-End May Be Ambitious |
| Kia and Compass Kick Mexican Auto Exports Into Overdrive |
| Brazil Motors to Another Record, Peugeot and VW Lead |
| VW and Daimler to Drive Merkel / Peña-Nieto Talks as NAFTA Looms |
| Qatar LNG Cutoff Opportunity For Cheniere Likely Limited |
Monday, June 05, 2017
| Apple HomePod Brings Extra Choice to Expanding Speaker System Imports |
| Ross Sweetens Sugar Talks With Mexico as Brazil’s China Deal Sours |
| Steel and Biodiesel Trade Cases Paused – Waiting for Something Harsher? |
| Scent of Thai Dumping in Household Product Ingredients May Be Investigated |
| Hyundai Races By Peers, But South Korean Auto Exports May Yet Reverse |
| Malaysian Exports Riding High, A Fall Would Make RCEP Look More Attractive |
| Brazil’s Coffee Woes Finally Drag Global Exports Down |
Sunday, June 04, 2017
| Impact of Gulf States’ Qatar Embargo May Depend on Chinese LNG Purchasing |
| Canada’s New Export High In Jeopardy Once Energy Flattens, Trees Fall |
| Logistics Employment Growth Slowing Down in the U.S. |
| China Boosts U.S. Trade Deficit, Ross Shows Patience For Now |
| Panama Canal Wants To Go Extra Mile for Carriers As Utilization Rate Stagnates |
| Steel Tube Imports Likely to Be Capped by U.S. as Prime Example of Dumping |
| Sanctions Could Cost Venezuela $10 billion, Limit Options for Valero and Chevron |
Thursday, June 01, 2017
| Spanish Ports’ Growth Doesn’t Have Spain To Thank |
| 20 Most Read Panjiva Research Articles in May |
| U.S. Loses Patience With Diet of Foreign Staple Fibers |
| Jets Stream More Cargo, Adding To Evidence of Continued World Trade Growth |
| It’s What You Make, Not How Much as U.S. Imported Car Sales Crash |
| American Managers Still Rocking, May Soon Be Rolling |
Wednesday, May 31, 2017
| Not All Trade Surpluses Are Good as U.S. Tobacco Exports Hit High |
| Canada in Control of NAFTA Timing As Ross, Guajardo Target Year End |
| No Big Deal from U.S-Vietnam Summit, But Vietnam Not Out of the Woods |
| Siemens Races Against Wind Impact of Trump’s Paris Decision |
| South Korea Left Fighting Last Year’s War Even as U.S. Surplus Slides |
| Slow Container Rate Action in May Could Accelerate in June |
| American Steel Finds a Mexican Home in Tampico As Port Volumes Soar |
Tuesday, May 30, 2017
| TTIP “Makes Sense” For Ross, Progress Seems Unlikely in 2017 |
| Daimler Plans to Buy American More, But Not Because of Trump |
| Whirlpool Hip to Hopping, Asks Commerce for Safeguard Case |
| Domestic Led Chinese Growth Bodes Ill For Supplier Nations |
| Busan Bump Brings South Korea Shipping Surge |
| Sunny 2017 Seen for Shipping as 1Q Revenues Climb 6% |
| New Jet More Relevant to Russia-U.S. Trade Deals Than to Boeing |
| Trade Policy Is Not a Game for Toymakers Hasbro and Mattel |
| Toyota In The Driving Seat As U.S. Imports of Japanese Autos Return to Growth |
| Merkel-Li Trade Talks Likely To Be Big Picture, Not Nitty Gritty |
Monday, May 29, 2017
| Shanghai’s Success Causes Problems |
| Trump Administration’s First WTO Case Is Solar, China May Lose Out |
| Sugar Tax Matters More Than Trump for Cuban Exports |
| Wildfires May Have Taken Heat Out of Chile’s Forestry Exports |
| Cyclone Mora Brings Potential for Bangladeshi Apparel Supply Disruption |
| Nothing Special About New York as Growth Hits 14 Month High |
Sunday, May 28, 2017
| “Very Bad” Germany May Be The Wrong Target |
Thursday, May 25, 2017
| Routes vs. Rates Conundrum for Carriers May Be Set by Congress |
| Bunker Far From Busted As OPEC Extends Cuts |
| Commerce Chest Beating Hasn’t Deterred Toolbox Exporters Yet |
| Chinese Wishlist May Make U.S. LNG and Semiconductor Dreams Come True |
| Tequila and Brandy In, Vodka Out As American Booze Imports Change |
| Surprise Mexican Surplus Carries Bad Economic, Good Political News |
| Sixth Deficit Jump Shows U.S. Needs Export Promotion, Not Just Import Barriers |
Wednesday, May 24, 2017
| Brazil Looks for Sweet Deal from China as Sugar Exports Fall |
| Brexit’s Bite Too Far to Fear For German Managers |
| Everglades Glides to Growth as $438 Million Investment Approved |
| Steel Producers Win, But Consumers May Lose from Flange Case |
| Steel Yourself For Summer Trade Cases as U.S. 232 Review Rolls On |
| Hapag-Lloyd Pays 2.1x Sales for UASC, Maersk Paid 0.7x for HamSu |
| Americans Quaff More Foreign Wine While Selling Less Overseas |
Tuesday, May 23, 2017
| NAFTA Trilateral Talks Will Really Be Bilaterals-of-Interest |
| Suniva’s Call On Trump Gets A Hearing After Import Values Collapse |
| Global Trade Grows Fastest Since April 2011, More of the Same Possible |
| New Zealand Keeps Milking China for Growth Ahead of New Trade Deal |
| Clean Teeth and Automakers’ Supplies at Risk From World Trade Bridge Disruption |
| Uncertain Times for Beer as Constellation Faces NAFTA, BAT Changes |
| Venezuela’s Food Imports Fall as Trade Surplus Jumps Above $1.2 billion |
| Daimler’s Electric Vehicle Challenge is Lithium, Not Lithium Ion Batteries |
| CMA-CGM’s Aztec Return Brings Ocean-2M Alliance Link |
Monday, May 22, 2017
| Steel Review Starts After U.S. Imports Fell, But Just In Time For Next Rise |
| RCEP Heading For Swift Conclusion, If China Assuages India’s Concerns |
| Ningbo Follows Hong Kong In Finding Growth Outside Trans-Pacific Routes |
| France Takes An Optimistic Pause For Breath in May |
| Cheaper Drugs May Be Key To Revised Israel-U.S. Trade Deal |
| Agriculture Aggravations Avoided in Canada-Mexico NAFTA Talks |
| Savannah Growth Outstrips Norfolk In First Month of ECGTA Operation |
| Thailand Cooks Up a Storm, Just Not as Windy as Hoped |
| Policy Acceleration Possible If U.S. Deficit Makes It Six In A Row |
Sunday, May 21, 2017
| Expeditious Expedition for TPP to Reach Destination |
| Vietnam’s Export Growth Hopes Carry Seeds of U.S. Tariff Attention |
| Brazilian Sugar Wave May Swamp Other Shores as China Hikes Tariffs |
| $9 billion Month for Shipbuilding May Be Sign That Refinancing Works |
| Japan’s Trade Heads in The “Right” Direction, From a U.S. Perspective |
| Dorel and Ikea Hope For Bumper Spring as Imports Outstrip Sales |
| CMA-CGM Falls Behind Containerlines as Industry Expands 6% in 1Q |
| Fewer Alaska Calls Make For Quieter Puget Sound |
Thursday, May 18, 2017
| Stihl Chops Into An Expanding U.S. Powertool Market |
| Jets May Be a Soar Point in Canada-U.S. Relations Ahead of NAFTA |
| Lots of Wood to Chop If Lumber Deal to Beat NAFTA Start |
| Volvo and Outokumpu Face Gothenburg Port Strike Risks |
| Adidas and Skecher’s Put a Spring in Imports’ Step |
| 138 Days to Negotiate NAFTA, Maybe No Impact Before February 2019 |
| China Charges Charleston’s Traffic Growth |
Wednesday, May 17, 2017
| Nearly NAFTA Negotiation Time, Peso-Watch On The Table |
| H&M and PVH Most Exposed to Bangladesh Sustainability Compact |
| Korea Move Unlikely for U.S. LNG, China Displacement Possible |
| China Coal Curbs Coming, North Korea Cuts Insufficient For 10% Target |
| Teekay Okay On Long Haul, Recovery Will Be A Long Haul |
| A New Disruption for Ford as Spanish Port Workers’ Strikes Are Back |
| Nintendo Switches on Sales, Struggles With Imports |
| Siemens Gearboxes Could Outpace Hanwha Panels as Renewables Stabilize |
Tuesday, May 16, 2017
| COSCO Capital Needs May Be Behind Cryptic Comment |
| Hyundai MM Doing Better, But Still a Long Financial Road Ahead |
| Turkish Steelmakers Have No Fear of U.S. Rebar Duties |
| G7 May Bear Brunt of Trump’s Trade Ire In First Overseas Trip |
| Phone Importers Dial Up Expensive Handsets As Taiwan Pixel-ates |
| Epson On It As Printer Imports Hint At Recovery |
Monday, May 15, 2017
| U.S. LNG Opportunity as Gor-Gone For A Month |
| Single Shots Only As Vietnamese Coffee Stockpiles Wane |
| ADM and Tate & Lyle May Urge Restraint to Ross on Sugar Deal |
| Boxes Beat Tanks as Singapore Handling Inches Ahead |
| ECJ Makes Brexit Even More Complex With 22 Months To Go |
| Trade Case Fails to Chip Away At Silicon Metal as Decision Delayed |
| Belt-and-Road Needs More Than Just Tariff Cuts to Deliver for China |
| Desktops Make a Comeback as Laptops Head Upmarket |
| 30 Month High for Indian Deficit Has Oily Source |
Sunday, May 14, 2017
| Abe Wants TPP By Year End as Big 4 Deals Progress |
| Asia the Key to Hong Kong Container Growth as COSCO Recovers |
| EU Forces China to Pipe Down, Though Steelmakers Have Bigger Problems |
| New Depths Plumbed as China’s Shipbuilders Lose Share to Korea’s |
| Cheaper Chinese Staples Boxed in By Competitors |
| Saudi Oil Growth Dominates in March, Shifting Motiva-tions in April |
| A Wealth of Common Drivers for Virginia’s Container Handling Growth |
Friday, May 12, 2017
| Wan Hai Struggles to Make Progress as Containerlines Sail On |
| Tsakos Strikes Upbeat Tone as Revenues Rebound |
Thursday, May 11, 2017
| California Checks In More Cargoes, But It Sees Fewer Leave |
| Lighting the NAFTA Path After Lighthizer Approved |
| $2.4 billion Extra U.S. Exports Possible from New China Beef-and-LNG Deal |
| Spanish Rod Rush Precedes Steel Wire Case |
| Hapag Lloyd Outpaces Maersk Despite Slower Rate Development |
| South African Port Growth Falters as Exports Reverse |
| Odfjell Inches Ahead Before Rates Begin to Fall |
| Robinson and DHL Outpace Expeditors as NVOCCs Head Forward in April |
| 10 Billion Reasons for Putin and Trump To Talk Trade |
Wednesday, May 10, 2017
| U.K. Exports Hit New High, But Following Winds May Subside |
| Philippine Export Computations Show China Matters Most |
| Commerce To Give Cold-Drawn Steel Tubes the Cold Shoulder |
| Maersk The Fastest Growing Liner Even If Drilling Drilled a Hole in Sales |
| Drug Imports Drop as American Health Care Act Uncertainties Reign |
| Top 20 Shippers’ Share Nears 65% on U.S. Inbound Routes |
| 7th Rise in Imports Ahead As Energy Fuels U.S. Prices |
Tuesday, May 09, 2017
| ABB Leads as Rise of the Machines Reaches New High |
| McCain May Hold Keys To NAFTA Progress That Mexico Needs |
| Ross-Wang 100 Day Meeting Part of Planning, Not a Planned Party |
| French Export Boom Helped By Italian Painters, Hindered by China |
| Beretta and Glock Imports Load-up as SCOTUS View Awaited |
| MSC Slips, But Future Shape of Shipper Market Share in Brazil Set |
| SeaTac and NOLA Left Behind In Bumper Month for Ports |
| Gener8 Rates Escalate |
| Forwarders Fly as Nippon Express Expresses Growth Hopes |
Monday, May 08, 2017
| 232 Reviews Roll On, Malaysia Has Most To Lose If Semiconductors Investigated |
| Mexico-EU Deal Could Be Signed This Year, Ratification Uncertain |
| RCEP Nearer Conclusion, If China Still Cares |
| German Trade Jumps But U.S. Friction May Fall |
| Fiat Chrysler, Ford Accelerate Mexican Auto Exports |
| Taiwan’s Export Spurt Continues as Long as Chinese Imports Stay Strong |
| Tariff Race Back On, Making American Imports Great Again |
Sunday, May 07, 2017
| Trudeau’s Coal Investigation Just a NAFTA Skirmish, Not a Full Battle |
| Panamania Subsides as Extended Disruption Planned |
| Kia And Hyundai Pull Away from GM as South Korean Auto Exports Grow |
| Long-Awaited Cut in Cut-to-Length Steel Imports Made |
| Xi’s Got 100 Day Problems As U.S. Surplus Jumps 18% |
| Mitsui’s Pipes, Ford’s Parts Boost Mexican Ports’ Handling |
| Brazil Sees Kombi-nation of Strong Auto Exports, Weak Local Sales |
| Port Employment Left Behind Despite Jump in Handling Activity |
Thursday, May 04, 2017
| Alliances’ Antitrust Allowance Takes Step Towards Annulment |
| Chinese Apples Face Crunch Time as India Blocks Imports |
| C919 Jet Helps China Trade Negotiations, A Little Bit |
| Falling Oil, Downbeat Chinese Managers May Slow Malaysia’s Export Miracle |
| MISC Betters Tankers, But Not Because of Tankers |
| OPEC Absence Drowns Tanker Rates As Oil Price Sinks |
| Cinco de Mayo Shippers Need NAFTA Diversification for Future Parties |
| Canada’s Export Miracle Is Actually An Energy Miracle |
| Deficit Fuel for Trump’s Fire Despite Bankers’ Hard Work |
Wednesday, May 03, 2017
| Global Ports’ 10% Expansion in March Shows World Trade Alive and Kicking |
| Does Ross Want NAFTA 2.0 To Be Bilateral TPPs? |
| Commerce May Tool Up to Tackle Chinese Chest Exports |
| Bahri Beats Peers As Tanker Rates Rally |
| Debbie Disruption Looms Over Australian Export Boom |
| Will Luke’s Return Bring the Force Back to Star Wars Imports? |
| Busan’s Bounty Bested by Singapore and China |
| Protectionism Yet To Be Felt As Global Air Traffic Achieves Liftoff |
Tuesday, May 02, 2017
| Brazil’s Robusta Shortage No Block to Rising Global Coffee Exports |
| New York Set to Go Larger, Earlier After Port Volumes Stall |
| Brazil’s Cars and Planes Offset March’s Meat Scandal |
| Today’s Imports Are Tomorrow’s Discounts As Auto Sales Slump |
| 3J Not Hanging Around As FMC Blocks Early Move |
| D/S Norden Bucks A Bad Trend Among Tankers With Baltic Bonanza |
| Expeditors and DSV Head Forward, Leaving Panalpina the Odd One Out |
| 20 Most Read Panjiva Research Articles in April |
| Export Explosion Expected as ISM Reaches Five Year High |
| Mexican Sugar Could Parallel Canadian Lumber as NAFTA Skirmish |
Monday, May 01, 2017
| Trump’s New Order Overlaps But Extends the Omnibus Review |
| Suppliers to China Beware – Import Optimism is Falling |
| South Korea Data is Good News for Deal Negotiators, Bad for Shippers |
| Container Rates Rise on Routes Less Travelled |
Sunday, April 30, 2017
| KORUS Cancellation Would Hurt Aerospace Engineers and Farmers |
| GoPro Inches Ahead After Flying in March |
Friday, April 28, 2017
| COSCO Shipping Beats Orient Overseas, But Far From Being the Best |
| Maersk Gets Hamburg Sud for Two Thirds of Revenue |
| K-Line Lags Mitsui-OSK As Container-Line Revenues March On |
Thursday, April 27, 2017
| China Export Bonanza for New Zealand Might Not Last |
| Mexican Trade Surplus Evaporates As Electronics Imports Soar |
| Aluminum Security Threat Assessment Simple, Execution Complex |
| Argentina Could Sour Mexican Lemon Exports |
| Engineers Need Presidential Help as U.S. Deficit Jumps 15% |
| Japanese Auto Export Joy Not Shared by U.S. Buyers |
Wednesday, April 26, 2017
| Trump Takes Long View With Non-Nuclear NAFTA |
| New York Blown Away as Port Handling Drops |
| Suniva Seeks Presidential Help To Avoid Import-Inspired Bankruptcy |
| Frontline Back To Its Offer, Still Wants Youth and Scale from DHT |
| Hanjin Hangover Hurts Seaspan Still |
| 12 Tasks for President Trump’s Next 100 Days |
Tuesday, April 25, 2017
| Widodo Puts Indonesia’s Head In The U.S. Trade Lion’s Mouth |
| Euronav Steers Cautious Course But Matches Tankers’ Sales Disappointments |
| Auto Optimism Slump Drags on German Order Outlook |
| Japan Needs American Potatoes After Harvest is Mashed |
| Global Trade Expansion Continues to Run, Could Sprint |
Monday, April 24, 2017
| Macron-Mania As Export Hopes Hit June 2011 High |
| Malmstrom and Ross Open TTIP Door But Local Elections Matter More |
| Ross Swings the Axe Rather Than Burying The Hatchet |
| China Starts to Make Good On Its Steel Promises |
| Brazil Needs New Markets as China Sours on Sugar Imports |
| Nakilat May Prove Best of a Bad Bunch as Revenues Steam Ahead |
| Thai Presence in American Kitchens Expands as Exports Boil Over |
| Success Breeds Optimism as British Managers’ Hopes Surge |
| China Yet to Be Foiled as Brazil Paints a Silicon Target |
Sunday, April 23, 2017
| Bad Luck Britain – You’re Not Bad Enough To Get a Deal |
| Panama Canal Interruption a Fleeting Comfort for Suez |
| A Tricky Balance for Trade As Economists Expect Expansion |
| Charleston Dances to Another Handling Record |
| Sweeter Puget Sounds As Tacoma’s Asian Handling Accelerates |
| Shipbuilding’s Green Shoots in March Really a Korean Phenomenon |
Thursday, April 20, 2017
| Stricter EU Line Delays, But Doesn’t Change, Brexit Trade Deal Prospects |
| Mobile Gets Moving as THE Alliance Pays a Call |
| Spain Still Has Growth Energy But Is Wearing Out In Autos and Paper |
| Panalpina’s Miss Is A Hit, Brings Doubts for DSV, Expeditors |
| Mnuchin Hints at Tax Timing, But Will The BAT Swing? |
| 232 Sooner Than 1/15, Brazil and Russia Could Be Targeted by Ross |
| Ericsson’s Networking Not Working for Imports, Yet |
Wednesday, April 19, 2017
| Japan’s TPP 2.0 Push Will Complicate RCEP 1.0 |
| K+N Sets High Hurdle for Freight Forwarder Revenues |
| Seventh Dumping Accusation Targets German Tube Shipments |
| Trump’s 360 Day Assault on Steel Imports Could Target Russia |
| Bear Bankruptcy, Russian Ferrovanadium Charge Add to Metals Case Pressure |
| Another Kick Of The Wooden Can, For NAFTA’s Sake |
| Asia Lifts Japanese Trade Growth as U.S.-Bound Autoparts Drag |
| Gust of Wind Power Imports Despite Trump’s Clean Power Roll-Back |
Tuesday, April 18, 2017
| Daewoo Shipbuilding Complaints Continue, No WTO Move Yet |
| La Dolce Vita Close To An End for Italian Exports |
| Russian Rod Not Yet Beaten As Commerce Pursues Steel Case |
| Chinese Exporters Fail To Be Floored by Commerce Decision |
| Risk Rises for NAFTA Talks Without TPA |
| Aso May Not Accommodate Pence’s Push As Asia Matters More |
| Savannah Looking Plain as Handling Growth Slows |
| 7% Surge Seen for Shipping Revenues in 1Q 2017 |
| Brexit’s Too Easy, Let’s Have An Election Too |
Monday, April 17, 2017
| COSCO Ports Falls Behind Mainland, Looks to OBOR For Growth |
| Trump’s Paris Decision Could Determine LNG Exports’ Fate |
| HP CEO Worries About BAT, Most Reliant on Chinese Screens, Singaporean Printers |
| Pence’s KORUS Concerns Could Draw 10x Investment Initiative |
| Did the European Commission Help Boost Shipping Rates? |
| Chinese Shipbuilding Orders Accelerate, But Still Taking On Water |
| Currency Manipulation Finds No Guilt, Picks Wrong Targets |
Thursday, April 13, 2017
| Billion Dollar Chance for Trump Administration to Prove Trade Sovereignty |
| Biodiesel Buys Begin to Decline as ITC Takes Up Case |
| Nintendo Imports Switched On |
| China Calls for IP Rule Relaxation As Part of 100 Day Plan |
| Dell Dull, Lenovo Light-Hearted as PC Imports Have Tough Quarter |
| Cali Ports’ Performance Heralds Higher Trade Deficit Nationally |
| Currency and Cars to Face Investment and Options in Pence-Aso Talks |
| Indian Deficit’s Oil Explosion Masks Strong Underlying Trade |
Wednesday, April 12, 2017
| Renault, PSA Given Colombian Auto Opportunity |
| Mnuchin’s Spotlight Still Shines as Trump Dismisses China Manipulation |
| Singapore Port Handling Returns to Growth But Lags China |
| Shanghai’s Surprise as Chinese Container Handling Hits High |
| Chinese Export Party May Leave Xi With U.S. Surplus Headache |
| Sixth The First Consumer Test for U.S. Commerce Resolve on Trade Cases |
| Tsakos and Tesoro Oil Outliers as U.S. Independence Steps Closer |
| Taiwan Hits Second Spot in Asia Container Growth Ranking |
| 5 Year High For Import Inflation May Spur Deficit Jump |
| WTO Becomes Less Certain By Becoming More Optimistic |
Tuesday, April 11, 2017
| Seeds of Gymboree Failure Lay in Port Strikes |
| Myanmar Pipe Helps China Diversify Oil as Brazil Rises, Iran Falls |
| First Sign of Ross’s Robust Commerce Coming Down the Pipes |
| Lumber Leaps as Canadians Await Commerce Case |
| Plenty of Little Wins To Aim For In EU-Mexico Trade Talks |
| U.S. Weapons Imports Rise, Ammunition Slows Ahead of Gun Rights Cases |
| Schenker Shoots Ahead In NVOCC Rankings |
| Window for NAFTA Narrows If Lighthizer Is To Lead |
Monday, April 10, 2017
| Philippine Export Growth Disappoints Even As China Sales Soar |
| Volvo Echoes GM’s BAT Comments As XC SUV Imports Climb |
| Can Tacoma Tackle Maersk’s Alaska-Driven Move? |
| Norfolk Growth Not New Port News as Tie-Up Approved |
| Maersk Clears EC Hurdle By Cutting LatAm Routes |
| Consolidation Marches On Top 20 Shippers Grab 63% of U.S. Market |
| 3J Leaps Brazilian Barrier, U.S. Ports The Big Remaining Challenge |
Sunday, April 09, 2017
| Taiwan’s Export Growth Relies on Chips for Now, Lighthizer for Later |
| Turnbull Needs Modi to Diversify Australia’s China Energy Reliance |
| Maersk Trims Cabotage, International Share Intact After CADE Approval |
| COSCO Commentary Adds Credibility to Consensus Calculations |
| Trump-Xi Sets Foundations, Rapid Construction to Begin |
| Panama Canal Effect Now Fully Shipped |
| Jobs, Jobs, Jobs (But Not for Port Workers) |
Friday, April 07, 2017
| Long Beach Beats the Blues and Overtakes New York |
Thursday, April 06, 2017
| Mexican Auto Exports Reach New High as NAFTA Talks Awaited |
| Great British Exports Beat Europe, Face American Slowdown |
| Macronomix, Not Frexit Needed as Exports Dip |
| German Trade Growth Let Down by Europe, Boosted by U.S. and China |
| Xi’s Auto Offer Follows Chinese Appetite for American BMWs and Teslas |
| Holidays or Hang-Ups? U.S. Phone Imports Slump in February |
| Brazilian Auto Exports Make Like Ayrton As New Record Set |
| Unlucky Mr. President, Americans Are Buying More Overseas |
Wednesday, April 05, 2017
| Did Kia Overestimate U.S. Sales for March? |
| Pacific Basin Highlights Need for Bulker Ordering Discipline |
| Deal on Rice Would Be Nice for Mexico and Brazil |
| Chinese Steel Rolls Out of Europe, Into Vietnam |
| Stolt-Nielsen Disappointment Shows Difficulty of Turning a Tanker |
| A Battle for the Existence of Alliances, or Just Posturing? |
| Supply Chain Opportunities for Kate Spade If Hitched to Coach |
Tuesday, April 04, 2017
| Climbing Airfreight Utilization Raises Aerospace Trade Deal Stakes for Trump |
| Payless Failure Foreshadowed By Imports, But Difficult to Trace Exposures |
| Malaysian Export Record Driven By Energy, Helped By Chips |
| Tanker Tankan Tanks as Overall Export Outlook Brightens |
| European Shipping Crunch Brings Supply Chain Risk for BMW and Wyeth |
| Maersk Market Share Cut Needed As Brazil’s Top 10 Break 90% |
| Passed “Peak China”? U.S. Deficit Dips After China Trade Shrinks |
| Canada Eats and Drinks Its Way to a Deficit As Energy Saves the Day, Again |
Monday, April 03, 2017
| Xi Looks For Finnish Trade Opportunities as EU Battle Starts |
| WTO Trade Disputes Get Even MES-ier |
| Commerce Case Doesn’t Cause Korean Phos-Copper Collapse |
| Australian Export Boom May Run Into Cyclone, Sentiment Challenges |
| Could Hyundai Head Higher After U.S. Auto Sales Disappoint? |
| Brazil’s Record Defies Sliced Meat, Cold Coffee But Relies on Oil |
| U.S. Export Orders Rocket, Joining Global Gains Despite Policy Uncertainty |
| Breathing or Gasping? Container Rates Slide as Bulkers Fly in March |
Sunday, April 02, 2017
| U.S. Staple-Maker Wants China to Pack It In |
| Turkey Switches Off Chinese Solar Exports |
| South Korean Data Reduces Currency Accusation Risks |
| Cyclone-Hit Tracks Will Disrupt Japan, China Coal Exports |
| Trump’s Cudgel or Xi’s Scalpel? Bringing Trade Policy Into the North Korea Issue |
Saturday, April 01, 2017
| 25 Most Read Panjiva Research Articles in March |
Friday, March 31, 2017
| Shipping Revenues Accelerate in 4Q, Even More Expected in 1Q |
| Trump’s Cherry-Picking Spreadsheets Run Risk of Ad-Hoc Retaliation |
Thursday, March 30, 2017
| Bigger Doesn’t Mean Better as Busan Loses Out to Smaller Ports |
| COSCO Shipping Surprises With Strong Asian Rates |
| China’s Managers Party Like It’s 2012, Will Xi and Trump Take the Punchbowl Away? |
| Uniqlo Unique In Threatening To Quit U.S. On BAT Plans |
| With 2 of 13 Months Left in Steel Case, Korea Already Back In Market |
| The Secret of Good Trade Negotiations Timing Is |
| U.S. and Brazil Putin a Difficult Spot By Sino-Russian Seeds Deal |
| NAFTAmnesty? Trump Draft May Avoid New Deficits Rather Than Cure Old Ones |
Wednesday, March 29, 2017
| March Madness for Japanese Autos After February Fillip For Exports |
| North Korea Oil Sanctions Planned, May Already Be Happening |
| Lululemon Squeezed As Imports Drop in “Slow Start” to 2017 |
| New Administration, Old Schedule So Far for Ross’s First Two Trade Cases |
| It’s Up to New York to Boost Its Handling Growth |
| Food Feeds Veracruz’s Leadership of Mexican Port Growth |
| Coal To Play Offense In Trump’s Energy Export Gameplan |
| Will Steel Wire Case Be The First That Secretary Ross Accelerates? |
Tuesday, March 28, 2017
| Automakers Push German Export Optimism to January 2014 High |
| Debbie Devastation May Cut China-Bound Iron and Energy Exports |
| 2M-HMM Cooperation Not The Same As Collaboration, FMC Points Out |
| Ready, Steady, Wait for Post-Brexit Trade Deal as Divorce Takes Precedence |
| Brazil’s Meat Crisis Abates After EU And Hong Kong Slice Restrictions |
| Trump’s First Deficit Drops, But Ross’s NAFTA Review is AWOL |
Monday, March 27, 2017
| Mexican Cucumbers Highlight the Risks From a Hawkish NAFTA Stance |
| Cowboys Want Trump To Ride Into China, May Be Bucked in Trade Deals |
| Big Easy Has Big Challenges as Container Volumes Slide |
| 3J Clears Singapore Hurdle, FMC May Be A Barrier |
| Venezuela Generates $850 million Surplus, Struggles for Food |
| Is Mexico’s Surprise Surplus a Portent of Export Reversal to Come? |
| TrumpCare Uncertainties Lead Generic Drugs to Stay Away |
| New Zealand Ready to Diversify China Trade, RCEP Talks Are A Hurdle |
Sunday, March 26, 2017
| China Jet Readiness Puts 14% of U.S.-China Exports At Risk |
| Brazilian Bags Drag as U.S. Coffee Buyers May Be Stockpiling |
| Samsung S8 Shipment Surge to Follow 39% Vietnam-to-U.S. Vault |
| Hapag-Lloyd 2% Achieved Rate Rise Lags 25% Market Gain, For Now |
| World Trade Growth Accelerates, Maybe More to Come in February |
Friday, March 24, 2017
| Slowing Shipments Could Depress Trump’s First Deficit |
Thursday, March 23, 2017
| Ross and Lighthizer May Have Steel Excuse as Japan’s Worries Surface |
| Kids and Adults Love Them So, There’s a U.S. Factory Coming For Haribo |
| Dupont Brings Refrigerant From Mexico as Chinese Competitors Left in The Cold |
| Biodiesel Bounce Draws Anti-Dumping Allegations |
| Missed Platform Explains NZ Trade Dip, Ozzie Agriculture the Real Game |
| Savannah’s Growth Still Peachy, Outlook Fuzzy |
| Arms, Aerospace, Agriculture and Tech Hold Keys to Lighthizer’s Taiwan Aims |
| Mobile Port to Get Moving As Wal-Mart Sets-Up Shop |
| Is Li Offering Australia Agricultural Access for Property Purchases? |
Wednesday, March 22, 2017
| British Managers Buoyant Before Brexit, French Frown |
| Brazil Meat Exports Butchered as Corruption Crisis Continues |
| Puget Sound Slips as Seattle Surrenders Chinese Share |
| Compass Treats Itself to Market Share as Chinese Imports Stoppered |
| Maersk Gets Tyra Tax Break, Can Move On With Oil Demerger |
| Shipbuilding Has Its Worst Month Since 2008 as Daewoo Reaches for Lifeline |
| RCEP Won’t be TPP v2 – Simplicity Wanted by Negotiators |
| Have Reduced Trump Tariff Risk Perceptions Lead Ikea to Cut Imports? |
| Could Maersk’s Concessions for Hamburg Sud Include Brazil? |
| Nike Sales Outlook Disappoints, Imports Open New Quarter Lower |
Tuesday, March 21, 2017
| Thai Exports Drop Despite Samsung Dishwasher Strategy |
| Japanese Trade Nears Deals with China and EU But Could Reach Conflict with U.S. |
| Will the Box Club Be Clubbed by the Department of Justice? |
| Rise of the Robots Continues as U.S. Imports Climb for a Seventh Month |
| U.S. LNG Exports Jump as Global Demand Inflates |
| SM Group Wants to Go Large, But Options Are Limited |
Monday, March 20, 2017
| Elections Will Shift 53% of Brexit Trade Goalposts by 2019 |
| Peruvian Floods Put Copper, Zinc Exports at Risk |
| Spanish Imports Grow at Fastest for 6 Years, More to Come |
| 39% of U.S. Trade is Up for Review as Trump Nears Executive Order |
| AET Builds Share in U.S. Oil Handling As MISC Frets About Market |
| Little Sign of Sunrise for Solar, Except for Hanwha |
| ZIM Looks for Zip in Its Market Share By Adding Carolinas |
| Li Wants An Australian Deal For Assets and RCEP, Not Exports |
Sunday, March 19, 2017
| DP World Caution After Slow Quarter Precedes Reality of Protectionism |
| Mnuchin’s Hawkishness More Worrying Than G20 Communique Language |
| Brazilian Beef Controversy Could Put New Deals at Risk |
| No TTIP v2 – Trump and Merkel Have Other Deals to Handle |
| Hapag-Lloyd Inches Towards UASC, Blaming Paperwork for Slow Progress |
Friday, March 17, 2017
| Mexico Bares Agricultural Teeth Before NAFTA Talks |
Thursday, March 16, 2017
| Fiat-Chrysler’s Mexican Factories the Secret to Further Italian Export Growth |
| Squeeze Reprieve for Mexican Lemons as Argentina Waits |
| China Shipbuilding Orders Sink to New Depth |
| Dell Does Well in U.S. PC Imports, But Acer is Ace-r |
| Northwest Let Down by The Sea Side as Panjiva Combined Cargo Index Drops |
| Emptiness the Secret of Charleston’s Happiness |
| Quanta Reboots Chinese PC Export Growth |
| Nokia Downbeat on Phone Kit, But Could Ericsson Dial Up a Surprise? |
| Navarro’s Powerhouse, Trump’s CAFE May Mean Less Disruption for Automakers |
Wednesday, March 15, 2017
| Chile Wrap Has Little Flavor of Future Trade Deal Prospects |
| GoPro’s Growth Prediction Soars Above Import Evidence |
| Techtronic Tools Up for U.S. Production After Exports Hit High |
| Hyundai MM Brings Korea, Thailand and Indonesia to 2M |
| U.S. Keeps Door Shut to Chinese Magnesium, Which Heads to Canada |
| iPhone Imports Likely Jumped in January as Samsung, Google Lagged |
| Lighthizer Wants to Promote Ags Exports, May Be Forced to Play Defense |
| India’s Export Boom May Be Oil-Fired as U.S. Shipments Slowed |
| Foxconn Flies, Huawei Higher as Chinese Smartphone Exports Climb |
| China Doesn’t Want a U.S. Trade War – It Has Too Much Else To Do |
Tuesday, March 14, 2017
| Hong Kong’s High Kicking Growth Beats COSCO Pacific’s Sluggish Yangtze |
| Maersk Yet to Announce HamSu Financials, Regulatory Hurdles Remain High |
| Long Beach Beats LA, While California Tariff-Driven Import Boom Slows |
| Nintendo Fails to Switch On the Videogame Market |
| Virginia Slips as Brazil, Singapore Container Handling Slides |
| Singapore Port Container Handling Slides, Bucks U.S. Shipment Trends |
| 3J Efficiency Plans Emerging, Costs Already Falling |
Monday, March 13, 2017
| Will Mnuchin Use the G20 As a Currency Manipulation Campaign Kick-off? |
| China Port Growth Confirms Tariff Pre-emption Strategy |
| China May Not Grab TPP in Chile, But It Does Need to Address NAFTA 2.0 |
| Is Lego’s Import Growth as Simple as Black and Gray? |
| Has the U.S. Ammunition Import Craze Started to Subside? |
| Expeditors Loses U.S. NVOCC Share to Danmar, DSV as Competition Hots Up |
| Nunes’s Trade Opportunities Could Add 3% to Brazil’s Exports in 18 Months |
Sunday, March 12, 2017
| May’s Finger on the Brexit Start Gun as British Trade Booms |
| NAFasTA Deal Making? |
| Orient Overseas Flags Shipping Industry’s Balancing Act Risk |
| Are Bulk Shipping Rates Defying Gravity? |
Friday, March 10, 2017
| CMA-CGM Revenues Expand a Little, Will It Buy More? |
| Logistics Jobs Shift From Warehouses to Wheels |
Thursday, March 09, 2017
| Ferroglobe Petition May Mean Foreign Companies Benefit from U.S. Case |
| Faster Foil Findings May Be Result of U.S. Aluminum Case |
| British Exports’ Fastest Surge Since 2011 Face Brexit and U.S. Hurdles |
| German Export Jump May Make Merkel’s Meeting Messy |
| Apparel Brings Blowout Philippine Exports, Future Less Certain |
| Suez Swamped by Shippers’ Panama Push |
| Merkel-Trump Meeting Could Make Dark Clouds Disappear |
| The Big Get Bigger as U.S. Carrier Share Consolidates Further in February |
| Higher Prices Might Not Thwart Trump’s Desired Deficit Dip |
Wednesday, March 08, 2017
| Busan Losing Share to Peers in South Korea Container Handling |
| Vietnam Warns of Slow RCEP Progress, May Hold Sway Over China |
| Ross-Joo Meeting May Be The Reality of U.S. Trade Dealings |
| Maersk Needs Tyra Answer Before Addressing HamSu Finance Questions |
| Sales Success, Tariff Risk Drives Wanfeng Auto’s U.S. Spending Plan |
| Did Wilbur Ross Punt NAFTA 2.0 Into 2018? |
| Port of LA Experiences First Drop Since June While Philadelphia Flies |
Tuesday, March 07, 2017
| RCEP “At An Early Date” A Far From Simple Deal |
| Brazil’s Auto Exports Jump, For the Wrong Reasons |
| Downturn Ahead, or Just Turbulence in French Exports? |
| China Exports Weak At First Glance, Stronger on Examination |
| Trump Rush Effect Wanes in February as U.S. Shipments Slow |
| Well Oiled Canadians Face Drug and Car Slowdown |
| 5 Year High For U.S. Deficit Adds Impetus But Can’t Accelerate New Trade Deals |
Monday, March 06, 2017
| South Korean Trade Dispute with China Likely to Remain Low Key |
| China Chips Mean More Than Trump for Taiwan Trade |
| Mexican Sugar Exporters Look Elsewhere as U.S. Investigation Delayed |
| Navarro Calls Out Samsung, LG For Trying to Maximize Profits |
| Ford Loses Fusion Power in Mexican Exports While Chrysler Journeys On |
| CMA-CGM Could Consider Deals as Brazilian Consolidation Continues |
| Shipbuilding Rebound Likely To Be a Holiday Effect |
| Heavier Laden Jets Face Protectionist Storm on the Horizon |
Sunday, March 05, 2017
| Will Ross Use Stainless Steel to Strip Failure from Trade Case Record? |
| Will Discipline Hold as Hyundai MM Gets the Money It’s Been Promised? |
| China Looks For Steel Export Leadership with 5% Cut in Production |
| Cardenas About To Play Best Cards as Maersk Terminal Opens |
| Bird Flu Opportunity Becomes Risk for U.S. Farmers |
| General Motors Has Supply Chain Issues to Address After PSA Deal |
| Trump Cap Yet to Arrive as Panjiva Combined Cargo Index Advances 7% |
Friday, March 03, 2017
| Miami Misses but Savannah Succeeds in Boosting South East PCCI |
| Malaysia’s Export Acceleration Depends on China’s Success |
Thursday, March 02, 2017
| Ford, DAK May Face Spanish Port Strike Risk |
| Rapid Commodity Rebound Boosts Brazil’s China Business |
| Adidas Sourcing Teardown Reveals Shoes From 27 Countries, T-Shirts from 30 |
| Boeing Wants ExIm But Trade Deal Exposure Matters More |
| Rebar Investigation Fails to Demolish Imports |
| 30% Growth Opportunity For Trina, Hanwha Q-Cells as EU Tariffs Phased Out |
| Kia Losing In U.S. Auto Shipments, Road Ahead No Better |
Wednesday, March 01, 2017
| Australia Profits From Commodity Boom, But Buys More Than Expected |
| Panalpina Doesn’t Pan Out, Outlook Panned |
| Less WTO, More Wrestling with South Korea Previewed in Trump Trade Tract |
| Who Can Sate CMA-CGM’s Hunger for U.S. Number 1 Spot? |
| Los Angeles Carries California As PCCI Advances 3% |
| Shippers’ Confidence Not Borne Out By February Rate Performance |
| 20 Most Read Panjiva Research Articles in February |
| Global Trade Daily Podcast Now Available! |
| Chinese Managers Upbeat, Americans Seek To Beat the BAT |
Tuesday, February 28, 2017
| Did Trump’s Speech Support BAT? It May Slow New Trade Deals |
| K+N Strikes Cautious Note for Shipping After Soft Quarter |
| Seaspan Slips, Saves Before Spending |
| LG Invests in U.S. Before Trump Takes Them To The Cleaners |
| South Korea Shipment Success May Breed U.S. Currency Contempt |
| The Steel’s Gone But the Controversy Will Linger |
| GM Teardown Reveals Border Tax Exposure to Chinese Wheels, Korean Batteries |
| Audi’s Q5 Factory Causes Veracruz Port Traffic Acceleration |
| Colombia Truckers May Push Douwe Egberts Further into Peruvian Coffee |
| U.S. Deficit Defies Expectations as Seaborne Shipments Surge |
Monday, February 27, 2017
| Hapag Lloyd Beats The Street, Flags Need for Discipline |
| New Zealand’s Appetite for Oil, China’s Desire for Dairy Drives Trade |
| Savannah and Norfolk Form Tag Team to Take on Charleston and Philadelphia |
| U.S. Trusts Itself 16 Times More Than The WTO |
| Play-Doh Returns to U.S. After Imports Build Up |
| Japanese Auto Exports Slow as Toyota Taps the Brakes |
| Fuel Needs Drag Mexican Trade Deficit to New High |
Sunday, February 26, 2017
| Thailand’s Expansion Continues, Future Growth Likely From Asia |
| RCEP Talks Continue: Success Not Guaranteed, But China Still Needs Growth |
Friday, February 24, 2017
| Venezuela’s Oil Cash Flows But Imports Still Fall |
| Cuba Faces $2.6 Billion Trade Deficit, Swaps Chinese Tractors for U.S. Food |
| Obama-Trump Bridge Trade Figures Likely to Expand |
| Magna Sourcing Teardown Reveals Austrian Axles, Chinese Transmissions |
| Lumber May Not be Lumbered with NAFTA Negotiation |
Thursday, February 23, 2017
| Global Trade Growth in 2016 Set to Continue in 2017, at Least in January |
| In Merkel They Trust – German Managers’ Export Optimism Rises |
| Caterpillar Sourcing Teardown Reveals Japanese Buckets and Chinese Gears |
| Have Makita and Black & Decker Tooled Up to Tackle Border Tax? |
| New Zealand Aims to Take Bigger Bite of China Apple Market |
| Mnuchin’s Currency Manipulation Net May Be Cast Wider Than Before |
| Maersk Sees Brazil Activity Held Up By Equipment Shortage |
| Dupont’s Refrigerant Opportunity Expands As Chinese Exports Cool |
Wednesday, February 22, 2017
| APM Investment Could Boost NY/NJ Imports by 15% |
| French Managers the Happiest in Over Five Years, More Smiles to Come |
| U.S. Skips Tire Tariffs as China Crushes Foreign Competition |
| Circumvention May Be Circuitous as Commission Considers Tube Case |
| WTO Cuts Red Tape, But Big Ugly Wall of Trade Barriers Grows |
| Longshoremen’s Short Strike a Long Term Ploy |
| Mexico and Canada Lack Leverage for Trilateral Trump Talks |
Tuesday, February 21, 2017
| Generic Drug Imports Fall as Healthcare Costs Expected to Rise |
| Fanuc Fans Flames of U.S. Industrial Automation |
| New FTZs to Tackle China Trade Slowdown |
| EU Approval for Maersk’s HamSu Bid May Hinge on Brazil |
| Peru Has Copper Opportunity, Asparagus Risk With Trump |
Monday, February 20, 2017
| Evergreen Upbeat, Rate Rally Pauses |
| Could China Shock Tesla Analysts? |
| Trump’s Deficit Definition Definitely Of Limited Use, Shows Job Risks |
| Less Below Normal Than Normal Export Stance for Managers Before Brexit |
| Spain’s Wobbly Growth Continues in December, More to Come In January |
| Kim Jong-un Faces $1.8 billion Choice as China Implements Sanctions |
| Japanese Exports Disappoint As U.S. Auto Shipments Slump |
Friday, February 17, 2017
| Jets Wash Out Panama Effect as Northwest PCCI Climbs 5% |
| Are Department Stores Hoarding Ahead of BAT? |
Thursday, February 16, 2017
| Trump Not the Only Enemy For China as Remedies Rise |
| India Commits to Steel Tariffs, Keeping Up With The U.S. and EU |
| Kate Spade Sourcing Teardown Shows Hong Kong Matters Most |
| Mexican Gas Price Hikes Look Unavoidable as Imports Leap |
| Charleston Has Best Month Ever on China, Panama Growth |
| Has Hanjin’s Demise Helped the Shipping Industry? |
| Border Tax Risk for Ikea, Rooms to Go as Furniture Imports Soar |
| Hamburg Sud’s Brazilian Domination Extends |
Wednesday, February 15, 2017
| Global Clean Tech Spending Slump Led by U.S. Imports |
| Italian Trade Ends 2016 On a High, More to Come In January |
| Brazilian Coffee Imports a Relief, But Not Significant |
| CETA Still Not Certain as Growth Goes Against the EU |
| LNG Demand Lights Up, Will Trump Let The U.S. Play? |
| Nintendo Switches Up Its Imports Ahead of New Console |
| Being Small But Simply Formed Makes Messina Attractive to MSC |
| Indian Export Growth Slows, But Faces Trump Trap Risk |
Tuesday, February 14, 2017
| COSCO Ports Grow With Toys, But Lag China As a Whole |
| Siemens Powers Ahead in Mexico, Room To Grow Further |
| Has Hyundai MM Already Lost the Battle for Walmart’s Custom? |
| Hong Kong Hurdles Holiday Hiatus As Growth Continues |
| Glycine Imports Fall, But Tariffs May Not Be Working |
| Long Beach’s Long Nightmare Ends as Container Growth Returns |
| Ericsson Grows, Nokia Shrinks as U.S. Phone Network Imports Hit (Another) High |
| Did Samsung Beat Apple in 4Q U.S. Smartphone Shipments? |
Monday, February 13, 2017
| Hyundai MM Receives Government Largesse, Bad News for Everyone |
| EU Ready To Go Into BAT Against Trump at WTO |
| Tweaks Not Tariffs From Trudeau-Trump Trade Meeting |
| Maritime Oil Out of Favor with U.S. Refiners as Tankers Consolidate |
| Trump’s Narrowed Oil Target Still a Long Way From Completion |
| Christal Shines as NVOCCs Beat Industry |
Sunday, February 12, 2017
| Printers Spool Up While HP Runs Out of Ink |
| A Self-Fulfilling Prophecy for Japanese Liner Rates |
| Savannah’s Sweet Sixteen as Trade Hub Status Grows |
| North Korea Sanctions Yet to Bite as Missile Launches Continue |
| Did Abe’s Investment Sword Counter Trump’s Currency Sabre? |
| Panama Canal Succeeds After Seven Months |
Friday, February 10, 2017
| Last Chance to Blame Obama for Higher Imports |
Thursday, February 09, 2017
| NAFTA Not the Only Risk for Mexican Avocados |
| LNG Lags, Making MISC Miss Expectations |
| Strong U.K. Exports May Mask Rot Underneath |
| Duterte Has China To Thank for Philippine Export Growth |
| China’s Trade Rebounds, Guess Who Won’t Be Happy… |
| Laptop Apathy in 4Q Meets Trump Tariff Panic in January |
| Americans Buy More Ammunition, Fewer Guns from Abroad |
| MSC’s Remarkable Market Share Bounce Leads Industry Consolidation |
Wednesday, February 08, 2017
| Geogrid Case Shows Need for Speed |
| Nisshinbo Applies the Brakes in Mexico |
| Freeland Takes Hawkish Stance, Canada Could Squeeze U.S. Tech |
| Hyundai MM Past The Worst As Revenues Bounce 18% |
| Navarro-Baiting Record German Trade Surplus Faces Slow-Down |
| Savannah Surges, Seattle Sinks in January Port Rankings |
| Cuervo’s Tequila Exports Surged Ahead of IPO |
| Will Brazil Need a Pick-Me-Up Coffee? |
Tuesday, February 07, 2017
| Ford, Nissan Mexican Exports Slump Ahead of Trump Deal |
| Southwire, Nexans Preempt Chilean Copper Mine Strike |
| Trina, Hanwha Hope for Brighter EU Solar Future |
| Maersk’s Miss Doesn’t Demonstrate Disaster, Outlook Optimistic |
| No Trump Effect Yet as U.S. Import Growth Continues in January |
| OPEC Can’t Save Canada From Slowing Autos |
| Why 2.2%, Not $734 Billion Should Be The Headline for U.S. Trade |
Monday, February 06, 2017
| Hyundai MM May Be The Herald of a New Shipbuilding Cycle |
| Frontline Needs Higher Price, Brighter Outlook to Woo DHT |
| Airbus Creates French Export Growth, Future Brighter |
| Strong Taiwan Trade May Signal Foxconn Phone Growth |
| 33 Ways U.S. Farmers Can Help Abe Beat Trump |
| Alliances Good, Deals Bad As Far As FMC is Concerned? |
Sunday, February 05, 2017
| Merkel’s $1 billion EU Export Opportunity for Uruguay |
| After 20 Years of Tariffs, China is Still in U.S. Magnesium |
| Could a $7,600 German Auto Tax Lead the U.S. to Leave the WTO? |
| Awaiting the $45 billion Tweet from @realdonaldtrump |
Friday, February 03, 2017
| Tearing a Strip, of Steel, Off China May Not be Enough |
| Air Transport Jobs Hit Highest Since 2008, Warehouses Break Record |
Thursday, February 02, 2017
| Cattlemen Saddle Up for NAFTA, Other Opportunities Abound |
| GoPro Disappoints But Imports Show Improvement Ahead |
| Trump, Trudeau and Peña Nieto’s Top 50 NAFTA Pain Points |
| NZ’s Free Traders Need to Send More Beef to Trump’s America |
| U.K. Zero-Tariff Brexit Offer Faces Divergent EU Trade Surpluses |
Wednesday, February 01, 2017
| Samsung’s Trump-Inspired Move May Shift Fridges, not TVs |
| Wooden Can Kicked Down the Road, for NAFTA? |
| Toyota’s U.S. January Sales Slump as Japanese Imports Fall 5% |
| There’s Rarely Bean a Better Performance from Brazil |
| Australia’s Record Surplus Might Not be Sustainable |
| CMA-CGM Deal with Total Makes Financial and Regulatory Sense |
| Is the U.S. More Worried About Trump Than Europe and China? |
| Airfreight Growth Flies, Turbulence Ahead |
| Rothfos Bags Colombian Coffee Supplies as Brazil Dries Up |
| Did Bumper Apple Results Eat All Foxconn’s Exports? |
Tuesday, January 31, 2017
| Under Armour Underperforms as Import Growth Slides |
| Trump Waves Currency Saber as Japan Deal Opener |
| Suppliers’ Paradise – China Import PMI at Five Year High |
| Electronics Boost South Korean Trade, Trump Accusations Possible |
| Tanker Rates Killed in January, Containers Still Killing It |
| 20 Most Read Panjiva Research Articles in January |
| Cuban Trade Struggling – Blame Sugar, Not Trump |
Monday, January 30, 2017
| Is Germany Next on Trump’s Target List? |
| Venezuela’s Oil Exports Grow While Imports Shrink |
| Japanese Shippers Show (Mostly) Better Growth, Brighter Outlook |
| Industry-Beating NVOCC Growth Faces Technology Risks |
| No Romance for Chemicals as Stolt-Nielsen Disappoints |
| Cargo Growth Accelerates in December, Faces Trump in January |
| Southeast PCCI Grows, But Still Falls Behind |
Sunday, January 29, 2017
| New Year, Old Topics in Steel Dumping Case |
| Trump and May to Stay Hand-in-Hand-in-Trade |
| Frontline Buys Youth and Scale with DHT Deal |
| California Cargo Growth Accelerates, PCCI Jumps 7% |
| Nissan’s Export Success May Draw Trump’s Attention |
| New Zealand Trade Stumbles, China Growth May Be Hobbled |
Friday, January 27, 2017
| Orient Overseas Grows Revenues Using Volumes, Not Rates (Yet) |
| DHL Express Brings Growth as PCCI Northwest Jumps 10% |
| Charleston’s China-Fuelled 2016 Growth Needs Trump Finance to Continue |
Thursday, January 26, 2017
| Closer Port Ties May Cause Regulatory Bind |
| Colombia Raises the Standard for Gold Exports |
| Euronav Shows Shipping Recovery, Investors Focus on Financing |
| Germans Join Euro Export Growth Hopes, Until Autos Turn Again |
| Trump Trade Deficit Focus Drawn by 6% Mexican Export Surge |
Wednesday, January 25, 2017
| Ross Needs New Import Tools to Cut Tool Imports |
| Great December Turns Terrible 2016 Tide for Savannah |
| Slow Tire Case Misses the Mark, Supports Trump’s Aims |
| A Jollier Time in Europe, Especially In France |
| Engine and Digger Parts Drive Rebuild in Japanese Exports |
| World Trade Roars Back to Life |
Tuesday, January 24, 2017
| Mexican Autos at Risk if Trump Opens CAFE |
| Shipping Shuffles Forward, Analysts Hope |
| Thai Export Success Faces Trump Risk |
| RCEP More Likely Than China in TPP 2.0 |
| Brexit Keys Could Be In Austrian, Italian or Greek Hands |
Monday, January 23, 2017
| Are Lemons the Canary of Trump Trade Negotiations? |
| TPP Gone, But NAFTA Matters More |
| Weak 4Q Apparel Imports May Be Reflected in Kohl’s, JC Penney Sales |
Sunday, January 22, 2017
| Trump’s Robotic Conundrum – Tariffs vs. Automation vs. Retaliation |
| Foxconn (Might) Put on a Display for Trump |
Friday, January 20, 2017
| Trump’s Trade Hawk Takes Leisurely Flight, Until the Next Deficit |
| Bad Times for Shipbuilders Mean Good Times for Shipping Companies |
Thursday, January 19, 2017
| No Deal for Now, High Expectations for Orient Overseas in 2017 |
| Beer Good, More Beer Better for Railroads |
| Trump Brings More Wind, Less Sun to the Renewables Industry |
| Chinese Printers Feed into U.S. Market, HP Jammed |
| Volatile Spanish Exports Take a Step Forward |
Wednesday, January 18, 2017
| Hyundai MM (Finally) Joins MSC In Underperforming Port Ownership |
| Last Orders for Froman With Canadian Wine Complaint |
| Cut to Length Steel Cut Out, Will Ross Want More? |
| Huawei Left Behind as U.S. Network Gear Imports Hit Quarterly High |
| Adidas Sees Little Change to Business Under Trump Trade Policy |
| HP, Lenovo Likely Bucked Weak 4Q For U.S. PC Imports |
| Retaliation a Bigger Risk Than Indonesian Cattle for U.S. Farmers |
| China Needs New Furrow to Plough as U.S. Fertilizer Imports Cut |
Tuesday, January 17, 2017
| Orient Overseas Could Join ‘Get Bigger, Build Less’ Trend |
| GM to Bring American Axle’s Mexican Axles Back to America |
| TTIP Progress Report More Likely To Be Its Elegy |
| Shipping Rates Rise, Except to South Korea |
| Italy’s Exports Helped by Oil, Hindered by Canned Tomatoes |
| Post-Election Tariff Worries May Have Boosted U.S. Phone Imports |
| Trump’s Day 1 TPP, NAFTA Moves to be Followed by Crowded Kitchen |
| Mexican Ports Grow, But 1-in-7 Containers Are U.S. Bound |
Monday, January 16, 2017
| Main Brexit Problem is EU Unity, Not U.K. Desires |
| Trump’s “Very Quickly” Means Years, Not Months, For U.K. |
| Trump Just One of BMW’s Problems as 4Q Imports Fall |
| COSCO Pacific Lags Hong Kong Holiday Growth, Expands Elsewhere |
| Valero Slides Past Chevron as Top Oil Importer While PBF Slumps |
| 11-Fold Energy Challenge for Trump, Canada May Pay Price |
Friday, January 13, 2017
| Lego Brings the Bat in December, Faces Trump in January |
| Indian Exports Bounce on U.S. Rubber Shipments |
Thursday, January 12, 2017
| Rush to Beat Trump, Early New Year Help Weak China Exports |
| Videogames Imports Face Battlefield:Trump in 2017 After Slow 2016 |
| Obama’s Parting China Aluminum Shot Gives Trump Another Target |
| Container-Liners Consolidate Market Share After Bumper Fourth Quarter |
| (Some of) California Knows How to Party |
| OPEC-Inspired Import Price Hike Adds Impetus to Trump Tariffs |
Wednesday, January 11, 2017
| COSCO’s Secure Financing Not Necessarily a Good Thing |
| Rail the Way for Mexico to Boost Gasoline Imports |
| China Grains Decision Likely to be About Grains, Not Trump |
| Are Pharma Imports Reddy for Trump? |
| LA Lands China Surprise Volume Growth, Leads U.S. Ports Again |
| Samsung’s Washer Agility a Lesson for U.S. Trade Cases in 2017 |
| Panjiva Webinar – Global Trade Outlook for 2017 |
Tuesday, January 10, 2017
| British Trade Records Face Manager Gloom |
| World Bank Banks on Less World Trade Growth |
| American Ammunition Imports Hit New Record in 2016 |
| Small Stage, Sticky Situation for Corn Syrup Trade |
| Is Trump Looking In The Wrong Place? |
| Soaring Airfreight May Continue Its Ascent in December |
| Philippine Export Slump Trends Likely Continued in December |
Monday, January 09, 2017
| Cheap Shots as Coffee Exports Perk Up in November |
| Mexican Autos’ Fast 4Q Faces Furious Trump in 2017 |
| One Steel Supplier’s Sunset is Another’s Sunrise |
| LNG Elevated as China Chokes on Coal Power |
| 25 Months of Chinese PC Pain May Soon Be Over |
| Chips Drive Taiwan Export Jump, But Where Are They Going? |
Sunday, January 08, 2017
| Fiat Chrysler Toes the Trump Line, Mexico May Not Suffer |
| Thai Floods Disrupt 10% of U.S. Tire Market |
| Neopanamax Effect Still Alive in December |
| Germany’s Auto-Led Export Parade May Face Trump Rain |
| Trump Racing? China Phone Exports to U.S. Jumped 40% in November |
Friday, January 06, 2017
| Warehouse Jobs Growth Slows to April 2014 Level |
| Canada Has Half Billion Dollar Gain, Faces Long-Term Policy Pain |
| Deficit Develops as Fewer Foreigners Value American Intellect |
| Australia’s Trade Surplus is a Gas, Don’t Wine |
Thursday, January 05, 2017
| $5.5 billion South Korean Move Undermines Shipping Industry Discipline |
| Black & Decker Tools Up for Growth as Imports Build |
| Trump Trips on Toyota Auto Facts, Canada the Actual Loser |
| France Export Growth Seen Through a Glass, Lightly |
| MSC Loses Out to Maersk in Brazil, But Does It Care? |
Wednesday, January 04, 2017
| Maersk’s Alibaba Deal Could Access 699,000 Contract Market |
| Toyo Tire and Kenda’s Construction Opportunity from Indian Tire Imports’ Puncture |
| Tesla Gigafactory Opens, Lithium Imports Leap |
| Imported Autos Fail to Join in U.S. Auto Increase in 2016 |
| Bad Year, Better Quarter for Shipping Rates in 2016 |
| 7 Trade-Sensitive Industries to Watch in 2017 |
| Apple Flavor’s Milk Supply Outlook Unappetizing |
| Steel Tariffs Removed, for a Change |
Tuesday, January 03, 2017
| Japan Shipping Inc Downbeat, but Coping |
| U.S. Managers’ Trump Honeymoon May Be Brief, Brexit Experience Shows |
| Trump Tries to Make Autos Great Again, Bilaterally |
| 6 Shipping Industry Questions to Answer in 2017 |
Monday, January 02, 2017
| Cracking Export Opportunity for U.S. Egg Suppliers |
| Morocco Squeezed as USDA Restricts Citrus Fruit Exports |
| Wall of Plywood Shipments Arrive as ITC Investigations Dumping |
| Hyundai MM Gets By With Help from Little Friends |
| Another Tariff Hawk in Trump’s Trade Policy Nest? |
| Brazilian Consumers Play and Eat Their Way to Import Growth |
| Hanjin, Samsung Nightmares Pass as South Korea Growth Awakens |
| China Trade Outlook Hopeful, Just |
| 3 Macroeconomic Data Trends to Follow in 2017 |
| 7 Trade Deals to Track in 2017 |
| 20 Most Read Research Articles of 2016 |
Thursday, December 29, 2016
| U.S. Gasoline Profits from Mexican, Venezuelan Refinery Issues |
| GSP Not the Only USP For Argentine Exports to U.S. |
| 10 Top Trade Trends From 2016 – Trump, Steel and Deals |
| Navarro and Ross Policies Supported by U.S. Deficit Jump |
Wednesday, December 28, 2016
| Fuel for Trump’s Tariff Fire as Panjiva Combined Cargo Index Rises for Sixth Month |
| High Seas, Low Altitude Boost Southeast PCCI By 4% |
| LAX Doesn’t Lack for Growth as California PCCI Climbs |
Tuesday, December 27, 2016
| Nissan Leads Japanese Auto Exports, Just Not to The U.S. |
| Oil Powers Thai Exports as Rice Shipments Slide |
| Pre-Holiday Heartburn Drug Imports Led by Teva and Cipla |
| Cuban Imports Down at Heel After China Purchases Drop |
| Statins Not Static, Reddy’s Ready to Win |
Friday, December 23, 2016
| Trump-bait – Mexico Picks a Bad Month to Have a Good Month |
| Apparel Growth Uptick Slowly Reaching Materials Supply Chain |
| China Gives Them What They Want, Just Not On What They Want |
Thursday, December 22, 2016
| Froman Backs Trump Into Post-TTIP Beef Battle |
| Not So Little Italy Boosts New York Port Handling |
| Robots May Be Held Hostage To Trump’s Trade Strategy |
| Victoria’s Secret Imports Push Upwards in November |
| Savannah Saved by Europe, Losing Asia Battle To Charleston |
| Spain Doing the Right Thing, Just With The Wrong Stuff |
| World Trade Fell for Only 2nd Time Since 2009 in October |
Wednesday, December 21, 2016
| Europe to Keep Shades Closed Against Chinese Solar |
| Trump Likely Trade Decision-Maker-in-Chief After NTC Creation |
| Venezuela Eats Less, Watches More |
| Barbie and Lego’s Late Surge Saves Toy Import Season |
| Clothing Makes a Comeback, Sweaters Under the Tree |
Tuesday, December 20, 2016
| Ford Adds Indian Imports to Mexican Fiesta and European Connections |
| When Life Gives USDA Approval, Sell Lemons |
| Earthquake Takes Toll on New Zealand Exports |
| Epson, Canon Keep on Growing as Printer Imports Slide |
| Dull Dell Sharpens as Leader Lenovo Lags |
| Long Beach’s Long Endured Ownership Uncertainty Ended |
Monday, December 19, 2016
| GM’s Idle Factories Make Devil of a Problem for Mexican Suppliers |
| Storm in a Galvanized Tea Cup, or Broader Trade Squall? |
| British Break with Continental Export Optimism |
| COSCO’s Bohai Buoyancy at Risk as Tianjin Chokes |
| Colombia Beating the Odds on Gold and Coffee Can’t Create Growth |
| Solar Power Imports Dim Ahead of Trump Energy Policy |
| Moving French Water by Water to China |
Sunday, December 18, 2016
| Peak Pressure Passed as Aluminum Purchase Proceeds |
| Filipino Electronics Growth Hopes Depend on Chinese Customers |
| Rogue One’s Last Minute Rescue Doesn’t Save the Holiday |
| Trump’s First Trade Battle Could Be In the Trees |
| SeaTac Soars, Offsetting Sub-Standard Subaru Seaborne Shipping |
| Slower Cars Drive Japan’s Trade to 16th Straight Drop |
Friday, December 16, 2016
| 3+4+5=1 in Brazilian Shipping |
Thursday, December 15, 2016
| WTO Battleground Grows as U.S. Agricultural Exports to China Collapse |
| Italy’s Problem Isn’t Selling Exports, It’s Getting Paid for Them |
| Les Bleus Less Blue on Export Outlook in December |
| Drug Misuse Rule Changes Visible in AC Trade Data |
| Skiers Favor Function Over Fashion With Late Change of Plans |
| Charleston Dances to China Tune, Panama Pitched Perfectly |
| Gold’s Glitter Beats Steel’s Shine as Indian Deficit Balloons |
Wednesday, December 14, 2016
| FMC Ignores DoJ Concerns to Approve THE, More Work To Do in 2017 |
| GM Finds Build Local, Source Global No Protection From Chinese Antitrust |
| Japan More Upbeat, Just Not About Trade |
| Hong Kong Heads Ahead of the Mainland With November Traffic Jump |
| Long Beach Faces the Price of Its Owner’s Failure: The Worst November in 5 Years |
| GoPro’s Late Surge Can’t Rescue Weak Holidays |
| Getting Big is Easy, Staying Big Isn’t for Merging Shippers |
| Future of $13 Billion in Doubt as China’s Ship Orderbook Hits 5 Year Low |
| China’s Port Success Lesson: Be Small and Tech Fueled |
Tuesday, December 13, 2016
| Cyclone Vardah Tragedy Comes as Chennai Exports Struggle to Maintain Growth |
| Modernized Defense for EU Sets Stage for 2017’s Trade Battle Royale |
| Better Out than In as Oakland Exports Accelerate |
| Brother, Can You Lend a Pound (of Green Coffee) |
| Poor Score for PlayStation Drags Videogame Imports Down |
| LA Rules West Coast Import Traffic as Port Everglades Rocks to Latin Rhythms |
| The $190 Billion Question – How Much Air, Rail and Truck Freight Moved in November? |
Monday, December 12, 2016
| Nestle, Keller Finding Formula for Success in Chinese Baby Milk Regulations |
| U.S. Has Pistachio Export Market Cracked |
| Ammunition Imports Breach 2,800 Tons in November |
| Maersk May Go Second Tier Shipping Shopping to Replace Revenues |
| Imports’ Red Rag to Trump’s Trade Bull as November Shipments Climb |
Sunday, December 11, 2016
| Chinese Cast Iron Exporters Want to Avoid Being Washed Down the Drain |
| Samsung and LG Preempt Being Taken to the Cleaners |
| North Korean Coal Sacrificed for Good of China Trade Deals |
| Hyundai MM’s Limited 2M Deal May Reflect Regulatory Risks |
Friday, December 09, 2016
| Hanjin Holiday Decoration Disappointment Diverted |
| Neopanamax – Has the Novelty Worn Off? |
Thursday, December 08, 2016
| The Art of China’s Trade Deals: A Two Pronged Approach |
| Brexit Bounce as U.K. Goods Exports Hit New High |
| China Steels Itself For Yet Another Corrosive Trade Case |
| Export Drive in Germany May See Sudden Reversal From Autos |
| Philippines Beaten by Taiwan as Chip Supplier While Exports Disappoint |
| Thai Pineapple Producers Squeezed as Costa Rica’s Find New Markets |
| Cisco and Sanmina’s Phone Gear Imports Rise, Face Trump Threat-a-tunity |
| Many Ways to Build Market Share Muscle in Glycine |
Wednesday, December 07, 2016
| Copper Pipe Imports Recover After Plumbing Post Duty Depths |
| Australian Exports Accelerate, More to Come from Commodities |
| China Trade Avoids Dips with Chips, Toys and Towels |
| Don’t Judge Apple By Falling U.S. Handset Figures |
| Rare Earth Exports May Become Rarer |
| Global Airfreight Industry Ending Year Better Than It Started |
Tuesday, December 06, 2016
| Chinese Paper Makers Thrive as U.S. Keeps Door (Mostly) Closed |
| Lego’s 7% Trump Exposure Leaves It Relaxed for Now |
| Airbus Lets French Exports Down as America Provides Growth |
| Chips to China Can’t Offset Appliances to America as Malaysian Exports Fall |
| Faster Chip Exports Drive Taiwan to 2013 Growth High |
| Mexican Auto Exports Accelerate Into Trade Deal Fog |
| American Cargo Activity Hits High as Savannah and LAX Lead |
| Threats Abound As Canada’s Exports Rebound |
| Ross Doctrine Needed as U.S. Exports Fall in October |
Monday, December 05, 2016
| Mass, Not Trump, May Be Driver of Rassini Brake Deal |
| New High for Southeast PCCI in October as Hurricane Shrugged Off |
| China Needs RCEP to Further Economic As Well As Geopolitical Aims |
| Inventec’s Shiny Chromebook Boosts PC Exports as Quanta’s Quantity Falls |
| Sugar Suspension Deal Hurts U.S. Imports, Mexican Exports Unchanged |
| Hatchimals Emerge Successful in Top Toy Import Ranking |
Sunday, December 04, 2016
| Grate Opportunity from U.S. Infrastructure Plan, But Not for All |
| U.S. Automakers Paint a Target as Trump Waves Tariff Stick |
| Shipping Rate Rally Holds as Hanjin Headache Passes |
| Trump May Prevent Green Goods Deal That China’s Bikes Halted |
Friday, December 02, 2016
| Packages Beat Containers in November Jobs Growth |
Thursday, December 01, 2016
| Turkish Rebar Bar Behind Timetable, Trade Tumbles |
| Mercosur Machinations Bring More Trade Trouble for Venezuela |
| Trump Trade Deals: Talk Loudly About Exports, Carry a Big Tariff Stick |
| Novo and Lilly Face Tough Growth in Diabetes, Trade Data Shows |
| Sweeter Life as Brazil’s Exports Grow at Fastest in Five Years |
| U.S. Managers’ Outlook Great Again, About America |
Wednesday, November 30, 2016
| Rio Tinto Wants a Dollar, May Struggle to Get It |
| Maersk-Oetker Deal Takes a Run at High Regulatory Hurdles |
| OPEC May Add to Shippers’ 12% 4Q Fuel Cost Hike |
| 2012 Highs for Chinese Orders Means (Almost) Everyone Wins |
| China Chip Shipments Push South Korea Back to Growth |
| Espressos in Order as Coffee Exports Dry Up |
| ThyssenKrupp and Foxconn Help Mexico’s Ports Outpace the Economy |
Tuesday, November 29, 2016
| NYK Wants a Bigger Bite of the Chilled Fruit Trade |
| Korea Line Wants a Californian Partner, Perhaps Not MSC |
| Sanctions Could Cut China’s North Korean Imports by a Quarter |
| California PCCI Climbs for Seventh Month as Airfreight Soars |
| U.S. Tries to Hammer Chinese Tool Exports, Misses |
| Cuba’s $200 Million Trade Deficit Question |
Monday, November 28, 2016
| Daimler and Foton Invest for Brighter Future in China |
| Lego Builds in China, Gets Set for Asia Sales |
| Patient Recovery – Hapag Sees Improved Rates Taking A Few Quarters |
| THE an Alliance Step Too Far for U.S. DoJ |
| Venezuela Pumps More, Still Struggles for Food |
| Oetker Cooks Up a Sale as Hamburg’s Sizzle Fizzles |
| OECD Bumps Up China, U.S. Export Outlook Ahead of Trade Battle |
Sunday, November 27, 2016
| Limited Growing Season as Lumber Case Petition Brought |
| Selling More by Selling Cheaper Shrinks Thai Exports |
| Sino-American Trade Talks Touch on Soda Ash, May Be Flamed by Trump |
Friday, November 25, 2016
| Samsung’s Shipment Slip Slashes Mexican Exports but Deficit Dips |
| Blame Europe, not Mexico, for U.S. Deficit Jump |
| World Trade Grows Before China Slows, Brazil Brakes |
Thursday, November 24, 2016
| German Export Optimists Tip Over as TTIP Likelihood Subsides |
| Philly Fills More Boats, Looks to Double Up |
| Fuji Mounts Japanese Auto Export Growth Rankings |
| Logging, not Herding, Helps New Zealand Exports |
| Inkjets Jammed, Toner Drying Up as Print Imports Slow |
| Chilipino Talks Show China’s Not The Only Game in Town |
Wednesday, November 23, 2016
| Duties May Not Be Enough to Keep Collar on Flanges |
| ESB Rubber Imports Bounce as Trade Case Delayed |
| Tequila Shot as Jose Cuervo Parks IPO |
| French Fear Falling Exports Will Continue |
| Hapag-Lloyd’s UASC Give-Up to EC Not a Big Deal |
| Tires Squeal as Trade Cases Get Grip On Chinese Exports |
Tuesday, November 22, 2016
| China Wants Early RCEP Results to Tackle Trade Troubles |
| Plywood Pressured as U.S. Investigates Chinese Exports |
| HP Beats Street Sales with Laptop Import Jump |
| Karaoke and Keyboards Key to Musical Gift Giving |
| Rising U.S. Deficit Possible as Hawks Gather |
| The Old Ones Are the Best Ones as P-PI Drug Imports Grow |
| Emptier Books, Happier Readers in British Export Survey |
Monday, November 21, 2016
| China Shines a Light on Solar Silicon Duties |
| Wilmington has Will to Grow |
| Korea Line Makes First Hanjin Nibble, Bigger Bite Needed |
| No TPP is No Surprise, But What of NAFTA and TTIP? |
| Lamotrigine Leads AC Drug Import Growth, GSK Doesn’t Gain |
| China Rips Into Competitors’ Apparel Materials Market Share |
| No Love For The Elevator Decision by Commerce, ITC Rules |
| Charleston Channels China Trade, Fills Empty Boxes |
Sunday, November 20, 2016
| Statin Imports Accelerate After Crestor Passes Its Crest |
| Japanese Pool Chemical Imports Make a Splash as Chinese Duties Retained |
| Spanish Exports Stuck as More Volumes, Less Value Shipped |
| Milestone Passed as Container Rates Back in Black |
| Japan’s Exports Slide, Struggle for Traction |
| Showdown or Hoedown Between China and U.S. Trade Reps? |
Friday, November 18, 2016
| Colombian Exporters Miss Out on Coffee, Coal Price Rises |
| Shipping Revenues Inch Ahead in 3Q as CMA-CGM Slips |
Thursday, November 17, 2016
| Hanjin Hangs on A Little Longer |
| Destocking Drags Underwear Imports Down in October |
| Beer Logistics Alliance Arrives as Craft Trend Bites |
| Ecuador Joins EU Trade Deal, Gains May Be Limited |
| Foxconn, Pegatron Reluctant to React to Trump Trade Threat |
| APEC May Result in RCEP+ as TPP Likelihood Fades |
| Beer Beats Wine as Kegerators Find Favor |
| Sweaters Warmer, Dresses Smarter but Denim in Doldrums |
Wednesday, November 16, 2016
| U.S. Applies Pressure to Pressure Pipes from India |
| NYK Plays Port Pokemon Ahead of MOLNYKKKK Merger |
| Hong Kong Ports Leave Mainland Behind as Growth Returns |
| Americans Drink Up, Light Up Italian Exports |
| Valley Deep, Mountain Low for Winter-Sports Imports |
| Making Industrial Automation Great Again |
| Trees-by-Sea Boost Northwest Cargoes, E-Commerce Elusive |
Tuesday, November 15, 2016
| Yangtze Drop Floods Bohai Growth So COSCO Port Volumes Fall |
| Norfolk Sets Sail For Growth, Could Overtake South Houston |
| Trump Clouds Solar Outlook as Hanwha Handed Exporter Lead |
| Panjiva Webinar – Trump’s Top Trade Policies Analyzed |
| China Shipbuilders’ Orderbooks Sink to 38 Month Low |
| Long Beach Not Running on Empties as LA Leaps Ahead |
| Toy Buyers Find These Are The Drones They’re Looking For |
| U.S. Import Bounce Possible as Price Deflation Slows |
| Board and Tired U.S. Exports Make for India Trade Jump |
Monday, November 14, 2016
| New Zealand Quake Impact on Trade Minimal |
| TTIP Tips Over, Not a Trump Trade Target |
| Xbox High Score All About the Timing |
| KORUS Lesson for KORMEX – More Trade, Not Less Deficit |
| Transpacific Price Plummet Makes for Hapag-Lloyd Disappointment |
Sunday, November 13, 2016
| Oil Spending, Not EC Duties, Matters to Chinese Pipe Exports |
| Hanjin Shipping 2.0 not HMM-Plus as Korea Line Advances |
| Hyundai MM Revenues Drop Like Japanese Shippers, Recover Like Taiwanese |
| Charleston’s Panama-Routed Growth May Offset Hurricane Disruption |
| Trump Effect Lifts Baltic Rates, For Now |
| JC Penney Disappoints as Nordstrom’s Inventory Bucks Lower Imports |
| Lenovo Leaps for the Holidays as MacBook, Surface Awaited |
Friday, November 11, 2016
| Evergreen Goes for Growth, But Misses the Mark |
Thursday, November 10, 2016
| U.S. Smartphone Imports Climb as Apple Sales Languish |
| Phone Equipment Sales and Imports Disconnected |
| NYK Lost U.S.-Bound Rank to Mitsui-OSK in October |
| Canada May Rush for Lumber Deal in Case Trump’s Bark has Bite |
| Trade Restrictions in 2016 to Reach 2009 Levels – Just Wait for 2017 |
Wednesday, November 09, 2016
| First Scene of Last Play for USTR as WTO Acts on Materials Complaint |
| Chips Satisfy 17 Months of Philippine Export Hunger |
| Rising Tide of Imports Lifts (Almost) All Ports |
| Panama’s Promised Diversions Delivered |
| Auto Parts Could Throw Wrench into NAFTA Dealmaking |
| U.K. Exports Need Special Relationship to be Great Again |
| Drones Soar as GoPro Woes Continue |
Tuesday, November 08, 2016
| Making Trade Grate |
| Ammunition Imports Hit New High Ahead of Gun Control Votes |
| Commerce Case Checks Cut Cut-to-Length Steel Imports |
| A Love of Furniture and Europe Drives U.S. October Import Surge |
| French Deficit Climbs as Airbus Flies, Renault Parks |
Monday, November 07, 2016
| German Exports to Shift into Higher Gear After Slow September |
| More Cheaper Exports May Be China’s Trade Problem |
| Coast-to-Coast Swings Leave PCCI 1% Higher in September |
| Southeast Cargoes Fly Despite Miami Air-Import Descent |
| A Diverting Story About Steel |
| Too Soon To Board the Taiwan Trade Rocket |
Sunday, November 06, 2016
| Four U.S.-Route Hanjin Shipping Vessels Up For Sale |
| Economics Adds to Geopolitical Urgency for China to Complete RCEP |
| Sri Lankan Suits’ Slide Makes Trade Liberalization Vital |
Friday, November 04, 2016
| Blunting Canada’s Deficit Spike Needs More Than Just Auto Exports |
| U.S. Deficit Dives Ahead of Anti-Trade Elections |
| Hanjin Shipping Layoffs Weigh on U.S. Logistics Payrolls |
Thursday, November 03, 2016
| Liquefied Gas Chips Away at Malaysia’s Exports |
| Department Store Sales Hopes Not Supported by Imports |
| Adidas U.S. Revenues Race Ahead After Imports Sprint |
| 2M-Plus Close to Fruition as Hanjin Restructuring Nears Close |
| Subaru Sales Drive Depends on Local Production, not Exports |
| China Looking to SCOre More Exports in Central Asia |
Wednesday, November 02, 2016
| Gold Not Rushing to America Causes Australian Export Slip |
| Volvo Takes Make-not-Ship Decision for Chinese Market |
| The Seven-Fold Argentine Opportunity for Chinese PC Exports |
| Daimler Drags on MSC’s Brazil Market Share in September |
| MISC in Same Boat as Bahri and Euronav as Revenues Slide |
Tuesday, November 01, 2016
| Maersk’s 3Q Improvement Supports Industry Recovery, Market Doesn’t Care |
| Consumers May Be Squeezed as Orange Supplies Slow |
| MOLNYKKKK’s Japan Route Dominance, Port Spread May Be Regulatory Risks |
| Brazil Reaps Harvest Effect With Export Drop in October |
| American Managers Optimism Growing, But Not Shared |
| Colonial Closure May Mean Increased Seaborne Imports |
| COMAC Strips Booking of Orders from Airbus, Boeing in China |
| Seaspan Sales Hit High, For Now |
| U.S. Pours Cold Water on China Chemical Imports, India May Win |
Monday, October 31, 2016
| Chinese Manufacturers Favoring Locals Over Imports |
| Samsung Drags on South Korea Exports but Imports More Worrying |
| Vietnam Bags Coffee Export Share as Brazil Dries Up |
| Shipping Rate Rally Retained in October |
| Ferocious Ferrovanadium Competition Brings Anti-Dumping Determinations |
Sunday, October 30, 2016
| Flexibility Key to Billion Dollar Target |
| Euronav Navigates the Chop in Revenues |
| Gloves Are Off as Warm Weather, Buying Habits Change |
Friday, October 28, 2016
| China COSCO Makes Most of Third Quarter Rate Hikes |
Thursday, October 27, 2016
| OOIL Pours Hope onto Industry Sales Recovery Expectations |
| Nissan Chooses Supply Chain Links Over Brexit Risks |
| Ammonium Moans Chase China’s Producers Away |
| CETA Not Set in Stone as Belgium Breaks Deal Deadlock |
| HSH Hands Hanjin’s Heaviest Haulers to Maersk, MSC |
| Colombia Hass an Opportunity to Export to U.S. |
Wednesday, October 26, 2016
| Bunge Bets Brazil Business on Argentina as Wheat Worries Weigh |
| LAX Makes Sure Hanjin Shipping Impact on California Lacks Bite |
| Honda Beats Quake to Boost Japanese Auto Exports to 55 Month High |
| New Zealand Deficit Soars as Jets Fly, Timber Falls |
| Venezuela’s Trade Falters in August as Protests Mount |
| U.S. Deficit Drops Despite Falling Food, Parked Car Exports |
| Mexico Buys American, But Not Enough to Remove Trade Surplus |
| South Korea, Not Bull Moose, the Winner in U.S. Steel Pipe Case |
Tuesday, October 25, 2016
| German’s Joy Offsets French Frowns in EU Export Outlook |
| Cows (Milk) Might Fly, to China, from Tasmania |
| Printers and Cookers Cause Thailand Export Growth |
| Lithium Leaps, Batteries Bound Before Tesla Sales Surge |
| Brazilian Bounce Buoys World Trade in August |
Monday, October 24, 2016
| INSEE See Overseas Sales Gloom Deepen in France |
| Poor Panalpina Performance Doesn’t Derail Shipping Revenue Recovery |
| CETA Collides with Walloon-Flemish Infighting |
| Commerce Conveys Concerns Over Elevator Part Imports |
| U.S. Wants What China Won’t Sell, Will Ask WTO Why |
| Predictable Politics, Unpredictable Deficit for U.S. in September |
Sunday, October 23, 2016
| British Export Managers Cheaper and Less Miserable |
| Hanjin Shipping Leaves Europe, Decline Three Years in the Making |
| Market Share Tide in Ocean’s Favor as FMC Approves Deal |
| Orders Better, Book Still Shrinking for China’s Shipbuilders |
| Plastic Not Fantastic as Expensive Autos Cause Japanese Export Drop |
Friday, October 21, 2016
| Souza Cruz May Smoke Brazilian Competitors if BAT Buys Reynolds |
Thursday, October 20, 2016
| Buckeye Bahamas Reopens After Eye of Storm Passes |
| Perdue Finds Its Way to Brazil, Cuts Farmers’ Reliance on China |
| Skechers Sales Disappoint After Slower Import Growth Picture |
| Long Beach Buoys Hanjin Shipping Refinancing as Volumes Recover |
| Generic Nexium Pumps Up PPI Imports in September |
| Topiramate Tops Anticonvulsant Drug Import Growth in September |
| Statins Not Static as Imports Jump on Generics |
Wednesday, October 19, 2016
| Toyo, Goodyear Step In With Bus Tires Where Double Coin Fears to Tread |
| Europe Wants to Get as Tough on Trade as U.S. |
| Imported American Girl Helps Mattel as Rogue One Arrives Late for Hasbro |
| Spanish Exports Recover, Help from American Consumers Needed |
| Toys’R’Us Drones In as GoPro Hopes for Instant Karma |
Tuesday, October 18, 2016
| Passing Peak Zombie as Potter Prequel Casts Spell |
| Process The Enemy of Time as CETA Clock Ticks |
| Miners Return Colombia to Export Growth in August |
| Material Growth Eludes U.S. Apparel Supply Chain |
| Northwest Past Its Best as SeaTac Slips |
Monday, October 17, 2016
| K+N Sales Miss Casts Doubt on Third Quarter Shipping Revenue Recovery |
| Heavy Industry Beats Electronics in Cosco Pacific’s Container Handling |
| Main Takeaway from Savannah is Fewer Takeaways |
| Port of Charleston Cheers Before Hurricane Howls |
| Hanes Empties Stockroom as Underwear Overcomes Apparel Apathy |
| Warm Winter Memories Make for Fewer Kids’ Clothes |
| Oakland Seeks New Growth, Trees a Challenge |
Sunday, October 16, 2016
| Saudi Sweet Tooth Boosts Brazil Sugar Exports |
| GM Spends in Mexico as Exports Go Into Reverse |
| Italy the Strong Man of European Exports |
| Indian Exports Expand as U.S. Drive Slows |
| Skecher’s, Under Armour Imports Slow as Sales Sprint Predicted |
Thursday, October 13, 2016
| U.S. Looks to Bar Rebar Steel Imports |
| LA Parties as Long Beach Washes Out |
| Intel Sales Hopes Supported by Acer, HP Imports |
| Winter Not a Wonderland for Mountain Sports Imports |
| Walt Wins, Barbie Swaps Places with Ben in September |
| Look to the Skies for U.S. Trade Direction |
Wednesday, October 12, 2016
| CETA Hops a Hurdle That May Return to Haunt It |
| Ericsson, Huawei Fall Behind U.S. Phone Equipment Imports |
| Drop in Chinese Exports Has Many Parents |
| Tree Trade Continues to be a Saw Point for Canada, U.S. |
| Game On for China as U.S. PlayStation, Xbox Imports Slow |
| Latin American Experience Inauspicious for China-Colombia Trade Deal |
| Mayan Expedition to California Needed to Boost Mexican Oil Exports |
Tuesday, October 11, 2016
| Note 7 Supplier Amperex a Newcomer to China Battery Exports |
| China Container Handling Grows as Hong Kong’s U.S.-Bound Decline Continues |
| U.S. Shines a Light in Dark Solar Power Investment World |
| Maersk, MSC Maximize Market Share in September Shipping |
Monday, October 10, 2016
| Chinese Chips Can’t Check Philippine’s Export Slide |
| How to Choose Vessels for Hanjin Shipping to Sell |
| August August for U.S., China Smartphone Shipments |
| Savannah the Plain Winner in September’s Import Handling |
| Sugar Deal Debated as Mexican Exports Sour |
Sunday, October 09, 2016
| EU Drops Heavy Duties on Cooling Chinese Steel Exports |
| Panama Posts Partial Progress in September Shipment Stats |
| Can Germany Sustain August’s Export Explosion? |
| U.S. Imports Still Growing, but Rate Slowing in September |
Friday, October 07, 2016
| Chips Aren’t Down as Taiwanese Exports Felled by Typhoon |
| Truckers Shipping Out as Warehouse Jobs Grow |
| U.K. Export Expansion Needs Sterling Slide as U.S. Shipments Slow |
Thursday, October 06, 2016
| French Export Recovery in August May Prove Short Lived |
| Export Opportunity for U.S. Corn As Brazil Yields |
| Malaysia Puts Its Hands on Export Growth as Palm Oil Prices Rise |
| Hurricane Disruption Closes 50% of East Coast Port Handling |
| Mexican Motors Maintain Momentum in September |
| Asian Rotation as Brazil Carrier War Takes a Turn |
Wednesday, October 05, 2016
| Stilted Stolt Starts Shipping Revenue Reports |
| Ford Courts Controversy with Transit Tariff Tactic |
| Canada Can’t Afford to Leave Without New U.S. Lumber Deal |
| Good Day for Australia Trade Deficit, But Not for Exports |
| Auto Growth Needed to Steer Canada to Export Expansion |
| Hurricane Matthew Could Disrupt 13% of East Coast Shipping |
| U.S. Deficit Done a Disservice by Olympic Services |
Tuesday, October 04, 2016
| Airfreight Awaits iPhone, Pixel as Utilization Hits 2009 Low |
| Hyundai MM Locks In Hanjin Shipping Coverage Routes |
| India Looking to Foil Chinese Aluminum Exports |
| Did Shipping Revenues Thrill or Spill in the Third Quarter? |
Monday, October 03, 2016
| Market Sees Hyundai MM a Winner as Hanjin Shipping Issues Normalize |
| Japan’s Export Tankan Tanks, Sentiment Lags China |
| Olympics a Distant Memory for Brazil as Trade Declines |
| Can U.S., China and German Export Managers Lift World Trade? |
| China Losing Appetite for Soybeans from U.S., Brazil |
| Sanmei’s Dismay at Refrigerant Ruling Means Solvay Can Play |
| U.S. Cups Fill as Coffee Exports Pour in August |
Sunday, October 02, 2016
| China Seeks Route to Maize Exports |
| Colombia Referendum Rejects Rapprochement, Trade Potential Deferred |
| Brexit Timer Starts to Tick, Trade Trembles |
| China Brings Golden Hopes for World Trade |
| September Suffering from Samsung and Shipping for South Korea |
| Container Rates Rise 15% in 3Q as Hanjin Shipping Fails |
Friday, September 30, 2016
| Cool Run-Ins Possible as Maersk Adds Reefers |
Thursday, September 29, 2016
| Steel Yourself for an Aluminum Trade War |
| Lithium, Battery Availability May Slow Electric Vehicle Sales |
| Is the Pessimistic WTO Being Too Optimistic? |
| Surprisingly Low U.S. Deficit – Thank Canada |
| Africa Shipping Rates Rise as SA Brings Competition Case |
Wednesday, September 28, 2016
| Distillers’ Grains Fall on Hard Ground in China |
| North Korea Sanctions Extended After Dandong Hongxiang Trade |
| New Record for Panjiva Combined Cargo Index in August |
| Bunker Fuel May Shrug Off OPEC if Hanjin Effect Persists |
| California Cargoes Come Close to March 2015 Record |
| Cisco Routes Investment to Mexico as Exports Slow |
Tuesday, September 27, 2016
| Nike Just Not Doing It in North America |
| Slow Flying Miami Can’t Stop Regional Cargo Index Hitting Five Year High |
| Mexican Trade Rebound Unhelpful in U.S. Political Arena |
| U.S. Brake Cannot Slow Japanese Auto Exports |
| A Love for Europe Could Drive U.S. Deficit Higher |
| Now is the Time for a Distribution Center, for Michelin, in Charleston |
| German Autos Drive a Two-Speed European Export Outlook |
Monday, September 26, 2016
| Trade Stays Central to U.S. Elections, More Exports Needed |
| China Wants to Sweeten Cuban Relations |
| China Doesn’t Want a U.S. Chicken in its Pot |
| Lanxess, Lacking Growth, Looks for Additives |
| Hanjin’s Big Boats no Big Deal for U.S.-Bound Routes |
Sunday, September 25, 2016
| New Routes Not Helping Rates for Asia-U.S. Shipping |
| What’s the Big Deal About Big Trade Deals? |
| Thai Trade Rebounds as Samsung Heats Up U.S. |
| New Zealand Exports Feel Winter Chill in U.S., Warmer in China |
| Circumvention May Corrode Steel Case Impact |
Thursday, September 22, 2016
| China Looks for Trade Power Play With Canada |
| Chainsaw Imports Cut Down, Signs of Fresh Growth |
| British Business May Be Cheering the First of the Last Hurrahs |
| French Export Misery Returns in September |
| Spain Trade Fades in July, U.S. Useless Until August |
| Global Trade Shrinks, But There is Some Hope |
Wednesday, September 21, 2016
| Maersk Finds Breaking Up is Easy To Decide |
| America’s Fabric Supply-Chain Drops a Stitch |
| American Cattle Could Emulate Brazil’s China-Bound Stampede |
| Turkey on the Steel Rebar Chopping Block |
| BaoWu Needs More Than the Urge to Merge |
| Little Love for Japan as Exports Hit 2014 Low |
Tuesday, September 20, 2016
| Vietnam Delays While Exporters Play |
| Tacoma Rains on Northwest Cargo Parade |
| Canada Still Needs CETA as Socialists Step Back From Brink |
| Mercosur Wants a Deal, But Not in a Rush |
| GoPro Hopes for Karma as Cameras Snap |
Monday, September 19, 2016
| Hapag-Lloyd Invests in Cooling Market |
| Underwear Imports Showing Holes, August Shines Through |
| Long Lease, Falling Trade for Port of Melbourne |
| Colonial’s Gasoline Loss is Shipping’s Gain |
| Savannah Swelters on Empty |
Sunday, September 18, 2016
| Chinese Shipbuilding Orderbook Hits Three Year Low |
| Big Isn’t Beautiful as China Port Throughput Rises 7% |
| Slow July, Hopping August as China Comes to Charleston |
| No Jets, Less Coffee Means Colombian Trade Drought |
| Hanjin’s Rising, then Falling Use of Chartering |
Friday, September 16, 2016
| Cargo Shorts Dropped by Importers |
| Less to Unwrap These Holidays as Toy Imports Break |
| Italian Exports Drop, Brighter American August Ahead |
Thursday, September 15, 2016
| India’s Exports Stabilize as U.S. Takes More Steel, Sweaters |
| Lithium Shortage Possible if Charges Stick |
| Winter Sports Imports Heading Downhill |
| LA Beats Long Beach in August, Could Go Further With APM |
| Cosco Ports Beat China, but Performance Slowing |
| Ford Facing $4,900 Trump Tax on Mexican Autos |
Wednesday, September 14, 2016
| Meranti May Mean Taiwanese Export Disruption |
| Under Armour Needs a Polish as Adidas Steps Up |
| Hapag-Lloyd Wins, CMA-CGM Loses in Brazil Market Share War |
| H&M and Gap Lead as Myanmar Returns to U.S. Trade |
| U.S. Imports’ Cheapening Slows, Deficit in the Balance |
| China Chips Away at Tariffs, Helping Samsung, Micron and SanDisk |
Tuesday, September 13, 2016
| Wheat Would Win if U.S. Beats China’s Grain Subsidies |
| New York and New Jersey Live La Dolce Vita in August Port Rankings |
| Stainless Steel Imports Left Unmarked as China Exits |
| HP, Samsung Try to Find Way out of Printer Market Jam |
| ITC Burns Hot-Rolled Steel Importers, Others Spring Up |
Monday, September 12, 2016
| India Winds Up for a WTO Case on Renewables |
| Coffee Exports Slow to a Drip, Trouble Brewing |
| MSC, Maersk Make Most of Market Share as August Booms |
| U.S. Breaks Million Import Shipments Mark in August |
Sunday, September 11, 2016
| Nearly Last Chance to Nail Down Lumber Deal |
| EU, Not China, May be the Villain of Global Steel Problems |
| Hanjin Moves Shipping Rates, But Only a Little Bit |
Friday, September 09, 2016
| Panama Partly a Victim of Its Own Successful Upgrade |
| AGOA Enhancement Comes Just in Time as Trade Contracts |
Thursday, September 08, 2016
| Korean Solution to Hanjin Crawls Onward |
| U.K. Exports Jump as Pound Trips on Brexit |
| Sour Sixteen for Philippine Exports |
| Porsche, VW Key to Turning Around German Export Malaise |
| China Beats, South Korea Deafened as Airpods Arrive |
| South Korea Cleans Up at WTO, China May Follow |
| Seven, It’s The Magic Phone Number, for China |
Wednesday, September 07, 2016
| Australian Export Growth Will Have to Wait |
| China Trade Recovery EU-Led, Maybe Time Limited |
| Taiwan Exports Inch Ahead as More Chips Processed |
| Sony Consoles Itself with Holiday VR Growth |
| Mexican Auto Exports Regain Their Drive in August |
| Maersk Could Add 60% From Hanjin’s Transpacific Absence |
Tuesday, September 06, 2016
| Malay Exports Succumb to China Semiconductor Slump |
| French Exports Less Miserable, Hardly Happy |
| Long Beach, Seattle Part of Hanjin Solution and Favored Over LA |
| Lego Set to Build Sales in Second Half |
| Bayer Bid Nears as Monsanto, Syngenta Struggle to Grow |
| Global Airfreight Grew in July, Utilization Almost Unchanged |
Monday, September 05, 2016
| G20 Makes Green Progress, Slower on Steel |
| Scots Want Chinese to Drink More Tea, Not Just Whisky |
| U.S. Plays Whack-a-Roll With Steel Cases |
Sunday, September 04, 2016
| U.S. Deficit Narrows on Beans, Errors Still Present |
| Hanjin Steals the Show in August Liner Rate Review |
Friday, September 02, 2016
| Container Revenues Grow in 2Q, More to Come in 3Q |
| Canada Surprises, but Still Slowing Outside Autos |
| Seafarers Lose out to Couriers in August Jobs Data |
Thursday, September 01, 2016
| Smith & Wesson Leads Continued Weapons and Ammunition Growth |
| Adidas Adds Athletics, August Imports Impress |
| Brazilian Trade’s Post-Olympics Party |
| U.S. Managers Are Unusual – Trade Will Fall While Exports Grow |
| Shipping Options After Hanjin’s Failure |
Wednesday, August 31, 2016
| HMM Steps Up for Team South Korea, and Itself |
| ITA May Set Heading for India in Water Treatment Dispute |
| Some Small Relief for China Exports |
| South Korea Computes Export Growth, Not All It Seems |
| California Shines as Panjiva Combined Cargo Index Rises 2.7% in July |
Tuesday, August 30, 2016
| Short Term Squirt Can’t Alleviate Long Term Orange Juice Thirst |
| China Keeps on Trucking Despite Commerce Tire Finding |
| Heavy Weather Risks for Hawaii as Japan Trade Slows |
| Miami’s Vice is Air Exports as PCCI Climbs 3% |
| Less, Not Fewer Needed as Hanjin Fails |
| Charleston Hopes for Lift From New Cranes |
| China is the Key to G20 Environmental Trade Deal |
| Trudeau’s Trade Talks in China Leave Plenty to Do |
| CETA’s Lesson for TTIP’s Chaos |
Monday, August 29, 2016
| Ocean’s Leading Share Faces FMC Headwinds |
| California Cargo Knows How to Party, Seattle Knows Better |
| Toyota, Mazda Act as Brake on Japan’s Auto Exports |
Friday, August 26, 2016
| Mexican Exports Fall at Fastest Rate Since 2009 |
| Hanjin Struggles to Answer the 1.2 Trillion Won Question |
| Jumping Beans Squash U.S. Deficit |
Thursday, August 25, 2016
| German Exporters More Worried About Brexit Than British |
| More Boats Floating on Rising Revenue Tide as COSCO Reports |
| Oil Adds to Food Woes for Venezuela |
| Thailand Wired for American Sound as Global Exports Slow |
| Leave the Trade War, Take the Canola |
| Back-to-School Means PCs not Pullies |
Wednesday, August 24, 2016
| COSCO Goes Shopping in Spain as Trade Grows |
| New Zealand Shifts to Deficit as U.S. Exports Weaken |
| Less Worse, But Not Yet Better Outlook for French Exports |
| Supplier Impact of Italy’s Tragic Earthquake |
| World Trade Judders to Halt as U.S., LatAm Exports Stall |
Tuesday, August 23, 2016
| Exporters Embrace Brexit, or at Least a Weaker Pound |
| G20 Go-Slow a Small, but Unwelcome, Risk for Shanghai Tech Trade |
| Hutchison Adds Much-Needed Pakistan Trade Potential |
| China Import Acceleration Makes U.S. Deficit Decline Less Likely |
Monday, August 22, 2016
| Steel Imports Still Not Fitting ITA’s Requirements |
| ChemChina Puts Down Roots as Syngenta Struggles to Grow |
| Tough Times for Evergreen as Taiwan’s Orders Wilt |
| Clock Ticking for Hanjin, Volume Growth Maybe Not Enough |
| Fuel Rises to 11 Month High as Liner Rate Rises Slow |
Sunday, August 21, 2016
| Colombia Trade With Venezuela Hits New Low |
| Eligibility at Stake as AGOA Trade Slips |
| China Wants to Make a MES with Steel Decision |
| Canada Needs to See the Softwood not the TPP |
Friday, August 19, 2016
| The Changeable Attractions of Denim |
Thursday, August 18, 2016
| Spain Trade Reigns Over Europe, More to Come |
| DP World to Expand in Uncertain Environment |
| Kirin Chases the Bier-Meisters |
| Maersk’s No Comment, No Need to Rush on Strategy |
| Shanghai’s U.S. Shipment Surprise Leaves Hong Kong Fewer |
| Fire Threat to LA and Long Beach Yet to Ignite |
Wednesday, August 17, 2016
| Strength Does Not Mean Power for Japan |
| China’s Had Enough of Slow Trade, Calls for Credit |
| Cosco Ports Beat China, but Performance Slowing |
| I Don’t Wanna Dolly, I Wanna PlayStation VR |
| Panjiva Cargo Index for Northwest Jumps 12.5% on SeaTac Airfreight |
Tuesday, August 16, 2016
| Cisco Cuts as U.S. Imports Plummet |
| Trade Work to do for Aung San Suu Kyi |
| ITA Investigation May Be Fighting Last Year’s Rubber War |
| Smartphone Importers Dial G for Growth in June |
| Chinese Solar Shines as Wind Gets Blown Away in July |
| Chiquita, Folger Face Disruption Risk from Louisiana Storms |
Monday, August 15, 2016
| Charleston Struggles, Panama May Provide a Push |
| U.K. Seeks to Keep China Trade Flame Alive |
| Australia-Colombia FTA Needed as Trade Lags Chile |
| Chinese Shipbuilders Have Trouble Taking Orders |
| After Tough 2Q, Where Next for Containerline Revenues? |
Sunday, August 14, 2016
| Venezuela Trade Inches Ahead on Exports but Mercosur in Doubt |
| Clinton vs. Obama in TPP Stop-Start Progress |
| Breaking up is Hard (and Takes a Long Time) to Do |
| Brazilian Shipping Jungle Becomes Ever More Dense |
| Long Beach Loses in July’s Zero-Sum China-Game with LA |
Friday, August 12, 2016
| Evergreen Wilts With Wan Hai in 2Q, Sees Green Shoots in July |
| India’s Deficit Drops as Imports Tumble |
| HMM Crushed in Second Quarter, Trying to Recover in Third |
Thursday, August 11, 2016
| Maersk Misses, but by Less Than Hapag, Japanese Shippers |
| LA Imports Rise, Avoiding Panama and Embracing China |
| RIP TPP? Imports Have Already Outstripped Exports |
| Panama Effect Yet to Be Felt as Bookings Slow |
| Maersk, MSC Lose Out to Hapag-Lloyd in July Market Share War |
| Falling Prices May Push U.S. Deficit Down |
Wednesday, August 10, 2016
| Italy’s Trade Surplus Widens in the Wrong Way |
| Hanjin Pursues Self-Help as State-Aid Ruled Out |
| Sun Sets on Philippine Solar, Dawns on Mexico |
| U.S. Imports Return to Growth on Europe, Furniture |
| Philippine Exports Drop 11%, Little Respite Ahead |
| Kenyan Chance to Brew U.S. Sales |
Tuesday, August 09, 2016
| The Nuts and Bolts of Port Risk Management |
| Penney Spends on Change, Kohl’s Burns Brighter |
| Maersk Rationalizes After Building China Market Share |
| Trump Trade Plan Unchanged, Exports Still an Issue |
| U.K. Trade Bucks Brexit Currency Trend, in a Bad Way |
| Mexican Auto Exports Slow, Nowhere to Go in U.S. |
| Is Athleisure Over? |
| Volumes Let Hapag-Lloyd Down as Rates Cut |
Monday, August 08, 2016
| Autos Drive Canada to Highest Ever Trade Deficit |
| E-Commerce Jobs Outstrip Traditional Logistics, but Trends Turning |
| No Need to Photoshop an Amazon Containership, Yet |
| Shrinking Cargoes of Cargo Shorts |
| Trade Doesn’t Drive Employment (Right Now) |
| China’s Exports Continue Slide, Recovery Not Yet in Sight |
Friday, August 05, 2016
| Kiwifruit Caught in Steel War |
| Back to School Imports Lag Spending, Denim is Out |
| German Exports Disappoint, Rebound Potential in July |
| France Will Find Some Use Wining About Exports |
| China Chips are Down Even as Malaysia Amazes |
| MISC Drives Tank Through Expectations, Beats Containers |
Thursday, August 04, 2016
| Airfreight Achieves Takeoff in June as Seaborne Sinks |
| Coffee Brakes as Prices Rise |
| Deficit of Interest in U.S. Trade Figures |
| EU Gives China Steel the Cold Shoulder |
| Taste, not Brexit, Matters for Whisky Exports |
| Tesla Committed to Targets but Imports Less |
| Venezuela Struggles to Feed Itself as Forex Policy Debated |
| U.S. Oil Imports Reach Peak, May Be Temporary |
Wednesday, August 03, 2016
| Americans Get into Training Gear Before Olympics |
| HMM Solves Financing, Now Back to Business |
| Samsung Launches Phones, Keep an Eye on Import Data |
| Seko Faces Tough Tasks as Japan Trade Minister |
Tuesday, August 02, 2016
| Australia Steels Itself as Exports Fall, Deficit Balloons |
| Brazilian Exports Slow, Where’s the Beef? |
| Export OptimISM Faces Creeping Pessimists |
| Market Cottons on to Falling Stockpiles |
| Singapore Wants TPP, Electronics at Stake |
Monday, August 01, 2016
| China Export Picture Darkens Once More |
| Coffee Goes Cold as Indonesian Exports Slump |
| Introducing Panjiva’s Combined Cargo Index |
| Mexico and Argentina Step Closer to Much Needed FTA |
| Weaker Won Won’t Win Export Orders |
| Boxes Beat Bulkers in July Rate Review |
Friday, July 29, 2016
| Samsung Electronics Results Confirm Trade Data Prediction |
| First Growth in U.S. Airborne Trade Since October |
| K-Line Worst Performer in Poor 3Q for Japan’s Shippers |
| Need New Furniture? Ikea Imports Down Before New Catalog |
| Tesla Gigafactory Will Face Lithium Realities |
| U.S. Deficit Surges as Imports Fly In, Autos Don’t Drive Out |
Thursday, July 28, 2016
| Consolidation Remains Name of the Game for Asia Shippers |
| Euronav Better Than Hoped While Doing Worse Than Before |
| Miami Beats LA in June Combined Air and Sea Cargo |
Wednesday, July 27, 2016
| U.S. Deficit for June Could Fall on Lower Imports |
Tuesday, July 26, 2016
| Australia Faces Threat from U.S. Lifting BSE Ban |
| K-Line Loss Likely, but No Surprise and Not Unusual |
| Light in the Shipping Tunnel? |
| Mexico Export Recovery Evaporates, Bodes Ill for U.S. |
| More Bad News for Germany’s Exports |
| Tires Drive, Rice Feeds Stabilization in Thai Exports |
Monday, July 25, 2016
| Apple to Ring Up Fewer Sales as Phone Imports Likely Fell |
| New Zealand Exports Slip, but Fruit and Timber Still Strong |
| South Korea Auto Success to Reverse in July |
| Under Armour Growth May Come Outside U.S. |
Sunday, July 24, 2016
| Democrats to Talk Trade, Old Deals to be Reviewed |
| Japan Exports Less, But Beats Brexit in June |
| No Shocks in China Electrical Steel Tariffs |
| Opportunities from Vietnam’s Weak Apparel Exports |
| Orient Overseas Ships More, Earns Less |
| Trump Envisages Bilateral Trade Deal World |
| U.K. Exporters’ Brexit Benefit Manifests Itself |
| USTR Adds Shine to WTO Materials Complaint |
Saturday, July 23, 2016
| Training for the Olympics – Sports Kit Preferred to Bikes, Treadmills |
Thursday, July 21, 2016
| Brexit Starts to Bite World Trade |
| Maersk Seeks Panama Boost to East Coast Success |
| Peru Close to TPP Approval, Needs More Exports |
Wednesday, July 20, 2016
| Boston Goes Big, Needs to Go Larger |
| IMF’s Lower Trade Forecast May Still be Too High |
| K+N Doing Better Than Panalpina in First Half |
| Mexican Sugar Trade May Get Sour Taste from U.S. |
| Samsung Winning Phone Wars in Shrinking Market |
| U.S. Takes on Samsung, LG Washing Machine Imports |
Tuesday, July 19, 2016
| China’s G20 Trade Facilitation Push to Continue |
| Colombian Trade Opportunities Ahead |
| EU Left Out of Chinese Materials Exports, Goes to WTO |
Monday, July 18, 2016
| China Takes Away, China Gives to Houston |
| CMA-CGM Close to Closing NOL Takeover |
| European Carriers Win Brazil Market Share War in May |
| Fleeting Respite for Container Pricing |
| Republican Trade Language Leaves Lots of Room for Manoeuvre |
Sunday, July 17, 2016
| Cosco Ports Buck Broader Negative China Trade Trend |
| Efficiency, Scale and Diversity, but Gloomier Outlook from Hapag-Lloyd |
| No Respite for China Trade Troubles from Hong Kong |
| Tracking Turkish Supply Chain Risk |
| U.K. Reaches Out to Commonwealth for Trade Growth |
| US Weapons Imports Fall, Ammunition and Parts Rise in June |
Thursday, July 14, 2016
| Hyundai Merchant Solves Another Problem |
| Japan’s Shipyards Continue to Struggle as Shippers’ Volumes Fall |
| Port of LA Volumes Drop in June, Awaits Panama Effect |
| The M-pires Strike Back in June Shipping Performance |
| Brexit Dents China Export Picture |
| Brexit Kick-off Closer as U.K. Politics Reshuffled |
| Focus Before Scale for UASC and Hapag-Lloyd |
| USTR Goes Into Bat Against Chinese Taxes |
| Yesterday Detente, Today Armament in China-U.S. Steel Spat |
Tuesday, July 12, 2016
| A Return to Falling U.S. Imports in June |
| A3 Formed to Fight Slowing China-Australia Trade |
| Burberry Strong Performance Masks Weaker U.S. Imports |
| More Trade Could Calm the 9-Dash Controversy |
| Philippine Exports Fall for 16th Month |
| Poggenpohl, Garcima Frying Pans Kept Out of the Fire |
Monday, July 11, 2016
| EU Wants More China Access, Will Need to Talk Brexit |
| European Containers Surge as West Coast Sags |
| Republicans Don’t Love, Don’t Hate TPP |
| TTIP Talks Feel the Bernd |
Sunday, July 10, 2016
| China Strips Bare Ahead of ITC Steel Decision |
| Does the U.S. Need a Global Green Trade Deal? |
| G20 Trade Talks Keep Rolling as China Needs More Exports |
| Mercosur Progress Murky as Venezuela Struggles |
| Tougher Times for U.S. Logistics Workers |
| TPP Doesn’t Feel the Bern, May Not Feel the Love |
| TTIP Talks Continue, But Brexit May Make Them Meaningless |
| Victory for Abe Not Necessarily a Victory for TPP |
Thursday, July 07, 2016
| China Wants G20 to Facilitate More Trade |
| German Exports Fall, More to Come |
| Logistics Employment Growth Slowest in Three Years |
| Mexico Auto Exports Still on Brakes, But Lifting Off |
| U.K. Exports Fall, But U.S. Shipments Keep Increasing |
Wednesday, July 06, 2016
| Anti-trust Concerns Addressed, but What of Alliances? |
| Canada’s Deficit ex U.S. Widest Since 1997 |
| China May Grab Early U.K. Deal as Trade Sags |
| French Exports Go on a Cruise in May |
| More Disappointments For Airfreight |
| New Yorkers Do It Better in May, Worse in June |
| Seaborne Cargo Outperforms Air in New York |
| Wider U.S. Trade Deficit in May Could Narrow in June |
Tuesday, July 05, 2016
| Air Cargo Difficulties Set to Continue |
| EC Cedes CETA, TTIP May Follow |
| German Factory Orders Weak, U.S. Unlikely to Help Recovery |
| LA Flying as Surf’s Flat for Cargo |
| Terror Attacks Add to Bangladesh Apparel Woes |
| Tesla Trade Data Contrasts with Ramp-up Report |
Monday, July 04, 2016
| Australian Deficit Disappoints, Election Uncertain |
| Brazil Fails to Sustain Export Recovery as Real Strengthens |
| Clarksons’ Gloomy Tone Suggests Rate Recovery Unlikely |
| Exports Slowed in Japan in 2Q, Shipbuilding Clouds Not Clearing |
| Sea Beats Air in Miami’s May Imports |
| South Korea Uses Brexit Excuse to Review EU FTA |
| U.S. Exporters Get More Optimistic on Trade, Relaxed on Brexit |
| Xi Tells Cosco to Get on With Greece |
Friday, July 01, 2016
| No EU-U.K. Trade Talks Before 2018, Possibly |
| South Korea Sails into Better Than Expected Exports |
Thursday, June 30, 2016
| Australian Trade Outlook May Depend on Elections |
| China Export Expectations Turn Negative |
| Fuel and Bulk Jumps in 2Q, Containers Becalmed |
| Malaysian Export Disappointment Bodes Ill for Chips |
Wednesday, June 29, 2016
| Will Independence Day Go with a Bang? |
| Hiccup in Cosco’s Greek Adventure |
| Norway or Bust for U.K. After Brexit |
| Small Changes from Amigos as One Rides Into Sunset |
| Turkish Exports Grow, But Not to the U.S. |
| UASC Explains Alliance Situation |
Tuesday, June 28, 2016
| EU Argues About Process as U.S. Exports Slow |
| Hapag-Lloyd Adds Scale and Density |
| If You Don’t Buy Theirs, They Won’t Buy Yours |
| Japanese Auto Exports Drive On as U.S. Imports Slow |
| Japanese Liners Plough Different Furrow, Investors Not Keen |
| Oakland Says No to Coal as Exports Shrink |
| U.S. Puts Brakes on China Truck and Bus Tire Imports |
Monday, June 27, 2016
| Amigos Have Lots to Discuss, Little to Decide as Trade Slides |
| China Threatens WTO After Latest Steel War Battle |
| China Truck, Bus Tire Exports to U.S. Under Spotlight |
| Does TTIP Work With Brexit? |
| Mexico Cuts Trade Deficit on Manufacturing, Agriculture |
| South Korea Seeks to Stimulate Economy via Shipping |
| U.S. Trade Deficit Wider Than Expected as Food Gobbled Up |
Sunday, June 26, 2016
| China Secures Russian Energy Supplies with Investment |
| New Zealand Trade Strong on China Support |
| Quantifying the “Special Relationship” |
| Winning the Battle, Losing the War for Corrosion-Resistant Steel |
Thursday, June 23, 2016
| China Rolled Up, But Import Pressure on Steel Remains |
| French Export Outlook Gloomier than Europe |
| HMM Looks to Join 2M, Assuming Government Doesn’t Get Involved |
| Brexit – Leaving, for a Given Value of Leaving |
| Government Targets in Question as Thai Exports Fall |
| Maersk Considers Options Amid Frenetic Logistics Restructuring |
| U.S. Trade Deficit Likely to Widen on Imports |
| World Trade Growth Edges Up, Led by LatAm and Europe |
Wednesday, June 22, 2016
| Houston Lags Port Peers on Oil, China Exposure |
| Why the Panama Canal is Like the iPhone |
| Qingdao Outperforms Shanghai in China’s Multi-Speed Economy |
| Training for the Olympics, Part 1 – Bike Imports |
| Chinese Rail Exports Struggle as Nevada Bet Busts |
| G20 Trade Barriers Rise, Might Not Fall For a While |
| Japan’s Concerns About Waning Electronics Trade |
| Maersk Interested in Deals, Perhaps |
| Neiman Marcus Looks for Buyers as Imports Fall |
| VW Struggles to Shake Emissions Scandal as AGM Votes |
Tuesday, June 21, 2016
| Poland Hopes for More Trade After Xi Visit |
| Tesla Heads to China to Avoid Tariffs |
| The Time for Korean Consolidation May Be Near |
Monday, June 20, 2016
| Britain Votes, Global Trade Hopes |
| Better Times Ahead for Miami After Tough April |
Sunday, June 19, 2016
| Yuan Weakness Might Redress China / Japan Trade Balance |
| Blame Japan’s Deficit on Earthquake, Yen |
| Gun Laws Might Not Go Anywhere, But Imports Are Rising |
| Is the World Bank Downbeat Enough on Indonesia? |
| RCEP Talks Intensified, but Ambition Needed |
| Savannah Lags LA in May, Leads Longer-Term |
| Spain’s Fleeting Victory Over Italy in April |
| Talks Will Continue to Lumber Along |
| Time for More Tea in U.S. as India Exports Reach 35 Year High |
Wednesday, June 15, 2016
| Hong Kong Port Volumes Continue to Slow in May |
| India’s Trade Declines Slow in May |
| It Isn’t Good, These Talks on Wood |
| Port of LA Has Good May, Still Faces Long Term Challenge |
| RCEP Talks Continue – Japan Wants to be Heard |
| U.S. Attempts to Put Chinese Solar Further in the Shade |
Tuesday, June 14, 2016
| U.S. Import Carrier Performance – May 2016 |
| Brazil Carrier Performance – April 2016 |
Monday, June 13, 2016
| America’s Increasing Arms Imports |
| China Outperforms U.S. as Target for Japanese Machine Exports |
| CMA-CGM Moves from Malaysia to Singapore |
| Quantifying the Trade in iPhones |
Sunday, June 12, 2016
| Germany and China at the Trade Table |
| K-Line Faces Activist Investor |
| Nippon Yusen Reduces Container-liner Exposure |
| Russian Exports Fall for 21st Month, China Rises on Nickel, Wood |
| Soybeans Soar as U.S. Exports to China Fall |
Thursday, June 09, 2016
| China Wants ME Status, EU Unlikely to Agree |
| Pakistan Export Decline Due to Prices, not Volumes, of Apparel |
| Peru’s Export Recovery Might Have Suddenly Stopped in May |
| Philippines Exports Still Slowing, Respite Unlikely in May |
| Was May Good, or Not for U.S. Importers? |
Wednesday, June 08, 2016
| Hasta Manzana as Mexico Cuts Anti-Dumping Duties |
| China Exports May Gain as EU Ratifies IT Agreement |
| Germany’s Exports Slow, but Better than Feared |
| HMM Swaps Revenue for Equity as Price of Lower Share |
| NOL CEO Recognizes Slow Reaction Caused Problems |
| The China-Hong Kong Import Mystery |
| U.K. Exports Grow Ahead of Brexit, Competitiveness the Issue |
| World Bank Cuts Trade Outlook – New Deals Please |
| As Oil Prices Break Through $50, Attention May Turn to Bunker Fuel |
| Detente Emerges in Steel at U.S. / China Talks |
| Government Intervenes to Save Korean Shippers |
| India Cotton Exports Dwindle as Drought Bites |
Tuesday, June 07, 2016
| Mexican Automakers Face Continued Export Decline |
| French Trade Deficit Widens, Could Have Gone Further in May |
| Is Optimism Due in China Trade? |
| Commodity Bulls Charge, Container Rates Trampled |
| Falling NY, NJ Container Shipments Might Have Bounced in May |
| Orange Juice Blows Up as Colin Storms In |
| U.S. Calls for Steel Restraint, China Already Cutting Exports |
| Where are the India-U.S. Trade Opportunities? |
Monday, June 06, 2016
| Canada Drives Ahead as Flows Slow |
| China’s Exports to Fall, U.S. May Be Unusual Outlier |
| German Export Orders Slow in April, May Might be Better |
| Logistics the Place to be as U.S. Jobs Disappoint |
| New Supplier for Tesla May Supercharge Imports |
| U.S. Goods Deficit Widens in April, More to Come |
| What’s at Stake in U.S. / China Talks? |
Friday, June 03, 2016
| Can Global Deal Keep Solar Power Shining? |
| Convict Labor Concerns Lead to CBP Restrictions |
| Logistics Employment Increases for 77 Months, Growth Rate Slows |
| Malaysian Exports Grow in April, Could Have Continued in May |
| No OPEC Deal, But Bunker Fuel Costs Still Rising |
| Turkish Exports Jump, Led By Raw Materials and Weaker Lira |
Thursday, June 02, 2016
| Australian Exports Break Losing Streak, Deficit Lower Than Expected |
| Brazil Exports Gain on Weaker Currency in May |
| China Import Growth to Support Regional Suppliers in OECD Forecast |
| Does Final Trade Data Have Anything to Teach Us? |
| ISM Expectations for U.S. Export Growth Continue |
| OPEC Struggle to Reach Agreement, Shippers’ Costs Rise |
Wednesday, June 01, 2016
| Juice Buyers Squeezed as Rain Falls |
| Air Cargo Growth Continues Yet Lags Capacity |
| China Export Expectations Remain Just About Positive |
| China, Brazil May Be Foiled in Aluminum Investigation |
| South Korean Exports Slowing at Slower Rate |
Tuesday, May 31, 2016
| Where Will French Port Strikes Strike? |
| Australian Export Success in 1Q Might Have Slowed in April |
| EC Looks for TTIP Affirmation as Germany Squabbles |
| Frontline Strikes Positive Note for Oil Tankers |
| Hyundai Merchant Marine Continues Debt Restructuring |
| Thailand Commits to China- and U.S.-Led Trade Deals |
| Trade Data Shows VW’s Scandal Starting to Weigh Less |
| Turkey’s Exports Slow, U.S. Shipments a Bright Spot |
Friday, May 27, 2016
| Saudi Aramco Exports Rising, Supplier List Narrowing |
| A Turtle is For Christmas, Not for Releases |
| Are Bulbs Growing in Spring? |
| Mexico Fruit Exports May Rise on APHIS Decision |
| Mexico Trade Deal with EU Inches Nearer |
| South Africa Auto Exporters Hope to Avoid Strikes |
Thursday, May 26, 2016
| ArcelorMittal Tries to Save SA Jobs as Steel Trade Slows |
| Corrosion-Resistant Steel Case Nears Conclusion, Imports Falling |
| G7 to Talk Trade, U.S. Elections Probably Matter More |
| Mexico’s Deficit Widens as Autos Slow |
| U.S. Looks into Ammonium Sulfate as Imports Rise 45% |
| U.S. Shows That Predicting Deficits is Hard |
Wednesday, May 25, 2016
| World Trade Grows 0.2% in March, Emerging Europe a Stand-out |
| G7 Currency Controversy Likely After China Cuts Rate |
| Perfect Trade Data is a Myth – Even Governments Get it Wrong |
| Rice Underdone, Tires Deflated as Thai Exports Fall in April |
| Time for Tea, Coffee Breaks as FAO Seeks to Support Exporters |
| TTIP Talks Continue, GMOs Still a Dispute Area |
Tuesday, May 24, 2016
| U.S. Trade Deficit May Expand on 8% Goods Import Growth |
| Brazil Seeks to Reform Mercosur, Restart Growth |
| China Seeks to Further Formalize Trade Relations With U.S. Pre-Trump |
| Costa Rica a Regional Bright Spot as Exports Grow 11% in April |
| Iran Port Deal Provides Alternative Destination for India’s Exports |
| U.K. Sees Reduction in Imports Immediately if Brexit Vote Passed |
Monday, May 23, 2016
| CMA CGM Results Fall for 1Q, Volumes Start 2Q Slowly |
| ITC Extends Plate Steel Investigation, But Imports Already Falling |
| Japan Exports Fall 10% in April, More to Come in May |
| Venezuela’s Crisis and Declining Trade |
Friday, May 20, 2016
| The Rise and (Possible) Fall of Athleisure |
| Bayer and Monsanto Join AgChem Supplier Consolidation Party |
| Angry Birds Will be Furious if Toy Sales Don’t Beat Previous Peaks |
| China Cosco Show Improvements in Yangtze, Pearl River Port Throughput |
| G7 Have Plenty of Trade to Discuss as Currencies, TPP and TTIP in Focus |
| Obama’s Vietnam Visit to Highlight Trade, Human Rights Issues |
| Taiwan Looks to Offset Exposure to Declining China Exports |
Thursday, May 19, 2016
| ITC Sees Major Gain in Trade with TPP Partners, Eventually |
| Soybean Exports Have Stellar Start to 2016 in Brazil |
| Tesla Raises New Money for Growth, Shipments Show Signs of Life |
| Trade Weighs on Likelihood of U.S. Interest Rate Rise |
| Which Industries are Exposed to Brazilian Political Turmoil? |
Wednesday, May 18, 2016
| Demand for Liquefied Gas Rising, Except Where it Matters |
| Exports help Japanese Growth Beat Expectations, Imports a Drag |
| Fewer Empty Container from Northwest Suggests Brighter Export Outlook |
| Myanmar Trade Sanctions Relaxations Start, Still a Very Long Way to Go |
| U.S. Commerce Affirms Steel Dumping, But Imports Already Falling |
Tuesday, May 17, 2016
| Singapore Container-based Exports Fall 7.9%, Trend May Accelerate |
| TTIP Draft Assessment Suggests U.S. Wins on Export Growth |
| ITC Report Due on TPP, Maybe it Doesn’t Matter Much |
| Oil Price Rally Reaches 84%, Shipping Fuel Costs Rise |
| Seven Countries Steel Themselves to Be Rolled Over by ITC |
Monday, May 16, 2016
| Capacity Extension at Port of LA as Volumes Handled Rise |
| Exports Drag on Israeli Growth in 1Q, April Still Looking Weak |
| Global Container Fleet Growth Set to Continue by Going Large |
| Indian Exports Slide, U.S.-bound Volumes Fall 23% |
| Venezuela Pledges 50% Import Cut in 2016 |
Friday, May 13, 2016
| EU Assesses TTIP So Far, Still Unpopular Deal |
| Lufthansa Seeks Cathay Growth Glitter in HK/Asia Deal |
| Port of LA Volumes Continue to Recover in April, China Jumps Nearly 20% |
| Resurgence of Steel Imports a Concern for U.S. Steel |
| THE Alliance Rises, Will the 2M-pire Strike Back? |
Thursday, May 12, 2016
| China Cosco Spends More on European Ports |
| Deutsche Post Earnings Better Than Expected, Freight Volumes May Disappoint |
| EU Doesn’t Yet See China as a Market Economy |
| Third Big Container Alliance Announcement Due |
| Will Japanese Exporters Continue to Suffer? |
Wednesday, May 11, 2016
| Colombia Diversifies Coal Exports |
| Philippine Exports Fall in March, May Keep Falling |
| Staples, Office Depot Suppliers Breathe Sigh of Relief |
| Third Big Trade Alliance on the Way |
Tuesday, May 10, 2016
| Navigator Gas 1Q16 Results Fall on Utilization, Maintenance |
| U.S. Congress Back in Session, MTB May Come Soon but TPP Unlikely |
| Mexican Auto Exports Drop in April |
| The Wilmington, NC to U.K. Trade Route – Can You Dig It? |
| U.K. Exports Face Tough Times |
Monday, May 09, 2016
| German Factory Export Orders Rise in March |
| Is Maersk Delivering on its Targets? |
| MISC Shares Tumbles as Asset Lives Cut |
| Waterborne Job Situation May be Improving |
| Everyone Getting Ready to Rumble in Steel |
Sunday, May 08, 2016
| China Struggles to Make Progress in Trade in April |
Friday, May 06, 2016
| Visualizing Tesla’s Supplier Network |
| Malaysian Exports Disappoint in March |
| India Steel Imports Fall 15.5% in April |
| Canadian Wildfires Spread, Oil and Exports at Risk |
| Amazon Expands Air Freight Capacity |
Thursday, May 05, 2016
| U.S. Trade Deficit Narrows in March, Which Isn’t Necessarily Good |
| Canada Trade Deficit Wider than Expected in March on Revisions, Energy |
