Panjiva Research Articles

Friday, May 17, 2024

Supply Chain Edge: Tariffs made a comeback, flooding in Brazil

Friday, May 10, 2024

Supply Chain Edge: Apple branches out, early peak evidence

Thursday, May 02, 2024

Supply China Edge: Tech restrictions widen, Adidas kicks inventory, rate boom returns

Friday, April 26, 2024

Supply Chain Edge: America’s tariffs, battery finance chickens, freight’s silver lining

Friday, April 19, 2024

Supply Chain Edge: Aluminum sanctioned, Aries seized, Apple spreads

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

Friday, February 16, 2024

Supply Chain Edge: Red Sea meets Black Friday, cars impounded, PlayStation cut

Friday, February 09, 2024

Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

Friday, February 02, 2024

Supply Chain Edge: Shipping rates reverse, AI saves the day

Friday, January 26, 2024

Supply Chain Edge: Shelving Red Sea plans, ‘forceful measures’ for EVs

Friday, January 19, 2024

Supply China Edge: Red Sea ripples through trains, automobiles and warehouses

Friday, January 12, 2024

Supply Chain Edge: Tesla’s canal route pain, upbeat apparel, mixed chips

Friday, January 05, 2024

Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake

Friday, December 22, 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

Friday, December 08, 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

Friday, November 24, 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

Friday, October 27, 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
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
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

Friday, May 26, 2023

Supply Chain Edge: Resized inventory, splintered memory, active volcano

Friday, May 19, 2023

Supply Chain Edge: COVID no more, tariffs in abeyance

Monday, May 15, 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
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

Wednesday, March 15, 2023

Flat pack flattened: February 2023 maritime supply chain activity

Friday, March 10, 2023

Supply Chain Edge: Yeezy deflates kicks

Wednesday, March 08, 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

Monday, February 20, 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
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
  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

Thursday, October 07, 2021

  September shows slower growth; holiday trends emerge

Wednesday, October 06, 2021

Supply Chain Edge – Samsung, Panasonic could use Renesas boost, Costco joins self shippers
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

Tuesday, August 17, 2021

  Supply chain inflation bow wave washes into Q3’21

Monday, August 16, 2021

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
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

  GM, Stellantis look to long-term solutions as Malaysia clouds semis situation
Panjiva Daily: After three years, final tariff talks months away; GM shifts chip strategy
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

Thursday, August 05, 2021

Panjiva Daily: Mitsubishi’s chip shortage silver lining; O&M handles inflated glove costs

Wednesday, August 04, 2021

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
Panjiva Daily: Ferrari’s precision supply chain drive; Vietnam port challenge for TJX, Goodyear

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: Footwear’s fancy supply chain footwork; vaccine rollout worries
iRobot sweeps through congestion, pivots to Malaysia

Monday, August 02, 2021

Looking further into the future – July 2021 in 10 reports
Steve Madden, Wolverine World Wide show fancy supply chain footwork
Cargotec tackles supply chain problems, awaits U.S. Infrastructure Bill
Matson joins the 2022 chorus, growth slowing but still substantial
Vaccine rollout questions remain, AstraZeneca maintains shipments to Mexico

Friday, July 30, 2021

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

Thursday, July 29, 2021

Pentair, Donaldson look for pricing to wash away supply chain cost inflation
DSV Panalpina’s third upgrade comes with view of normalization in 2022
Ford weighs on U.S. trade activity, implements new supply chain strategy
Panjiva Daily: Mattel, Hasbro play with supply chain strategies; 2022 normality for logistics

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
RPM, PPG awash in coating demand, aiming to cover supply chain inflation
C.H. Robinson joins the 2022 recovery chorus while building market share
Panjiva Daily: Tesla hacks its way around chip shortage, Signify shines a light on inventory

Tuesday, July 27, 2021

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
Panjiva Daily: Pandemic risks renewed in apparel; TSMC, Intel expect chip woes into 2022

Monday, July 26, 2021

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

Friday, July 23, 2021

Thule pushes up pricing as supply chain costs rack up

Thursday, July 22, 2021

Pandemic risks renewed for apparel-makers as Bangladesh locks down
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

Wednesday, July 21, 2021

U.S. warning on Hong Kong may add to China trade friction
Electrolux expects bigger impact from supply chain challenges in H2’21
ArcelorMittal, JSW Steel face risks from U.S., EU carbon border tariff initiatives
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

Tuesday, July 20, 2021

BNSF’s rail limit complicates life for MSC as West Coast congestion continues
Samsung, Foster Electric supply chains secure as Vietnam reaches currency deal
Panjiva Daily: Maersk revamps Asia services; new challenges for China food flows

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
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
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

Friday, July 16, 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

Thursday, July 15, 2021

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
Panjiva Daily: South African protests disrupts supply chains; DP-DHL, DSV lead forwarder boom

Wednesday, July 14, 2021

South Africa protests may disrupt supply chains for Lenzing, Mahle
Starbucks, JM Smucker face higher prices as Brazilian beans dry up
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

Tuesday, July 13, 2021

Lupin, Cadila may have growth opportunity from Biden’s drug competition order
Levi Strauss leads by taking flight, heading east to secure growth
Back-to-school imports not back to pre-pandemic levels despite rebound
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

Monday, July 12, 2021

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
Panjiva Daily: Shipping surge includes electronics slide; Samsung SDI backs Biden’s battery bet
Container shipping surge hides electronics, apparel slowdown

Friday, July 09, 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

Thursday, July 08, 2021

McCormick scales back imports after spicing up inventories
Panjiva Daily: Watch the Olympics, boost the deficit; Esquel seeks Xinjiang Entity List removal
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

Wednesday, July 07, 2021

Panjiva Daily: The fallout from trade policy rivalry in Q3’21; tackling Mexican food inflation
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
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

Tuesday, July 06, 2021

Q3’21 Outlook: The fallout from pandemic planning and trade policy rivalry
Panjiva Daily: Fallout from short-term planning, under-investment – Q3’21 Outlook special edition

Monday, July 05, 2021

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

Thursday, July 01, 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

Wednesday, June 30, 2021

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
Panjiva Daily: Suzuki chopped by chip shortage; L’Oréal may decide if CMA CGM is worth it

Tuesday, June 29, 2021

Evraz, TMK face dual duty squeeze as Russia manages metals inflation
  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
Panjiva Daily: FedEx labor costs to be delivered to customers; rising trade war tensions

Monday, June 28, 2021

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
Panjiva Daily: Shipping flow woes spread to Shanghai, SeaTac even as Yantian recovers
  Hankook, ATD move out ahead of tire duties

Friday, June 25, 2021

Biden’s Xinjiang solar crackdown may cast shadow over LONGi, JinkoSolar
Nord Stream 2 completion could leave U.S. LNG looking for alternatives

Thursday, June 24, 2021

SeaTac joins the congestion club as Maersk, MSC shipments surge
  Stanley Black & Decker, Makita may face Shanghai hazard as Yantian issues pass
Panjiva Daily: Gamestop levels up; Peloton goes corporate; NYK gets green

Wednesday, June 23, 2021

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
Polaris uses flexibility to traverse rough supply chain terrain

Tuesday, June 22, 2021

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
Panjiva Daily: What normal looks like for K+N; Maersk’s Brazil crash hits autos, food

Monday, June 21, 2021

  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
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
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

Thursday, June 17, 2021

  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
Panjiva Daily: Steel left hanging after low flying fruit harvest; assessing Biden’s chip fix
BRP hits seasonal jump over supply chain constraints

Wednesday, June 16, 2021

Panjiva Daily: Freight forwarding’s bounteous growth; Home Depot sets sail
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.
  Home Depot sets sail with sales tailwind, congestion headwind for retailers

Tuesday, June 15, 2021

  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
Panjiva Daily: No rest for the stressed; exposures to Yantian disruptions
Lovesac adds on sources as activity springs ahead

Monday, June 14, 2021

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
Panjiva Daily: Biden’s 90 supply chain ideas and a pause for effect on tax

Friday, June 11, 2021

Nidec, Daimler face less attractive choices if magnets attract tariffs

Thursday, June 10, 2021

  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

Tuesday, June 08, 2021

Toro stocks up for a hot summer

Monday, June 07, 2021

Donaldson turns to near sourcing to navigate supply chain storms
Advance Auto Parts set to accelerate brake price rises as supply chains overheat

Friday, June 04, 2021

Pause for effect as Biden adds leverage for global tax talks

Thursday, June 03, 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

Wednesday, June 02, 2021

Strikes join chips, costs and COVID-19 in Volkswagen’s list of woes
Netgear, Samsung face pandemic disruptions from Vietnam’s staff shortages
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

Tuesday, June 01, 2021

Volkswagen, BMW face power component patent case
  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
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

Friday, May 28, 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

Thursday, May 27, 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

Wednesday, May 26, 2021

  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
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

Tuesday, May 25, 2021

VF Corp. believes it is best after navigating logistics challenges during pandemic
Marfrig looks for scale in meat supply chain in post-pandemic recovery
Panjiva Daily: Vaccine roads don’t just lead through Rome; the Biden-Moon 6G telecoms deal
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.

Monday, May 24, 2021

  Biden-Moon deal could yield 6G telecoms opportunity for Samsung Electronics
  Rome Declaration useful, national commitments vital in delivering vaccine growth
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
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

Thursday, May 20, 2021

Panjiva Daily: Xinjiang cotton risks realized; global vaccine supplies interrupted
ZIM Shipping expects growth, rates to remain elevated in rest of 2021

Wednesday, May 19, 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
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

Tuesday, May 18, 2021

Maersk goes long as short-term shipping volumes, rates remain elevated
  Price hikes, trade cutbacks become more common as inflation worries widen
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

Monday, May 17, 2021

DP-DHL, Amazon gain from forwarder boom as demand, congestion trends continue
Qurate’s customers face higher costs as shopping boom brings shipping surge
USMCA Watch: General Motors, Cardone in crosshairs of initial disputes
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

Tuesday, May 11, 2021

Union Pacific’s pop-up plans could help cut consumer goods congestion

Monday, May 10, 2021

Adidas spends to hurdle supply chain challenges, Puma leaps ahead

Friday, May 07, 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

Thursday, May 06, 2021

Cargo cascade could cut Cadila, Aurobindo drug exports to U.S.
Biden’s TRIPS waiver support won’t guarantee short-run vaccine boost
Panjiva Daily: Healthcare’s supply chain challenges; Stellantis’s chip issue accelerates
Terex lifts prices to handle higher costs as maintenance demand jacks up

Wednesday, May 05, 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
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
  Supply chains never sleep – Five lessons from the first five years of Panjiva Research

Tuesday, May 04, 2021

  Star Wars merchandise expansion is the way thanks to The Mandalorian
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
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

Monday, May 03, 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
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

Thursday, April 29, 2021

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
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

Wednesday, April 28, 2021

Simpson Manufacturing shrugs off bad weather, passes on higher supply chain costs
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
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

Tuesday, April 27, 2021

  K+N sets eight-year expansion record as shipping for Miele, Toms booms
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
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

Monday, April 26, 2021

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
Panjiva Daily: Grand targets, mundane actions – delivering climate change action
TE Connectivity reconnects with China as supply chain pressures continue

Sunday, April 25, 2021

  Grand targets, mundane actions – Supply chains key to tackling GHG emissions

Friday, April 23, 2021

  Ford keeps the brakes on as semiconductor shortage continues

Thursday, April 22, 2021

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
Panjiva Daily: Apple’s M1 route to supply security; container chaos hits Latin America

Wednesday, April 21, 2021

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
Panjiva Daily: Localizing a global challenge – climate change special edition

Tuesday, April 20, 2021

  Localizing the global climate challenge – Biden’s summit and supply chain reform
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

Monday, April 19, 2021

PPG Industries pencils in price rises as paint supply chains dry up
Kansas City Southern expects autos microchip problem to reverse in H2’21
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

  Retail sales hit a high note as Casio, Fender volumes turn up
Johnson Controls, Bosch may be candidates for Boston’s bigger boats
Container congestion not going away as supply chains stressed beyond the max
Panjiva Daily: Fender volumes up as retail sales hit high note; tire shortage is down the road

Thursday, April 15, 2021

Sentury, Cooper scale up tire imports as rubber concerns rise
  Giant, Kent cycle imports rally as elevated demand fulfillment continues
LG Electronics ups washer capacity as imports soar during pandemic
Panjiva Daily: P&G, Pepsico and the Transatlantic rate record; the missing March shipping lull

Wednesday, April 14, 2021

  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
Panjiva Daily: Everyone loves localization; DP-DHL and the freight forwarding boom
  Everyone loves localization of semiconductors, Applied Materials and Intel act

Tuesday, April 13, 2021

Hapag-Lloyd warns of Oakland overload as port congestion moves north
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
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

Monday, April 12, 2021

  Panjiva Insights: Words become actions, Q2’21 Outlook
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
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
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

Thursday, April 08, 2021

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
Panjiva Daily: Biden commits as supplies slide; Starbucks, JDE Peet’s load up
Canada helped by supply chain inflation, hindered by chip crunch

Wednesday, April 07, 2021

  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
Panjiva Daily: Contracts for shipping, shipping not contracting; the chip shortage toll
Illinois Tool Works, Kyocera may see nail tariff costs cut

Tuesday, April 06, 2021

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
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

Friday, April 02, 2021

Cast ashore in a sea of woes – March 2021 in 10 reports
  Biden’s $337B for onshoring, logistics could accelerate semiconductor onshoring

Thursday, April 01, 2021

Panjiva Daily: Whirlpool’s export explosion; Japan, Indonesia team up to tackle China dependence
  Kao Corp, Natura face digital tax retaliation tariff makeover

Wednesday, March 31, 2021

  Q2 2021 Outlook: Words become actions, threats going nowhere
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
Panjiva Daily: 2021 Q2 Outlook special edition

Tuesday, March 30, 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

Monday, March 29, 2021

  Maersk considers the canal ahead for just-in-time supply chains
  Suez blockage removed, supply chain effects could last for months
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

Steelcase uses price hike, alternative sources to tackle supply chain challenges
BRP’s boat business powers ahead with supply chain chop controlled

Thursday, March 25, 2021

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
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

Wednesday, March 24, 2021

Panjiva Daily: Tesla not enough for Biden’s battery bid; Ford joins the decontenting trend
  Ground, wind and fire – the perils of global supply chains
Shipbuilding rides rising tide on container demand, emissions needs
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

Tuesday, March 23, 2021

Ford joins GM’s decontenting trend with implications for global supply chain
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

Monday, March 22, 2021

Canadian Pacific Kansas City’s opportunities could include beverages, car parts
ZIM Shipping quintuples contracts, bolsters volume growth in 2021
  Croda, Thermo Fisher may get drawn into vaccine battle as EU hardens stance
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
FedEx sees European freight recovery constrained until 2023
Brexit, different customs approaches drag on global export growth

Thursday, March 18, 2021

  Fireworks stuck at sea, pandemic casts cloud over July 4 celebrations
Hapag-Lloyd recovery at risk as bunker-adjusted rates reverse
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

Wednesday, March 17, 2021

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
Panjiva Daily: Retail inventory blowout risks rise; GM cuts content to deal with chip shortage

Tuesday, March 16, 2021

  Thyssenkrupp fails in steel case, hasn’t lagged peers
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
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

Monday, March 15, 2021

CMA CGM expects growth to continue, care with tracking needed
Panjiva Daily: Bigger means better for freight forwarders; 2M restructures for reliability

Friday, March 12, 2021

Genesco needs port diversification as shipments, sales slip
  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

Thursday, March 11, 2021

Size matters for freight forwarders as shipping demand growth remains high
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

Wednesday, March 10, 2021

  Supply chain inflation proves persistent with high freight, commodity costs
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

Tuesday, March 09, 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

Monday, March 08, 2021

American auto sales are trucking again, but Mexican supplies are in reverse
Chinese PPE shipments drop ahead of U.S. tariff exemption extension
Nilfisk faces 400% rise in freight costs, supply chain activity remains weak
  Trump’s tariffs deliver desired outcome as U.S. trade 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
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
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

Thursday, March 04, 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

Wednesday, March 03, 2021

Panjiva Daily: Biden’s China challenge as January target is missed; AMLO’s vaccine options

Tuesday, March 02, 2021

A little off the top – S&P Global Platts container update, February 2021
  Biden wants China to live up to its commitments as it misses 2021 phase 1 target
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
Lifters face dumping duties as trade petitions decline
Big ports got bigger in 2020 while meeting the COVID-19 challenge

Monday, March 01, 2021

Panjiva Daily: Biden’s $51 billion planning exercise; America’s pressing export issue
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
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

Thursday, February 25, 2021

Panjiva Daily: Shipping surge slows in February; Seattle needles LA about space
bioMérieux expands test kit supplies, faces higher freight costs

Wednesday, February 24, 2021

Amazon, Sonos drive higher volumes for Matson
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
Panjiva Daily: Biden channels Trump on Hong Kong; Crocs and Birkenstock run ahead
Dana faces expedited freight costs from supply chain bullwhip

Tuesday, February 23, 2021

Panjiva Daily: Tyson, Deere harvest farm export gains; athleisure jumps as apparel drops
  Crocs, Birkenstock run ahead as casual leads footwear trade growth
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

Biden faces hard steel choice as utilization recovers, Japan cuts output
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
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
Panjiva Daily: Texas storm sends shiver across energy supply chains; Michelin skids on tariffs
Michelin loses traction as U.S. tire imports boom

Thursday, February 18, 2021

ZIM Shipping, Maersk plot greener course for shipbuilders
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
Panjiva Daily: Apparel misses out on the retail recovery; frozen Texas plastic supply chains
Yamaha motorbike shipments accelerate as Honda, Kawasaki tap the brakes

Wednesday, February 17, 2021

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
Panjiva Daily: Freight forwarding’s strategic evolution; Expeditors’ boom continues
  Breville faces tight inventory, costly freight as appliance demand pops up

Tuesday, February 16, 2021

Panjiva Daily: The $10B shipping inflation cost problem; Brexit’s oil and luxury car problem
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

Monday, February 15, 2021

  Panjiva Insights: Recovery, resilience and life under Biden – 2021 Outlook
Starbucks needs fresh supplies once Brazil’s coffee export surge slows
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

Friday, February 12, 2021

Panjiva Daily: Four ways to tackle the chip shortage; Hasbro, Mattel’s playtime spoiled

Thursday, February 11, 2021

Four automotive supply chain options for dealing with chip challenges
Hasbro, Mattel expand as logistics cost inflation spoils playtime
Kerry-SF Holding deal provides challenge to Amazon, DSV

Wednesday, February 10, 2021

Maersk’s wild ride may be temporary, but still continuing in Q1’21
Inverter supply chains join tariffs in casting cloud over Biden’s renewables ambitions
Panjiva Daily: No rest for logistics in 2021; Deckers Outdoor speeds past footwear peers
Assa Abloy locks in price increases to offset freight costs

Tuesday, February 09, 2021

  Biden’s mask mandate boosts demand as imports slip
  Deckers Outdoor laps footwear peers, trips on logistics costs
Quota-busting Canadians present Biden with aluminum dilemma
No rest for logistics as pandemic drives consumer, healthcare trade activity
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

Monday, February 08, 2021

  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
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

Friday, February 05, 2021

  Peloton’s speedy shipping adds costs equivalent to 5% of revenues
  Scotts Miracle-Gro sows doubts about justification for freight cost hikes

Thursday, February 04, 2021

Semiconductors aren’t the whole problem for Nissan, General Motors
Sysco finds new routes for growth as pandemic continues to weigh
Panjiva Daily: Ford, GM fired up in Mexico; JVCKenwood rides the autos recovery
Tata Motors creeps ahead as luxury brands struggle to recover

Wednesday, February 03, 2021

Panjiva Daily: Winners and losers from India’s tariff budget; drivers of UPS’s growth spurt
Pandemic drives art supply demand as Mitsubishi Pencil erases product line
Ford, GM fire up Mexican supply chains as USMCA restructuring deferred
Sri Lanka’s port politics limits Japanese autos opportunity
JVCKenwood’s supply chain volumes ride automotive recovery
ResMed, Danaher face continued demand, new headwinds in ventilator supplies

Tuesday, February 02, 2021

UPS forwarding surges ahead with autos, healthcare driving growth
New year, new hopes, old problems – January 2021 in 10 reports
  CMA CGM switches fast service to Oakland after LA traffic jams
Trade complaints soar in 2021, including can opener IP infraction
POSCO may win, Kia lose from the latest round of “Make in India” tariffs
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

Monday, February 01, 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
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
Panjiva Daily: Soaring shipping costs hit Tesla, Autoliv earnings; new round of India tariffs loom

Thursday, January 28, 2021

Panjiva Daily: Logistics reliability vs. capacity vs. regulation; Nidec pursues outsourcing
Nidec pursues temporary outsourcing as motor demand fluctuates
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
Make in India tariffs reach refrigerators as Samsung, LG scale up supplies
  Levi Strauss awaits end-2021 for pandemic recovery, cuts inventories

Wednesday, January 27, 2021

  Reliability to trump capacity while risking regulation as container lines blank sailings
PPG, Chemours roll on paint supplies, demand remains choppy
Panjiva Daily: Biden’s Buy American matters most for infrastructure; no relief yet for logistics
Key Tronic unlocks onshoring growth after pandemic, trade war
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
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
Richelieu, Home Depot build up imports as fix-at-home demand grows

Monday, January 25, 2021

Rare earth sourcing challenges set to become more common
South Korea smooths sailing to Indonesia with port investment
  ZIM, Matson’s shipments to LA surge as pandemic takes toll on staff
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
Panjiva Daily: Biden’s medical supply plan; steering through the autos skid in 2021
JBS faces fewer disruptions as China cuts import restrictions

Thursday, January 21, 2021

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
Panjiva Daily: Phones by sea, accelerating empties – creative solutions to logistics congestion
  Birkenstock, Crocs take a step in different directions during challenging 2020

Wednesday, January 20, 2021

Expeditors, UPS shift more phones, PCs as spend beats speed in air-to-sea switch
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
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

Tuesday, January 19, 2021

Biden’s steel deal with Europe faces utilization hurdle
  Damp squibs and longer lists – the final actions of the Trump administration
Total steps into increasingly independent Indian solar power sector
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

Monday, January 18, 2021

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
Uniqlo shows continued pandemic challenges for fast fashion
Panjiva Daily: Cool retail sales, hot refrigerator imports; soaring soybean winners

Friday, January 15, 2021

DeLong, Gavilon boost U.S.-China soybean shipments as prices soar
Voxx supply stability allows firm to take advantage of stay-at-home spending
Samsung, LG refrigerator imports heat up as retail sales remain cool
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

Thursday, January 14, 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

Wednesday, January 13, 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
  DP-DHL smashes estimates after acceleration in forwarding boom in December

Tuesday, January 12, 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
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: 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

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
Semiconductor shortage chips away at Honda, Nissan production

Thursday, January 07, 2021

Panjiva Daily: COVID-21, China and straits – outlier risks for 2021
  2021 Outlook: COVID-21, mines and straits – outlier risks for supply chains
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

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
Daimler, VW confident of prolonged sales surge as imports rise
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

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

Monday, January 04, 2021

Panjiva Daily: What lies beneath the Brexit TCA; what you missed over the holidays
Hino’s supply chain slows ahead of engine compliance pause
Deals, demand and orders – what you missed over the holidays
Africa may pay as India returns to medical protectionism with vaccine limit (update)

Wednesday, December 30, 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

Tuesday, December 22, 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

Monday, December 21, 2020

Panjiva Daily: Trump’s currency conundrum for Biden; the growing retail mismatch
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

Friday, December 18, 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

Thursday, December 17, 2020

  Retailers face growing mismatch between sales, import growth rates
Life After the Elections: Toyota, Daimler show adaptations to U.S. steel tariffs
  Panjiva Insights: What to watch for U.S. trade policy under the Biden administration

Wednesday, December 16, 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

Tuesday, December 15, 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

Monday, December 14, 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

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
Dollarama helped by holiday demand, supply chain retains China exposure

Thursday, December 10, 2020

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

Wednesday, December 09, 2020

  Rubber glove shipments are off peak as costs rises during pandemic
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
ONE boosts agricultural exports as FMC focuses on empty container strategy

Tuesday, December 08, 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
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
Panjiva Daily: Like the pandemic never happened; shifting tariff tides under Biden

Monday, December 07, 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

Friday, December 04, 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

Thursday, December 03, 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

Wednesday, December 02, 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

Tuesday, December 01, 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

Monday, November 30, 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

Friday, November 27, 2020

Asia-first global trade recovery remains fragile
Deere expects farm equipment growth, supply chain a pandemic risk

Thursday, November 26, 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

Wednesday, November 25, 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

Tuesday, November 24, 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
  Jaguar Land Rover defends SUV import lead from Porsche, Lamborghini

Monday, November 23, 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

Friday, November 20, 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

Thursday, November 19, 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
  Life after the elections: Indonesia’s opportunity to deal with Biden, with conditions

Wednesday, November 18, 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

Tuesday, November 17, 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

Monday, November 16, 2020

Panjiva Daily: Pandemic worries meet meat demand; Indonesia’s RCEP opportunities
  Indonesia’s RCEP opportunities led by apparel, risks for autos

Sunday, November 15, 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

Friday, November 13, 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

Thursday, November 12, 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

Wednesday, November 11, 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

Tuesday, November 10, 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

Monday, November 09, 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

Friday, November 06, 2020

Trane sets supply chain shift in motion, avoids constraints in Q3
PCM, Mitsubishi Imaging costs could rise as thermal paper imports face audit

Thursday, November 05, 2020

Crest of the wave – S&P Global Platts container update, October 2020

Monday, November 02, 2020

  Life after the elections: 5 trade issues to watch to inauguration and beyond

Sunday, November 01, 2020

Comparing candidates, broken cycles – October 2020 in 10 reports

Friday, October 30, 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

Thursday, October 29, 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

Wednesday, October 28, 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

Tuesday, October 27, 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

Monday, October 26, 2020

Mattel boosted by Barbie, has a bad feeling about meeting demand surge

Friday, October 23, 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

Thursday, October 22, 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

Wednesday, October 21, 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

Tuesday, October 20, 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

Monday, October 19, 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

Friday, October 16, 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

Thursday, October 15, 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

Wednesday, October 14, 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

Tuesday, October 13, 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

Monday, October 12, 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

Friday, October 09, 2020

Panjiva Insights – Adopting LogTech in a post-pandemic, cyber-insecure world
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

Thursday, October 08, 2020

Cargotec and Konecranes announce merger to chase cost savings
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

Wednesday, October 07, 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

Tuesday, October 06, 2020

Panjiva Daily: Barbie bet meets COVID chaos; La Nina adds to Starbucks’ challenges
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: COVID-19, elections, onshoring and Brexit battles – Q4’20 Outlook special
Trump’s Vietnamese timber tariffs could cut furniture shipping

Friday, October 02, 2020

JBS, Cargill may lose market share as British beef returns to U.S. stores
Dealing with the surge, preparing for the future – September 2020 in 10 reports
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
Q4 2020 Outlook: Endings and beginnings
  Netgear, TP-Link at risk as Vietnam finally becomes a target for Trump

Thursday, October 01, 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

Wednesday, September 30, 2020

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

Tuesday, September 29, 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

Monday, September 28, 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

  Tesla plots new route for tariff relief; LCI, Ford back away from China
Pandemic recovery accelerates with U.S. imports up by a fifth in September
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

Thursday, September 24, 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

Wednesday, September 23, 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
CMA CGM, Cosco grow as Seattle-Tacoma finds blank sailings rule the waves

Tuesday, September 22, 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

Monday, September 21, 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

Friday, September 11, 2020

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

Thursday, September 10, 2020

  Resilience, efficiency and environment – IoT and digital set to transform logistics
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

Wednesday, September 09, 2020

  Panjiva Insights: Shaping a resilient future for Asian supply chains
Panjiva Daily: Shipping record set in wake of COVID-19; medical test kit supplies slip
Thai Union lines up Red Lobster to net a wider downstream supply chain
Genesco’s prolonged back-to-school season trips footwear imports

Tuesday, September 08, 2020

Panjiva Daily: Truck rate troubles as demand surges; three deals, three problems for econo-Brexit
  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
GM, Volvo buck falling foreign vehicle import trend with China shipments

Monday, September 07, 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

Friday, September 04, 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
Miele may have Whirlpool in a spin as washer review resumes

Thursday, September 03, 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
Philips suffers a blow as ventilator stockpiling ends
Truck strike may cool growth in Nestle, Vina Concha exports from Chile
Panjiva Insights: The fallout from COVID-19 and long-term strategy plans

Wednesday, September 02, 2020

Panjiva Daily: COVID-19 recovery brings renewed troubles for forwarders, autos and retail
  Maersk ditches Damco, raising Ceva questions for CMA CGM
Making hay while the sun shines – S&P Global Platts container update, August 2020
Keeping the trade peace, recovering from COVID-19 – August 2020 in 10 reports

Tuesday, September 01, 2020

U.S. trade downturn hits 16th month; improvements indicated ahead
  Urban Outfitters achieves the nearly impossible in post-COVID supply chain control

Thursday, August 27, 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

Wednesday, August 26, 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

Tuesday, August 25, 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

Monday, August 24, 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

Friday, August 21, 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

Thursday, August 20, 2020

Panjiva Daily: Laptop supply chains power up; pandemic concerns reach Hong Kong food imports
Flow of ventilators switches to Mexico as U.S. stockpile stabilizes

Wednesday, August 19, 2020

Japanese trade remains depressed; medical diplomacy ongoing
COVID concerns reach Hong Kong poultry imports; dims prospects for Aurora
Maersk turns a corner on the road to post-pandemic normality in H1’21
Lenovo, Dell lead laptop supply surge as COVID-19 overshadows school year
  Diageo swoops in for Aviation Gin after Beefeater eats its lunch

Tuesday, August 18, 2020

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

Monday, August 17, 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
Cosco, CMA CGM face antitrust review as rates surge, China-LA volume hits record
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

Friday, August 14, 2020

Panjiva Daily: Flexport, Amazon unbowed by COVID-19; Super Micro well served by Taiwan
Slow rolling for truck tire review as currency manipulation investigated

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
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
Trump’s tariff cudgel proves effective, may be wielded once more if phase 1 fails
China tariff burden sharing slows as plastics prices rise, telecoms stabilize

Wednesday, August 12, 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
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: Spotlight back on Trump’s trade policies on China, reshoring and Canada
Wolverine World Wide sales slide, pursues dual China-Vietnam strategy
  Peak season surge, China supplies lead COVID-19 recovery in U.S. trade

Monday, August 10, 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 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
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

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

Monday, August 03, 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
  Sanctions, bankruptcies and election strategies – July 2020 in 10 reports

Friday, July 31, 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
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

Thursday, July 30, 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
Panjiva Daily: C.H. Robinson’s tough quarter; tracking Under Armour’s performance

Wednesday, July 29, 2020

Panjiva Daily: Medical supply chains switch into reverse; Maersk goes with the Flow
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

Tuesday, July 28, 2020

Panjiva Daily: Green shoots of COVID-19 recovery; Hasbro, Mattel diverge on supply performance
  Panjiva Insights: A slice of the sun – prospects for behind-the-meter solar power
Autos export sentiment leads Germany to recovery in July

Monday, July 27, 2020

Global trade crunch might have reached worst point in May
Green shoots of COVID-19 trade recovery as autos reverse 16 month downturn
Hasbro, Mattel diverge as supply chain resilience proves key during COVID-19
Ford’s Hermosillo plant derailed by protests; COVID-19 recovery going slowly
Tackling Gazprom matters more than China relations for U.S. LNG exporters

Friday, July 24, 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

Thursday, July 23, 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

Wednesday, July 22, 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

Tuesday, July 21, 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
  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

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

Friday, July 17, 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

Thursday, July 16, 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

Wednesday, July 15, 2020

Panjiva Daily: Freight forwarders face Flexport, COVID-19 challenges; aluminum tariffs loom
Silicon metal dumping case returns as petitions spike in June

Tuesday, July 14, 2020

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
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

Monday, July 13, 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

Wednesday, July 08, 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

Tuesday, July 07, 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

Monday, July 06, 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
Panjiva Daily: Trump’s phase 1 ammunition; USMCA, COVID-19 bring tough choices for automakers
Logistics employment rises, but only one-in-four COVID-19 job losses are back

Thursday, July 02, 2020

Panjiva Daily: The 4 stages of COVID-19; FedEx wins, and loses but has no guidance
  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

Export sentiment improving, but still not out of COVID-19 woods
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
FedEx’s wins and loses from COVID-19; seaborne shipping downturn slows

Tuesday, June 30, 2020

  Q3 2020 Outlook: Heading into the great unknowns (1) – The 4 Stages of COVID-19
Technology managers turn to the cloud as hardware supplies evaporate
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

Monday, June 29, 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

Friday, June 26, 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

Thursday, June 25, 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

Wednesday, June 24, 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

Tuesday, June 23, 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

Monday, June 22, 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
Iran, Mexico, oil and the sourcing of Venezuela’s food

Thursday, June 18, 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

Wednesday, June 17, 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

Tuesday, June 16, 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
Honda’s cyber attack may ripple through supply chain to ZF, BorgWarner

Monday, June 15, 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

Friday, June 12, 2020

Panjiva Insights: The future for global supply chains and U.S. reshoring

Thursday, June 11, 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

Wednesday, June 10, 2020

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

Tuesday, June 09, 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
Panjiva Daily: Uniform regulations, divergent methods; the “lobster king” and the elections

Monday, June 08, 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

Friday, June 05, 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

Thursday, June 04, 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

Wednesday, June 03, 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

Tuesday, June 02, 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

Monday, June 01, 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

Friday, May 29, 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

Thursday, May 28, 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

Wednesday, May 27, 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

Tuesday, May 26, 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

Thursday, May 21, 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

Wednesday, May 20, 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

Tuesday, May 19, 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

Monday, May 18, 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
Zinus faces mattress supply chain choices as second dumping case arrives

Friday, May 15, 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

Thursday, May 14, 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

Wednesday, May 13, 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

Tuesday, May 12, 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

Monday, May 11, 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

Thursday, May 07, 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
  Schneider Electric, ABB face national security tariffs, may need to transform supplies

Wednesday, May 06, 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
Solid state drives shows risk from fluid state of trade war tariffs

Tuesday, May 05, 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
Phase 1 falls $21B behind schedule as U.S.-China relations worsen
Coronavirus medical import deep dive shows testing, PPE imports improving
Nestlé, J.M. Smucker Mexican coffee exports grind downwards

Monday, May 04, 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
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

Friday, May 01, 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

Thursday, April 30, 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

Wednesday, April 29, 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

Tuesday, April 28, 2020

Continental drifts towards Mexico as COVID-19 supplier worries rise
Panjiva Daily: K+N’s huge opportunity; Ikea deals with COVID-19 downturn
  J.C. Penney, PVH accelerate Vietnam apparel imports as demand slides

Monday, April 27, 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
K+N’s “huge opportunity to grow” follows COVID-19 hit to volumes in 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

Friday, April 24, 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

Thursday, April 23, 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

Wednesday, April 22, 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.

Tuesday, April 21, 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

Monday, April 20, 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

Friday, April 17, 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

Thursday, April 16, 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

Wednesday, April 15, 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

Tuesday, April 14, 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
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
  3M exempted as FEMA clamps down on PPE exports after surge

Wednesday, April 08, 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
  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: Trade war risks rise; new ways to boost Purell, ventilator supplies
  Fisher & Paykel leads surge in Mexican ventilator exports to U.S.
Matson stays healthy as coronavirus weakens competitors’ volumes

Monday, April 06, 2020

Toyota, Mitsubishi meet COVID-19 driven demand drop with slowing supply
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

Friday, April 03, 2020

Panjiva Daily: Q2 Outlook special edition – Through a COVID-19 glass, darkly
  Q2 2020 Outlook: Through a COVID-19 lens, darkly

Thursday, April 02, 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

Wednesday, April 01, 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
  You don’t always get what you need – COVID-19’s impact on healthcare supply chains

Tuesday, March 31, 2020

  Panjiva Daily: Tracking ventilator shipments; Ceva’s force majeure casts doubts
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 Insights: Trade talks, data shouts – COVID-19, stories from the data
  Drägerwerk’s U.S. ventilator worries already evident in March
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

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
Panjiva Daily: COVID-19 drives laptop PC shortage; JBS set to meet coronavirus challenge
JBS faces a package of problems and opportunities from coronavirus

Thursday, March 26, 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
  Laptop availability powers down as work-from-home demand rises, imports fall

Wednesday, March 25, 2020

Panjiva Daily: Shipping slowdown reaches U.S. shores; virus casts a cloud over solar
  Shipping slowdown reaches U.S. shores as imports from China drop 45% in March
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

Tuesday, March 24, 2020

Panjiva Daily: Flexport steps up as masks fall; COVID-19 forces Wallenius Wilhelmsen to dig in
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

Monday, March 23, 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

Samsonite supplies fixed, demand has 9-month trek to coronavirus recovery
Panjiva Daily: Answering Trump’s ventilator call; handling medical glove demand
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

Thursday, March 19, 2020

Panjiva Daily: FedEx attacks to defend against COVID-19; MSC avoids container dip
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

Wednesday, March 18, 2020

Panjiva Daily: DSV Panalpina’s coronavirus warning; EU’s coronavirus soap strategy
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

Tuesday, March 17, 2020

Panjiva Daily: The supply chain cost of Trump’s travel ban; waste sacks bag coronavirus tariff cuts
  Italy’s coronavirus lockdown may limit luxury, pharmaceutical exports
California’s ports feel first effects of coronavirus disruptions
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

Monday, March 16, 2020

Panjiva Daily: Coronavirus – what we’ve learned about supply chains so far
  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
Oil-for-corn deal shows supply chains adapting to Venezuela sanctions

Wednesday, March 11, 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
  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: 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

Monday, March 09, 2020

Panjiva Daily: Trump’s coronavirus tariff sacrifice; bubbly soap imports
  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
  Contraction, commitments and containers – Trade implications of the oil price collapse

Friday, March 06, 2020

  Chemicals, autos companies most preoccupied with COVID-19
India’s COVID-19 airlift could help solar, telecoms sectors
Trump’s China scorecard achieves best January result since 2012
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

Thursday, March 05, 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

Wednesday, March 04, 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
Cheap fuel salves COVID’s costs – S&P Global Platts Container Update, February 2020

Tuesday, March 03, 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

Monday, March 02, 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
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
  Trump splits Japanese security view for titanium and steel cases

Thursday, February 27, 2020

Panjiva Daily: Trump’s choppers-and-coke deal; Deere’s dear shipping

Wednesday, February 26, 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

Tuesday, February 25, 2020

Panjiva Daily: Hasbro, Mattel tackle coronavirus; China cuts medical device costs
Deere’s shipping could get dearer due to COVID-19 disruptions

Monday, February 24, 2020

JBS gains Brazilian beef options after Chinese stampede
Panjiva Daily: Uniqlo’s evolution, Lenovo’s refactoring in response to COVID-19
Trump’s uranium support bears fruit, most supplies from EU and Canada
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

Sunday, February 23, 2020

Repsol, Ford face Spanish digital service tax risks
Bunge, Vale face slide Brazilian commodity exports to China due to COVID-19

Saturday, February 22, 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

Friday, February 21, 2020

Panjiva Daily: COVID-19 hurdle for Adidas, Puma; winners from a U.S.-India trade deal

Thursday, February 20, 2020

GE, Siemens may have much to gain if Trump, Modi can reach long term deal
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

Wednesday, February 19, 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

Tuesday, February 18, 2020

Panjiva Daily: COVID-19’s automotive disruption widens; Trump’s tariff carousel
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

  Nissan, Tata join the list of automakers facing COVID-19 disruptions
  Carousel passes LVMH, Constellation by as U.S. aero retaliation deepens

Sunday, February 16, 2020

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

Friday, February 14, 2020

Panjiva Daily: Under Armour’s COVID-19 costs; solar tariff efficiency in doubt

Thursday, February 13, 2020

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
Trina, Hanwha Q-Cells shine as doubts cast over solar tariff efficiency
Health of Chinese healthcare supplies called into question

Wednesday, February 12, 2020

  Under Armour’s COVID-19 costs could spread
Panjiva Daily: 2019’s malaise infects the ’20s; new shipping service for Ford, Molson Coors

Tuesday, February 11, 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
Tariff Quote Watch: GoPro falls short as supply chain plan proceeds slowly
Steering industry has to navigate coronavirus as Huida declares force majeure
Tariffs’ bite lasts into the ‘20s, jaws starting to unclench

Monday, February 10, 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

Friday, February 07, 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

Thursday, February 06, 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

Wednesday, February 05, 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

Tuesday, February 04, 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

Monday, February 03, 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
A different kind of chaos – January 2020 in 10 reports

Friday, January 31, 2020

Panjiva Basics: Handling VUCA With HALO; Lessons for Portfolio Construction in 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

Thursday, January 30, 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

Wednesday, January 29, 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

Tuesday, January 28, 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

Monday, January 27, 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

Friday, January 24, 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

Thursday, January 23, 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

Wednesday, January 22, 2020

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

Tuesday, January 21, 2020

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
Panjiva Daily: Black, grey and green swan risks in 2020; the phase 1 pharma harvest

Monday, January 20, 2020

  2020 Outlook: The Year It All (Might) Go Wrong – Black Swan Risks
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

Friday, January 17, 2020

Panjiva Insights: After the Dust Settles, Views on The Phase 1 Trade Deal
2020 Outlook: Fighting on Several Fronts – Supply Chain Strategies

Thursday, January 16, 2020

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
  Burden Sharing Shifts as U.S. Import Price Deflation Slows

Wednesday, January 15, 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
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

Tuesday, January 14, 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

Monday, January 13, 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
Miserable End to The 2010s as Trade War, Weak Demand Slash U.S. Imports
Gazprom, Kinder Morgan at Opposite Ends of EU-U.S. Common Gas Interests
  Tariff Quote Watch: Superdry Bails Out of China Sourcing as Shipments Sink

Friday, January 10, 2020

Panjiva Daily: Trump’s trade wars old and new – 2020 Outlook; Sonos harder to hear
  Sonos Disconnected From Rising Smart Speaker Market

Thursday, January 09, 2020

2020 Outlook: Trade War in Waiting – U.S.-EU Relations
  2020 Outlook: Ever-Changing Trade – 10 Lessons From The Past 10 Years
  LG Electronics Leads Growth as TVs Get Ever Bigger At CES
Mission Not Yet Accomplished – The Phase 1 Trade Deal Awaits

Wednesday, January 08, 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

Tuesday, January 07, 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

Monday, January 06, 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

Friday, January 03, 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

Thursday, January 02, 2020

Brace For Impact – S&P Global Platts Container Update, December 2019
  Four Challenges For Trump – What You Missed Over The Holidays
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
  Talks, Reflation and Decline in Global Policy – What You Missed Over The Holidays

Monday, December 30, 2019

  2019 Review: 12 Events That Shaped Global Supply Chains

Friday, December 27, 2019

  2019 Review: Recession, War, Nonchalance, Deficits and Brexit The Year in 5 Charts

Friday, December 20, 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

Thursday, December 19, 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

Wednesday, December 18, 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

Tuesday, December 17, 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

Monday, December 16, 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

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
Panjiva Daily: Amazon, Flexport show the way forward; phase 1 turns down tariffs, not risks
Phase 1 Phase Out Doesn’t Remove Supply Chain Uncertainties

Thursday, December 12, 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

Wednesday, December 11, 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

Tuesday, December 10, 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

Monday, December 09, 2019

Soybeans, Circuits Send China’s Imports Higher, Tariffs Still Drag on Exports
CSX’s Syracuse Port Could Speed Deliveries for Constellation, Belden

Friday, December 06, 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

Thursday, December 05, 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