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Friday, December 14, 2018

PVH Trims Bangladesh Sourcing While H&M Weaves More Into Its Supply Chain
Panjiva Daily: 17 days of beans, Samsung’s Indian choice and the effect of discounting
Pemex Port Problems Today May Become American Exporters’ Troubles Later

Thursday, December 13, 2018

Brighter Performance from Longi and Jinko With Solar Supply Chain Switch
Where LA Goes, New York May Follow as Chinese Imports Fade
South Korean Subsidies May Become a Part of Hyundai, GM Parts Supply Chains
Samsung Chooses India Over China as Tariffs Help Drive Supply Chain Choices
Oil and Chinese Discounting May Slash U.S. Import Growth to Two Year Low
17 Days of Beans, Temporary Car Tariff Cuts Are a Slow Start to 90 Days of Talks (Update)

Tuesday, December 11, 2018

Panjiva Daily: Blame Europe, not China for slower U.S. import growth; OPEC’s cut vs. U.S. oil exports

Monday, December 10, 2018

Hindalco Wins, Hunter Douglas Loses in Case Aimed at Chinese Aluminum
Blame Europe and Cars, Not China and Tariffs For November Slowdown
OPEC Cut Addresses Only Part of U.S. Net Import Decline
Panjiva Daily: Flooring and phones show tariffs’ limits; Iran solution found for India’s oil needs
Tariff Quote Watch: Tiangong Rings Up Price Rises to Offset Higher Duties
China Deal Could Help U.S. LNG Exporters Achieve Their Potential
Bean Deal May Support Traffic Growth Through The Panama Canal
China Risk to Walmart, Amazon Traffic Overshadows Already Lackluster Norfolk
Tariff Quote Watch: GoPro Goes Out of China In Active Duty Decision

Sunday, December 09, 2018

Flooring and Phones Show Tariff Worries Can Be Counterproductive
Mangalore and Indian Oil Have New Mechanism to Mitigate Iran Sanctions
Oil and Tariffs Slow Chinese Imports But U.S.-Bound Export Growth Remains Robust

Friday, December 07, 2018

Panjiva Daily: A $13 billion tariff loss, why the future of trade is open, and Brown-Forman jacks up prices
BMW Revs Up Plans for U.S. Engine Factory Before Tariffs Choke Trade
Pilots of Both Kinds Face Squeeze on Employment From Trade War and Automation

Thursday, December 06, 2018

U.S. Customs Lays Down The Law on Chinese Plywood Tariff Evasion
America’s $13 Billion Loss In The Latest Trade Battle With China
Tariff Quote Watch: Greif May Need to Give Chinese Bag Suppliers to Sack to Beat Tariffs
Tariff Quote Watch: Genesco Tries To Keep A Lid On Tariff Risk With Inventory Build
Tariff Quote Watch: Michaels Group Crafts A Multi-Pronged Tariff Strategy
Tariff Quote Watch: Brown-Forman Needs to Jack Up Prices to Cover EU Duties

Wednesday, December 05, 2018

Panjiva Discussions: The Future of Trade Is Open

Tuesday, December 04, 2018

Panjiva Daily: Volkswagen’s Mexican stick and ArcelorMittal’s steel deal opportunity
Georgia’s Got Growth On Its Mind as Gainesville Gains Inland Port
Tariff Quote Watch: Natuzzi Cuts Costs to Tackle Tariffs, Industry Sat on Excess Imports
Panjiva Daily: 11,565 calls for help, 612 answers; Trade policy in the 116th Congress
Mondelez Bags Increased Imports as Brazilian Coffee Supplies Jump
Tariff Quote Watch: Dell Dials Up Prices to Deflect Disc Drive Duties
Losers Outstrip Winners 2.4-to-1 as Tariff Exemptions Process Grinds On
Panjiva Discussions: U.S. Trade Policy in The 116th Congress

Monday, December 03, 2018

G20 Watch: 100 Jets May Speed U.S.-Japan Trade Deal as Abe Passes Deficit Test
Volkswagen Could Wield Mexican Stick In Response to Trump’s Tariff Stick
USMCA Watch: Mexico Metals Deal Could Help Tenaris and ArcelorMittal
Panjiva Daily: Paying the price for peace between President Xi and President Trump
Suez Surges Ahead of Panama, Both May See Lower Volumes if Trade Truce Holds
ISM Import Sentiment Slows, Could Fall Further On 90 Day Tariff Ceasefire
Empties at the Heart of Charleston’s Growth, China Tariff Delay May Weigh
10 Most Read Panjiva Research Reports in November 2018
CMA-CGM and MSC’s Clear Link to Fuel Costs May Not Be Accepted by Customers
Dumping Complaints Quiet in November, Xi-Trump Deal May Keep The Volume Down

Sunday, December 02, 2018

Blame Consumers (Mostly), Not Trade War For Korea’s Export Slowdown (For Now)
Trade War Gives, Trade Peace May Take Away From the Shipping Sector
G20 Watch: Tesla Is One Winner From The Trump-Xi Trade Truce
G20 Watch: Trump’s Pause Paid for By Xi’s Purchase Promise
Tariff Worries Lead Japan’s Automakers to Slow U.S. Exports Ahead of Abe-Trump Meet

Friday, November 30, 2018

Panjiva Daily: USMCA passage depends on Dems and OPEC; Mitsubishi’s “huge impact” from tariffs

Thursday, November 29, 2018

San Diego Hack a Reminder of Supply Chain Vulnerabilities
Panjiva Daily: G20 special – 6 items to watch from Xi-Trump to DPRK sanctions
Trade War Not The Only Worry For Chinese Exporters
USMCA Watch: Arisen in the fall to fall in the summer? Democrats and OPEC are key
Tariff Quote Watch: Mitsubishi’s “Huge Impact” from Car Tariffs Means Price Hikes
HMM’s Ambitions a Worry for Peers, Not a Reason To Panic
Tariff Quote Watch: ONE Sees Three Outcomes For Trade War, Two Are Not Good

Wednesday, November 28, 2018

Tariff Quote Watch: Minimized Molecular Tourism the Key to DowDuPont Tariff Strategy
Panjiva Daily: CMA-CGM and ONE the worst of the bunch; Samsung and Honda drive Thai development
Maersk Looks To Squeeze Competitors in Growing Fruit Trade Business
Phone Demand May Bring Chips Down More Than Trade War
Volvo and GM Targeted By Lighthizer’s China Tariff Equalization Commitment
G20 Watch: The Xi-Trump Meet Is Only One of Six Major Issues to Watch
Record Autos Trade Deficit May Spur Trump Administration to Tariff Action

Tuesday, November 27, 2018

Panjiva Daily: GM cuts as trade policy clears, why CMA-CGM fell behind and trade’s become less fair
Divergent European Export Sentiment Can’t Hide Brexit Worries
PdVSA Avoids Seizure of Citgo While Relying More on Valero as U.S. Oil Customer
Samsung and Honda Drive Thai Development As Port Investments Proceed
Losses Beat Tariffs For Chinese Steel Wire Makers’ Exports
CMA-CGM and ONE The Worst of The Bunch As Container-Line EBITDA Drops 16%
Mexican Trade Accelerates Ahead of AMLO’s Accession

Monday, November 26, 2018

Panjiva Daily: Hapag-Lloyd’s new course, Ceva might sever links and retailers’ inventory challenge
The Difference a Year Makes as CMA-CGM Falls Behind Maersk and Hapag-Lloyd
USMCA Watch: General Motors’ Cuts Follow Clarity in Trump’s Trade Policies
Canada’s Port Activity Surges, Bested by U.S. West Coast
Ski Gear Retailers Don’t Expect a Tariff Tumble
Migrant Caravan Brings Risks For Samsung and Toyota Supply Chains
Trade May Have Become Even More Unfair in October Using The Trump Metric

Sunday, November 25, 2018

Ceva May Sever Links With Maersk and ONE in CMA-CGM Strategy Plan
Tariff Quote Watch: K+N Sees Stagnant First Quarter Once Stock Building Ends
Global Trade Growth Slowing, But Not Because of Tariff War

Friday, November 23, 2018

Porsche and Jaguar May Find Life Easier in China as Parallel Import Rules Planned

Thursday, November 22, 2018

Tariff Quote Watch: Tesla Swallows Tariff Shock While Prepping Shanghai Strategy
Tariff Quote Watch: Deere’s Yet To Dig Itself Out Of All Duty Risks
Target Misses The Bullseye as Inventories Surge Ahead of the Holidays
Oboz On The March Since Kathmandu Takeover
Tariff Quote Watch: BlueScope Loves Australian Steel Exemption
Hapag-Lloyd’s Course Has Room for Maneuver, Need for Speed and K+N Deal

Wednesday, November 21, 2018

Tariff Quote Watch: Xerox and Haier Among SeaTac Users Exploring “New Strategies”
Panjiva Daily: ONE’s alliance-busting offering, Apple’s fewer phones and Mexican rails’ fortunes
Tariff Quote Watch: Urban Outfitters Stays Lean, Avoids Trade Disruption Risk
Tariff Quote Watch: Johnson Matthey’s Mitigation Challenge “Getting Bigger”
Tariff Quote Watch: Best Buy Makes Best Efforts To Avoid Import Duty Risks

Tuesday, November 20, 2018

Panjiva Daily: Black Friday’s pre-tariff bargains, Electrolux’s next price hike and Houston’s top spot
Boks’ Box Handling Heading Higher Again, Attracting New Liner Services
Worst Year in Four Beckons For American Defense Export Industry
10-Year Low in Shipyard Exports And Declining Orders Lead Japan to the WTO
Three Presidents Cast Doubt Over North American Rails’ Fortunes
Apple’s Fewer Phones, Bigger Numbers Issue is Not a New Phenomenon
ONE’s Three Carrier Offering Crosses Alliance Barriers, May Raise Antitrust Worries

Monday, November 19, 2018

Panjiva Daily: JC Penney slips after import slide, nothing but exemptions denial and ZIM’s less zippy
Trade War Contagion Absent as Japanese Export Growth Accelerates
Black Friday Shoppers Have President Trump to Thank for Pre-Tariff Bargains
Forget About The Trade War, China’s Memory Chip Verdict is About Surging Imports
Long Beach Buyer Will Need COSCO’s Business, China Risk Appetite
Hapag-Lloyd and MSC Fight to Rope The Top Spot in Houston
Tariff Quote Watch: Electrolux Readies Next Price Hike as Duty Risks Heat Up

Sunday, November 18, 2018

PlayStation Distraction Avoidance and Tariff Risk Drive Surging Console Imports
White House Industrial Strategy Raises Specter of Generic Drug Tariffs

Saturday, November 17, 2018

Nothing But Denial as NXP Adds to the China Exemption Tariff Request List
JC Penney’s Slip Follows Import Slide, China Not a Risk For Now
ZIM Less Zippy as 2M Cooperation Crimps Volume Growth
Soaring Imports May Lead Modi to Double Down on “Make in India” Tariffs

Friday, November 16, 2018

Panjiva Daily: Maersk and MSC grab market share and widespread “dumping” evident from inflation

Thursday, November 15, 2018

Panjiva Daily: CH Robinson conquers the quarter, Maersk flags a significant slowdown
Tariff Quote Watch: Sonos Sounds Out Its Suppliers For China Sourcing Changes
India’s Iranian Oil Rush Over as Modi and Pence Agree Crude Deal
$962 million Food Duty Cuts Foregone as EU and U.S. Focus on Scope Limits
Maersk and MSC Grab Market Share from ONE and COSCO Ahead of Tariffs’ Bite
Cali Container Growth Hits 8 Year High, Led by China
Widespread “Dumping”, Deficit Increase Evident From Trade Prices

Wednesday, November 14, 2018

Panjiva Daily: Ceva stumbles, K+N sinks its claws in and the road to a U.S.-Japan deal
Tariff Quote Watch: Samsonite Shifts Sourcing Away From China, Just in Case Tariffs Rise
Tariff Quote Watch: KGHM’s China Copper Trade Worries Could Hit BHP in Chile
Oil’s Crash Could Help Container-Lines, But Not Yet
CH Robinson Wins The 3PLs’ Third Quarter, Reinvests in Growth
Savannah’s Hot Import Growth Due To China, Could Rapidly Reverse
Maersk’s Tariff-Driven Acceleration Will Become a Significant Slowdown

Tuesday, November 13, 2018

Hyundai and Daimler Rush as Trump Puts Autos Review Back in Drive
Panjiva Daily: Trump puts autos review back in drive, 7 tariff strategies and 2,152 more cries for help
Forging Stronger Links – Using Supply Chain Data in The Investing Process
LVMH Has Little To Fear From 15 Cents a Bottle Tariff Threat
ONE Is First in Norfolk, For Now, as China Volumes Decline
K+N Sinks Its Claws Deeper Into Terex, Pyramid May Be Toppled
JBS and Marfrig Set to Pay the Price for Bolsonaro’s Israel Policy
Ceva Profitability Slumps as Volume Growth Proves Expensive, Customer Fails
No Easy Route To U.S.-Japan Deal With Car Complications, Beef Battle Ahead

Monday, November 12, 2018

Panjiva Daily: Trump’s new trade war front and tariffs didn’t dent demand in October
J&J’s China-Local Strategy Shows Risks to American Drug Export Growth
2,152 More Cries for Help as Tariff Exemption Demands Widen
West Does Best as Trade War Bypasses Most Ports
Yang Ming’s Passive Approach Can’t Prevent Falling Profitability
Tariff Quote Watch: Seven Supply Chain Strategies Firms Are Using To Tackle Tariffs

Sunday, November 11, 2018

Target Misses Toy Target and Baby Alive Grows Bigger Than Fingerlings
Tariffs Fail To Dent Demand as America’s Consumers Buy Foreign
Tariff Quote Watch: Martinrea Emerging From a Perfect Storm, Squalls Still Ahead

Saturday, November 10, 2018

Volvo Values Tariff Risks, May Retool Supply Chain
China’s Loss is Oman’s Gain as Commerce Targets Aluminum Sheet
Tariff Quote Watch: Kodak’s Profit Snapped by Aluminum Duties, Film May Follow
Trump’s New Trade War Front – Labor, Bags and Sneakers

Friday, November 09, 2018

Panjiva Daily: Wallenius wobbles, Lenovo’s well served and BMW’s set to swerve

Thursday, November 08, 2018

Panjiva Daily: Life after the midterm elections, Hapag-Lloyd holds station and Toyota’s tough choices
Hapag-Lloyd Holds as Peers Fold, Mostly Thanks to UASC
China Wins The October Trade War Round With America
Felixstowe’s Fail is Gateway’s Gain as Maersk and MSC Switch More Services
Panama Posts Slower Growth as West Coast Claims China Trade Growth
Roku On A Roll, Tariff Trouble Could Lie Ahead
Tariff Quote Watch: BMW Set to Swerve China Truck Tariffs With Local Production
Tariff Quote Watch: Lenovo Well Served By Tariffs, Laptop Duties Are a Risk
Wallenius’ Loses Drive as Fuel Costs Fill Up

Wednesday, November 07, 2018

Global Soybean Swap As Tariffs Crush China’s U.S. Purchases
Tariff Quote Watch: Rockwell Rocks Its Supply Chain to Tackle Tariffs
Yaris Import Crash The First of Many Tough Choices for Toyota
Life After The Elections – Influence With Limited Impact
Panjiva Daily: Expeditors’ discipline, Trump’s minor metals tariff impact and global trade growth stalls
David’s Bridal May Face Supplier Divorce Ahead of Seasonal Import Peak

Tuesday, November 06, 2018

Tariff Quote Watch: FMC Leans on Exemption Appeal to Kill Off Tariff Pests
Matson Safe From Tariff Risk, Still Faces Fuel Cost Problems
Tariff Quote Watch: Terex Digs Into Efficiency Plans To Offset Duty Costs
Tariff Quote Watch: Ralph Lauren Ready to Realign Supply Chain in Response to Tariffs
Expeditors’ Discipline Can’t Prevent a Slide in Profitability
30 Month Run of Global Trade Growth Slows To a Crawl

Monday, November 05, 2018

10 Most Read Panjiva Research Reports in October 2018
Trump’s Metals Duties Have Small Impact, Big Complications
Panjiva Daily: The $2.18 billion cost of retaliation, Xi’s import push and container-lines’ October gloom

Sunday, November 04, 2018

Double-Edged Sword for 3PLs in Double-Rate Jobs Growth
Brazil’s Coffee Bounty Attracts Starbucks’ Buyers
Gloomy October for Container Lines as Rates Slip
Xi’s Import Tariff Push May Hasten The Trade Singularity vs. America
The $2.18 Billion Cost of China’s Retaliation Against Trump’s Tariffs

Friday, November 02, 2018

China Currently “Winning” The Trade War as U.S. Deficit Hits 10-Year High
Panjiva Daily: 8,241 cries for help, GoPro gets ready to jump and Danone calls in Keurig
Dumping Petitions Down as American Tariff Policies Remain in Flux
Tariff Quote Watch: GoPro Ready to Jump If Pushed By Tariffs, Imports Already Falling

Thursday, November 01, 2018

Panjiva Daily: Disappointing forwarders, Samsung’s GSP strategy washed up, trade vs. the midterms
Tariff Quote Watch: Panasonic May Have to Swallow Tesla Tariff Costs
Kim-Trump Summit Near At Hand, China Loosens Trade Shackles
South Korean Trade Roars Back to Growth With Barely a Whisper of Tariff Troubles
Nippon Express Makes 8 Out of 9 Disappointments from the 3PLs
Tariff Quote Watch: ACCO Brands Marks Prices Up, Lots More to Come
8,241 Cries for Help as Trump’s China Tariffs Bite, Exemption Process Slow
Evian’s Poor Performance Forces Danone to Call in Keurig Dr Pepper
Tariff Quote Watch: Worst May Be Passed for Xylem as Localization Brings Benefits
Two-year Low in American Export Sentiment Suggests Retaliation is Biting Business

Wednesday, October 31, 2018

Panjiva Daily: CH Robinson keeps on trucking, COSCO holds the line and Cummins tackles tariffs
Brunswick Provides More Room for Hyundai and Daimler, Success Depends on Tariffs
Tariffs Take Toll on Chinese Sentiment, Export Outlook at Nov. 2015 Low
CH Robinson Keeps On Trucking as Margin Expansion Beats UPS and K+N
Tariff Quote Watch: Timken Gets the Ball Rolling On Tariff Mitigation
Tariff Quote Watch: Steve Madden Kicks Off New Shoe and Bag Sourcing Strategy
Samsung’s GSP Strategy Washed Up by Trump’s Proclamation

Tuesday, October 30, 2018

Panjiva Daily: Trump needs a “great deal” from China, Cooper Tire rolls tariff costs into prices
Dr Reddy’s Ready for Growth As Imports Surge After Quiet Quarter
Tariff Quote Watch: Trade War Disrupts Infrastructure Spending as LNG Delays Decision
Corn Planting Earmarked to Offset Tariff-Afflicted Soybean Sales to China
Tariff Quote Watch: Fanuc Warns of Tariff Risks, Problem May Be Company-Specific
Tariff Quote Watch: Cooper Tire Rolls Tariffs Into Higher Prices
Midterm Elections: Opportunity Cost, Not Livelihoods Lost in North Dakota
Tariff Quote Watch: Cummins Tackles Tariffs With Production Shift, Including India
COSCO Shipping Holds the Line on Rates But Sees Profitability Halved

Monday, October 29, 2018

Tariff Quote Watch: Tenneco’s Steel Loss, China Win From Trump’s Duties
Toyota’s Torrid September May Pale Next To Forthcoming Supply Chain Decisions
Panjiva Daily: Fiat-Chrysler commits to Mexico and PriceSmart reconsiders its supply chain
Brexit Brink’s Approach Drags European Sentiment to Lowest Since 2016
Tariff Quote Watch: Outokumpu Can’t Pass Through Tariffs, But Keeps on Shipping
Tariff Quote Watch: PriceSmart Shows Trump’s Tariffs Can Cause Regional Supply Chain Changes
USMCA Watch: Fiat-Chrysler Recommits to Mexico as Exports Reach a Record
Trump Needs “Great Deal” to Avert All-In China Tariff Move
Lek’s Gain is Merck’s Loss as Statin Costs Drop

Sunday, October 28, 2018

Price Pressure Ahead for America’s $73 Billion Drug Import Industry

Friday, October 26, 2018

Panjiva Daily: DSV’s not worried about trade war; the U.S. states paying the price for retaliation
Fine Words as WTO Fails to Progress Fine Paper Case
Global Trade Record Overshadowed, But Not Yet Hurt, By Tariffs
Energy Behind Mexico’s Long Trade Boom, Could Be Disrupted by AMLO
Tariff Quote Watch: Flextronics Finds Opportunity in India, Struggles to Execute

Thursday, October 25, 2018

U.S. Midterms: Victims of Retaliation Against President Trump’s Trade Policy
Panjiva Daily: CMA-CGM targets Ceva, UPS heads down and who cares about China trade?
LG Electronics Blames Protectionism, Imports Could Cool Further
10 Year High in Trade Deficit Led By China, Could Embolden Trump
Tariff Quote Watch: Stanley Stuffs Channel For Higher Tariffs, Lower Rates Passed On
Tariff Quote Watch: Graco Hasn’t, But Will, Feel a Tariff Impact on Kids Car Seats
DSV Not Worried About Trade War as Sales Soar, But That Might Change

Wednesday, October 24, 2018

U.S. Midterms: Is Trade Working for The States and Who Cares About China?
Panjiva Daily: Trump’s path to early USMCA signing and the struggles of ONE and COSCO
Deadpool Saves the Day for Marvel as Movie Tie-Ins Drive Halloween Imports
Caterpillar Downplays Tariff Risks, Prefers Price Rises
Brazil Pursues China Through the WTO as Sugar Exports Turn Sour
UPS Margins Head Down on Fuel, China Tariff Risks The Next Headwind
Panalpina Disappoints, But Heads the Right Way
ZIM Shipping Could Jack Up Jaxport, ONE Remains Number One
CMA-CGM Will Buy Ceva (Eventually), UPS and K+N May Have Concerns

Tuesday, October 23, 2018

Panjiva Daily: Hurricane Willa’s targets and 3PLs’ sliding profitability and Houston’s Walmart problem
Iran, Pakistan Help Take Up China’s Slack in America’s Soybean Exports
LG and Haier’s Washer Import Recovery Could Be Wrung Out By New Tariffs
Kent May Steer More Bike Production To America With Trade Case Ahead
USCMA Watch: Trump Offered Steel-for-Pork Swap For Early Deal Signing
Everyone Wins Except ONE, and COSCO as U.S. Container Volumes Surge
Kansas City Southern’s Oil Win Proves Problematic, AMLO May Become a Drag

Monday, October 22, 2018

Lithium Shakeup Ahead With Prospect of More China Sales for SQM, More U.S. For FMC
Hurricane Willa Threatens Pemex, Nissan Supply Chains Via Mazatlan
Marelli-Calsonic, a New Auto-Parts Leader, Faces Three Big Regulatory Risks
Panjiva Daily: Trump’s border threat and Honeywell’s harbinger of tariff troubles
Europe Ready for Beef Deal That America May Not Care About
Houston’s Growth May Have a Walmart Size Problem With China Tariffs
Cable Imports Cut as Duties Bite, New Dumping Case Begins
3PLs Set For Sixth Straight Decline in Profitability as China-U.S. Tariffs Bite
Shougang’s Strike Matters For Peru, But Not For China

Sunday, October 21, 2018

Tariff Quote Watch: Honeywell’s Harbinger of Tariff Troubles for Caterpillar and Deere

Friday, October 19, 2018

Panjiva Daily: CH Robinson beats Expeditors while K+N shows growth is easier than profitability
Toy Supply Chains More About Who’R’Next Than Grabbing Growth
Reliance Can’t Rely on America as a Yarn Market as New Case Spins Up
Trump’s Border Threat Brings Supply Chain Choice for Johnson Controls, Caterpillar
Asia’s Storms Roil Toyota, Subaru Shipments to Seattle and Tacoma

Thursday, October 18, 2018

Panjiva Daily: Tariff urgency leads to shipment surge and the Trump-Juncker process stumbles
Post-Florence Bounceback Possible in Norfolk as Imports Remain Resillient
Jebi May Have Jabbed Japan’s Export Record, Not Just The Trump-Xi Trade War
Risks to Trump’s Saudi Arms Orders Low With $20 Billion Approved, $2 Billion Delivered
Little Sign of Confidence as Shipbuilding Downturn Gathers Pace
CH Robinson Beats Expeditors But Runs the China Tariff Gauntlet
Target and Home Depot Buck Savannah’s China Downshift to Build Holiday Stocks
K+N Shows Growth Is Easy, Profitability Less So as Margins Hit 2014 Low

Wednesday, October 17, 2018

Bigger Means Better for Panama as Canal Competition is Contained
He-Said, She-Said Hinders Trump-Juncker Deal Process, But Autos Matter More
Panjiva Daily: 17 supply chain issues to watch in 4Q 2018, and beyond
CMA-CGM Spreads Eagle GO’s Wings Further After 34x Growth Success
ONE Crushed in Cali as CMA-CGM Swoops In
Trump Tariff Urgency Drove September’s Shipment Surge

Tuesday, October 16, 2018

China Sells More, Buys Less From America, Raising Tariff Escalation Risk
ONE Love From Customers Still Returning As Outlook Worsens
Orient Overseas Bets on Resilient China Trade With New Houston Service
Tesla’s China Project Moves Up a Gear as China’s American EV Imports Slump
AMLO’s $58 Billion Oil Commitment Raises Risks For Trump Relations
Rates and Mates – Container-line Strategies in 4Q 2018, And Beyond
The Connectedness of Deals – Nine Negotiations to Watch in 4Q 2018, And Beyond

Monday, October 15, 2018

August Trade Battle Lost as U.S. Goods Deficit Hits Record on Bean and Car Slump

Thursday, October 04, 2018

President Trump’s To-Do List – Six Deals to Watch in 4Q 2018, And Beyond

Wednesday, October 03, 2018

Panjiva Daily: USMCA fallout for Daimler, Nissan, ArcelorMittal and the apparel industry
USMCA Watch: Daimler and Nissan Face Prodigious Parts Problems Under New Rules

Tuesday, October 02, 2018

10 Most Read Panjiva Research Reports in September 2018
Panjiva Daily: China turns the screws and MSC’s hard work bears fruit for container rates
Korea Pours Cold Water on KORUS, Forthcoming Tariffs a Bigger Issue for Autos
Ta Chen Finds That If Metals Tariffs Mean You Can’t Beat Them, Buy Them
Hutchison Loses Out to DP World as Felixstowe Woes Bite Port Performance
USMCA Watch: Disruption Ahead as Fabric Buyers Weave a New Supplier Pattern
USMCA Watch: ArcelorMittal and Ternium Left Behind as Steel Tariffs Remain

Monday, October 01, 2018

China Turns The Tariff Screws on America, By Loosening Them On Others
Business Beliefs Bounce For Trade As American Policy Moves Beyond China
Panjiva Daily: USMCA is a win for Trump, EC is a threat for 2M and AD/CV is in the ascendant
Early Harvest Brings Early End to South Korea’s Trade Boom
Chinese Business Outlook Most Pessimistic For 32 Months
17 Month High For Antidumping Petitions Follow USMCA, China Certainty
Flextronics, Sterlite Helped as India Dials Down Equipment Tariffs
Surgical Robots Could be An Early Success for Trump-Juncker Process
MSC’s Hard Work Kick-Started The Liners’ Fight Back, Several Rounds Left to Win

Sunday, September 30, 2018

USMCA Watch: Trump Gets His Name But High Ceilings, Long Phase-ins Limit Impact

Friday, September 28, 2018

Honda Revs Up Exports, May Reverse as U.S. Regulatory Risk Dissipates
Panjiva Daily: $4.1 billion JUSTAfication for Trump-Abe deal and container-line collaboration
Future of Maersk and MSC’s Alliance May Be Doubtful as EC Reviews Exemptions

Thursday, September 27, 2018

Panjiva Daily: Trump’s strategy JUSTAfied, Houston dodges duties and Nike’s safe from tariffs
Charleston Survives Florence and China, May Trip on Autos Review
Trump’s Latest Deal Not JUSTA Pipe Dream, But Not Easy To Win
Blame OPEC (and Others) For Continued American Trade Deficit Surge
Pemex Could Help Offset America’s China Oil Woes
Air Conditioner Tariffs Unlikely To Cool India’s Overheating Trade Deficit
Hapag-Lloyd and CMA-CGM Try Collaboration, Not Competition To Deal with Maersk
$4.1 Billion JUSTA Duty Opportunity Focused on Cars and Cows
Mexico’s Energy-Fueled Trade Surge Continues, U.S. Surplus Expansion Presents a Risk

Wednesday, September 26, 2018

Panjiva Daily: CMA-CGM and Maersk’s sour pill, paying BMW’s price and Dole’s fruit tariff potential
Suez Feels Chill of Competition as Maersk Threads the Ice
Mercs Made in India To Help Daimler’s Diversification Strategy
Houston Dodges Tariff Bullets, Isn’t Immune From Increasingly Rapid Fire
Nike and Adidas Should Be Safe From Tariff Hikes Should Trump Just Do It

Tuesday, September 25, 2018

Magna May Pay The Price for BMW’s China Tariff Woes
Panjiva Daily: Answering Trump’s $270 billion question, DSV’s Asia options and Savannah’s scale-up
Asia Beckons as DSV Looks Ahead to Next Round of Forwarder Consolidation
Record Global Trade in July Helped by Tariff Rush
Keg and Cable Makers Find Certainty, But Insufficient Leverage, From Trump’s Tariffs
Del Monte Rides Fresh Fruit Boom While Dole Has China Tariff Opportunity
In Juncker They Trust, in Ross They Fear – European Export Sentiment Diverges
CMA-CGM and Maersk Try Ensure They Don’t Swallow Sulfur’s Sour Pill
Trump-Kim Two May Drive Nuclear Deal But China’s $3 Billion Trade May Matter More

Monday, September 24, 2018

Becks Bashed This Oktoberfest as American Tastes Turn Mexican
APL’s Precision Yields Volume Growth, Plenty More Customers to Target
Novatek’s Brazilian Success Further Complicates Life for U.S. LNG Exporters
The $270 Billion Question – Trump’s Escalation Options Not As Wide As They Look
Savannah’s Scale-Up Needs Amazon and Home Depot To Switch Out of China

Friday, September 21, 2018

Panjiva Daily: Tacoma’s tariff troubles, Gulftainer’s big box plans and Brexit woes not just Mini
Gap Shouldn’t Sweat It – Winter Wear and Ski Gear Avoid Duties For Another Year

Thursday, September 20, 2018

Panjiva Daily: 3,732 ways to stimulate China, Maersk’s room for more and Amazon’s mattress quandary
Ikea May Tackle $30 Billion Furniture Tariff Spat With Price Rises
Li’s 3,732 Ways To Boost The Chinese Economy Via Tariff Cuts
Care Needed in Assuming Beans’ Jump Means Trump Will Be Happy With EU
Trump Goes To Postal Rates in Next Attempt To Curb Chinese Exports
Brexit Deal Likelihood Fades, Much More Than a Mini Problem For Car Makers
Sony Banks on Retro Gaming Boost as Early Imports Indicate Higher Score in 2018
Gulftainer’s Big Box Plans Need Big Lots and Other Pennsylvanians to Succeed
Xerox and Jabil Hold Keys To Seattle’s Performance as Tariffs Weigh on Port Activity

Wednesday, September 19, 2018

Maersk Reorg Helps Customers, Leaves Room For Deeper Liner Integration
Amazon and Zinus Face Mattress Challenge As Case Sprung After Import Bounce
Panjiva Daily: Xi’s retaliatory tariff “winners”, hopping vs. stockpiling and steel tariffs trump talks
Savannah’s Outsize China Exposure Puts Record Handling At Risk
Less Now, Less Tomorrow as Global Shipbuilding Conditions Slip
Trump Needs to 3x LNG Sales to Europe To Offset China’s 10% Tariff

Tuesday, September 18, 2018

Panjiva Daily: Trump takes the gloves off, Fedex falls a fifth time and Hong Kong’s typhoon troubles
Fedex Falls For Fifth Time as Profitability Pays Competitive Price
The Gloves Are Off as Trump’s $200 Billion Arrives
Oakland’s Capacity Increase Comes as Tariff Challenges Rise and ONE’s Use Falls
Japan Shrugs Off Trade War With 21 Month Growth Streak But Risks Are Rising
Huawei and LNG “Winners” From Duty Cuts in Xi’s Trump Tariff Reaction
Tariffs Trump Global Talks As Steel Capacity Comes Back In Focus
Hopping May Follow Stockpiling as Supply Chains React to Trump’s $200 billion

Monday, September 17, 2018

Panjiva Daily: Trump’s 10%, Florence’s passage and “done” isn’t done for NAFTA
NAFTA Watch: Chapter 19 In Focus After Paper Imports Ground Down
Hawkeye Worth Watching As Japan Makes Weapons-for-Cars Offer To America
NAFTA Watch: “Done” Isn’t Done for Mexico If Canada Isn’t in USMC
India’s “Non-Essential” Duty Doesn’t Deal With The Essential Problem
Typhoon Mangkhut To Be Followed By Tariffs As Challenges Facing Hong Kong

Sunday, September 16, 2018

Trump’s 10% Could Be Worst of Both Worlds – Uncertainty and Ineffectiveness
Florence’s Passage May Hurt Caterpillar’s Customers, Supply Chain Secure

Friday, September 14, 2018

Panjiva Daily: UPS’s grand plans, Hapag-Lloyd’s Cali boom and a difficult Taiwan-U.S. deal
Desired But Difficult Deal Between Taiwan and America Has Few Easy Wins
Dark Past, Brighter Outlook For Solar Industry as Tariffs Become the New Normal
Tariffs Distorting U.S. Trade Price Inflation, Deficit Increase Still Probable

Thursday, September 13, 2018

Panjiva Daily: Xi’s 4x more effective than Trump’s, COSCO’s pain and Apple’s hopes Xs marks the spot
Apple Hopes Xs Mark The Spot as U.S. Handset Imports Slide, Values Rise
GE and Siemens Mexican Operations Saved By Retained American Tariffs
CMA-CGM Moves the Reefer Game On With Technology as Volumes Surge
Happy Holidays for Decoration Importers Ahead, No Tariff Grinch Yet
UPS’s Grand Plans Face Mundane Challenges
Trump’s Feels No Pressure as China Tariffs So Far Widen The Deficit
Evergreen Not Wilting in California as Hapag-Lloyd Shoots Higher

Wednesday, September 12, 2018

Panjiva Daily: Florence’s widening threats, Expeditors swamped by rivals and Tesla’s tariff challenge
American Weapons Imports Load Up Ahead of Regulatory Changes
Shrimp Opportunity For India as U.S. Regs Tighten, Chinese Tariffs Rise
Tesla and EVs Bear The Brunt of China’s First Round of Retaliation, More to Follow
Deeper Durban Brings South African Opportunity, Service Diversity Needed
India Not Interested in Full Trump Trade Deal, May Be Happy With More Energy
America Seeks Talks as Xi’s Tariffs Prove 4x as Effective as Trump’s
COSCO’s Container Carrying Cut by China Tariffs, 2M First For Growth

Tuesday, September 11, 2018

Panjiva Daily: Florence’s threats, peak port performance and finding Trump-Juncker opportunities
Philippines Trade Boom Supported By Steel, Not Helped By Slow FTA Progress
Vinacomin’s Coal Ambitions Unlikely To Be Fuelled by Indian Demand
General Motors Leads Mexican Autos Bounce, Strategy Review May Be Needed
Hapag-Lloyd Flexes Brazilian Market Share Muscle To Increase Rates
Xi and Putin Have An Easy Trade Target, If Oil Cooperates
Florence Threatens Norfolk, Impact May Be Limited By Slower Moving Supply Chains
Expeditors Swamped By Forwarder Competition as Tariff Effect Ripples Outwards

Monday, September 10, 2018

Panjiva Daily: Trump ponders as China hurries, Apple’s price warning and CMA-CGM’s sunny outlook
Hyundai Set To Power Up In India, Asian Target Markets Missing
Kia Takes Diversification Road To Mitigate NAFTA, Tariff Risks
Apple May Flex Pricing Power To Deal With Trump’s China Tariffs
East-of-Panama Ports Smoke California as Canal Transits Rise, Tariffs Arrive
Uranium Case Active For Longer as Russian and EU Exports Surge
Trump-Juncker “Early Harvest” More Likely To Be TBT+T Than TTIP-2
18 Months of Port Growth Helped by a Hurricane, Will Be Hindered by Tariffs
Florence Presents Goods Flow Challenges For Daimler, Gildan

Sunday, September 09, 2018

CMA-CGM Suffers Sector’s Fate, Saadé Still Chipper as Container Profitability Improves
Trump Ponders Tariffs as China’s Exporters Hurry Up and Wait

Friday, September 07, 2018

Panjiva Daily: Trump ends peak season early, duties corrode steel and Shanghai’s unwelcome surprise
Rare ITC Case Brought as Strontium Imports Explode
Starbucks Heads To Italy, Brazil’s Share of Its Global Supply Chain May Perk Up
Rail Near a Crossing, Sailors May Face a Sinking Employment Situation

Thursday, September 06, 2018

Maersk and MSC’s Service Suspension May Need Extending to Transpacific Lanes
Panjiva Daily: Maersk and MSC’s service suspension, unlucky 13 for U.S. deficit and Target’s toy target
China’s Utility Equipment Providers Lead Export Drive to Syria
Cisco and Juniper’s $24 Billion Trump Problem Unlikely To Be Rerouted
Duties Corrode Rather Than Melt Metals Imports
Peak of Peak Season Already Passed As Trump’s Tariffs Begin to Bite
Shanghai’s Unwelcome Surprise as Congestion Coincides with Tariff Proliferation

Wednesday, September 05, 2018

Panjiva Daily: Awaiting Trump’s $200 billion, Super-typhoon Jebi’s impact and Philaport’s labor risks
Target Targets Toy Success By Bucking Import Trend
Unlucky 13% for China, NAFTA and EU as American Deficit Surges Ahead of Duties
Japan’s Worst Storm in 25 Years Raises Supply Chain Risks for Kubota and Sanyo
Lego Stacks Up Shipments as Demand Recovery Anticipated
NAFTA Watch: Canada’s Surplus Bounce Could Undermine Mood of Talks

Tuesday, September 04, 2018

Philaport Faces Labor, But Not China, Risks For Peak Shipping Season
Panjiva Daily: $1.2 trillion in doubt for 25 days, CH Robinson’s warning and $995 billion of reviews
President Trump’s Policies Working As American Trade Sentiment Erodes
Exemptions May Be The Exception as Ruling on Trump’s $200 Billion Duty List Awaited
Storm Gordon’s Flash Floods Bring Risks to Dole, Hyundai Supply Chains
American Automakers Accelerate Inventory Build As Sales Slow, Duties Expected

Monday, September 03, 2018

10 Most Read Panjiva Research Reports in August 2018
$995 Billion of Reviews Overshadow ITC Work After A Busy August
CH Robinson Warns On Capacity as Liners’ Fortunes Appear to Improve
India May Be The Big Loser From a Splintered RCEP
Xi’s Africa Initiatives Seek to Diversify Resource-Led Imports, Shake off “Debt Trap” Tag
Moving Cattle (Quotas) Around One Way to Deliver Trump-Juncker Promise
Ford’s China SUV Plans Go Inactive Due To China Tariffs, Parts May Follow
NAFTA Watch: At Least 25 Days of Doubt for $1.2 Trillion of Trade, Midterms Matter More
KORUS A Step Closer as South Korea’s Trade Boom Completes Month 22

Friday, August 31, 2018

Panjiva Daily: Malmstrom offers a deal, Kerry storms ahead and ZIM feel the need for speed
26 Month Low in Chinese Import Sentiment Shows Cost of Widening Trade Battle

Thursday, August 30, 2018

Panjiva Daily: Digging into NAFTA quotas, logistics growth slashed and the Empire’s mean conquering
(Poor) Business As Usual Reigns For Japan’s Automakers As U.S. Duties Loom
ZIM Feels The Need For Speed as CMA-CGM Shows Need for Premium Offerings
Citic May Need To Strike New Deals to Sell Its Wheels In Face of Steel Tariffs
CMA-CGM Joins the Felixstowe Exodus To Take Advantage of Indian Opportunity
Malmstrom Offers To Strike a Deal as Jaguar and Audi Race Tariffs
Kerry’s Profits Storm Ahead as China-U.S. Tariff Clouds Gather

Wednesday, August 29, 2018

Panjiva Daily: Deficit’s double trouble, Maersk takes customers to tasks and unintended s301 effects
Global Logistics Activity Growth Halves in July, Worse May Be Around the Corner
Record For Transits Doesn’t Mean Suez-Panama Canal Competition Is Over
Empire State Ports Conquer National Average, China A Bigger Risk Than Peers
Canadian Foresters Win, American Journalists Lost as Paper Case Thrown Out
Aston Martin Heads East As U.S. Shipments Decelerate, IPO Beckons
RCEP Conclusion “In Sight” But May Be Out of Reach
FMC Plans IPO As Lithium Export Values Soar, Chilean Risks Mount
NAFTA Watch: Quotas May Be a Worry For Nissan and GM Even After ROOs Agreed

Tuesday, August 28, 2018

Panjiva Daily: Trump’s MUSTA passed, China-U.S. prep fails and THE Alliance heads to Hamburg
Felixstowe’s Failings Leads Orient Overseas to Follow Maersk’s Lead, For Now
Mexico’s Trade Boom Generates Record Surplus vs. U.S., Raises USMTA Questions
March of the Robots Halted By Demand Not Duties
German Business Trusts in Trump While French Are Fatalistic
Maersk Takes Customers to Task as Brazilian Containerized Freight Demand Slips
Unintended Consequences of s301 Tariffs Include Crane Duties Failing to Reach Targets
Double Trouble in Trade as U.S. Deficit Expands, Autos Reach a 19 Month Peak

Monday, August 27, 2018

Korean Denuclearization Tied To Trade Tariffs as China’s DPRK Exports Rise
Global Trade Growth Below Average But a Reversal May Be Some Way Off
Korea in CPTPP Brings Mexican Opportunity, KORUS and NAFTA Triangulation Issues
NAFTA Watch: Trump’s MUSTA Passed, Cows-for-Cars Choice Ahead for Canada
ZIM Zapped By Fuel Costs as Volumes Charge Upwards
THE Alliance Doubles Bremen’s Woes, Helps Hamburg Reach Newark
Trump-Xi Summit Prep Ends In a Whole Lot of See-You-Later, Ports Pay The Price

Tuesday, August 21, 2018

Panjiva Daily: Trump-Xi summit prep begins, CMA-CGM’s typhoon flag and MSC’s Mexican move

Monday, August 20, 2018

Panjiva Daily: Maersk’s dip typical, Hapag-Lloyd and ONE’s craze for reefers and Perry’s $29 billion wave-off
Perry’s $29 Billion Wave-off Won’t Help Trump’s Energy and Trade Policies
PdVSA Checks One Problem Off The List, May Not Reverse U.S. Import Slump
Sodastream Got Busy, Looking a Little Less Fizzy as Pepsico Arrives
Rocky Road Ahead of Kent, Giant as Bicycle Duties Approach
Walmart to Makeup for Potential Tariff Losses With Cosmetics Supply Chain Changes
CMA-CGM Raises Typhoon Flag, May Be More Exposed Than Most
A $32 Billion Deal Now, $260 Billion Later as Trump-Xi Summit Prep Begins
MSC Capitalizes on Trucking Costs and Complexity for Mexican Maritime Growth

Sunday, August 19, 2018

Seattle Soars as American Ports Deliver 5% Growth Despite Widening Tariffs
Maersk’s 2Q Dip Typical For Liners, 3Q Recovery Far From Assured

Friday, August 17, 2018

Panjiva Daily: Delivering the Trump-Juncker promise, Maersk’s win and a sticky shipyard situation
Hapag-Lloyd, ONE Mad For Reefers as U.S. Traffic Hits a Record High
Houston’s Handling Hike Hints at Steel Tariff Failure
Steel Surplus Sloshing Into India May Drive Safeguarding Drive

Thursday, August 16, 2018

Trump-Juncker Follow-up Agenda – Set Ground Rules, Avoid Car Wars, Deliver Food
Panjiva Daily: Expeditors loses out ahead of tariffs, coal pays the steel price and SoCal not so good
Charleston Confirms East Coast Supremacy in July Traffic Growth
Japan’s Slowing Export Growth Can Be Blamed On, and Reversed By American Talks
Hapag-Lloyd, Indian Auto-parts Allow Norfolk to Grow Even as China’s Volumes Stagnate
Container-line Margins At Hanjin-Era Levels Unlikely to Correct Sickly Shipyard Situation
China Tariff Rush Bypasses Hong Kong as Traffic Falls For a Sixth Month
Maersk Wins, COSCO Loses as China Tariffs Have a Minimal Effect on Liners’ Volumes

Wednesday, August 15, 2018

Panjiva Daily: Trump’s trade war so far, Erdogan should target scrap not iPhones and HMM’s 12 for 13
Expeditors Loses to CH Robinson as China Tariff Implementation Approaches
Coal and Cars Pay the Price as Turkey Responds to Trump’s Metals Move
$7 Billion Oil Deal To Assure Sanctions Relief for India May Not Be Enough
India Flanges Squeezed Down Other Sales Pipes as America Implements Duties
SoCal Not So Good As Chinese Import Growth Lags Even As Duty Widening Beckons

Tuesday, August 14, 2018

Erdogan Threatens American Electronics, Should Target Scrap and Cotton
Panjiva Daily: Deploying Trump’s Turkey tool, a back-to-school scorecard and Evergreen’s wilting
77 Month High in Trade Inflation Could Spur Another Round of American Tariffs
Make in India No Impediment to Trade Growth So Far, Drug Price Restrictions Could Be
HMM Sheds Volumes But Can’t Boost Earnings as Losses Hit 12 Out of 13 Quarters
Montreal Deals With Success While Rupert’s Capacity-Led Growth Boom Slows
Trump’s $600 Billion Trade War So Far in Seven Charts

Monday, August 13, 2018

Duties in The Pipeline As Indian Stainless Steel Imports Surge
Trump’s Turkey Tool Could Be 4x As Effective If Deployed Against China and Russia
Panjiva Daily: Trump’s tariff innovation, peak season’s roar and Motegi-Lighthizer’s missed chance
Evergreen Wilts, Yang Ming In The Red But Both Continue Quest for Volumes
Savannah’s 21 Month Growth Streak Faces Less Plain Sailing Ahead
Pumpkin Spice Fad Set To Heat Up As Imports Grow
Schoolwear, Not Hardware, Doing Best in Back-to-School Import Season

Sunday, August 12, 2018

The Unsurprising Missed Opportunity From Motegi-Lighthizer Talks
Trump’s Tariff Innovation Targets Turkey, May Hit Thyssen and Mannesmann
NAFTA Watch: Business as Usual For VW and Honda as Regulatory Risk Swirls
Panama Slot Reallocation Bears Fruit as Suez Challenge Remains Stiff
Peak Shipping Season Roars As Bulk of Trump’s Tariffs Have Yet To Bite
Philippines’ Trade Growth a Game Of Two Halves, One Big Risk

Friday, August 10, 2018

Panjiva Daily: Expeditors leads the surge, America’s ports hit a record and “Make in India” tightens
“Make In India” Reaches Textiles, Doubling Duties and Jeopardizing RCEP
Pegatron Plans Production Shift, Not Price Hikes Ahead of Duties
Quick Fix Opportunity To Deliver LNG Win For Trump-Juncker Process

Thursday, August 09, 2018

5.5x Bigger Worry Boosts China Trade as 3.9x Larger Problem Remains
Panjiva Daily: Maersk’s misery, logistics wins while BMW and Daimler lose in $16 billion tariff exchange
Philly Less Full As MSC Restructures Europe-LatAm Service
Wheel Case May Get Anti-dumping Petitions Rolling With $200 Billion List Clarity
Hapag-Lloyd Slides But Geopolitical Risks Look Manageable
Expeditors Leads Forwarders’ Revenue Surge, Competitive Restraint Needed Next
America’s Ports Hit a Record as Tariff Scramble Continues, Maersk Lifts New York

Wednesday, August 08, 2018

BMW and Daimler Pay Price, Oil Escapes in China’s Latest Trump Tariff Retaliation
Maersk and Orient Overseas Suffer Similar Problems, Differ on Outlook and Response
Logistics Industry Spared Trump’s Tariff Wroth as Containers Gain Exclusion
Ikea Unpacks More Chinese Furniture in India Than America

Sunday, August 05, 2018

Xi’s $60 Billion Riposte to Trump’s $200 Billion Hurts Lumberjacks and Miners

Friday, August 03, 2018

Panjiva Daily: AMLO follows Trump’s example, steel circumvention in focus and Liverpool’s woes
Trade War Quote Watch: Two-Fifths of Firms Raise Prices, Just A Quarter Retool Supply Chains

Thursday, August 02, 2018

Panjiva Daily: Trump ups the rates ante, CH Robinson’s China risks and container rates inch ahead
Circumvention Test Case Will Set Precedent For Steel 232 “Optimization”
Decelerating Japanese Auto Exporters Await Motegi-Lighthizer Meet to Avoid Slump
Container Rates Inch Ahead as Fightback from 2Q Gets Underway
Volvo Faces XL Regulatory Risk as XC Sales Surge
Foreign Trucks Crush American Cars As Auto Sales Stagnate, Tariffs Awaited
10 Most Read Panjiva Research Reports in July 2018
Long Haul Liners Not Loving Liverpool as Maersk’s Felixstowe Woes Head Northwest
AMLO Takes a (Single) Leaf From Trump’s Playbook With China
Brookstone Bankruptcy Follows Later-Than-Usual Holiday Shipping Season

Wednesday, August 01, 2018

Panjiva Daily: DSV’s decision, Hapag-Lloyd’s Stuttgart warning and AD/CV petitioners’ pause
Apple’s Nice Device Price Rise Shows Potential For Tariff Resilience
Upbeat Drum Beaten A Little Less Hard As American Trade Sentiment Moderates
Steel Saves South Korean Trade From Auto-Inspired Decline
Coordinated Assault on Trump’s Auto Tariffs May Not Be That Coordinated
CH Robinson Does (Almost) All The Right Things But Faces China Tariff Risks
Trump’s Rate Rise Targets Policy, Could Precipitate Supply Chain Changes
Matson Makes Merry in Logistics, Faces Same Fate as Peers in Liner Business

Tuesday, July 31, 2018

Trump’s EU Soybean Success Assured This Fall By Brazilian Seasonality
Panjiva Daily: ONE’s poor report card, Dow and Syngenta’s MTB opportunity and DSV’s new rail service
Hapag-Lloyd’s Stuttgart Warning Carries Risks For Daimler’s Supply Chain
America Takes Aim At India For Arms Sales As Red-Tape Attacked
Steve Madden Unconcerned About Tariffs Due To Common Supply Chain Strategy
Anticipation of Trump’s Next Move Leads AD Petitioners To Hang Fire
DSV’s Decisions Sacrifice Volumes For Better Profits as Retention Ratio Rises

Monday, July 30, 2018

Panjiva Daily: The $15 Billion duty debate, NAFTA’s Mexican trade problem and BRICS unbuilt
Dow and Syngenta Set For MTB Win, Presidential Passage Not Guaranteed
India’s Saudi Rice Relations Sour As Exports Reach a Rolling Boil
Siemens-Gamesa Not Yet Blown Over By Duties, Further Headwinds Possible
BMW Follows Tesla in China Price Rise as U.S. Auto Exports Head Into Reverse
Peru’s Corn Case May Be The Canary In The Coal Mine for American Support Retaliation
Tyson Slices Outlook After Tariffs Butcher Pork Shipments To Mexico
China Turns Negative on Trade Outlook
DSV’s Spain-to-China Service Slices Shipping Schedule for Sanofi and BMW
ONE’s First Report Card – Must Try Harder, Will Try Harder

Sunday, July 29, 2018

BRICS Build Nothing New as China-India Axis Dominates Trade Flows
$15 Billion Duty Debate After Trump-Juncker Deal Will Still Need Autos Deal

Friday, July 27, 2018

European Export Sentiment Diverges, Trump-Juncker Deal Could Unify
China’s Shipyards Are Doing Better, But Still Not Doing Well
Ferrari Deliveries Can Accelerate With Italy-China Rail Service
Panjiva Daily: Who’s doing what due to tariffs, Trump’s success slips and CMA-CGM’s open-ended fuel charge
Big Rush to the Big Apple Helps COSCO Shipping and Evergreen Now, Will Hurt Later
NAFTA Watch: Mexico’s Slowing Trade Growth Bodes Ill For NAFTA Negotiations

Thursday, July 26, 2018

Auto Exports Skid, Leading Trump’s Trade Deficit Success Off Course in June
Panjiva Daily: Juncker & Trump’s $160 billion path, farmers’ $12 billion defense and UPS’s 8th decline
NYK’s Guidance Cut a Second Canary In The Bunker Fuel Mine
Trump and Juncker’s $160 Billion Path Starts With €37 Billion Bean-and-Gas Based Deal
Mattel’s Struggles Not New, Appears Unworried About Trump’s Tariff Threat
Fanuc Tariff Troubles Are Macroeconomic, Not Supply Chain Drive
CMA-CGM Makes Fuel Charge Permanent To Avoid Hapag-Lloyd and NYK’s Fate

Wednesday, July 25, 2018

Panjiva Daily: Trump’s offer vs. Juncker’s de-escalation, Ceva delivers and SeaTac’s rail pain
Last Hurrah For the Global Trade Party As Activity Growth Starts to Slow
Transformation vs. China Will Define UPS’s 2018 After 8th Straight Profitability Decline
American Maritime Trade Growth Accelerates Ahead of Trump’s Deficit-Limiting Tariffs
$12 Billion of Protection from Protectionism as Beans and Pork Suffer For Trump’s Tariffs

Tuesday, July 24, 2018

Panjiva Daily: Trump’s all-in China threat, shipyards’ decade low and Charleston’s double jeopardy
Brazilian Bean Bounce Set to Continue As Harvest Improves, China Demand Grows
Ceva Ties Growth and Profitability Together, China Tariff Challenge Lies Ahead
China Furnishes Savannah With An Opportunity To Avoid A Tariff Downturn, For Now
California’s Heatwave Problem Needs a Lemon-Entry Solution
Tariffs Shouldn’t Dim Solar Power Installations, Import Outlook Cloudier
Houston Heads Higher as Mexico and China Bring Diverging Trends
Rail Pain Pails Next to China Troubles For SeaTac’s Sustained Struggles

Monday, July 23, 2018

Panjiva Daily: Juncker’s deal for Trump, ZIM’s deal with 2M and Southwest’s new Mexican deal
China Takes the Shine Off Stainless Steel as Response to Safeguarding Epidemic
Bourbon’s Outlook Groggy as Duties Proliferate
Toyota Can Avoid Tariff Car Crash, Can Swerve Supply Chain Considerations
Rates Matter More Than Targets For Trump’s All-In China Commitment
Double Jeopardy For Charleston as China, Autos Tariffs Threaten Two Fifths of Traffic
Decade-Low in Shipyard Exports Show Lack of Confidence in Logistics Outlook

Sunday, July 22, 2018

Southwest Airlines Launches Into Soaring Mexican Airfreight Sector
Trump-Juncker Autos Tariffs Meeting Raises Risks for Beans, Needles and Routers

Friday, July 20, 2018

America Set to Hit Japan Harder Than China as Export Growth Stalls
Commerce Has Energy For Uranium Case as Russian Exports Charge Ahead
Seattle-Tacoma’s Recovery Likely Short-Lived as Virus Passes, Tariffs Awaited
Iran’s Loss in Japan Could Be America’s Gain as Oil Sanctions Bite
ZIM Deal With Maersk and MSC Has Fewer Strings Attached

Thursday, July 19, 2018

Panjiva Daily: K+N’s route to success, Mnuchin’s strategic twofer and COSCO’s cancellation
K+N and Panalpina Show There’s More Than One Way to Deliver

Wednesday, July 18, 2018

Panjiva Daily: Panalpina reaps the rewards, CMA-CGM WAXes lyrical and galvanizing the Senate
CMA-CGM WAXes Lyrical About Asia-to-Gulf Trade Opportunity
20 Months of Growth for Canadian Ports At Risk from the China-America Trade Spat
Mnuchin’s Sanctions Delay Offer Carries Twofer Policy Objective
COSCO Pays Price Before Tariffs Bite With Third TransPac Service Withdrawal
PIL and Maersk’s California’s Nightmare Shouldn’t Be Overstated

Tuesday, July 17, 2018

Panjiva Daily: 2M’s bigger bet, light in the liners’ tunnel and Trump’s impact on back-to-school shipping
Panalpina Reaps the Reward For Slower Ocean Revenue Growth
Autos Retaliation Risk May Galvanize Senators To Act Against Trump’s Trade Powers
Suez Pile-up Comes as Transits Climb, Vessels Get Heavier
Metals Retaliation-Squared Risks Tariff Spiral For Surgeons and Engineers

Monday, July 16, 2018

Panjiva Daily: 2M reaps from the whirlwind, Maersk bets as others blink and big tech’s tariff worries
India’s 22 Month Trade Boom Faces Uncertain Future
Boeing’s Farnborough Experience May Be Marred by U.S.-China Tariff Spat
Kids Need To Pack Quickly for School as Trump’s Tariffs Wait At Summer’s End
NAFTA Watch: The End of July Can’t Come Soon Enough
Tapered Bearings Roll More Swiftly as Duties Overturned But s232 Beckons
Light In The Tunnel For Container-Lines’ Earnings, If You Squint
2M Takes Bigger Bet On North Europe to North America Volumes

Sunday, July 15, 2018

Oakland’s A-Grade Performance Not Just Dependent on China
Hapag-Lloyd Least Exposed as Norfolk Misses Out on China Duty Traffic Surge
Duties Bring Cost Concerns, Not Supply Chain Panic For Quanta and Foxconn
Maersk Bets Blink By MSC and THE Will Support Westbound Transpacific Rates
2M Reaps The Benefit of China’s Surge, Ocean May Pay The Price for Tariffs

Friday, July 13, 2018

Panjiva Daily: UPS loses out to OEC, Ceva’s contribution to CMA-CGM and Maersk’s Liverpool Shift
Hapag-Lloyd Recognizes Reality of Brazilian Competition With Peak Surcharge
Trade Inflation Supports Further Trump Deficit Success, But Volumes May Win Out

Thursday, July 12, 2018

Panjiva Daily: $20 billion vs. $200 billion, Trump calls the British deal shots and Long Beach tariff terror
Home Depot and Ikea Shelves On The Rack As Two Steel Cases Overlap
Senate Agrees To Restrict Trump’s National Security Strategy, No Vehicle Yet
Uniqlo Unconcerned About Tariffs, But Isn’t Acting That Way
Trump Tariff Rush Boosts China Trade, Steel Shows All Is Not Lost
Maersk’s Felixstowe Shift Gives Grimaldi and Hapag-Lloyd an Opportunity
Ceva Could Contribute Container Volumes to CMA-CGM’s Profit Recovery Plan
Big Brown in the Red – UPS Declines While Orient Express Races Ahead of Tariffs

Wednesday, July 11, 2018

Trump Will Call British Trade Deal Shots as May Needs to Protect Autos and Pharma
Cargo’s Up At New York While Long Beach Faces Terror of Tariffs
China’s Response To Trump Needs To Be $20 Billion, Not $200 Billion
Panjiva Daily: Unpacking $200 billion, Oakland’s battery charge and Trump’s Pfizer threat
Apparel and LCD Supply Chains Face Disruption Risk from Typhoon Maria
Batteries Charge Up Oakland’s Growth, Still Reliant on ONE Even as OOIL Expands
The $200 Billion Nuclear Option Is (Nearly) Ready – FAANGs and Consumers Start to Pay
Soybean Slump Belies Brazil’s Seasonal Supplies to China

Tuesday, July 10, 2018

Fiesta Not Part of Mexico’s Auto Export Party as NAFTA, 232 Review Lay Ahead
Panjiva Daily: CMA-Hapag not the best deal option, Long Beach buyers and last chance deliveries
Last Chance Deliveries Boost U.S. Imports in June Ahead of Trump’s July Duties
Two-Fifths Of Falling Philippine Exports Exposed to U.S.-China Tariff Spat
Trump’s Pfizer Threat May Already Be Working Behind The Scenes

Monday, July 09, 2018

Panjiva Daily: Trump’s trade strategy wins, THE bites the bullet and Maersk adds Mexican rail routes
Trump’s Tariffs Trim, Don’t Yet Transform, Imports of Section 232 Metals
CMA-Evergreen or Hapag-Yang Ming Better Options Than CGM-Lloyd
DP World, ICTSI Make Most Sense For COSCO’S Long Beach Departure
Trump Brings NATO To The Trade Deficit Party as Weapons Exports Soar
CMA-CGM Makes Most of Panama as Transits Rise on Tariff Rush, Lower Maintenance

Sunday, July 08, 2018

Tesla Price Hike Hits Chinese Car Buyers After Xi’s Retaliation Bites
Maersk’s Mexican Port Rail Route May Hinder Its Texan Liner Service
THE Alliance Bites The Bullet And Cuts Shanghai, LA Service

Friday, July 06, 2018

Panjiva Daily: Logistics M&A quietens, unpacking the first $68 billion and HamSu heads south
Samsung To Dial Up Lower Profits as U.S. Phone Imports Slide
Trump’s Trade Strategy Wins, With Qualifications
South Korean Chips May Be Second-Tier Victim in China-U.S. Trade Battle
Logistics Jobs Surge Into Peak Season, Tariffs May Help Before They Hinder
Canada Faces Trade Challenges Even Before American 232 Reviews Bite

Thursday, July 05, 2018

Panjiva Daily: 10 global supply chain issues for 2H18, the EU’s tariff proposals and Evergreen’s reefers
Rockport Hikes Out of Bankruptcy As Imports Slow, Supply Chain Shifts
Hamburg Sud Heads South As Hapag-Lloyd Builds Brazilian Business Further
Mini-M&A by CMA-CGM and DP-DHL Typify Quiet Quarter for Logistics, Resurgence Due
Local Content Rules Come To Indian Solar Projects, Supports Longi’s New Factory
Three Lessons For WTO Steel Challengers From a Canada-U.S. Paper Case

Wednesday, July 04, 2018

Strikes Cut Soybean Opportunity for Brazilian Exports to China
Tariff Mood Music No Good For Moog As Manufacturing Move Considered
From $300 billion to the Midterms – 10 Global Supply Chain Issues to Watch in 2H 2018
Protectionism’s Rise Set To Erode Global Trade Liberalization as U.S.-China Tariffs Arrive
Jaguar Land Rover’s Brexit Warning Arrives As British Auto Exports Already in Reverse
Seafreight Beats Air Again in May Before Tariffs Start to Take Their Toll
Trump’s Auto-Tariff Target May Not Be Changed by EU Proposal, Automakers Relaxed

Tuesday, July 03, 2018

Maersk Faces Felixstowe’s Transatlantic Challenges, Southampton Switch Possible
10 Most Read Panjiva Research Reports in June 2018
Panjiva Daily: A $34 billion trade battle prelude, AMLO’s food price risk and AD/CV cases out of fashion
Antidumping Petitions Slump as American Industry Awaits Trump’s Tariff Actions
Guinness Hopes to Make Irish Eyes Smile As Constellation’s Mexican Brands Rules
Colombia’s Coffee Leadership May Slip as Starbucks Stockpiling Ends, Tariffs Bite
Evergreen Grows Reefers as Market Heats Up

Monday, July 02, 2018

Panjiva Daily: EU’s $300 billion challenge to Trump, Hapag-Lloyd’s cut and COSCO’s nearly done deal
It’s Yuan vs. Duties as China Sets Scene for American Tariff War Impact
Korea Better Without Boats But End of Asian Export Boom May Be Nigh
Europe’s $300 Billion Warning to Trump Could Hit Autos, Doctors and Wildcatters
Late Explosion Shoots Independence Day Fireworks To Record High
Perplexed, Not Panicked, American Manager Sentiment Could Turn Quickly
AMLO May Go Food Shopping as Mexican Retaliation Raises Retail Risks
July 6 Just a $34 Billion Prelude To Sustained Trump vs. Xi Tariff Battle

Sunday, July 01, 2018

Pemex Needs New Oil Mouths to Feed as Paraiso Port Expansion Prepared
COSCO Shipping’s Orient Overseas Bid Approved, Now The Difficult Work Starts
Hapag-Lloyd Cuts as Rate Rises Prove a Better Quarter Isn’t Good Enough

Friday, June 29, 2018

Panjiva Daily: Trudeau-Trump spat gets real, Venezuela oil sanctions return and $14 billion of waste
North Korea Gets More From China as U.S. Talks Continue
Toyota Cuts Exports, Warns of Duties as Japan’s Big Seven Automakers’ Growth Slows
Fast Train To China Increasingly Popular With Poles as BRI Benefits Begin

Thursday, June 28, 2018

Panjiva Daily: AMLO looms over NAFTA, Trump’s trade deficit success and Wan Hai’s ambitions
H&M’s Struggles Self-Inflicted – At Least Tariffs Aren’t a Problem
China Beefs Up Meat Supply with British Options Ahead of U.S. Duties
Sharp Cuts Share Deal as Trump’s Tariffs Trim Chinese Exports
Trudeau-Trump Trade Troubles Get Real As Canadian Retaliation Lands
Osram’s Prospects Dim as Automotive Lighting Tariffs Guide the Way
Valero and Trafigura Stock Up as Pompeo Ponders Venezuela Oil Sanctions
America’s $14 Billion Waste Problem Needs Indian Home as Thailand Bans Plastics

Wednesday, June 27, 2018

Panjiva Daily: Grimaldi’s scrubber optimism, Trump’s Colombian ambition and soybean politics return
Homebuilders Pay The Price (Again) For U.S. Duties, This Time It’s Soil Pipes
JSW Unworried About Trump’s Tariffs As Domestic Demand Picks Up The Slack
Canada’s Metals Safeguard May Hit America Hardest
MSC and Maersk Drive New York To Near-Record Volumes, China Could Spoil the Party
Vancouver to Vanquish Constrained Growth With New Investment
Trump’s Trade Deficit Success Faces Retaliatory Duty Test
NAFTA Watch: Mexico’s Trade Boom Depends On NAFTA, Which Depends on AMLO
Wan Hai Wants Higher Market Share, Could Be More Ambitious

Tuesday, June 26, 2018

Panjiva Daily: Harley’s tariff jump, Kansas City’s Mexican long-haul and chassis unite regional rivals
RCEP Deal Potential Improves on Xi-Modi Agreement, “Make in India” Still a Challenge
German Export Sentiment Wanes as Automakers Prepare For the Worst
HP and Dell’s Dilemma – Early Back-to-School or Preemptive Panic?
Trump’s Colombian Ambition May Be Sated With Jets and Cars
Soybean Politics Back on The Menu As China Cuts Duties, India Could Win
Grimaldi Optimistic About Scrubbers as ACL Market Share Holds Station
LaZBoy Awake to Tariff Risks, Imports Surging For Now

Monday, June 25, 2018

Hapag-Lloyd and CMA-CGM Delivery Surge Can’t Save Virginia From Decline
Panjiva Daily: Biting FAANGs, Yang Ming’s Worries and Car Wars’ Next Episode
Hyundai and GM Rely on Paik’s Persuasiveness Ahead of Section 232 Review
27 Likely To Become 28 As Protectionism Has Yet To Bite Global Trade Growth
Kansas City Southern Has An Eye To The Long Haul With Nuevo Laredo Terminal
Harley Hates Tariff Effect, Supply Chain Retooling Will Need Capacity Hike
Chassis Pool Opportunity Unifies Regional Rivals

Sunday, June 24, 2018

Canada Considers a Barrier Against American Wallboard
Volvo’s Evolving Supply Chain Can’t Prevent Tariff Risks
Car Wars Likely To Have Several Episodes as Trump Threatens 20% Duties
FAANGs May Be Bitten By Trump’s Proposed Tariffs

Thursday, June 21, 2018

Panjiva Daily: MSC’s Eagle grounded, Daimler’s triple tariff threat and bearing up in the face of duties
Singapore’s Second Slip Comes Ahead of Risks To Transit Hub Status
Tariffs The Least of Hong Kong’s Worries as Port Volumes Slide
Yang Ming’s Tariff Battle Concerns Time Limited, Could Still Crimp Volumes

Wednesday, June 20, 2018

A Year of Living Miserably For Seattle and Tacoma Could Be Exacerbated by Tariffs
Panjiva Daily: Fedex’s tariff risks, bans and blankets are options for China and India’s nutty retaliation
No Respite For Shipyards as Chinese Domestic Orders Are Withdrawn
Cork’s New Terminal Provides Post-Brexit Global Shipping Opportunity
China Faces Another Grilling as Steel Racking Exports Are Investigated
Daimler Facing Triple Whammy With China-U.S. Tariff War, NAFTA On The Road Ahead
MSC’s Eagle Grounded as West Coast Growth Slows, Trade War Beckons
National Security Review May Have More Bearing on Imports Than Commerce Case

Tuesday, June 19, 2018

Fedex Profitability Fell in 4Q, Faces Tariff Risks to Recovery Outlook
Bans and Blankets Provide China With Ammunition To Tackle Trump’s $250 Billion
India Goes (Elsewhere For) Nuts In Retaliation for America’s Metals Duties
Panjiva Daily: Finding Trump’s next $200 billion, Wilhelmsen’s tariff challenge and the Italy problem
America’s Unsurprising Aluminum Decision Cuts Chinese Supplies But Not Others’
Wallenius Wilhelmsen and COSCO Shipping Face Spillover from China-U.S. Trade War
Europe’s Italian Trade Problem May Spill Into Mexico Trade Negotiations
Texas Gets Bigger As Hapag-Lloyd Leads Houston’s Port Handling Growth
Maersk Dances Ahead of CMA-CGM in Charleston as European Routes Turn Choppy

Monday, June 18, 2018

Panjiva Daily: TVs off for Trump’s tariff war as China shows energy and drive
Construction Costs Grow, Imports Felled as Lumber Caucus Emerges
Osaka Earthquake Carries Risks for Marubeni, Nakanishi Supply Chains
Hapag-Lloyd Hikes to Profit From Evergreen Exit, Faces CMA-CGM Competition
21 Months Of Indian Trade Growth Helped By Oil, Not Yet Hindered by Tariffs
Japan’s Trade Surge Shrugs Off American Metals Duties, May Be Tripped By Autos
India Oil May Provide Respite to American Crude Producers as China Weighs Duties
Three Filters For Trump’s $200 billion Retaliation Against Retaliation

Sunday, June 17, 2018

Maersk’s Reefer Shift to China Comes as Duties Arrive, Demand Recovers
China Has Energy and Drive For a Trade War With Trump

Friday, June 15, 2018

Panjiva Daily: Four issues in Trump’s China tariffs, and early auto review and Cali’s crummy month
NAFTA Watch: No Dates For Talks Should Be No Problem And Could Be Helpful
Midterm Optics, China Targeting May Drive Early Completion of Autos Security Review
Televisions Off, Chips Thrown In – Trump’s China Tariffs In Three Charts

Thursday, June 14, 2018

Panjiva Daily: Liners’ antitrust risks, Orient’s deal deadline and Maersk’s new Canada service
NYK Set To Capture Accelerating Car Carrier Demand With Europe-Brazil Service
Container-Lines’ Antitrust Exemption at Risk as Consolidation Continues
Protectionist Actions Come Home To Roost As Import Inflation Hits Six Year High
Four Issues to Watch While Waiting For Trump’s China Tariffs
Cali’s Worst Month Since September 2016 Comes as China Duties Loom
Trump’s Cheap Drug Objective Needs Domestic Focus As Imports Get Ever Cheaper
Savannah’s 19 Month Growth Streak Faces China Duty Risks

Wednesday, June 13, 2018

Panjiva Daily: MSC rationalizes as ONE struggles, DPRK detente vs. defense and U.S-China tariff stakes
Mylan and Cipla Get Regulatory Help As China Draws On Indian Medicines
Mexican Pork Diversification May Prove A Rasher Strategy Than Paying Duties
Battle Royale Set For Holiday Videogame Sales as Nintendo Wanes, Xbox Scores
Suez Surge Shows Impact of Trump’s Metals Duties, Resilience vs. Conflict
Dover’s Woes a Sign of What’s To Come as British Port Traffic Reverses
Maersk Looks To Surf Rising Tide of China-Canada Traffic With New Service
Orient Overseas Surges Ahead as COSCO Deal Deadline Approaches
General Motors’ Mexican Export Success Hides Sales Issues, Regulatory Risks

Tuesday, June 12, 2018

Cheniere and Dominion Are Potential Hostages In The s301 Tariff Battle
Plenty at Stake in China-U.S. Beef Debate Ahead of Tariff Conflict
Citgo, Valero Face U.S. Oil Supply Challenge Despite America’s Gushing Oil Exports
Cheap Chinese Washers Protect Consumers from Duties As Samsung Roars Back
Defense Industry May Be A Victim of Trump’s Metals Duties and DPRK Detente
MSC Calls For Rationalization as U.S. Containers Hit Record, ONE Struggles
Panjiva Daily: Expeditors hurries in May, Maersk’s defensive rail move and ABB’s unappetizing options

Monday, June 11, 2018

Panjiva Daily: Coal-for-nukes, the next Trudeau-Trump trade battle and Newark-NY’s lead
Xi-Modi $100 billion Target Achievable, Shows SCO Could Go Further
Ikea’s American Growth Surge Doesn’t Prevent Planning For Tariff Risk and India
Kerry Goes Early, But Maybe Too Soon, With China-Turkey Rail Service
China Set To Seek More Imports From CEEC, EU Membership An Issue
Xi-Rouhani Cooperation Maintains Oil Flows As American Sanctions Arrive
Damco’s China Rail Move Helps Maersk Fend Off Forwarder Threat To Ocean Volumes
Expeditors and Orient Express Hurry in May, Face China Tariff Brake Later
ABB Has Few Options To Transform Its Business After Trump’s Steel Tariff Shock

Sunday, June 10, 2018

NAFTA Watch: G7 Failure Raises Curtain on Next Trudeau-Trump Trade Battle
Coal-for-Nukes Deal The Best Outcome From Trump-Kim Summit
Newark-New York The Growth Leader As Port Volumes Surge

Friday, June 08, 2018

Panjiva Daily: UPS goes small, ONE goes late and American imports from Europe go large
Brazil’s Farmers to Count Fewer Chicken Exports as China Hatches New Tariffs
May’s Metals Plea Borne of Less Exposure, Impact of Less Relevance
India-Iran Trade Talks Could Boost Cars and Drugs, If Sanctions Can Be Addressed
Philippine Export Woes Centered on Japan Now, China Later

Thursday, June 07, 2018

Panjiva Daily: Corker’s pop at Trump, deficit rise #14 and east coast strikes averted
Japan’s Pork Farmers Might Not Link With U.S. Consumers Despite Rule Change
Pay Deal Cuts Peak Season Dispute Risk, Port Automation Yet To Be Addressed
ONE Not First on Fuel, Aiming To Make Up For Lost Time
New UPS Routes Come As Less-Than-Container Loads Prove Less Than Thrilling
Fraught China-U.S. Relations Not Helped By Surging Surplus in May
Renewables Not Replaceable (At The Price) As Section 201 Tariffs Bite
Euro-panic About Tariffs May Have Driven 7% Surge in Seaborne Imports in May

Wednesday, June 06, 2018

Panjiva Daily: Tyson punched by Trump’s tariffs, COSCO’s copper concerns and Vietnam’s plastic pain
Chinese Wheel Exports Will Roll On As National Security Review Takes Priority
India Set To Produce Lithium-Ion Batteries as Imports Charge Upwards
Vedanta’s Copper Court Case Could Disrupt Glencore, Doha Cables Supply Chains
Brown-Forman Stocks The Cabinet To Preempt Metal Duties Retaliation
Good News Isn’t Always Good News As Canada’s Trade Activity Growth Streak Extends
Panama’s Record Beset By Commodity Volatility, Lackluster Diversions
Deficit Rise #14 Shows Trump’s On The Right Track In Tackling China and Europe
Corker’s Pop At Trump’s 232 Ability Aims To Avoid Auto Supply Chain Disruption

Tuesday, June 05, 2018

Panjiva Daily: Life from 1449 cuts, COSCO’s part to play and chips face chop in China
SCO Talks To Focus on Security, May Be Distracted by “Make in India”
Summit May Focus on Renewed China Steel Growth But Local Actions More Likely
Jack and Harley Have As Much To Gain as Thyssen and SSAB In EU-U.S. Steel Detente
American Coffee Exports Less Perky After Canada Reacts To Trump’s Metals Tariffs
Vietnam’s Plastic Pain May Be India’s Gain as Waste Streams Divert From China
COSCO’s Peruvian Port Represents a $2 Billion Bet on Copper
JBS and Tyson Pay The Mexican Price for Trump’s Metals Duties
COSCO May Need To Take More From The Team as Hyundai MM Supports Shipyards

Monday, June 04, 2018

Panjiva Daily: Making a stick from a carrot, antitrust rate risks rise and trade optimism slips
Mexican Farmers May Be Squashed by America’s Tomato Ruling
NAFTA Watch: Canada Opens Another Front in Agricultural Trade Battle
WTO Steel Appeal Real as Canada, EU and Japan Follow Solar Power Strategy
China Makes Stick Out of Carrot As Ross-Liu Talks Fail To Reach A Deal
Auto Sales Slow, Imports May Recover After Trump’s Surprise Car Case
10 Most Read Panjiva Research Reports in May 2018
Memory Chips Face Chop as China Mixes Antitrust and Trade Policy Objectives
Life From 1449 Cuts As Chinese Tariff Reductions Target Cakes and Shoes

Sunday, June 03, 2018

MSC’s Fuel, Hapag-Lloyd’s Handling Surcharges Help Rates as Antitrust Risks Rise
America’s Trade Optimism Fades as Trump’s Tariff Tactics Bear Fruit
55 Month Logistics Payrolls Growth Streak Faces Tariff War Kickoff Risk

Friday, June 01, 2018

Panjiva Daily: $23 billion of friendly fire targets, Kerry’s South African strategy and fading self-help
South Korea’s 19 Month Trade Surge Carries Risk of Another KORUS Review

Thursday, May 31, 2018

Panjiva Daily: Xi wants cheap fridges, not Trump’s happiness and Hapag’s not-fuel surcharge
India Sugar Exporters Caned As Prices Fall, Brazilians Win
Chinese Managers Brush Off Protectionist Risks
Cheaper Fridges Rather Than Trump’s Happiness The Motivation for Xi’s Duty Cuts
Maruti-Suzuki Looks to Toyota to Rev Up Indian Export Sales
Toyota Zooms, Suzuki Slows as Japan’s Automakers See Duties Down The Road
Self-Help Goes Out of Fashion as Trade Petitions are Displaced by Trump’s Policy
The $23 Billion of Exports That Will Pay The Price For Trump’s Metals Move
Kerry Follows DP-DHL In Regional Forwarder Consolidation, Faces Auto Review Risk

Wednesday, May 30, 2018

Panjiva Daily: Trump rattles the saber, Electrolux suffers buyers’ remorse and steel fireworks are ready
BMW May Be Forced To Follow Toyota’s Example to Keep Chinese Battery Plant Charged
Ozzie Miners May Pay Price for China’s Trade Deal With America
Panasonic May Simplify Tesla’s Supply Chain As Cobalt Demand Grows, Pricing Slows
Gush of Oil, Consumer Slowdown Can’t Prevent 19th Rise in U.S. Goods Deficit
Evergreen Chops Europe-U.S. Service, Can Focus on More Profitable Lanes
Hapag-Lloyd’s Rate Rise Isn’t a “Fuel Surcharge” So Shouldn’t Derail Market Share Grab
Fragile 25 Month Sea- and Airfreight Growth Streak Faces Reality of Tariffs

Tuesday, May 29, 2018

Panjiva Daily: Toyota vs. Trump, CMA-CGM vs. bunker fuel and Hyundai MM vs. the Atlantic
Transatlantic Trade Troubles Takes Toll on German Export Optimism
Toyota Has Most to Lose If Trump’s Auto Probe Disrupts Engine Supplies
Mexican Metal Export Surge Caps a Year of Trade Growth
Brazilian Truckers’ Strike Disrupts Meat and Metals Supply Chains
Steel Fireworks Readied as Europe and America Reach June 1 Deadline
Trump’s Pre-Ross Visit Saber Rattling Could Put Brakes on Chinese Muffler Exports
Maersk to CMA-CGM Switch Made No Difference as Electrolux Rails Against Rate Rises

Monday, May 28, 2018

CMA-CGM’s Halved Profitability Needs Bunker Surcharge And More Besides

Sunday, May 27, 2018

Hyundai MM’s Unsurprising Withdrawal From The Atlantic

Friday, May 25, 2018

Panjiva Daily: UPS rides the rails, ZIM illustrates Maersk’s problem and auto-parts hit a record
Gothenburg Pays The Price For Labor Unrest as Grimaldi Leaves
Foxconn May Find Defense Dollars More Compelling Than TV Tariff Risks
Mexico’s Avocado-and-Banana Gambit in China Has NAFTA Policy Benefit
Transshipment Not Really The Point As India Dials Up Fewer Phones
26 Months Of Global Trade Growth Delivered, At Least One More Possible

Thursday, May 24, 2018

Panjiva Daily: Trump’s 3 auto options, Maersk’s new service and Xi-Merkel talks
Merkel-Xi Talks Likely More About Tackling Trump Than Getting Together
Sinopec Faces Tough Supply Chain Choices From China’s Oil Promise to America
Containerized Export Surge May Bring First U.S. Deficit Drop Since September 2016
Maersk Follows MSC as ZIM Demonstrates The Bunker Fuel Problem
Kim-Trump Summit May Be Dead, But DPRK-China Trade Lives
Record Auto-Parts Imports Will Attract National Security Review’s Attention
Pork and Pills Key To UPS’s New Germany-Hong Kong Route Growth

Wednesday, May 23, 2018

Tanks Form The Next Front In America’s Assault On Chinese Steel Exports
President Trump’s Three Options For Autos – Security, Safeguarding or Credit
Maersk’s Med-Montreal Set To Fulfill A Promise As Yet Unrealized
Panjiva Daily: Panalpina and DP-DHL develop their networks while Russia and Turkey won’t chicken out
Deutsche Post DHL’s Colombian Deal Shows Smaller is Better and Necessary
Caterpillar Digs Deeply Into Global Supply Chain To Meet American Growth Needs
Honda and Amperex Face Supply Chain as Well as Technology and Design Challenges
Wine’s China Opportunity Could Offset Transatlantic Policy Rift Risk

Tuesday, May 22, 2018

Panjiva Daily: MSC’s last resort, China’s auto tariff cut and Savannah’s 2M target
Ikea Plays It Cool As Surging Furniture Industry Frets About Trump’s Tariffs
China Car Cost Cut Helps European As Well As American Relations
ABB Keeps Stride With China’s March of the Robots
Suez Set To Face Pain From The Train At Home and Abroad
Russia and Turkey Refuse To Chicken Out of Tariff Battle With America
Trump’s 10% Metals Offer Likely To Be Dashed Against Malmstrom’s Rock-Solid Stance
Panalpina’s Mexican Airfreight Move Comes as Querétaro Traffic Takes Off

Monday, May 21, 2018

Panjiva Daily: Peace breaks out, prospects for TTIP 2.0 and Puget Sound punched
LNG Export Inflation Won’t Stop It Being A Political Football
Shipyards’ April Slowdown a Hiccup Not A Slump
Three Reasons Why Maduro Is Safe From Trump’s Big Oil Stick
2M Should Be Savannah’s Target To Keep Growth Advantage Over Charleston
Charleston May Struggle to Dance Around Slowing Traffic Growth After Bumper April
MSC Hits the Emergency Fuel Button, Just in Time For Peak Season

Sunday, May 20, 2018

Puget Sound Punched by Canada as Trade War Risk Averted
Car Parts and Metals Duties Can’t Hold Japan Back, Tariff War Might
Peace Won (For Now) With Repeat of Beans-and-Gas Deal Between China and U.S.
TTIP 2.0 or Just Another Beans-and-Autos Deal?

Friday, May 18, 2018

Panjiva Daily: 3PLs beat liners, COSCO’s post-deal options and Venezuela’s parlous food trade
White Goods, Not Pink Pigs, Drive American Review of Thai GSP Status
American Manufacturers Get Drawn Over the Coals As Steel Tube Case Closes

Thursday, May 17, 2018

Panjiva Daily: Bunker busts Maersk, chips ahoy for China and fat chance for skinny NAFTA
Bunker Busts Maersk’s Margins As 1Q Profit Leaves Steep Hill To Climb in 2018
Best Buy Better Buy TVs Quicker as U.S. Duty Leniency Unlikely
NAFTA Watch: Fat Chance For a Skinny Deal, Termination More Likely
NAFTA Watch: Three Options for Next Steps
China’s Sorghum Case Cancellation Good For Chinese and American Agriculture
EU Sets Fourth “Final” Deadline For Trump’s Metals Duties, Raises Stakes
Too Much of a Good Thing? COSCO Shipping’s Post Merger Market Share Options
Venezuela Heads Hungry To The Polls
3PLs Beat Box Handlers as Container-Lines Struggle With Fuel Costs

Wednesday, May 16, 2018

Panjiva Daily: Ceva-spirational growth, MSC helps Houston and tariffs loom over Singer
“Make In India” Slows, But Doesn’t End, a 20 Month Trade Growth Streak
Zhejiang Pharma’s Loss May Be Amneal’s Gain As Trump’s Pharma Tariffs Approach
Singapore Slips on Oil, Threat from Indonesia-U.S. Direct Services Looms
Hong Kong Ports Already Struggling Ahead of China-America Tariff Battle
China Wants To Buy What America Can’t Yet Sell to Settle Tariff Spat
The 45 Billion Yen Price of Abe-Trump Talks’ Failure

Tuesday, May 15, 2018

Panjiva Daily: President Trump’s drive by, beans means deals and Canada’s metals MAD
Korea Saves Oakland As Cali Port Activity Indicates Deficit Will Fall
Rocky Road Ahead for Rockport Suppliers as Financial Needs Weigh
COSCO Shipping Deploys Self-Help in Hong Kong as China Volumes Resurgent
Tianqi’s Lithium Urgency Spurred By Korean Lead, Soaring Prices
Boeing’s Pain May Be BMW’s Pain as WTO Aerospace Disputes Trundle On
Singer Sewing and Brother Face Supply Chain Risks as Tariffs Loom
HP Inc’s Reliance on Tech Front, Compal Raises China Duty Worries
Houston, Has No Problems as Mexico, MSC Support Growth Hike In April
Ceva Currently Panalpin-alike, Wants to Claw Its Way to K+N Profitability

Monday, May 14, 2018

Panjiva Daily: Hapag-Lloyd’s lessons, ONE’s mishap and NAFTA’s dairy decision
Japanese Beef Tariffs May Hurt Relations After Abe and Trump Meet
Manzanillo Tunnel Could Revitalize Rail Just In Time for NAFTA Disruptions
Mitsui-OSK’s New Port Brings Vietnamese Opportunities to ONE
Hyundai MM Addresses Profitability Issues With Busan Port Stake
NAFTA Watch: Canada’s Metals MAD May Allow A Final, Final, Final Deadline
Beans Means Deals as ZTE May Be Traded for China-U.S. Detente
Daimler, BMW Have Options Should Trump Drive Through 20% Duties

Sunday, May 13, 2018

Fewer Flanges at The Last Minute as Chinese Pipe Collars Choked Off
Virginia’s Modest Decline Includes ONE’s Maiden Month Mishap
Trump’s Drug Policy Aims To Export U.S. Payer Model Even as Trade Prices Fall
NAFTA Watch: Dairy Decision Needed to Get Moo-ving By May 17
Hapag-Lloyd’s Competitive, Merger Disciplines a Lesson for ONE

Friday, May 11, 2018

Panjiva Daily: ONE’s poor start, two strategies for one Trump threat and 3X+ hopes for RCEP
War on Drug Prices May Focus on Oncology After Imports Hit Record
Yang Ming’s Alliance Better Than Nothing, May Not Be Enough
77 Month High in Export Price Inflation Carries Seeds of Deficit Cut (Finally)
Threat of a Trade Case Enough to Slash Russian Uranium Exports to America

Thursday, May 10, 2018

Panjiva Daily: UPS and Expeditors get conservative, Harleys accelerate and Conoco takes on PdVSA
PdVSA’s Caribbean Withdrawal May Help ConocoPhillips in the U.S.
Harleys Accelerate as Ross and Malmström Struggle to Reach a Steel Deal
Smucker, Starbucks Have Tough Choices as Brazilian Coffee Sours
Trump’s Tariff Demands Bring One Threat, Two Options for Transpac Supply Chains
Rapid Growth Can Be Seen As ITC Investigates Steel Wheels
ONE’s Poor Start Worked to Maersk, CMA-CGM’s Advantage
3X+ May Be Way Ahead for RCEP, India Remains the Challenge

Wednesday, May 09, 2018

Panjiva Daily: Iran sanctions’ impact, Expeditors shows discipline and ports face slowing growth
Philippine Export Slowdown a Sign of Future U.S.-China Trade War Risks
India Set To Draw Blinds on Chinese Solar Exports, Which Are Already in Decline
American Pig Outbound Shipments Down as China Tightens Inspection Rules
Maersk and MSC Lose Out In Brazil, But That May Not Be A Bad Thing
Wallenius Wilhelmsen Faces German Auto Threat After Losing Hyundai Volumes
UPS, Expeditors More Conservative as Orient Express Grabs Dwindling China Volumes
War on Drug Prices May Focus on Oncology After Imports Hit Record

Tuesday, May 08, 2018

Panjiva Daily: Fuel for the U.S-China fire and the limited effect of President Trump’s metals tariffs
Latest China Data Pours Fuel on U.S. Trade Dispute Fire
Ports Face Slowing Growth, COSCO Saves Long Beach as New York Slides
Panama Has a Problem Adding Slots Won’t Change
Vestas, Siemens-Gamesa May Be Helped by Trump Tariffs on Wind Power Gear
China Trade With North Korea Starts to Recover Ahead of Kim-Trump Meeting
Iran Sanctions May Hurt Soybean Farmers, Italians and Container-Lines
Deutsche and Expeditors Show Discipline Enhances Earnings

Monday, May 07, 2018

Panjiva Daily: The magnificent 7’s failings, risky times for container lines and the return of 2016
Brazilian Auto Exports Surge to New Record on Rising Demand for Renault and GM
Steel Staple Case Fails to Contain Chinese Exporters
General Motors Leads Surging Mexican Auto Exports, VW Less Exposed to NAFTA
Longi and Trina Hang On in America After Solar Trade Mission Accomplished
Worries and Exemptions Limit the Effectiveness of President Trump’s Metals Tariffs
First Sign of China Crisis Impact on U.S. Imports Seen in April

Sunday, May 06, 2018

Turkish Weapons Ban Matters Little for U.S. Arms Industry Helped by Trump’s Approvals
American Gun Buying Surge Ahead as Background Checks, Imports Rise
Global Trade Makes Like It’s 2016 After Air and Sea Volumes Slowed in March
Why Trump’s Magnificent Seven Struggled in 4 Charts
COSCO, Mitsui-OSK Show Container-Lines’ 5 Quarter Margin Streak May Struggle in 2018

Friday, May 04, 2018

Panjiva Daily: XPO smashes sales and crushes profitability, Oakland’s cool and America’s 13th time unlucky
Oakland Expands Cool Handling as Reefer Traffic Heats Up
Wookie Struggling to Win After Toys’R’Us Failure
Avocados Twice The Size of Tequila as Cinco de Mayo Boom Continues
China Looks To Crush American Scrap Aluminum Exports
Old Economy Logistics Jobs Stagnate as U.S. Employment Growth Disappoints

Thursday, May 03, 2018

Panjiva Daily: CH Robinson pays the price, Skou’s subsidy critique and tying down ROOs
NAFTA Watch: ROOs Keep Jumping Around, Not Yet Tied Down
Rusal Wins Sanctions Reprieve As U.S. Imports Spike
Protectionist Pessimism, not Panic, Settling Over Global Trade Expectations
British Ports Face Brexit Uncertainty As Volumes Slide
CH Robinson Pays Price For Competing as Forwarder Margins Hit Four Year Low
10 Most Read Panjiva Research Reports in April 2018
Argentine Rush Rewarded With Higher Metals Quotas Than Korea
XPO Smashes Sales Estimates, Suffers Forwarders’ Profitability Problems
Nintendo’s Fortunes May Switch As Patent Suit, Falling Imports Loom
NAFTA Watch: Canada’s Auto Woes Cut Chance for Compromise
13th Straight Rise In America’s Deficit Overshadows China, NAFTA Negotiations

Wednesday, May 02, 2018

Skou’s Subsidy Critique Supported By Sliding Rates Even as Bunker Fuel Soars

Tuesday, May 01, 2018

Panjiva Daily: Trump kicks the can, DSV’s good disappointment and Yang Ming’s Canadian voyage
DSV’s Discipline Disappointing For Revenues, Great For Profits
China Dangles Drug Carrot While Keeping Duty Stick in Reserve for America
Trade Petitions Pick Up Though Most Filers Are Awaiting Metals and China Decisions

Monday, April 30, 2018

Panjiva Daily: NAFTA’s lustrum limits, COSCO’s Long Beach price and metals exemptions expectations
Global Trade Growth Hits Highest Since 2011 on Annualized Basis, Outlook Uncertain
Beef-for-Steel Swap Could Bring EU and America Back From Brink of Tariff Spat
Fanuc Flags Regulatory Risk as Rise of Its Machines Falters
Yang Ming Rings Up Growth For Rupert as SeaTac’s Suffering Continues
South Korean Trade Limps to 18th Increase as KORUS, Metals Duties Loom
Sugar Relations Turn Sour As Brazil Calls for India Subsidy Cut While Price Dissolves
Trump Kicks Metals Duty Can Down The Road, EU Conflict Looms

Sunday, April 29, 2018

Mexico Delivers Deals as the EU Triangulates Against Trump
NAFTA Watch: Lustrum Limits The Least of Its Problems After 18th U.S. Deficit Rise

Thursday, April 26, 2018

Puma’s Trump Tariff Reaction May Kick Shoe Production to Vietnam

Monday, April 23, 2018

COSCO Shipping Will Have To Leave Long Beach Without Leaving It

Friday, April 20, 2018

Self-Initiated Case Initiates Problem For Aluminum Buyers
Sanyo and Nippon Steel Weren’t Expecting A Metals Deal from Abe and Trump

Wednesday, April 18, 2018

Panjiva Daily: China helps Tesla, Charleston loses to Savannah and JB Hunt shows forwarder risks
Honda Changes Gear, Rather Than Revving Up, in Brazil As Growth Remains Slow
Kitchen Costs Set to Rise As America Investigates Chinese Quartz Exports
Shipbuilders’ Strong 1Q For Orders Not Yet Reflected in Exports, Consolidation Unlikely

Tuesday, April 17, 2018

Panjiva Daily: Three trade topics for Mar-a-Lago, defense review for Trump and Cali’s party may be over
Volvo and BMW May Lose If Trump Strikes Steel Deal With The EU
Norsk Hydro’s Aluminum Woes Face Second-Tier Japanese Supplier Risk in Brazil
Hapag-Lloyd Seeks Transpacific Rate Rise as Global Routes Hit October 2016 Low
Hong Kong’s Slowdown Faces Gentle American Tariff Headwinds
Japan’s Trade Slows, May Decelerate Further As Trump Nixes CPTPP, Again
China Helps Tesla, Hurts American Farmers With Classic Carrot and Stick
JB Hunt Does Better Than Expected, But Forwarders’ Trend Still Downward
Charleston’s EU Loss to Savannah May Turn To Advantage As Trump’s Tariffs Beckon

Monday, April 16, 2018

American Farmers’ Chance to Pig Out to Argentina After Metals Deal
Panjiva Daily: Serving America’s CPTPP interests, Toyota’s engine challenge and ONE’s big problem
NAFTA Watch: Toyota and Daimler Face Tough Engine Choices Under Tiered ROOs
India May Need to Get Hip To Tariff Reductions To Retain GSP Status With America
California’s Ports Have Little Outbound Traffic Support To Match China Duty Threats
COSCO Shipping’s Port Handling Growth Slows Ahead of Protectionist Risks
Defense Review Will Give Trump Tough Choices on China Rare Earth, LED Supplies
Three Trade Topics for Abe and Trump to Discuss – CPTPP, Steel and Cars

Sunday, April 15, 2018

American Interest in CPTPP May Be Better Served by Vietnam FTA
ONE Big Problem to Sort Out After Apparent Upheaval Started in March

Friday, April 13, 2018

Panjiva Daily: Container-lines’ 1Q winners, 3 things to watch in Peru and China’s trade slowdown
Weapons Export Approvals Surge Under Trump, But Shipments Yet to Improve
Mattress Suppliers Won’t Sleep Easy As Imports Fall, Tariffs Loom
Maersk Wins in Virginia as Port’s March Surge Closes Quiet Quarter
Sempra Invests In Mexico’s Fuel Export Future as Its Present Struggles
Hawaiian Volume Growth For CMA-CGM Will Need More Than Just Frequency

Thursday, April 12, 2018

Panjiva Daily: UPS and DSV take it easy, no sign of China-U.S. de-escalation and judging metals duties
Mechanical Tube Case Doesn’t Close Pipeline, Raises Costs For Buyers
Battle for SQM’s Lithium Heats Up as Chilean Exports Expand
Rare Earths About To Become Less Rare, Breaking China’s Export Stranglehold
No Sign of De-Escalation From China as Trump Prepares Farm Support
17th Month of Import Price Inflation Could Continue With Metals, China Tariffs
China Trade Slowdown Doesn’t Change Trade Surplus Politics
Disney Will Want To Know The Odds of Solo Film Merchandise Success
Three Trade Issues to Watch at Summit of Americas – CAFTA-DR, CPTPP and Venezuela
COSCO and Orient Lead Liners’ 1Q Growth Despite Deal Doubts

Wednesday, April 11, 2018

Panjiva Daily: Finding Xi’s next tariff cuts, LA’s slow March and Hyundai MM’s fleet doubling
Marfrig Expands in America Just as Brazilian Beef Stampede Begins
NAFTA Watch: Mexican Engines May Lose Power In Rules of Origin Shift
Canada’s Lumberjacks Are Not OK As WTO Launches Softwood Dispute
Oakland’s Weak March Caps Better Quarter, Evergreen Loses to CMA-CGM
Trump Metals Tariffs Nibbled Imports In March, Could Bite in May
UPS and DSV Take It Easy in 1Q As Forwarder Competition Remains Fierce

Tuesday, April 10, 2018

Panjiva Daily: Xi’s automotive carrot and stick, U.S. imports’ first slip in a year and Russian sanctions’ impact
Sixty Days of Uncertainty for the Television Market as Trump’s Tariffs Loom
NAFTA Watch: 80% Chance of Passage May Drive Further Surge in Mexican Auto Exports
Mobile Looks to Attract Automobiles as RoRo Port Interest Rises
Xi’s Next Carrot-and-Stick Tariff Cuts Could Come in Motorbikes and Cotton
Hyundai MM Set To Double The Fleet, But At Whose Expense?
LA Has Slow March With Evergreen and Maersk As New York Leads 1Q Performance
Rusal Sanctions Remove Need for Most Aluminum Duties Against Russia

Monday, April 09, 2018

Panjiva Daily: Shipping’s exposure to Trump’s tariffs, 83 days left for NAFTA and new DPRK sanctions
NAFTA Watch: 83 Days Left To Deal, Cars In The Driving Seat
Philadelphia Double-Up Proceeds, Needs Hapag-Lloyd and CMA-CGM to Succeed
Yildirim’s Investment May Bring CMA-CGM, Make Gulfport Less Banana Exposed
Neopanamax Prioritization, Less Maintenance Positions Panama For Recovery
Xi’s Bo’ao Speech Shows Liberalization Carrot Follows Tariff Stick
Ceva’s IPO Hopes Lean on Profitable Competition Strategy
Tariff and Confidence Driven Slip in Trade Coming as Imports Have First Fall In a Year

Sunday, April 08, 2018

Xi’s Tough Love for Kim Cuts Trade By Two Thirds in February
Container-Lines 5.6x More Exposed to Trump Than Xi in Pacific Trade Spat

Friday, April 06, 2018

Panjiva Daily: Identifying Trump’s next $100 billion, a soybean shortage and an Olympic deficit
Biodiesel Import Demand Grows After Argentina and Indonesia Chased Away
Severstal Yet To Sever Steel Supplies As It Loses Court Appeal
Cauliflower Exports Build Up a Head of Steam
CMA-CGM Aims for Trans-Atlantic Competitive Space as Eagle Is Launched
Logistics Jobs Growth Beats Economy, Lags Air and Sea Freight Volumes

Thursday, April 05, 2018

Panjiva Daily: Four facts about China’s tariff retaliation and Mexico’s steel whack-a-mole
23 Month Run of Global Cargo Growth Faces Protectionist Hurdle
Starbucks Goes Guatemalan as Global Coffee Prices Slide
Blame China, Europe and the Olympics for America’s Blowout Deficit
Trump’s Next $100 billion – Phones, T-Shirts or Polymers?
Shortage of Soybeans May Draw Teeth From China Tariff Threat
Car Sales Recovery May Be Short Lived as South Korean, German Imports Slump
Canada’s Trade Growth Masks Auto Problem That NAFTA Might Fix

Wednesday, April 04, 2018

Panjiva Daily: 5 facts about Trump’s China tariffs and a slow moving FMC review
Evergreen and COSCO Buck New York’s Declining Asia Traffic
JinkoSolar Jinks To Florida as Section 201 Duties Bite
Five Facts About Trump’s New China Tariffs – Watch Out for Blowback
China Customs’ Coal Cut May Be Back as Fujian Restricts Shipments
No Surprise in No WTO Deal For U.S.-China Washing Machine Case
Mexico Will Have to Whack-a-Steel-Mole as U.S. Duties Begin to Bite
Four Facts About China’s $53 Billion Trump Tariff Retaliation

Tuesday, April 03, 2018

Panjiva Daily: China’s first retaliatory step, rate discipline doubts and unhappy Norfolk truckers
Busier March for Dumping Case Filings May Mark Start of “Post 301” Era
Discipline Doubts As 1Q Container Rates Fall vs. Last Year
10 Most Read Panjiva Research Reports in March 2018
Self-Initiated Aluminum Case Could Lead to Self-Inflicted Injury as Decision Delayed
Slow Moving FMC Review Could Change Port Fees, Philly and NOLA Worth Watching

Monday, April 02, 2018

Americans More Worried About Trade War Than Chinese As Trade Sentiment Diverges
Lowest South Korean Surplus Since 2012 Unlikely to Change Trump’s Mind on KORUS

Thursday, March 29, 2018

Panjiva Daily: Hapag-Lloyd’s high hopes, Kerry’s sliding profitability and KORUS pharma vs. farmers
Sun May Be Setting On Corona’s Growth as Mexican Export Expansion Slows
Adore Me Imports Experience Rapid Growth in Brief History
Toyota and Mitsubishi Lead Bad News Growth Surge For Japanese Auto Exports
Norfolk’s Trucking Folk Unhappy as Import Growth Drives Congestion
New Glycine Case Needed As Old Orders on China Fail The Acid Test

Wednesday, March 28, 2018

Panjiva Daily: Russia challenges Trump’s tariff legitimacy while China heads to the WTO
American Goods Deficit Hits 10 Year High as Tariff Impacts Awaited
Volkswagen Goes Clean as Shipments Surge, Trump Looms
Kerry Logistics’ Profits Hit a Nadir As Apex Volumes Peak
Pharma, Not Farmers, Helped Complete The KORUS Deal
H&M Faces Sudden Slowdown in Fast Fashion as Inventories Increase
Sinokor and Heung-A Take First Step On a Much-Needed Path to Korean Consolidation
Hapag-Lloyd Has High Hopes, Others May Be The Problem

Tuesday, March 27, 2018

Panjiva Daily: Art of the KORUS deal, EU targets Trump but may hit Xi, and ZIM faces harsh Savannah
Europe Past Peak Optimism As Tariff Worries Weigh on Business Sentiment
Mexico Crushed Under China’s Wheels as Accuride Launches Trade Complaint
China Heads To The WTO As Metals Exports to America Start To Wane
India Trims LCD Panel Duties as TV Imports Set On a Growth Path
Kansas City Southern Feels GILTI Pain, Awaits NAFTA Gain
Russia Bearish on Trump’s Metal Tariff Legitimacy
Mexico’s 10 Month Trade Boom Awaits NAFTA Decisions
Silt Today, Tariffs Tomorrow Form Challenges For Port Houston

Monday, March 26, 2018

Panjiva Daily: Thin end of the retaliatory wedge, server and phone risks and Mexican steel fall-out
The Art of The KORUS Deal – Steel Exemption for Autos Access
ZIM and CMA-CGM Face Harsh Savannah Outlook If China Trade Falls
EU Metals Review Aimed At Trump, May Hit Xi
Indian Drug Trade Cure Is Also Its Illness As China Talks Continue
Montreal’s Short Term Congestion Pain Will Need Long Term Automation Investment
Phenol Case Marks a Move Upstream, Parallel To Trade Negotiations
Hyundai Truck Plans Face NAFTA, Not KORUS Risks

Sunday, March 25, 2018

Mexico Faces Fall-Out From U.S. Duties on Chinese Steel Exports
Silicon Metal Case Brings No Duties, But Hurts Aluminum and Chip Makers
Servers and Phone Switches Are China’s Biggest Risks From Trump’s New Tariffs
Boeing May Find Comac Is A Much Bigger Problem Than Bombardier Ever Was
$644 million Is The Thin End of China’s Retaliatory Wedge – Jets, Chips and Beans Next

Friday, March 23, 2018

SeaTac’s Reversal Respite May Prove Fleeting as China Tariffs Loom
23rd Month Of Chinese Container Growth Faces Seasonal, Tariff Driven Slowdown
24 Months of Global Trade Growth May Finally Crest On Holiday Slowdown, Tariff War
President Trump Targets China – Utilities, Airlines and Callers May Pay The Price
Panjiva Daily: Trump’s tariff targets, Charleston’s not dancing and Heung-A hangs on

Thursday, March 22, 2018

Heung-A Hangs On, Restructuring and Partnership Options To Be Considered
ZIM’s Discipline Doesn’t Translate To Profits as Port Costs Rise
Charleston Not Dancing Any More as CMA-CGM and Maersk Traffic Slows
Panjiva Daily: Steel exemptions widen, Deere digs at tariffs, and Trump’s China tariff risk for apparel
Best Buy Says Buy-Buy to Huawei, Which Might Not Care
Uncompetitive Mexican Rail Activity Slackens as NAFTA Opportunity Beckons

Wednesday, March 21, 2018

Panjiva Daily: Trump’s Taiwan gambit, COSCO and SM Line’s deal and Fedex’s disappointment
Booming Saudi-U.S. Arms Trade As Exports More-Than-Double
Steel Consumers Beaten By Wire Rod Investigation While Flanges Still Fly
More Out Than In As Lighthizer Hints At EU, South Korea Metals Tariff Exemption
Chinese Tilapia May Pay The Price For Ross’s Hatred For The “Fish Deficit”
Deere’s Dig At Tariffs Misses Risk That Tractor Orders Get Pulled
Trump’s Tariffs Only One Fifth Of The Problem For China’s Apparel Makers
LG Chem Charges Up China Exports as VW Deal Beckons

Tuesday, March 20, 2018

Panjiva Daily: Quiet KORUS, Venezuela’s blockchain blocked and Xi-Merkel steel detente
Blockchain Block Less Effective Than Oil Embargo If Trump Wants to Pressure Maduro
Mario’s Next Boss Level Features President Trump’s Tariffs
Fedex Profitability Decline Bodes Ill For Forwarders’ First Quarter
Retaliation-Proof Almonds Increasingly Milking The Indian Market
Japanese Shipyards Lag South Korea’s, Needs ONE To Start Spending
COSCO / SM Line Asia Deal Could Lead to Trans-Pacific Specialization
Trump’s Taiwan Gambit Has Auto and Oil Opportunity, China Relations Risk

Monday, March 19, 2018

Panjiva Daily: Europe’s wider battlefront with Trump, APL pays off and Honam’s lessons
EU Widens Front for Tariff Battle With Trump Over Steel and Aluminum
Hong Kong Slowdown May Herald Way Ahead for China’s Ports
Good News for Shipyards’ Orders May Turn To Disappointment for Shippers
APL Pays Off for CMA-CGM in Trans-Pac Volumes, Better Profitability
India Rattles A WTO Steel Saber That It Can’t Afford To Swing
DP World’s Global Expansion Heads To Peru’s Cosmos, Where Growth Is Lacking
Knight-Swift Deal Adds to Slow Consolidation of Trucking Ahead of NAFTA Opportunity
Xi-Merkel Steel Detente Could Cut Chance for EU Exemption from Trump’s Tariffs
Quiet KORUS Cuts Risks for Hyundai MM as ONE, CMA-CGM and Kim Loom
Japan’s Trade Boom Starts to Fade
Brazil’s Food Exports in Another Flap as Chicken Exports Drop

Friday, March 16, 2018

Panjiva Daily: Solar tariffs (almost) work, Trump’s first WTO challenge and another deficit rise ahead
Dongkuk Steels Itself For Tough Negotiations With Customers
Stolt-Nielsen Addresses “Soft” With Focus
Maersk Tragedy Drives Stowage Shift, CMA-CGM and MSC Lead U.S. Inbound Routes

Thursday, March 15, 2018

Jameson’s Is The New Guinness This St. Patrick’s Day
Panjiva Daily: Cali’s container boom, Kim and the KORUS conflict and Trudeau’s tariff troubles
Cobalt Deal May Help U.S. Offset China’s DRC-Reliant Import Lead
Taskrabbit Better Hop To It As IKEA Import Activity Accelerates, Tariffs Loom
DSV Ready for New NAFTA ROOs With New Facilities, Surging Mexican Growth
Canada’s Groundwood Paper Grinds Europeans Out of U.S. Market
Strongest Import Signal In Five Years Indicates Yet Another Deficit Hike
Aluminum Foil Case Partly Successful, Consumer Costs Rise 30%
Trump’s First WTO Challenge Could Raise Costs for JC Penney and PVH
Solar and Washer Tariffs Perform (Almost, But Not Entirely) As Expected
Big Boats Help Singapore Container Surge Hit 15 Year Record

Wednesday, March 14, 2018

Panjiva Daily: Three Risks for Trump’s $60 billion tariff gambit and Orient Overseas’ Last Hurrah
Volkswagen’s EV Push Will Need NAFTA-Inspired Body Panel Supply Chain Shift
Adidas Boom Set To Continue, China Tariffs Shouldn’t Be A Worry
Three Big Risks from President Trump’s Long Awaited China Tech Tariffs
Cali’s Continued Container Boom Faces Peril of President Trump’s China Tariffs
Trudeau’s Metal Tariffs Aimed At Avoiding 232-Gateway Status, Exports Already Rising
Kim, Steel and Solar in the KORUS Pot, But Cars Will Driven The Outcome

Tuesday, March 13, 2018

Panjiva Daily: CH Robinson lets rip, South Korea’s CPTPP leverage and the $100 billion question
Tesla Magnet Choice Increases China Reliance, Brings Risks
Soybean Saber May Be An Ineffective Weapon in China’s Battle With American Tariffs
Qualcomm’s New White Knight Could Apply Tariffs Too
Lithium Power Powers Ahead as New Government Arrives, Exports Surge
Hapag-LLoyd and CMA-CGM May Have Puerto Rican Opportunity From Jones Act Pass
Orient Overseas’ Last Hurrah Is Loud as Hapag-Lloyd Hangs Back
Suez Bulker Rate Cut Shows Canals Face Trump Tariff Risks Too

Monday, March 12, 2018

South Korea’s T-50 Jet Sale to USAF Could Founder on Trade Policy Demands
Panjiva Daily: Turnbull’s deal with Trump, last gasp for port growth and CPTPP’s complex passage
Norfolk’s Broad Export Problems Not Helped by ONE Big Slowdown
Turnbull Shows Heads-of-State and Weapons The Best Route to 232 Tariff Exemptions
CPTPP Could Give South Korea Leverage With China and America
Special Relationship Won’t Mean A Special Deal For British Steel
The $100 billion (Partial) Answer – Chips, Cars, Comms and Chemicals
Lesson Learned for UPS as CH Robinson Lets Rip and DSV Settles Down

Sunday, March 11, 2018

Complex Problems of CPTPP Passage Pale Next To NAFTA’s Auto Mess For Mexico

Friday, March 09, 2018

Musk’s China Call Comes As Exports Flag, Section 301 Tariffs Loom
Panjiva Daily: Trump’s security choices, America’s import super-cycle and Deutsche Post’s discipline
Panama Honeymoon Over As Transits Drop, Diversions Plateau
Logistics Employment Surge Helps Dockers, Warehouse Growth Slowing
Ports Win On China Holiday, May Lose To Trump’s Tariffs

Thursday, March 08, 2018

Panjiva Daily: Panalpina’s way ahead, the steel tariff shuffle and China’s trade boom
GM’s Silverado Leads Mexican Auto Export Surge, Audi Less Exposed to NAFTA Risks
No Signs Of American Import Super-Cycle Slowing, Yet
Forwarders’ Hopes Supported by 9% Global Logistics Growth in January
Thai Tariff Plan Show Knock-On Risks from U.S. Steel Intervention
Builders’ Lumber Cost Woes a Lesson For Steel and Aluminum Duties
President Trump’s Bold Metals Tariffs Will Show Who His Security Friends Are
Deutsche Post Shows Discipline That Forwarders Need To Learn For 2018

Wednesday, March 07, 2018

Panjiva Daily: CMA-CGM speed vs. COSCO scale, EU’s tariff levers and OECD overshadowed
OECD Steel Forum Overshadowed By Others’ Actions
China-America Trade War Could Leave Alaskan Fish In The Cold
111 Month High For U.S. Deficit, Olympics To Push It Further as Trump Ponders China
Bags Of Work To Do As Vietnamese Sack Shipments Surge
Panalpina Beats Expectations, But Still Has Far To Travel
China Trade Boom Leaves Record U.S. Surplus That Cars and Oil Could Cut
Foot Locker Runs Down Imports, Tariffs May Stamp On Shoes
If NAFTA’s Free Of Metals Tariffs, Who Will Pay?

Tuesday, March 06, 2018

Panjiva Daily: NAFTA clock ticks, the $29 billion energy swing and China’s too-big-to-succeed deal
Cost Build-up The Price of Slumping Rebar Imports, Demonstrating s232 Risks
CMA-CGM Hopes Speed Beats COSCO’s Scale On Shanghai-LA Routes
Rail Fix The Price of Success As Wilmington Recovers From Hanjin Service Loss
Whiskey and Maize Are Europe’s Biggest Levers To Tackle Trump’s Tariffs
Lego Overbuilds Inventories, 2018 Recovery Starts Slowly

Monday, March 05, 2018

Panjiva Daily: Europe vs. Trump, a $1500 auto tax and bouncing box rates
Xcoal, Blackhawk Could Pay Brazilian Coal Cost For Trump’s Metal Tariffs
Apple’s Airpod Follow-Up Faces Tough Market, Tariff Risks
EAEU Wheels Out Its First Case Against China
Imports Flood The Pipeline As Antidumping Meets National Security Duties
NAFTA Watch: Timing Is All As Round 8 May Be The Last, For Now
NAFTA Watch: Mutual Self-Interest in Energy Chapter Locking in $29 Billion Gas Swing
$1.1 Trillion Deal In China Government Sights, May Be Too Big To Succeed

Sunday, March 04, 2018

America a New Target After Singapore Sucks in Chinese Gasoline
Rupert’s Rapid Rise Continues Canada’s Container Climb
Box Rate Bounce Ends, But Beats Bulker and Tanker Troubles
BMW, Tata Face $1500 Cost for Each 5% “Tax on Their Cars” By Trump

Friday, March 02, 2018

Panjiva Daily: Trump’s $9 billion tariff action, the ITC’s quiet month, and the KORUS crash ahead
Silicon Metal Dumped, Buyers Face 13% Cost Hike
General Motors Saves South Korea as Other Options Limited
Europe To Tackle Trump Tariffs With Safeguarding – Bolts, Pipes and Plates May Pay
10 Most Read Panjiva Research Reports in February 2018

Thursday, March 01, 2018

Panjiva Daily: K+N joins its peers, Hapag-Lloyd best-in-class and Malmstrom needs the WTO
COSCO Shipping Increases Bet On China’s Surging Oil Product Exports
Quiet Month for ITC Petition Precedes Metal and China Tariff Storms
Imported Truck Record Arrives As Supply Chains Face Protectionist Risks
American Coffee Purchases Perk Up As Tea Drained
Tax Reform Enthusiasm May Hit Tariff Reality as U.S. Import Outlook Hits 11 Year High
Exemption Details Will Bedevil Trump’s $9 billion Metals Action
KORUS Crash Likely Undiverted By Five Year Low in Korea-U.S. Trade Surplus

Wednesday, February 28, 2018

China Beats Thai BPA Back, Mitsui and Mitsubishi Have The Bottle To Keep Buying
Fishy Timing, Big Opportunity in Vietnam’s Catfish WTO Case
Malmstrom’s Metal “Countermeasures” May Need WTO Support To Be Effective
Toyota and Mazda Lead Japanese Export Drive, Shippers’ Sea Battle Continues
Rough Start For Trade Outlook As The Year Of The Dog Begins
Hapag-Lloyd Hits a High, Has Room To Be More Aggressive
K+N Joins Peers With Great Revenues, Disappointing Profitability
Panjiva Daily: CMA-CGM’s need for speed, Ryder’s Mexican rides and China’s been foiled

Tuesday, February 27, 2018

China Keeps Chicken Out as Agricultural Trade Tensions Simmer
2008 High For U.S. Deficit Due To Capital Goods and Oil, Could Trigger Trump
China Foiled, Russia and Brazil Gain While Consumers Lose from Aluminum Case
Ryder Raises Rides for U.S.-Mexico Auto-Parts As NAFTA Uncertainty Looms
MMA Fight Between China and Japan Goes To A New Level
CMA-CGM Relies on Need For Speed in Asia-Americas Service as Volumes Slow
Huawei’s 5G Ambitions Begin as 4G Lurches Back To Life
Mexican Business Investment Leads To Largest Deficit On Record
U.S. Wants Better Log Logging From Peru, Chinese Flooring Demand Matters More
Panjiva Daily: Charleston’s music stops, the next national security review and Mitsubishi’s copper race

Monday, February 26, 2018

Qatar Gas Better Than Hoped, Faces Circumstances Beyond Its Control
Beantown’s Been Better as MSC Traffic Drops, Hapag-Lloyd Arrives
Trampolines Are For Exercise, Not Fun While Toys Might Become Political
Ownership-Secured EV Supply Chain Race Accelerates As Mitsubishi Goes for Copper
Conductors and Filters Could Be The Next Front in National Security Trade Reviews
Court Progress Could Take Shine Off Trump’s Solar Decision
Music Stops for Charleston as Volumes Fall Despite Hapag-Lloyd’s Big Ship Deliveries
Panjiva Daily: Sanctions and surpluses, Mexico’s leverage and China’s pollution problem

Sunday, February 25, 2018

Arcelor and Thyssen’s Brazilian Mills Should Steel Themselves For Disappointment
Mexican Metals Leverage Could Foil s232 Review, Spill Over Into NAFTA Talks
Cracks Appear in Europe’s Export Boom As German and British Sentiment Slips
Mercosur-Canada Deal Will Have a Big, Agricultural Hill to Climb

Saturday, February 24, 2018

DPRK Shipping Sanctions Matter Less Than a 3.4x Leap in China’s Trade Surplus

Friday, February 23, 2018

BAIC Cooks Up A Mexican Factory After Initial Export Success
Six Year High For Global Trade Growth Set To Continue, For Now
Chinese Container’s Stellar Start to 2018 May Just Be A Calendar Catch
Tangshan Pollution Limits Have Outsize Steel Export Impact, s232 Will Matter More
Panjiva Daily: Agri-vation for NAFTA, SeaTac’s tough 2018 and Matson slips as liners soar

Thursday, February 22, 2018

Biodiesel Lesson For America’s “Friends” In Solar and Steel Cases
Hand Truck Deliveries Prove Legitimate in Europe, U.S. Should Consider a Case
Commerce Doesn’t Have to Stretch To See Merit in Rubber Band Case
Indian Solvent Case Doesn’t Solve Import Problem, Chinese Supplies Set Record
NAFTA Watch: Agri-vation, Metal Mayhem to Join Origin-al Problems as Round 7 Looms
Matson Slips as Container-Lines Soar, Jones Act May Prove a Hinderance
SeaTac’s Tough 2018 Start May Get Tougher as Shippers Consolidate
Panjiva Daily: K+N confident on containers, Hanwha’s haymaker and Mexican rail blockades

Wednesday, February 21, 2018

Hanwha Q-Cells Made Hay While The Sun Shined, Dawn Up To WTO
Apple Looks For Cobalt as Chinese Imports Climb 3.4x
Quanta Phone Network Exports Surge Ahead of Mobile World Congress
K+N Takes Confident Stance on Container-Lines, Cuts Exposure to Hapag-Lloyd
Rail Blockades Hurt Mexican Auto Supply Chains, Could Be Worse Under NAFTA 2.0
Hoegh Up, Wallenius Down In U.S. Car Carrier Share as EC Applies Fines
Panjiva Daily: Maersk’s eastern option, metals retaliation risks and Savannah’s slowdown

Tuesday, February 20, 2018

Strong Jets, Disciplined Ships Lead Expeditors To Beat Its Peers
ONE Will Be Number One in Savannah, Though Regional Growth Is Slowing
Ethanol Tariffs in Europe No Block to Surging U.S. Exports
PNG LNG Quandary for Exxon and Total As Chinese Imports Soar
American Bolts and Plates Could Pay The Price For Chinese s232 Retaliation
Maersk Could Look East For Its Next Deal, But Faces Pricey Options
Panjiva Daily: Trump’s metal opportunity in 5 charts, UPS down in Virginia and Sanyo’s solar surge

Monday, February 19, 2018

Japan Has China To Thank for Export Boom, U.S. Relations Still a Problem
ITC Unplugs SA and Ukraine Wire Rod Exports, But 232 Complications Await
COSCO May Be Called on To Echo Hyundai MM as China’s Shipyards Exports Slump
“Fast Toys” May Be Difficult To Achieve With Seaborne Shipping Reliance
Sanyo Joined The Solar Surge Ahead of Japan Filing a Section 201 Appeal

Sunday, February 18, 2018

Inflating Inflation, Depressed Port Data Indicates Another Deficit Surge Lies Ahead
5 Things You Need To Know About President Trump’s Metal Opportunity
UPS Down in Virginia, Exports Have Worst Month Since 2009

Friday, February 16, 2018

Chinese Evasion May Be The Least Of The Hardwood Plywood Industry’s Problems
Panjiva Daily: GSP-Lite for Trump, Trudeau in India and CH Robinson Crushes Expeditors in Cali

Thursday, February 15, 2018

Odfjell Not The Odd One Out As Tanker 4Q Disappointments, 2018 Hopes, Continue
Apple Ponders Supplier Switch as Chinese Memory Chip Imports Hit a Record
HIT Shows The Way With Automation, Challenges are Labor and Capacity Need
Post-Carnival Brazilian Bean Party Could Get Rowdier if China Blocks America
Constellation and Heineken Benefit From Mexican Beer Boom, Face NAFTA Risks
Trudeau’s India Trade Trip May Slip On Peas and Other Tariffs
“Make in India” Preemption Drives Trade Deficit to 2013 High
COSCO and CH Robinson Crush MSC and Expeditors in Slower Cali Container Market
GSP-Lite May Be The Way Ahead for President Trump, Eventually

Wednesday, February 14, 2018

LOOP Set To Turn Oil Flows Around As Energy Independence Beckons
Dell Set To Buck a Dull American PC Market That Saw Falling Imports in January
Resurgent January for Containers Doesn’t Mean China’s Dog Will Leap
Consumers Lose as Soil Pipe Fitting Costs Rise Due To Import Case
Asian Geopolitics Drives Trump’s Curious Calm on Vietnamese Trade
Venezuela’s Pain is Britain’s Gain as U.S. Oil Purchases Start To Shift
Belt and Road Rail Surge Supported by Cars, One Third Growth Expected in 2018
Food Fight May Spread to Corn and Rice as Well As Beans and Sorghum

Tuesday, February 13, 2018

MISC Continues Tanker Revenue Disappointments, Writedowns Indicate Slow Recovery
Hyundai MM Continues To Invest Even As Sales Drop, Profits Fall
No More Soft Toys, But Plenty of Chocolate for Valentine’s and Easter
Singapore Slips On Oil, Gets Carried Away By Containers
“Make In India” May Drive Ford and Fiat To Local Parts Production
South Korea Prods the Eagle Once More With Steel, Power WTO Case
NAFTA Watch: Hawks Gather In The Northern Forests
Land of Nod Wide Awake Even As Night Falls For Its Stores
CMA-CGM, COSCO and Maersk Show 3 Stages of Mergers’ Effect on Competition

Monday, February 12, 2018

10 Billion Yuan Deal Helps Guangxi Exports, Pacific International’s Shipping Growth
Drug Import Costs Already Falling As Trump’s Advisors Call For Trade Policy Solution
Ribbon Case Not A Big Deal, But Tied Into Worsening China-U.S. Relations
The Steel Pipe That Might Break The Chinese Trade Camel’s Back
Brazilian Shipping Needs More Than Day-to-Day Competition to Be Competitive
K+N Steps Back as Kerry and Orient Express Grab Booming U.S. Market

Sunday, February 11, 2018

Cheniere Signs Petrochina Ahead Of China-U.S. Trade Battle
Scotch Whisky Pours Into China, But Irish and Mexican Competitors Loom in America
Improving CEVA’s IPO Beckons, But Deal With a Competitor Possible Too
South Africa’s Shipping Surge Still Has Few Liner Choices

Friday, February 09, 2018

NAFTA Watch: Mexico Concedes Need For Auto ROO Change, Industry Not Yet Worried
Remington Set To Unload Finance While Weapons Imports, Checks Decline
Panama’s Transit Drop, Smaller Diversion Effect Marks Slow Start to 2018

Thursday, February 08, 2018

Is THE-Plus The Answer To Tackle Maersk in Brazil?
American Imports Start 2018 With an 8% Bang, Tariff Barrage Yet To Be Seen
Hasbro Has Less Force After Importing Too Much Too Soon
China Fruit Boom Leaves Out Europe But Tastes, Not Logistics, May Be To Blame
EU Duties Drill Into Chinese CORE Steel Exports
Malaysia May Get a Hand from Indonesian Palm Oil Rules
Washers Finish Cycle, Solar Panels Fade in January as Trump’s Tariffs Bite
Maersk Mostly Avoids Competition Trap, Container-Line Discipline Still Needed
East Coast Ports’ Flying Start in 2018 Faces Automation Risk Later in Year

Wednesday, February 07, 2018

NAFTA Watch: Trudeau Should Visit Tennessee Not Cali on Campaign Tour
Apple’s X Effect Suggests Strong Start to 2018 Smartphone Shipments
Virginia Starts Capacity Lift, ONE and COSCO May Challenge Hapag for Supremacy
China Import Surge Can’t Stop Surplus With U.S. Hitting Another Battle-Baiting Record
Tesla May Follow Toyota in Going Straight to The Source for Lithium
Late Call For Phones May Just Be Pre-Tariff Dash In India
Soybean Entree May Follow Sorghum Starter as China Ponders Food Trade Fight
DSV Delivers, XPO Gives to Get But Consolidation Is The Question

Tuesday, February 06, 2018

Acer Spin-offs Expose Tough PC and Display Business, China Tariff Risks
Canada’s Record Imports Won’t Stop Another Round of NAFTA Stats Arguments
Make in India Blowback May Be Televised as Sony, Samsung Cut Back Panel Imports
China Kicks Out Indian Pesticide Precursor, Which Heads to America Instead
China Joins South Korea and Taiwan in Washer, Solar Complaint as Imports Fall
House Heparin Supply Chain Worries Confirmed by U.S. Import Drop, China Export Surge
Solar Glass Case Fits “Make In India”, Should Be Aimed At China, Not Malaysia
Housekeeping HamSu Cuts Jacksonville Service as Venezuela Wanes
Record Deficit Gives President Trump Reason to Act, Against China

Monday, February 05, 2018

Nissan’s Growing Popularity in China Shown By Imports, Absorbed Locally
A Curious Comeback as Bon-Ton Reaches Chapter 11
Nehru’s New Terminal May Be Undermined by Modi’s New Tariffs
India Seeks To Crush Chickpea Imports, Australia Has Most to Lose
Longi Takes Shorter Route to Access Indian Solar Power Market
China Tightens North Korea Sanctions, $1.6 billion Surplus Financing A Question
Coke and Coors Could Pay for Post-Crash Trump Trade Action
PONY Trots to 2017 Record, COSCO Catching Hapag-Lloyd, Which Caught Maersk

Sunday, February 04, 2018

Tillerson Returns to Venezuela Oil Threats, Which May Prove Ineffective
Sorghum May Be Stuck With China-U.S. Trade Relations Pain
Baltimore Competition for MSC May Heat Up as New Cranes Arrive
NAFTA May Chew Through K+N’s Chattanooga Service Rationale
Rupert Shows Montreal That Even Grand Capacity Plans Can Be Rapidly Used Up

Friday, February 02, 2018

Honda Higher, Daimler Down as U.S. Imported Auto Sales Inch Ahead
Few Jobs On The Water as Truckers Trundle on and Couriers Accelerate

Thursday, February 01, 2018

Coffee Trade Perks Up At Year End of 2017, Mexican Producers Face Risks in 2017
10 Most Read Panjiva Research Reports in January 2018
Fast Start to Dumping Petitions in 2018 as New Cases Come Down the Pipe
Boxes Beat Bulkers as Oil Rally Drags Fuel Costs, But Not Tankers, Higher
BMW, Daimler May Need to Cut Prices as Chinese Independent Retailers Get Boost
Sinopec’s VLCC Shift As Chinese Fuel Exports Reach Record Levels
Taiwan Joins South Korea in WTO Complaint, Reasoning Not Clear
KORUS Busy, Going Nowhere as Korean Trade Surplus Hits 2011 Low
UPS Overcooks During the Holidays, Watch Out for Competition in 2018
Unsynchronized Expectations Put Global Trade Growth At Risk

Wednesday, January 31, 2018

Boston Pays The Price for MSC’s Rapid Route Realignment
Aston Martin Seeks Add-Vantage in China
First Call for Last Orders in Global Trade Growth?
Prospects for Dog Year in Exports as Chinese Expectations Turn Negative
EU Blocks Iron Imports as Chinese Suppliers Cast About for New Customers
Jaitley Seeks To Grow Indian Exports Beyond Iranian Rice, American Shrimps
Stolt Nielsen Cautious For Future, Doing OK For Now
Maersk’s Service Redesign Could Transform South American Trade, Market Share
Could Israel and Panama Fall Foul Of Trump’s “Fix Bad Trade Deals” Pledge?
British Beef, Cars and Ports May Provide Routes to Closer China Trade Ties

Tuesday, January 30, 2018

MSC Overhauls Hapag-Lloyd as Houston Heads Higher
Maersk May Slim Its Port-folio Further, COSCO Shipping an Active Buyer
Nissan’s Tough End to 2017 Could Become a Difficult 2018 as NAFTA Rules Change
K-Line and NYK Provide Disappointing Start to Container-Line Earnings Season
More Energy, Cheaper Drugs and Better Deals Factor In Trump’s State of Trade
Finding Trump’s Next Appliance Targets – Fridges, Stoves and Vacuum Cleaners
CH Robinson Bests Nippon Express For Revenues, Both Deliver on Margins

Monday, January 29, 2018

Chinese Scrap Limits Hurt Cardenas, Take Gloss Off Mexican Ports’ Stellar 2017
Life Support for Medical Devices Brings “Make in India” To $18 Billion
Waste Industry’s $22 Billion Problem as China Restricts Scrap Imports
Another Chinese Cast Iron Case in The Pipeline
Proof of Optimism Needed as ONE Kicks Off Liners’ 4Q Reports
President Trump’s State of the Union in Trade Is…
NAFTA Watch: Die Another Day After Appointment Made, Auto Compromise Missed

Sunday, January 28, 2018

NAFTA Watch: R&D Weighting and Not Waiting for Elections Could Save NAFTA
French Trade Sentiment Hits Pre-Crisis High as Brexit Talks Progress
CMA-CGM Buys Brazilian Ports, Has to Tackle Maersk and MSC’s Carrier Share

Friday, January 26, 2018

Sunpower Hopes to Torch Trump’s Tariffs
$71 Billion Reasons for President Trump To Accelerate Tariff Implementation
Unmoored Mines Could Accelerate Panama and Rail Shift Risk For Suez Canal
Record Mexican Energy Imports May Not Defuse NAFTA Tensions
Boeing Beaten By Bombardier, But May Get Salve of Canadian F/18 Order

Thursday, January 25, 2018

New Record for Global Trade as Annualized Growth Hits Six Year High
America Takes Made-in-Russia to the WTO, Beans and Drills Could Benefit
West Ain’t Best as COSCO Comes to Dominate Pacific Coast Shipping
CIT CORE Ruling Shows It Ain’t Over Even When It’s Over
Turning Tankers Hoped For as Euronav Delivers Positive Surprise
Make-in-India Tariffs Could Spoil Modi’s ASEAN Charm Offensive

Wednesday, January 24, 2018

Shipbuilders Reach $75 Billion in 2017, South Korea Leads by May Falter in 2018
Destabilized Stabilization Agreement Toppled, Opens Door for Competition and Deals
Cali’s 19 Million TEU Year Led by Ever-Expanding COSCO Shipping
Gas-OPEC of Little Interest for U.S. Gas Exports, Chinese Politics a Growing Risk
Höegh Has Heightened Ambitions For Car Carriage, West Coast Calls Needed
UPS, Maersk and Chinese Toy Suppliers Most Exposed to Toys’R’Us Restructuring
Bombardier Tariff Offtake Will Need Dispute Panel Solution as Politics Loom
Japan’s CPTPP Gains Could Lose to Mexico’s NAFTA Pains

Tuesday, January 23, 2018

Trudeau’s Primary Trade Focus In India – Be Less Primary Goods Focussed
Rail Could Be The Way for North American Supply Chains as Trucking Worries Weigh
Teekay Calls For Cash, Profit Recovery Conditions Yet To Be Seen
Washer Wars! Korea Seeks $711 Million in WTO Remedies And Ponders 201 Complaint
Australian Wines Pour Into China, Facing Competition from France
Bacardi Tops Up With Tequila as Patron Catches Up with Cuervo
Modi Ready to Power Up Protectionism, Utilities May Pay the Price

Monday, January 22, 2018

No Easy Options for President Trump in Executing The Aluminum 232 Case
Philly Could Be Running Near Empty as Oil Imports Slowed Before Chapter 11 Filing
Savannah Beat Charleston in 2017 As Hapag-Lloyd and MSC Lead Volumes
201 Down, 6 To Go as President Trump Takes His First 2018 Trade Actions
Hospitals Build Their Own Supply Chains Even As Most Drug Costs Fall
Iraq’s Drought Pain Provides New Market Opportunity for American Grain
Panjiva Discussions: Global Trade Policy Outlook for 2018

Sunday, January 21, 2018

CPTPP Focus on Canada Misses NAFTA Conflict, Mexican Needs
New Orleans New Terminal Will Need Renewed Growth, 2M Cooperation
Stampede Started, Drive Needed as Japan-U.S. Trade Talks Continue
Nintendo Relies on Cardboard To Renew Switch Growth as Xbox Expansion Returns
NAFTA Watch: Autos Matter Most for Success, Automakers Don’t Appear Worried Yet
5 Policy Controversies Flowing Into One Pipeline Investigation

Friday, January 19, 2018

Seattle’s Grungy Year Ends With a Small Export Expansion

Thursday, January 18, 2018

Hapag-Lloyd’s 2018 “Started Well”, Discipline on Pricing and Cost Cutting Needed
NAFTA Watch: Railroads Warn Termination Could “Haunt Trump Politically”
SM Line Needs New Friends for Trans-Pacific Aspirations
Star Wars Sales Lose Force, Solo Will Require Two Freighter Runs
Trump at 1: 26 Trade Actions But The Deficit Keeps Rising
JB Hunt Starts Freight 4Q With Margin Disappointment, Competition Worries Remain
One China Compliance Complicates Taiwan’s Food Export Growth
CMA-CGM, COSCO Win the Battle for Charleston as 2M Loses Ground
TV Tariffs May Be Leverage for U.S. To Bring Vietnam to the Negotiating Table

Wednesday, January 17, 2018

Trump’s “Not Sustainable” Call to Xi Could Lead to Action on Metals, Plastics
South Africa Clears ONE, Big Pink Now Has Rationalization Work To Do
Alcoa’s Supply Optimism Doesn’t Preclude Protectionism In 2018
Lucky 13 For Russia’s Commodity Boom That Faces Steel Tariff Roulette
King Coal’s Reign Returning as Export Orders Start To Flow
The Opportunity For President Trump To Go Nuclear on Trade

Tuesday, January 16, 2018

AT&T Faces No Huawei Option for Phone Equipment as China Falls Out Of Favor
Toyota Goes Mining to Beat Chinese Auto Competitors to New Lithium Sources
Venezuela Starves Even As Oil Exports Are Worth Over 35x Food Imports
Americans Can Pig Out On Mexican Pork as USDA Lifts Import Restriction
American Farmers Worry About Russian Wheat – Mexican Buyers Are The Bigger Risk
Gothenburg’s Slump Raises a Red Flag for Port-o-Mation Strategies

Monday, January 15, 2018

Oil Record Will Only Become An Export Record With Trade Policy Patience
America Wants Relaxed Japanese Rules to Continue Beef’s Export Stampede
Lego Set for Growth With Tencent as Imports Build To A Record
India’s Trade Oil Fuelled Export Growth Offsets Sickly Pharma Performance

Sunday, January 14, 2018

Container Rates Start 2018 With A Bang, 8% Fizzle Will Be Later This Year
Evergreen Goes Large(r), May Need to Scrap To Maintain Profitability
COSCO Shows China Port Activity Remains Robust, Rail The Next Challenge
Steel Sanctions Could Complicate KORUS Conversations

Friday, January 12, 2018

South African Box Handling Rises 6% in 2017, CFTA Could Bring More in 2018
Ikea May Need to Assemble A Different Supply Chain If Trump Acts on China Tariffs
Unsurprising Aluminum Decision Is Already Drawing In Higher Sheet Imports

Thursday, January 11, 2018

Cemex Helps Tampico Upturn as Steel Weighs on Altamira and Cardenas
Macron’s China Trip Provides Points of Principle, Few Deals for Airbus or Areva
Supply Chain Skill Matters More Than Detroit Show Flash for Electric Vehicle Success
Korea Shipping Resolution Needed As Hyundai MM – SM Line Relations In Doubt
China’s Trade Boom Slows, But Export Growth May Still Draw American Protectionism
Trump Won’t Take It To the Wire On Steel Action, But Could Take It To Steel Wire
NAFTA Watch: Red Lines and Red Herrings as Trump Leaves Door to Delay Open
Hapag-Lloyd Leads Virginia’s New Handling Record in 2017
Steamships Need Tie-ups as MSC, Maersk Lose Share to CMA-CGM, Hapag-Lloyd

Wednesday, January 10, 2018

CES 2018: Lenovo Needs to Miix It Up As U.S. Imports Lag Dell, HP Inc
Global Freight Surges Ahead in November as Tailwinds Help Sea and Air Carriers
NAFTA Watch: Magna International, Already Struggling, Faces a “Lose-Lose-Lose”
Panama Canal Outpaced Suez in 2017, More to Come in 2018 as Rail Threat Looms
NAFTA Watch: Did Canada Just Blow Up NAFTA With a Self-Defeating Technicality?
Forwarder Consolidation Still Needed After Record 2017 Volumes
American Imports Set To Finish 2017 With Another Increase as Prices Rise

Tuesday, January 09, 2018

Mexican Trucks’ Wonder Year Faces NAFTA Niggles in 2018
Toyota and Mazda Head to Alabama, Cutting NAFTA Risk and Imports (Eventually)
Groundwood Paper Grinds to a Halt as Commerce Decides on Small Part of Case
NAFTA Watch: Mexico Isn’t Going Soft on ROOs, Just Recognizing The Rise of EVs
Nippon Express Joins K+N and Hyundai MM on the China Rail Bandwagon
CES 2018: Kodak’s Blockchain Move a New Solution to an Old Problem
Houston Leads as U.S. Port Handling Delivers Record 27 Million TEUs in 2017

Monday, January 08, 2018

NAFTA Watch: Could Canada Be Better Off Out Than In?
Trump May Call for Whole-of-Government Push As Military Jet Exports Hit 2012 Low
“Ship Later” Strategies At Work as Seaborne Imports Rise 4% in 2017
CES 2018: TV Supply Chain Stretched by Larger, Later Sets
CES 2018: Samsung Diversifies as Chip Shipments Surge
CES 2018: Huawei Needs a Different Way Into The U.S. as AT&T Balks
Colombia Aims to Retain a Peace Dividend Flattered by Weak Oil and Coffee Competitors
Flanges Fly as Case is Delayed Ahead of Trump Action on Steel
GoPro Gone as Discounts Needed, Supply Chain Data Showed Early Woes
Coffee Industry’s Dark Time May Be About to Perk Up
Hyundai, Samsung Limit U.S. Room for Maneuver in KORUS Update Talks

Sunday, January 07, 2018

70 Month Deficit Record Raises Questions for Trump: If Not Now Then When? If Not China Then Who?
Macron’s China Wins Could Include Deals for Airbus, Peugeot and Railfreight
Tighter Sanctions Not Yet Biting Into China’s $1.5 billion Surplus With North Korea
2018 Outlook: The View from Panjiva’s CEO
2018 Outlook: 8 Issues to Watch in Global Supply Chains
K+N Looks East, Would Compete with Panalpina and DSV For Deals

Friday, January 05, 2018

Ports The New Home of Jobs Growth as Trucking, Couriers Slow
2018 Outlook: 5 Black Swan Risks for Global Supply Chains
CES 2018: TV and Smart Speaker Exports Surge as Connected Home Languishes

Thursday, January 04, 2018

Seeds of Trump’s Tax Reform to Bear Fruit of Rising Deficit as Import Sentiment Soars
Indian Sugar Tariffs Bring Sour Taste to RCEP, BTIA Talks
Record Month for Chinese Phones and Servers Faces Spectre, Meltdown Risk
10% Jump in American Car Sales in South Korea Unlikely to Relieve KORUS Pressure
Lack of Fear Factor, Import Data Suggest U.S. Gun Sales May Continue to Drop in 2018
KORUS Today, Pain Tomorrow as Korean Trade Surplus Remains High Despite Falling
2018 Outlook: Disruption Matters From Blockchain to Port-o-Mation and Cybersecurity

Wednesday, January 03, 2018

India May Join America in Restricting Solar To Help Domestic Industry
RCEP May Be a Better Target Than TPP For Post-Brexit Britain
Chinese Chemicals Producers Unlikely to Dye Because of India Trade Case
Trump’s Pakistan Actions May Eventually Impact Adidas and Walmart
Hyundai Hurries as U.S. Auto Sales Slow Ahead of KORUS Talks
Trade Boom Set To Continue As Chinese Sentiment Reaches Highest Since 2012
Trump May Renew GSP, India Could Miss Out
Space Supply Chain Isn’t Just Rocket Science For Orbital ATK and SpaceX
2018 Outlook: Discipline and Mergers Needed to Ensure Shipping Profits Recover
American LNG Opportunity in India Wanes as GAIL Pulls Vessel Plans

Tuesday, January 02, 2018

Cold Snap Increases Attraction of U.S. to International Oil, Domestic LNG Suppliers
Container-Lines Had A Tough 4Q After Rates End Down For The Year
2018 Outlook: Watch Out for More Consolidation in Logistics
2018 Outlook: Three Marine Modal Battles to Watch

Monday, January 01, 2018

2018 Outlook: President Trump’s Seven Options For Action

Friday, December 29, 2017

2018 Outlook: NAFTA – January or Bust
Unfestive Ribbon Case Wraps Up 2017 Surge in Trade Petition
Groundwood Case Grinds to a Halt, Avoiding NAFTA Nastiness
Butanol Case is Business as Normal Rather Than A Trade War Signal
2018 Outlook: The Alphabet of Global Trade Deals

Thursday, December 28, 2017

2017 Review: What We Got Wrong, And Why
2017 Review: Industrial Supply Chains in 12 Most Read Research Reports

Wednesday, December 27, 2017

2017 Review: Logistics in 12 Most Read Research Reports

Tuesday, December 26, 2017

2017 Review: U.S. Trade Politics in 12 Most Read Research Reports

Thursday, December 21, 2017

Kazakh Customs Fix Needed To Unleash China Rail Trade Potential
Trade Action Stations Ahead as Ports Data Indicates 14th Deficit Rise on Horizon
2017 Could Be The Brightest Year Since 2011 For Trade, 2018 Looking Cloudier
2018: The Year of Good Intentions as Yoga Outpaces Running
Optimistic End to Sweden’s Logistics Year After Strike and Vodka Hangover
UN Sanctions Need to Address the $1.4 billion North Korea Trade Finance Question
Americans Raising More Glasses These Holidays, Tequila The Winner
Tighter Bean Rules May Be China’s New Year Message For Trump

Wednesday, December 20, 2017

Houston’s Humming, Tougher Trump Could Change the Tune
Trump’s Critical Mineral Order May Need “Hard Buy” As Well As Domestic Mining
Bombardier Jet Case Continues On Its Path, Plenty More Flying Time To Come
Tough Times for Tankers Push Euronav And Gener8 Together
Thailand’s Trade Tear Hits 16th Month, Regulatory Risks Ahead
Bon-Ton’s Financial Fail Follows Sudden Surge in Imports
Nintendo Sets a Higher Score, May Not Have Cleared the Final Level
Spotting The Sweet Opportunities to Drive Sales From China’s Tariff Cut Commitment

Tuesday, December 19, 2017

Greenyard’s Dole Bid Isn’t Bananas But May Be About Diversification, Not Growth
Hyundai MM Goes Large(r), May Need Closer Alliance Deals as Well as Vessels
SeaTac Proves Far From Sound After Further Loss of Share to Canada
Ocean Alliance Adds Bigger Boats to Deal With Success, Further Development Needed
Phones Looking Less Smart After Trade Slumps, Apple Phases iPhone

Monday, December 18, 2017

COSCO Shanghai and Hong Kong Show Limits of Asia’s Trade Bounty
NAFTA Watch: Round 5.5 Wrapped Up in ROOs
Worst Month In A Decade For Shipbuilders Doesn’t Mean Bad Times Ahead
Japan’s Ending The Year With A Bang, More Noise To Follow
Maersk Hangs Back in Brazilian Boom Month As MSC Grabs Share
85 Miles and 37% Apart, Charleston Beats Savannah for New China Traffic
Trump Already Has Global Trade Tactics To Go With His National Security Strategy
Has Lego wrapped up The Holidays from Mexico?
India Prepares to Expand in Solar, Import Duties Are Possible

Sunday, December 17, 2017

THE Alliance Inches Ahead in First Year, Adds New Routes for Second
KORUS Conversations Ready To Start, Autos The Only Word That Matters
Container Rates Pass Negative Benchmark as Transpacific Routes Prove Far From Stable
First Shot in 2018’s Trade War? China Cuts Metal Export Tariffs Before U.S. 232 Decision

Friday, December 15, 2017

Tax Weight Lifting from Indian Exports, Apparel Still Struggling

Thursday, December 14, 2017

Hyundai MM Finds Rail the Best Way to Europe, Tackling K+N and Ceva
NAFTA Watch: State Governors Step Up, Michigan Has Much to Lose
Could Croatia Pay The Price For Netanyahu’s Teva Request?
An Unwelcome Trade Gift Awaits Trump as Import Inflation Indicates Deficit Gain
India Brings Old Fashioned Protectionism To Encourage New Technology Manufacturing
Deal Needed, But Unlikely Soon, To Keep Britain Great in China
China-South Korea Deal Could Help THAAD-Hit Malaysian Cocoa Farmers
Chinese Shipbuilding Off The Bottom, Tough 2018 Ahead
Hapag-Lloyd May Need California Edge To Beat MSC in Mexican Market
Last Chance for Last Jedi Missed As Merchandise Imports Slump

Wednesday, December 13, 2017

Surging Activity Doesn’t Mean Cali’s Healthy as Fires Rage
Singapore Soars While Becoming More Reliant on Pacific Basin Routes
WTO Watch: The Unintended Consequences of a Missed Opportunity
Maersk Leaves Ineffective TSA, Future May Be Limited Anyway
India The New Prize for American LNG as Cheniere’s Corpus Christi Awaited

Tuesday, December 12, 2017

Boks’ Box Boom Over, MSC and Maersk Most Exposed
Will Ross Preempt KORUS With A Self-Initiated Autos Investigation?
WTO Watch: EU and Japan Hand Trump a Stick to Beat China With
Shanghai Handling Record Leads Chinese Container Surge, Though Rate Is Slowing
WTO Watch: India vs. America Matches Food Security vs. Trade Policy
Yang Ming’s Express Service Seeks to Build Share in $22 Billion Lane
Panjiva Discussions: NAFTA – Deal, or No Deal? Webinar and Q&A
Trump’s Energy Independence Hope Grows Closer as American Oil Exports Triple

Monday, December 11, 2017

Stevedores’ Payrolls Return to Growth While Warehouses Beat Bikes
Expeditors’ Cuts Volumes as Tax-Reform Driven Competition Looms
EU Excise Worries May Make Trade Aspect of Tax Reform More Attractive to Trump
Charming Charlie’s Troubles Visible Since February in Supply Data
Oakland Felled as Port as Export Handling Drops 10%
Autonomous Port May Not Alleviate Shanghai’s Congestion Woes
Apple Needs A Little Help From Its Frenemies To Secure Indian Parts Duty Deferral
Maersk Lags in U.S. Share, Joins COSCO and ONE In Facing Post-Deal Challenge

Sunday, December 10, 2017

Maersk’s Pressure Pockets, Positive Fundamentals Come As Container-Rates Droop
Lackluster Exports Nearly Break Virginia’s 9 Month Growth Run
Evergreen May Shoot Ahead as Taiwan’s Trade Activity Surges
Panama Continues Battle with Suez as Southeast U.S. Diversions Rise

Friday, December 08, 2017

Ford Shifts Supply Chain Once More as Mexican Exports Lag General Motors
Toy Supply Chains Face Failing Toys’R’Us, Mattel-Hasbro Deal and Lackluster Imports

Thursday, December 07, 2017

Nova Scotia Fishes For $2.1 billion China Opportunity
Brexit Steps Ahead, EU Internal Position on New Trade Deal The Big Hurdle Now
China’s Trade Surge Brings Surplus vs. America to Record-Breaking $274 billion
Softwood Spat Done in U.S., But Not Over as Rot Starts To Set Into Exports
Long Beach Goes Further For Longer as U.S. Port Handling Surges 8% Higher
WTO Watch: WTO Doesn’t Need To Make Global Trade Great Again, It Already Is

Wednesday, December 06, 2017

SQM Ponders Lithium Projects as American Battery Buyers Lose Out
Steel Cheating Decision Made After Switch Visible For 26 Months
South Korea Goes Into Bat For Hanwha Q-Cells As Solar Tariffs Loom
Thailand Undermines RCEP Before It Even Begins, Nissan May Pay The Price
The Great U.S-Canada Dogfight Takes Another Barrel Roll
NAFTA Watch: The State of Play and The Future of Negotiations in 11 Charts
Apparel Unfolding, Protectionist Absence Drive 6% Seaborne Import Growth

Tuesday, December 05, 2017

Hapag-Lloyd and K+N’s CO2 Commitment May Mean Hard Capacity Choices
NAFTA Watch: Canada’s Trade Recovery Belies Autos Slump, Hawkish Response Likely
Toyota Toys With U.S. Market As Auto Sales Outlook Dims
NAFTA Watch: Mexico’s “50-50” View Reflects Hawkish-Yet-Optimistic Stance
Samsung Heavy’s New Capital May Be Good For No-One In Shipping
Xiaomi IPO Could Support Indian Strategy Shown By Its 195% Export Growth
Deficit Surge Raises Need For Urgency In Trump Trade Policy Action

Monday, December 04, 2017

Tankers Tank Once More as Rates Defy OPEC-Inspired Oil Surge
NAFTA Watch: Red Lines or Blood Trails? Canada’s Sticking Points
Xi-Trudeau Failure May Be a Matter of FTA Philosophy, Not Negotiation
CAT Looks To Extend 120% Overseas Auto Battery Sales Growth With New Factory
10 Most Read Panjiva Research Reports in November 2017
Holiday Cheers, Not Sneers, as Supply Chain Efficiency Means Decorations Arrive Late
Less Hard Luck for Hardwood as ITC Doesn’t Back-Date Duties

Sunday, December 03, 2017

Samsung Displays Vietnamese Growth Potential
Descending Airfreight Lags Box-Shipping’s Growth For a Second Month
South Korean Trade Growth Returns, KORUS Talks Not Back Yet
Global Trade Growth Looks Secure Even as U.S. Managers Become Less Positive
Small Sodium Case May Be Last of Year, or First of a New Rush
Dark End to The Year In Prospect for Container-Lines

Thursday, November 30, 2017

Busan Export Drop Leads Korean Port Activity to Lowest Growth Since February
Battery Battering Risk for Tesla as Potash Considers SQM Options
Container Freight in Rude Health as Global Port Growth Hits 18th Straight Increase
Houston Goes Large With One Fifth Jump in Container Handling
Small Sentiment Gain Suggests Chinese Export Boom Not, Quite, Over Yet
Hapag’s Target More Ambitious Than Maersk’s as Transformative Deals Progress
Fewer Shots in the Americano as Global Coffee Trade Dries Up
Trudeau Should Get Away From The Basics With China
Mexican Powers Up as Electricity Trade Reaches a Balance

Wednesday, November 29, 2017

Yang Ming Offering Brings Maritime Sector 2017 Capital Raise to $7.1 billion
Tool Chests’ Open and Shut Case Not Quite Closed
Curve in The Road, Or Crash Ahead for Japan’s Auto Exporters?
Gulf Surge, Puerto Rican Recovery Drive Mexican Container Handling To New High
USTR Looks Before Trump Leaps on Solar, Washer Tariff Action Opportunity

Tuesday, November 28, 2017

NAFTA Watch: Barra and Marchionne’s ROO Concerns Likely Fell on Deaf Ears
Unlucky 13th Rise in American Deficit Shows Need for Policy Action
The Curious Case of the Aluminum Sheet Exports from China
Peugeot Steps on the Chinese Gas to Meet European Engine Needs
Confidence in Steel Inaction Leads German Trade Outlook to Six Year High
ABB and Kawasaki Join Forces as Robot Army Grows
G20 Steel Resolve Unlikely to Prevent Trump Tariff Action

Monday, November 27, 2017

Mexican Export Record Great for the Economy, Bad for NAFTA Negotiations
American Builders Knock On Wood For Canadian Government’s Dispute
American Ports Have a Ball After 8th Handling Hike
Maersk Waved Through By South Korea, Brazil Exclusion a Surprise
San Miguel Seeks Beer Sales in America, China Looks Frothier

Sunday, November 26, 2017

NAFTA Watch: Trade Rules Help Enshrine Mexican Energy Reform, Boost Investment
ZIM and CMA-CGM Help Liners’ Profitability Growth Beat Forwarders and Tankers
Global Trade Sets 4th New Record, Fastest Annual Growth in 6 Years Ahead
Polluting Petcoke Put to One Side in India, Helping Natural Gas
187 Ways to Grow $35 Billion of China-Bound Exports

Wednesday, November 22, 2017

Navios, Frontline on Back Foot as Tanker / Bulker Profits Slide
Indian Exports of Peas Have a Chance, For a While
Thailand Avoids China’s Fate, Could Still Get Washed Up
Peak Pig Passed as China Constructs Bigger Farms to Offset Imports
It’s Up TEU for New York, But Not Because of China

Tuesday, November 21, 2017

Shipyards’ Renaissance Extends As Annual Deliveries Reach $78 Billion
NAFTA Watch: Auto Questions and Data Mean Nothing to Philosophy
India May Apply Onion Duties Now To Avoid Tears Later
40% Rise in Trade Petitions Will Help Manufacturers, Could Hurt Buyers
NAFTA Watch: More Energy Will Help After Round 5 Sagged
$2.9 Billion Opportunity if Tax Cut Whets Chinese Appetite for Dried Grains
Trump Trade Strategy Embodied in a $90 Washing Machine Tariff
Patriotic Poland Helps American Weapons Exports Shoot the Lights Out

Monday, November 20, 2017

Government Crackdown May Offset Rapid Growth at China’s Ports
Global Surge, Shanghai Surprise As Container-Rates Head Up and Down
Japan’s Trade Surge Won’t Help The Chemistry of Aso-Pence Talks
Business Booming, as Usual, as Charleston Prepares for Further Growth
Black Friday – The Day to Buy Dumped Washers, Leftover Laptops
SeaTac’s Not-So Lucky Seven Sees Shipments Slide

Sunday, November 19, 2017

Agricultural KORUS Controversy Could Kick Start of Talks Into 2018
A Year of Growth for Canada’s Ports as Rupert and Vancouver Beat SeaTac
Maersk Takes Preemptive Action in Brazil, Hapag-Lloyd Steps Up
Trudeau Follows Trump in Search of China FTA
NAFTA Watch: 41 Changes Don’t Change Trade Trumpenomics

Friday, November 17, 2017

Resin Still In a Sticky Situation After Imports Only Fall a Little on ITC Case
India to Weighs Exports of Iron Ore Or Tax Income in Duty Decision
Trump’s Unsung Asia Success – A Deal with Duterte
Cardinal Makes a Virtue Of Exiting The Fast Growing Chinese Pharma Market

Thursday, November 16, 2017

Tax Reform May Help Hard Spirits Drinkers, and Mexican Tequila Makers
Brexit Far From the Only Game in Town for the EU as EPA, BTIA Progress
12th Trade Deficit Rise in the Balance as Prices Inflate, Ports Slow
Cold Truth of Ross Steel Doctrine Confirmed by Mechanical Tube Decision
$600 Million At Stake in EU-China MES Spat
High Score Potential for Videogames Thanks to Nintendo Switch Surge

Wednesday, November 15, 2017

Building Supply Cases Validate Chinese Worries, But Not The End of The World
China Trade Considerations – The View from Shanghai
California Party Over as LA Exports Drag
Steel Users May Lose After Ross’s Warnings, Global Excess Action
Downhill Trend For Winter Sports Gear Imports
Panjiva Discussions – China Trade Opportunities Webinar and Q&A
India Exports Interrupted By GST Refunds, Pharma Price Competition

Tuesday, November 14, 2017

Trump’s Trip in 5 Charts: Message Delivered, Contracts Signed but No Deals
China’s Trade Policy – Managing Both Sides of the Pacific
NAFTA Watch: Round 5, The Trouble With Trade Tribbles
Hapag-Lloyd Takes the Profitability Crown After Absorbing UASC

Monday, November 13, 2017

Singapore’s Shipping Surge Includes Crude Record, Little Panama Effect
China Makes the Most of a Bigger Playground as Toy Exports Hit Record
China’s 18x Pharma Sales Opportunity Comes Backed With Export Aspirations
Whatever Happened to Chinese Apparel Exports? (Spoiler: Vietnam)
Yang Ming May Invest Its Way to Higher Profitability, Strategic Issues Remain
Fingerlings Point to the Lead As Fisher-Price Zoom’s In At The Last Minute
Russia Crowds Out Saudi Oil from Chinese Market, U.S. Supplies Could Struggle
X Doesn’t Mark the Spot as Two-Stage iPhone Release Cuts Chinese Exports

Sunday, November 12, 2017

NAFTA Watch: CPTPP OK ex NAFTA ROO SNAFU
APEC Action Needed to Match Trump-Compliant Words After Vietnam Follows China
The $4 Trillion Chinese Trade Opportunity in 5 Charts
MSC’s Volumes Fly as Maersk Focuses on Profits
Hasbro Toys with Mattel as Rising Purchases Fail To Turn Into Sales

Thursday, November 09, 2017

Ukrainians Hang Tough as India Doubles Wheat Tariffs
Savannah’s Sudden Surge Sees China Volumes Crowd Out Europe’s
Panama and Suez Handle a Flood of New Traffic, Neopanamax Transits Hit a Record
UPS Takes Share from Expeditors as Deutsches Duke It Out, But At What Cost?
MSC Grounding Drags Boks’ Box Handling to Year Low
America vs. Asian Acronyms as Trump Preaches Bilaterals, Xi Aims for Multis
Yang Ming’s Recovery Continues Apace as Hyundai MM Stuck in Doldrums
Norfolk Nets New Record as Chinese Volumes Surge

Wednesday, November 08, 2017

Boeing May Need to Prep Next Trade Case as FAA and CAAC Ink Agreement
New Record for China-U.S. Trade Surplus Looms Over Xi-Trump Meeting
Expeditors Leads the Forwarders Forward With Disciplined Ocean Freight
Two Stories for Three Tankers as DS Norden and Teekay Miss, Odfjell Beats
Trump Gets $253 Billion, But No Reset in China Trade Relations From Xi
Bronze Performance from Golden Week in Taiwan
Jaxport Leads Nation’s Ports to Eighth Straight Handling Expansion

Tuesday, November 07, 2017

New Record for Imports Likely As Protectionist Risks Fail To Arrive
No Fireworks, But Maybe More Missiles, From Trump’s Meeting with Moon
Maersk May Lose Its Profit Crown To Hapag After APMT Struggles

Sunday, November 05, 2017

So Far, So Little as Trump-Abe Meet in Japan
SCI Revenues Saved by Liners, Profits Cursed by Tankers
Trump’s China Trip Matters as U.S. IP Exports Hits Lowest Since 2010

Friday, November 03, 2017

COSCO’s Deal Makes Cogent Sense, But Needs a Growth Boost
Denier Fibers Down as Commerce Applies Duties, Manufacturers Head Elsewhere
Canadian Exports a Car Crash, Will Loom Over November NAFTA Negotiations
Mahindra Heads to Detroit, Expanding a Tractor Supply Chain to Cars

Thursday, November 02, 2017

10 Most Read Panjiva Research Reports in October 2017
Coffee Turns Sour as Exports from Brazil, Vietnam Slump
Imported Truck Sale Surge Keeps on Rolling
Mexican Gas Surge Starts as New Pipelines Awaited
Boxes Beat Jets For First Time in 13 Months as Global Trade Growth Continues
GoPro Imports Go Slow as Sales Outlook Disappoints
Duty Dispute Casts Cloud Over Indian Solar Growth
MISC Leaves Tankers for Dust as LNG Delivers Cool Results
NAFTA Watch: Lumber Let-Down Looms Over Round Five

Wednesday, November 01, 2017

Putin Follows Panama As Latest Threat to Suez Canal Volumes
Evergreen Issuance Brings Marine Capital Raise to $7 Billion in 2017
CH Robinson Beats the Street (Again), Still Has Far to Travel
Container Rates Pull Out of Nose-Dive, Bunker Costs The Next Challenge
World Trade Growth in German Hands as American Managers Step Back
Steady Sailing for Seaspan as New CEO Prepares to Come Aboard
Trump’s Asia Trade Trip in 6 Charts – Watch Energy, Beans, Chips and the Deficit
India Dials Up Domestic Smartphones as Component Imports Surge
Trade Boom Quiets in South Korea Ahead of KORUS Talks, Trump Visit

Tuesday, October 31, 2017

Clear Skies and Holidays, Not Concerns, May Explain Cooling China Optimism
NYK Kicks Off Forwarder Consolidation At Below-Sector Valuation
Two Tales For Three Shippers as K-Line Diverges from MOL and NYK
Steel Makes the Difference As Altamira Leads Mexican Port Growth
Euronav Blows The Lights Out, But Times Remain Dark for Tankers
Under Armour Under The Weather As Imports Zig When Sales Zag
Trump May Not Have The Answer He Wanted, But Will Beat Panels Anyway

Monday, October 30, 2017

Korean Container Flows Show Alliance-Driven Consolidation of Routes
American Sales Slow Japanese Auto Exports as Subaru Recall Beckons
COSCO Shipping Does Enough To Buy Boats, Finance Orient Overseas
Mattel Fills Its Own Toy Cupboard as Retailers Tighten Up
Tax Changes Needed for Indian Apparel Exports to Be Dressed for Success
Europe and a Bridge Matters as Much as Panama For New York
Nikon Cures Selfie-Evident Problem as Camera Exports Shuttered

Sunday, October 29, 2017

Modi and Trump’s Help Needed to Reboot India-U.S. Trade Policy Progress
Tax Reform The Enemy Of Steel as Commerce Grapples With Cases, Awaits 232
Wonder Woman Vanquishes The Clowns, But Minions Still Rule This Halloween
China Will Seek to Foil U.S. Aluminum Case at the WTO

Friday, October 27, 2017

Orient Overseas Revenues Soar As Competition Remains Fierce
Happy German Engineers Predict Further European Export Growth

Thursday, October 26, 2017

DP World Rides The Rising Tide of Global Trade Growth
Vive l’Optimisme! French Export Orders Hit February 2008 High
India Cracks Down On Stainless Steel After Earlier Duties Fail
Hurricanes and Earthquake Limit, But Don’t Defeat, Mexican Trade Growth
Deficit Jump 11 Follows Fastest American Capital Goods Import Growth in 5 Years
COSCO Follows Hapag and Hyundai MM, Stock Offer Could Exceed $1 billion
DSV’s Deal Desire May Be Thwarted By Panalpina’s Financial Flexibility
Container-lines’ Profit Outlook in 4 Charts
Five Years After Sandy Storms Remain a Disruptive Fact-of-Life For Ports

Wednesday, October 25, 2017

13% Spread In Container Handling Hints At 11th Deficit Widening To Come
Charleston Bests Savannah as China Imports Hit New High
Prabhu and Ross Need to Deliver Modi and Trump’s Comprehensive Review
Immediately Tangible Results for Trump in China May Preclude Chip Opportunity
DSV Beats K+N and Panalpina, Confidence-Driven Acquisitions Awaited
California’s Wildfires and Europe’s Harvest Could Make Wine a Rarer Commodity

Tuesday, October 24, 2017

Global Trade Hits a New Record As Growth Streak Hits 19 Months
China Record Helps Savannah Hit 11th Straight Month of Growth
Bahri Shows Tanker Profits Heading Off Course to 2012 Lows
Hasbro Hasn’t Had a Good September, Holiday Hopes for Sales Sliced
Return to 2015 Exports Sees Shipyards Extend Recovery After Orders Resume
COSCO-Orient Leaps Antitrust Hurdle Despite China-U.S. Number 1 Position
NAFTA Watch: Trump May Have Cut “Terminate” In Favor of “New NAFTA”
PdVSA Debt Payments Matter to Venezuelan Food, and U.S. Gasoline
China Baby-Food Boom Bested by Milk and Butter as U.S. Exports Resume
Biodiesel Refiners Show Faith In A Deal That Doesn’t Yet Exist

Monday, October 23, 2017

EC Accuses China of Trying to Get a Cheap Ride in E-Bikes
Tesla Tests the Mold With Shanghai Supply Chain Innovation
Commerce Reapplies Tariffs After Dumpers Tarnish Stainless Market
Tanker Profits May Hit Worst 3Q Since 2014 As Rates Drop, Bunker Rallies
Competition Between LNG Buyers Could Heat Up as Temperature Cools
Ecotec Exit Means Ford Will Lose Its Indian Export Crown
India Looks to West to LatAm, Apparel May Be The Growth Route
Xi Gives COSCO Cover for Further Bids as Deals Reach $13 billion in 3Q
NAFTA’s Auto Outcome Could Leave Brunswick Expansion as Hero or Zero

Sunday, October 22, 2017

Mexico Looks to Change the Gas Script After Pipes Smoke Boats
Resin Case Will Prove Stickier for Indian Than Chinese Suppliers

Friday, October 20, 2017

Skechers Draws an Upward Line as Imports, Earnings Soar
USTR Cuts Oroza’s Illicit Timber Exports, Indirect Shipments Must Be Tracked
Rotterdam Likes Big Boats as Growth Accelerates for Eighth Straight Quarter

Thursday, October 19, 2017

WTO BAHA Brouhaha Unlikely To Change Trump’s Purchasing Policy
Beantown’s Been Increasingly Bound to Chinese Imports
Chinese Flat Steel Not Flattened as India Implements Import Duties
Autos Fall Behind Japan’s Export Surge, Pharmaceuticals Look Healthy
Seattle and Tacoma Go Their Own Way As Container Volumes Stagnate
CMA-CGM May Win, Ningbo-Zhoushan Lose as Shanghai Free Port Status Expands
Alcoa’s Improved Aluminum Outlook Doesn’t Cut Need for Trump’s Tariffs
Nissan’s Japanese Quality Woes Raise Mexican Output Opportunity

Wednesday, October 18, 2017

Japan-India Pact May Drive Significant LNG Trade Growth
A Bit More BTIA Will Help India’s Lackluster Export Growth to the EU
Shipping Capacity Worries Should Grow as China Vessel Orders Hit 16 Month High
Exporters Can’t Decide What to Do With Their PET as ITA Launches Case
Paper Delay Avoids NAFTA Controversy, Raises Import Risks
K+N’s Asia Rail Expansion Brings Unwelcome Competition for Ocean Carriers
Rooms-to-Go Import Record May Be Tabled If Trump Takes Tariff Option
Panalpina’s 11th Miss Shows Fierce Forwarder Competition

Tuesday, October 17, 2017

NAFTA Watch: America Plays Chicken With Canada As Talks Wind Up
Potatoes Delivered, Small Cars Needed After Pence-Aso Talks
Inflating Inflation Could Precede a 12th Month of U.S. Import Growth
Winter Sports Retailers Hit Slopes Earlier, But Lower
Hanwha’s Solar Surge the Unintended Result of American Safeguarding Case
Rupert and Vancouver Could Vanquish SeaTac as Canadian Handling Hits High
NAFTA Watch: A Useful Delay for the Wrong Reason

Monday, October 16, 2017

Panjiva Discussions – The Indian Trade Opportunity
Pence’s Beef With Aso May Be Beef, And Cars, And the Deficit
Hurricane Opportunities, NAFTA Risks Drive Mexican Auto Exports to New High
Trump Wins as Bombardier Pairs With Airbus in Alabama
Small is Better as COSCO Shipping Ports’ Growth Reaches 3 Year High
Oil Import Demand Grows, May Not Stop a Bad Quarter for Teekay and MISC
Houston Handling Hike from Hurricane Recovery, China Diversions
Strong Container Growth Belies Weak South African Export Economy

Sunday, October 15, 2017

K+N’s Growth Comes At A Cost, Profits May Have Fallen Behind Peers
Rate Downturn Hits 11 Weeks, Is It January 2015 Again?
Long Beach Surges as SoCal Becomes Ever More China-Dependent
India Joins Asia’s Export Party With Oil Greasing the Wheels

Friday, October 13, 2017

Shenzhen Hits Record as Chinese Container Handling Has September Surge
Monster Capital Raise Good for Hyundai MM, Not For Container-Lines

Thursday, October 12, 2017

Pacific Basin Fills Up With Higher Priced Contracts, Quietly Confident for Future
India Urges Import Vigilance As Chinese Fireworks Fizzle
Hatchimals Surprise Isn’t a Surprise, But Toys’R’Us Is
Pharmas Harvest Lower Prices as Mexican Suppliers Grow Their Market Share
Xi Takes The Five Year View, Needs To Deal With Trump in Months
Oakland’s Athletic Performance Sees China Return, Empties Leave

Wednesday, October 11, 2017

Surging Energy Bolsters Russian Trade Against Sanctions, Steel a Risk
Koch Aims To Be The Real Thing in Mexican Fuel Trade
One Year On From Hanjin U.S. Shipping Reaches New Consolidation Peak
NAFTA Watch: Ross Hawkish on ROOs, China and Consumers May Pay
Virginia’s Growth Relies on Europe as China Crawls, Exports Drop
New Record for Taiwan’s Exports Relies Less on China, Trump Risk Low
Risk of Global PC Glut as Dell Imports, Quanta Exports Surge

Tuesday, October 10, 2017

No WTO Complaint Capitulation Likely As China Leaves Grain Quotas Unchanged
UPS Heads Up, Expeditors Loses NVOCC Share as Panalpina and DSV Debate Deals
Ford’s Transit Case Has Lessons for Bombardier, But May Be Moot
CMA-CGM Credit Cloud Lifted, Supports Small Deal Strategy
8 Beats 8, X and 2 as Smartphone Release Season Starts
Catalan Independence Raises Questions for A Fifth of Spain-U.S. Sea Trade

Monday, October 09, 2017

Weapons Orders Rocket on THAAD Deal, But Arms Exports Yet To Takeoff
Stolt-Nielsen Strikes Downbeat Tone From Dark Quarter For Tanker Operators
India Beats Back Chinese Steel Rod Exports
NAFTA Watch: Round 4, Time To Drive a Bargain
No Deal, or Just Brexit Technicalities?

Sunday, October 08, 2017

Sponge Unsqueezed Has Lesson for Bombardier Case’s Long Landing
Record Year Ahead? U.S. Imports Boom as Protectionism Remains Bottled
Rapidly Recovered Hurricane Upheavals Means Port Growth Continues

Friday, October 06, 2017

Brazil Runs Silicon Metal Gauntlet as Commerce Takes Postponed Step Forward
Foil Case Delay Won’t Hurt Reynolds, Already Costing American Wrappers
Forged Steel Appeal Forges Ahead After 232 Review Stalls
Panama’s Incentives Sap Suez’s Share of Traffic, Rekindles Diversions
Logistics Avoids Surprise Payrolls Decline, Sailors and Stevedores Do Best

Thursday, October 05, 2017

Australia Needs Deals Once The Energy Export Extravaganza Ends
India Adds Weight to Duties as Winter Wheat Awaited
Olympic Absence Trims American Imports, But Chinese Deficit Hits New High
Washer Result Requires Another Spin from Samsung, LG Strategies
Tchibo, Lavazza and Smucker Turn Backs on Brazil as Coffee Supplies Slide
Reasons for Canada to be NAFTA-ssertive As Export Sales Suddenly Slow

Wednesday, October 04, 2017

Silico Manganese Review Comes As South African Exports Surge
Hurricane Damage a Boon for Truck and Car Importers
Global Box Handling’s Growth Stretch Hits 16th Month, Still Lags Airfreight
Tasty American Garlic Market Draws in Chinese Exports Despite Duties
For KORUS, How “Amended” Is “Amended” Matters as Much as The Amending
COSCO Leads Brazil’s Bumper August, While Maersk Takes a Subtle Path
Declining American Weapons Imports May Turn After Las Vegas Atrocity

Tuesday, October 03, 2017

Trump’s Surprising Thai Tone Suggests Big Deficits Aren’t a Cause for Conflict
Indian Gas Demand To Rise, America May Not Be Able to Assist
Iran Growth Opportunity For Chinese Exporters as Rail Services Expand
Rapid Action Needed As Section 201 Review Leads to Washer Import Surge
“Crazy”, Deficit-First Narrative Needs to End for KORUS Talks to Succeed
Panalpina’s Deal Hunger Could Be Satisfied by Asian Partner
Mylan Shows Aurobindo The Way as Pharma Gets Left Behind in India’s Export Revival

Monday, October 02, 2017

Tankers and Bulkers Beat Boxes as September Rates Rally
September Bunker Surge Outpaces Shippers’ Slump
Plenty of Trade, Liners Can’t Get Paid
Lighthizer Puts Latin America on Warning, Panama The Likely Main Target
U.S. Complains About Canadian Wine Retailer
CMA-CGM Shows Bigger Isn’t Always Preferred When Making Acquisitions
8 Global Trade Issues To Watch in 4Q 2017
America Joins The World In Making Trade Great(er) Again
10 Most Read Panjiva Research Reports in September 2017

Sunday, October 01, 2017

South Korea’s Surge Will Be Red Rag To Trump’s Bull
Slowdown Interrupted – China’s Export Hopes Reach Six Year High
Steel Flange Case Adds Edge to Imports as Indian Shipments Double
Good Month Baltimore – Container Handling Hits New High as European Traffic Surges
ArcelorMittal Turns Up Heat in Mexican Steel, Metal One Has the Most to Lose

Friday, September 29, 2017

Ikea Buys TaskRabbit as Imports Hop Ahead of The Herd
Plastics Makers Hope Complaints Will Resin-ate With ITC

Thursday, September 28, 2017

Japanese Auto Export Acceleration Hits November 2015 High, U.S. No Help
EPA Could Double Biofuels Exports, Meeting Three Trump Targets
U.S. Port Handling Growth Slows in August, Hanjin Balances Hurricanes in September
German Brass Shines as ITC Polishes Off Duty Review
Georgia Was On a Roll in August, But Mind Out For Hurricane Disruptions in September
India’s Goes For Domestic Telecoms Growth, Apple and Foxconn a Case in Point
Capital Goods Record Can’t Prevent U.S. Deficit Rise, Or Need for Policy Focus

Wednesday, September 27, 2017

It’s Up TEU, New York Sets Record for Container Handling
Hapag-Lloyd Shows The Secret of Good Finance Is Timing
NAFTA Watch: Round 3 Makes Progress, But Not In The Areas That Matter
Orange Juice Imports Face Sticky Situation After Storm Damage Cuts Crops
Mexico’s Trade Surge Continued in August, Surplus vs. U.S. Expands Once More
America’s Export Container Handling Drops 5% As Charleston Follows the Pack

Tuesday, September 26, 2017

Ross and Li Could Chip Away At Trade Balance Ahead of Trump’s Visit
European Trade Outlook Beams as German Electronics Makers Brighten
Busan Leads South Korean Port Growth, But Lags International Peers
Jet Battle Will Rumble On, Sales War Moves On To China
South African Break-Bulk Breaks as Containers Continue to Grow
Maersk Takes a Step Closer To HamSu in Brazil, South Africa The Next Hurdle
Puerto Rico’s Hurricane Maria Recovery Hampered by Reliance on Dominican Republic
Regulatory Burdens on Chinese Food Postponed, Not Cancelled

Monday, September 25, 2017

Obama-Era Grain Dispute Adds Another Front to Trump’s China Trade Battle
China Applies New North Korean Sanctions as Imports Boom
Orient Overseas’ 12x Margin Advantage Shows Way Ahead for COSCO
Panama Adds Bait As It Seeks To Capture More Big Fish
Harvey’s Houston Harm Drags Exports Down to Worst Since June 2009
Bunker Reaches 2015 Highs on Hurricane-Driven Oil Price Spike
Jet Decision Today Only Part of Long Haul Trade Spat
Indian Autos Meet Mexican, European Buyers’ Needs
Mexico’s August Port Gains Belie September Woes To Follow

Sunday, September 24, 2017

DP World’s Ecuador Expansion Adds 40% to National Handling
Global Trade Climbed By Fastest Annual Rate Since 2012 in July
Another Complication For U.S. / Canada Relations Emerges from the Wood
Trump Solar Decision Could Lead to Post-Monsoon Rush to India
ITC Gives Trump His Expected Solar Ammunition, Some Curious Conclusions

Friday, September 22, 2017

Steel Can Kicked Down The Road, Won’t Be Any Easier To Pick Up Later

Thursday, September 21, 2017

Steel Buyers Win as Commerce Tube Case Fails As a Deterrent
Thai Export Boom Makes Government Look Conservative, But Has Commodity Risks
South Korea Calls for KORUS Talks, Trump Wants It Straightened Out
NAFTA Watch: Round 3 – Attack of the Hawks, More Hawk Food to Follow
The Rising, Diversifying Oil Trade in India
Sunrise on a Dark Day for Solar Power Equipment Exporters

Wednesday, September 20, 2017

Japan’s Exports Accelerate at Fastest Rate Since 2013, Policy Cost Looms
Maersk Sells Tankers For Its Own Valuation, But a Fraction of Tanker Peers
$704 billion of Indian Trade in Five Charts
Shipyards Becalmed in August, But New Wind For Sales
The Fall and Rise of the Indian Textile Industry
Puget Sound’s Quieter Activity As Exports Slump
CETA Comes Into Force, For a Given Value of Force

Tuesday, September 19, 2017

India Tires of Chinese Exports, Joins EU and U.S. In Applying Tariffs
Handheld Weapons Regulations Recruited to the U.S. Deficit Cutting Cause
Trump Ready for “Further Action” On Venezuela, Faces Oil vs. Food Conundrum
Tariffs Fail to Brake Seamless Steel Pipe Imports, New Case Needed
BAHA, Section 232 Action Needed From Trump as Russian Steel Shipments Surge
Export Prices Outpace Imports, But California Data Shows Deficit May Not Fall
China’s Surging LNG Demand Needs U.S. Supplies as Cheniere Shrugs Off Harvey
Lighthizer Affirms Autos, China IP Policies As Major Items for Trump Trade Action

Monday, September 18, 2017

Russia Shipping Support For Grain May Be Export Diversification Move
Playtime May Be Over For Toys ‘R’ Us
Tesoro Takes Valero’s Volumes as Hurricanes Howl
British Politics Meet Canada-U.S. Aerospace Trade Spat
Canada’s Western Ports Head North as DP World Boosts Prince Rupert

Sunday, September 17, 2017

America’s Booze, Tobacco and Weapons Trade Hits New High in July
India’s Commodity Export Boom Continues, But Challenges Lie Ahead
Trade Petitions Wanted as Titanium Sponge Move Mops Up Last New Case
Hapag-Lloyd’s Reefer Expansion Faces Shrinking U.S. Market
Tsakos Brings Disappointing End to Disappointing 2Q For Tankers
CMA-CGM’s Sales Success Has Many Parents, Raises Liners to Two Year High

Friday, September 15, 2017

Toolboxes Only A Partially Shut Case
NAFTA Watch: Softwood Offer Adds Trees to The NAFTA Wood
Singapore Handling Growth Resurgent, Refocussed on SoCal Over East Coast
Chinese Shipbuilders’ Orderbooks Expand, For The Wrong Reason
COSCO Paces Mainland as Hong Kong Hates Hato

Thursday, September 14, 2017

ESB Rubber Case Partially Erases Imports, But Tire Costs Will Bounce
Toyota’s LNG Carrier Push Meets Fuel Rule and Shipping Demand Growth Needs
America Has Another Rattle of the North Korea Trade Saber at China
Better Back to School Season After Late Summer Shipment Surge
North Korea, 301 Review and Statistics May Swamp Ross’s China Trip
Fingerlings Point to Better U.S. Toy Import Season, Hatchimals May Surprise
NAFTA Watch: Sunset Casts Shadow Over Round 3

Wednesday, September 13, 2017

Trade Case Delay Has a High Cost For Steel Tube Producers
California’s Export Slump in August Not Just a Hanjin Thing
Trump Could Act Soon on Solar, But Easy Actions Risk Negative Reactions
Hapag-Lloyd and Maersk Have Tough August as MSC Thrives

Tuesday, September 12, 2017

Veracruz and Coatzacoalcos Closed, Disrupting 4,200 TEUs of Daily Handling
China Ports’ 17 Month Growth Run May Slow Soon
New Weapons Sales Locked, Exports Not Yet Loaded
Apple X Anticipation Slows U.S. Phone Imports, While Samsung Grows Note-ably
Jet Salesman-In-Chief Secures $9 billion Order
15 Month Global Container Growth Streak May Be Near An End
Expeditors and Schenker Lead NVOCC Growth, Panalpina and DSV Under the Weather
UN Snips North Korea’s Role as China’s Seamstress

Monday, September 11, 2017

KORUS Future Uncertain as South Korean Surplus Slides
Panama Canal Usage Slips, Diversion Effect Matures
Diverting Story of Storms and Canals Boosts Virginia’s Ports
Taiwan Ports’ Decline Accelerated in July, Lagged Asian Peers
NAFTA Watch: Ottawa Needs to Be All About Autos
Houston’s Harvey Loss is Miami’s Gain as U.S. Ports’ Handling Climbs
American Shipping Shrugs Off Harvey To Deliver Another Record in August

Sunday, September 10, 2017

Hurricane Irma’s 10,600 TEU Daily Closures May Hurt Building Materials’ Availability
Food For Hawks As China’s Exports to U.S. Hit High, Will Soar Higher

Thursday, September 07, 2017

Intellectual Property Decline Highlights Trump Trade Policy Deficit

Wednesday, September 06, 2017

Weak Peak Doesn’t Mean Queasy Quarter as Shipping Rates Slip in August
10 Most Read Panjiva Research Reports in August

Tuesday, September 05, 2017

Lego Lags, Last Jedi or Late Shipments Could Save the Year

Thursday, August 31, 2017

Prince Rupert’s Royal Growth Outclasses SeaTac Ahead of DP World Expansion
China’s Export Expectations Slow While Import Appetite Accelerates
Harvey Still Felt in Higher Logistics Fuel Costs, Limited Draft Port Access
Rebar Case Done After a Year, Builders End Up Paying
Peña Nieto and Xi May Agree on BRICS, Disagree on Autos
Pumpkin Spice Needed to Revive Weak August for Coffee After July’s Jolt
NAFTA Watch: Round 2, Hoping for No Knockout
Americans Raise More Glasses as Beer Imports Accelerate Into Labor Day

Wednesday, August 30, 2017

Titanium Sponge Imports May Be Squeezed as ITC Case Petitioned
Bayonne Bounce Absent As New York Growth Matches National Average
Steel and Auto Worries Cut German Export Outlook
Big Auto 7 Deliver Sixth Month of Japanese Export Growth
Forestry War Spreads to Newsprint Ahead of NAFTA Talks
First Chance for Last Jedi Toys May Prove Second Rate, Imports Need A New Hope
ZIM Zooms, COSCO Climbs as 2Q Rates Recover

Tuesday, August 29, 2017

Capital Goods Imports Rise Fastest in Five Years, Pressuring Trump to Act
Mexico’s Surplus Slams Into Reverse as U.S. Auto Imports Surge
Two-way Structure of Xiamen Rail Link to Help Diversify Russia-China Trade
NAFTA Watch: Lumber Left to Grow as Softwood Decision Delayed
North Korean Import Limits May Be Next Piece of Sanctions Puzzle
Hanjin Shipping’s Legacy in 7 Charts
Frontline Steps Back, Hopes To Leap Ahead in 2018
Harvey’s Container Disruption Extends, LNG Should Be Safe
Slowing Container Growth In South Korea as Hanjin-versary Approaches

Monday, August 28, 2017

Hapag-Lloyd Experiences Asian Rate Rise, UASC Benefit
Houston’s Harvey Closure Disrupts 6,500 TEU Per Day

Sunday, August 27, 2017

Rooms-to-Go Growth May Go if Chinese Furniture Tariffs Arrive

Friday, August 25, 2017

Global Trade Hits Another New High, Signs of a Slowdown Emerging
Hurricane Harvey Havoc Threatens Valero, Exxon as Crude Oil Importers

Thursday, August 24, 2017

Brazilian Sugar Beats American Corn as Ethanol Tariffs Weigh
No Sign of Export Letup as Brits Stay Cheap, French Stay Happy
China Leaves Door Open to U.S. Trade Talks, Deficit Will Drive Sentiment
NAFTA Watch: Michigan, Ohio Have Most to Lose From Trump’s “Terminate” Stance
Port of Tallinn Share Sale Comes as Volumes Slow
Japan Finds Chinese Plastic Isn’t Fantastic
Texas Grab’em As Houston Builds China, Europe Handling Share
CMA-CGM and Hapag-Lloyd Seek to Maintain Brazilian Momentum
Lenovo’s Growth Reboots After Semiconductor Shortages

Wednesday, August 23, 2017

NAFTA Watch: Trump’s “Termination” Probably a “Friendly Reminder”
Commerce Declares Victory as Half of Biodiesel Case Completed
Options to Extend North Korean Sanctions Limited by Potential Food Shortages
Puget Sound’s Off As Asian Traffic Heads to Cali
Thai Export Growth Slows, Agricultural and Electrical Risks Rise
Odfjell Not Odd as Chemical Tankers Outperform Oil
Typhoon Hato Brings Disruption Risks to Flextronics, Gree
HP’s PCs are OK as Sales Surprise, Imports Rise
Slow June Heralds Rise of Expensive Phones from Samsung, Apple

Tuesday, August 22, 2017

Higher Fiber Tariffs May Give American and EU Suppliers Indigestion
MOL Loses Car Shipping Ground to NYK and K-Line as South Korean Fines Bite
Wire Hanger Enforcement First of Many Duty Evasion Actions by CBP
Laredo Rail Improvements Face NAFTA Risk, and Opportunity
Brazil Finds Maersk / Hamburg Sud Deal “Complex”, Will Deepen Its Review
WTO Back in Favor With Trump Administration When Facing Chinese Food Needs
Honda Puts a Hole in Manzanillo as Altamira Leads Mexican Port Growth
8 Numbers That Explain the KORUS Negotiation Failure

Monday, August 21, 2017

Case Delay Makes Rod for Steel Suppliers’ Backs as Imports Hit New High
Tool Chest Delay May Not Be Boxing Clever
Suez Canal Slashes Fees Just As Panama Diversion Effect Slows
Port Everglades Snaps Up 2M Traffic From Miami
NAFTA Watch: Disputes To Be Settled Before Agreements Agreed
Trump’s Terror Strategy Could Target Pakistan’s Trade Surplus
Disney Leads Peak Toy Season Kick-Off, Will Trump Be The Grinch?

Sunday, August 20, 2017

Game On as Microsoft Launches Xbox One X Into Videogame Import Renaissance
Consultants May Be Losers from 301-Inspired Trade War
Maersk Less Bouncy, More Boxy After Oil Sale Agreed

Friday, August 18, 2017

Air Wars Widen as Brazil Takes Canada to WTO, Matches U.S. Case

Thursday, August 17, 2017

Trump’s Infrastructure Order Speeds $38 Billion of LNG Exports
Surplus Cloud Hangs Over Japanese Export Growth Run
Chinese Shipbuilding Starts to Slow as Order Drought Continues
LNG Shipping Growth Returns as Qatar Boosts Sales in China
Lighthizer Lights Up KORUS Talks, Don’t Expect Fireworks
Hawkish China Stance Could Target Concentrated U.S. Export Lines
State Support Sends Shipyards’ Sales Soaring
Venezuela Loses to Iraq, Could Lose More of U.S. Oil Business

Wednesday, August 16, 2017

Lumber Deal Likely Lost in NAFTA Forest as Imports Chopped
Boxes Beat Bulk as ‘Boks Handling Leaps
COSCO Shipping Ports Sets New Record, Beats China Average
American Arms Trade in Decline Even as Order Books Are Reloaded
D/S Norden’s The Best of a Bad Bunch
Second Flange Case Has Precedent, Data Backing But May Hurt Exporters
Pharma Fails, Farmers Help As Indian Export Growth Slows

Tuesday, August 15, 2017

Biodiesel Buyers Win as Argentine Exports Rush to Beat Delayed Case
Russia Export Growth Slowing Even Without American Sanctions
KORUS Can Stumble on Stats Before It Trips on Terms
China Container Handling Hits New Record
Import Inflation Surpasses Exports for a 12th Month, Deficit Rise Beckons
Danish Discipline Means Maersk Grows, Offsets not-Petya’s Blow
Ill Wind of Drug Import Price Deflation Gives Dr. Reddy’s a Cold
Late Registration, Full Backpacks as Back-to-School Imports Rise 10% in July
Introducing the Panjiva Sindex of Trade in Alcohol, Tobacco and Weapons

Monday, August 14, 2017

Train Feeling the Strain as China Rail Reliance Grows
South Korea Has Little Bearing On U.S. Auto Components as Trade Case Rolls On
Evergreen Shoots Ahead as Container-Lines Recover
Singapore Slings Less Oil As Container Trade Condensed
Hanwha Q-Cells May Face Trump’s Ire in Solar Safeguarding Case
Plain Sailing May Be Over for Savannah As EU Imports Slump
Trump’s 301 Call is Furious, But Not Fast
NAFTA Prospects Dim With U.S. Deficit Focus, Canadian Rights Demands

Sunday, August 13, 2017

Cali Port Boom Masks Export Sag, Oakland Lag

Friday, August 11, 2017

Europe Wants No Truck With Chinese Tire Exports
Volumes Melt, Prices Firm as ITC Acts on Polyester Staple Fiber

Thursday, August 10, 2017

Ford May Re-Connect With Customers After Court Cuts Transit Tariff
No Thanks to the Yanks as British Deficit Widens
2013 Low For Exports Takes Shine Off Virginia’s New Port News
Philippine Export Slowdown Arrested by PC and Chip Buyers Outside China
China Steel Rusts on EU Decision, But New Customers Will Be Found
Above-Normal Hurricane Season Can Hurt Containers as Well as Oil
Yang Ming Gets Back to 2015, Tracks K-Line
AGL Will Face CNOOC and Petrochina When Competing for Australian LNG
MSC Makes Hay While Hapag-Lloyd Loses Market Share in July
SCI Applies the Science of Diversification for Revenue Growth

Wednesday, August 09, 2017

Obama-Era China Aluminum Case Sidelined as Annual Imports Hit New High
India Makes Fiber as the Trade Case Delay Shines
Big Boats, Not Bigger Terminals, To Drive Oakland’s Steady Growth
Venezuelan Sanctions Creep Wider, Oil May Not Be An Effective Instrument
Pollution Matters More Than Trump Tariffs for Chinese Steelmakers
Euronav Repeats Tankers’ Bad-But-Better Pattern
Silicon Metal Case Cuts Imports, Doesn’t Deter Australians
New High for Chinese Foil Shipments to U.S. as Commerce Case Inches Ahead
Expeditors and CH Robinson in the Driving Seat as NVOCC Volumes Fly in July

Tuesday, August 08, 2017

Americans Can Pig Out on Mexican Pork
German Export Slowdown Still Leaves U.S. Surplus 10% Above Recent Lows
Expeditors Leads Forwarders’ 2Q Performance Despite Rate Turbulence
Trucks’ Monster Mexican Export Month Crushes Cars
MISC Shows LNG Strength as Oil Tankers Slide
A Decade After the Crash in 5 Trade Charts
SoCal So Good as U.S. Ports Break 2.3 Million Inbound TEU

Monday, August 07, 2017

Venezuela’s Mercosur Exit Unlikely to Worsen a Bleak Food Situation
Chinese PET Unwanted in Japan
Panama Canal Diversion Effect May Be Played Out One Year On
China’s Slowing Trade Doesn’t Prevent U.S. Surplus Rise, or Protectionist Measures
Drugs and Steel Could “Fix” Taiwan’s Growing Surplus vs. The U.S.
Imports Break the Bar as Trump Administration Ponders Action

Sunday, August 06, 2017

North Korea Sanctions May Change Little as Billion Dollar Deficit Already Exists
Higher Costs for Consumers Coming Down the Soil Pipe
Brazilian Auto Export Dash Led By Renault, VW Prefers to Sell Locally
Aramco Aims for PetroChina Refinery to Arrest Crude Oil Import Share Slide
Toyo-zda Car Factory Could Displace 10% of U.S. Auto Imports from Japan

Friday, August 04, 2017

Korea Shipping Partnership Provides Scale Solution for Hyundai MM
COSCO’ Dalian Ports Deal Needs to Address Growth Deficit
Seasonal Shift or Systemic Slowdown in U.S. Logistics Employment?
Canada’s Surprise Deficit Provides No NAFTA Comfort
American Deficit Finally Heads the “Right” Way, Except for China and NAFTA

Thursday, August 03, 2017

First Signs of an End to Australia’s Export Miracle as Ore Sales Slow
Teekay Brighter Than Hoped, Outlook Dark For The Tanker Sector
Adidas’s Sales Sprint Seen in Rapidly Rising Imports
Teva Tumbles as Price Deflation Catches Up With Imports
Tastes, not Tariffs Are The Challenge for Scotch Whisky Exports
Valero Avails Itself of Veracruz Port Capacity
Loss of Reintegra One of Many Problems for Brazilian Steelmakers
Evergreen and COSCO Play Catch-up In Brazil as MSC Slips
6 Big Trade Projects for Trump’s Next 100 Days

Wednesday, August 02, 2017

DSV Back on The Acquisition Road Again, Targets: China or LatAm Forwarders
A Dispute Over Dispute Settlement Needs a Settlement to Avoid Sinking NAFTA
Trump’s 301 Gambit Easy to Execute, Difficult to Implement Without Consumer Pain
China Trade Deal Won’t Be Built with BRICS
Global Container Growth Hits 14 Month Growth Streak, Airfreight Soars
20 Most Read Panjiva Research Reports in July

Tuesday, August 01, 2017

South Korea’s Lowest U.S. Surplus Since 2013 Helpful Before KORUS Talks
Mexican Trade Success Heighten NAFTA Talks Tension Risk
American Business Sees Low Tariff Risks from Trump Administration
Under Armour Plays Defense As Other Brands Attack
Trade Case Delays May Prove Costly for American Foil, Silicon Metal Producers
If Softwood Is This Hard, What About NAFTA?
South Korea’s Container Shipping Surge Subsides
Unlucky 7 For U.S. Autos as Sales Drop, Imports Surge
China Sales May Have Given Tesla a Shock in 2Q
U.S. Port Handling Climbs 9%, Only Puget Sound Volumes Lower
Mexican Ports’ Handling Surge Propelled by Steel

Monday, July 31, 2017

K-Line Leads Japanese Shipper Performance as Achieved Rates Rise
Nippon Express Shows Freight Forwarders’ Revenue Growth is Sustained
Coffee’s Rush Continues, U.S. Buyers Unconcerned About a Hangover
Peak Season Rates Show Container Competition Curtailed, Tankers Troubled
China-Led Export Boom Has More Noise to Make
Ukraine Coal Deal More Significant for U.S.-Russia Politics Than For Energy Supply
UPS Global Shipping Offer Comes as U.S. Wine Wanes

Sunday, July 30, 2017

Flat iPhone Outlook May Be Pessimistic As China Phone Exports Surge
Half Million TEU Strikes Won’t Return to Cali Until After 2022
Nicotine Business Wheezing as U.S. Cigarette, Brazilian Tobacco Exports Drop
Embargo’s First Month Leaves Car Makers Worse Off Than Qatar Gas

Friday, July 28, 2017

Orient Overseas Volume Success Raises Regulatory, Profitability Concerns
Honda Leads Japanese Auto Exports by Going Rogue
American Stampede Leads Japan to Apply Beef Tariffs

Thursday, July 27, 2017

Taiwan Trade Talks with U.S. May Focus on Drugs in Tough-to-Cut Deficit
Deficit Rise Number 8 Includes Weaker Consumer, Need for Capital Goods Promotion
Coastal Contrasts as SeaTac Slips and Virginia Vaults
Weak Wheat Harvest After Bumper Exports May Have Long-Term Consequences
Collar Placed on Steel Flanges After Trade Case Acts as Partial Deterrent
Trump Faces Venezuelan Conundrum – Cutting Oil Means Cutting Food
Foxconn Factory Addresses Close-to-Customer Need as Panel Trade Slows

Wednesday, July 26, 2017

Trudeau and Trump NAFTA Comments Risk Transactional Deal
Peanut Fungus Could Prove Toxic For EU-U.S. Trade Relations
Daimler, BMW Fear of Trump Dissipates as German Optimism Hits 2011 Highs
American Farmers Should Drink a Toast to Brazilian Ethanol Tariff Delay
Getting Wasted Copper Not a Problem, Scrap More So for Chinese Manufacturers
China Closes Door on Australian Beef, Rounds Up New American Suppliers

Tuesday, July 25, 2017

Nakilat Revenues Inflate While Bahri Skids on Oil Tanker Rates
2017 May End Up Looking Normal, At Least for The Peak Shipping Season
Cycles Take a Turn for The Worse
Cuervo Sales Pitched a Curve Ball as Tequila Exports Slammed
Dark Clouds Gather in India for Chinese Solar Power Firms
British Bulldogs Pull At Leash As Export Optimism Hits Four Decade High
Savannah Follows TexiCali Trends as Container Growth Accelerates
16 Month Streak in Global Trade Growth Looks Set to Continue
No Anglo-American “Major Trade Deal” Yet, Global Trade Detail Focus Needed First
Deficit Hike Number 8 On The Way as U.S. Exports Lag Imports
Argentina Needs Bean Bounce After Grape Exports Were Crushed

Monday, July 24, 2017

Wilmington Will Grow Once More With CSX Rail Service
Australian Gas Limits May Aid Trump’s LNG Export Push
Trump’s Defense Review May Mean Trade Defenses Needed as Rare Earths Get Rarer
Ross Needs to Find Ways that Mean Significant Action in Steel

Sunday, July 23, 2017

Specter of EU / U.S. Trade Spat Looms Over Russia Sanctions Bill
Taiwan’s Rebar Bar Won’t Make Much Difference to U.S. Industry
Fanuc Beats Yaskawa As Industrial Robot War’s Arena Expands
Divis Dives as U.S. FDA Limits Drug Exports

Friday, July 21, 2017

Border Disputes, TPP Competition Needn’t Derail RCEP Trade Talks
Unsung Success for U.S. Trade Policy in Access to Growing Chinese Rice Market
Skechers Could Have Sketchy Start to 3Q After Lower June Imports
Blue June for New Orders at China’s Shipyards

Thursday, July 20, 2017

Panamaniacs Return Growth to Charleston Port Handling
Thai Trade Surprise May Be Washed Out By U.S. Regulatory Disappointment
70% Surplus Jump Won’t Help Japan’s Case with Pence
Auto Supply-China Trade Case Won’t Have a Big Bearing on Import Levels
Shipbuilding’s First $10 Billion Month Since 2012 Driven by Korean Finance
Fox-Lighthizer Talks to Focus on Process, Not Dealmaking
Trump’s Push for Japanese Auto Market Access Doesn’t Mean They Will Buy
No Trumpcare, But At Least Imported Drugs Are Getting Cheaper

Wednesday, July 19, 2017

Arcelor Finds New Home for Brazilian Steel as EC Prepares to Flatten It
Comprehensive Dialogue Proved Too Comprehensive, Too Deficit Focussed
Panalpina Breaks Trend of Disappointments, Outlook Upbeat
Trump at 0.5 – Export Delivery Beginning, Import Action Wanting
American Buyers Increasingly Prefer “Made Someplace Else” Furniture

Tuesday, July 18, 2017

Malaysia Engages to Avoid Getting Run Over By the Omnibus
COSCO’s China Port Growth Lags Mainland as Hong Kong Drops Behind
K+N’s Strong Second Quarter Not Enough to Cheer Management
Houston Hits High for Loaded Imports as Panama Plays Out
COSCO Shipping Energy’s Warning May Already Have Been Heard
Deflating Inflation Raises Risk of Another Deficit Increase
Venezuela Could Rely on China to Offset U.S. Oil Sanctions
Niche Pipe Fittings Make 14th Active Steel Case for ITC
Trade Case Clouds May Lead Trina to Challenge Sunpower for Mexican Solar Share

Monday, July 17, 2017

Trump’s Made in America Week Needs Chinese Aluminum, Not Just Steel, Focus
Thai Acid Shippers May Get Sour Taste from U.S. Dumping Probe
CMA-CGM Steps Up in Reefers, Overtakes Maersk in June
NAFTA Deal Could Meet Deficit Test With a One-Off 4% Growth in Exports
Cali’s Magic 8 Conceals Shrinking Export Handling
Growth Reboot for PCs As Chromebooks Shine

Sunday, July 16, 2017

Mexico’s Miraculous Fiber Return Preempts China-Targeted Trade Case
India’s Export Slowdown Needs Modi-Trump ‘Comprehensive Review’ Catalyst
South African Port Growth Stalls Even As Deepwater Stays Afloat
Commerce to Crush Olive Imports That Are Already Falling
LNG Lights Up as U.S. Exports Jump 9x and China’s Purchases Double

Friday, July 14, 2017

Secondary Sanctions, Primary Problems for China-U.S. Talks
Autos Not The Only Fruit for Limited KORUS Renegotiation

Thursday, July 13, 2017

Oil Independence Distant as Imports Rise Fastest Since 2010
Boxes Beat Barrels in Singapore Traffic Handling
Yang Ming Capital Raise Would Cut Debt, Suggests Independence
Top Carriers Tighten Grip on U.S. Market, Even Before Mergers Materialize

Wednesday, July 12, 2017

Oil Sales Hold Key to Food Imports as Venezuela Credit Rating Cut
Chips Key to Last Push in Xi-Trump 100 Day Successes
Arms Trade Slowing in the U.S., Export Growth a Prospect
Expeditors’ Fightback Begins While Dealmaking Proves No NVOCC Panacea
China Export Jump Takes Surplus vs. U.S. to October 2015 High
Shanghai Lags Peers As Congestion Bites U.S.-Bound Traffic
Russia’s Fall into Deficit May Worsen With Trump Policy Action

Tuesday, July 11, 2017

Europe Fails To Corrode Chinese Steel Exports as New Customers Found
Philippines’ Record Deficit May Prove to Be Fleeting
NAFTA Strategy Made Real as Mexico Prepares for Argentine Wheat
ESB Rubber Case Fails to Deflate U.S. Imports of Tire Ingredient
Gothenburg Shut-Out Shows Cost of Port Labor Disputes
Virus or Habits? Something Has Changed For 2017 Back-to-School Imports
New York’s Summer of Joy Ahead as U.S. Port Handling Rises for a Fourth Month

Monday, July 10, 2017

German Trade Boom Set to Continue, Relations With U.S. Could Improve
G20 Steel Capacity Call Overshadowed by Unilateral U.S. Policy Moves
Foreign Electricity May Be American Aluminum’s Biggest Problem
Taiwan At The Tail-End of Asia as Box Handling Slips
Fusion Fused as Ford Falls Behind Fiat’s Mexican Export Growth
Canadian Lumber’s Decline Set by Tariff Risk, Wildfire Disruption
TPP Reboot Offers Japan Access But Faces RCEP, EPA Competition
Trade Sabre Rattling Likely Drew in More Steel, Autos in June

Sunday, July 09, 2017

COSCO’s Orient Odyssey Faces Regulatory Challenge, Needs Strategic Clarity
Samsung Struggles to Dial Up Growth as Google’s Pixel Shines
Maersk Bitten in Brazil by Spain as CMA-CGM Cruises Past

Friday, July 07, 2017

Sailors and Stevedores Left Behind in U.S. Jobs Boom
Taiwan’s Hot Chips Bring Surplus To New Record
Another Rail Notch in the Belt and Road Strategy
Short Term Political Gain, Long Term Legislative Pain for EU-Japan EPA

Thursday, July 06, 2017

New Record for Global Container Handling as Brazil Lets Side Down
Maintenance Cut Panama Canal Traffic, Diversion Trend Still Effective
Renault Helps Brazil Captur a New Quarterly Record for Auto Exports
Penultimate Pre-NAFTA Deal Data Shows Surplus Surging in Canada
Food for Trade Hawks as U.S. Deficit with Mexico and China Grows
Australia’s Coal-Fired Export Surprise Faces Upcoming LNG Threat

Wednesday, July 05, 2017

Tactical Rather Than Technical Motives Apparent in Trade Case Delays
Stolt-Nielsen Improves, No Thanks To The Tanker Market
5 Most Read Panjiva Research Articles in 2017, So Far
Metals Should Be on The Trump-Putin Agenda, Not Just Hacking
North American Airlines’ Ascent Accelerates as Air Beats Sea
Yildirim Price For CMA-CGM Stake May Be Less Than Container-Line Average
Chinese Electronics, Autos Could Form Hub of New North Korean Sanctions
American Steel Bolt, Aluminum Plate Exports At Risk in Metals Trade War
Never-Ending Fight to Protect EU Seamless Pipe Industry Continues

Tuesday, July 04, 2017

American Ethanol Producers Face Second Blow as Brazil Mulls Tax
Qatar’s New LNG Target a Challenge to Trump Administration’s Gas Plans
Spanish Container Volumes Rocket in May Ahead of June’s Strikes
Meaty Growth, Speeding Autos To Underpin EU-Japan Trade Deal
Boeing Makes Bombardier Jet Dispute a NAFTA-Timed Affair
Hyundai Runs Inventory Risk, While Nissan and BMW Tap U.S. Export Brakes

Monday, July 03, 2017

Japanese Trade Outlook Brightens, But Lags Global Peers
20 Most Read Panjiva Research Articles in June
American Manufacturing Rebound Hopes Driven By Better Export Outlook
Coffee Exports Get a Shot In The Arm from Indonesian Recovery
Calm Container Rates Hide Storms Beneath as Bulkers Rule 2Q Performance
Targeting, Timing of Steel Trade Offensive Remain Uncertain as WTO Looms
CMA-CGM Heads Out of Port, May Set Sail For More Acquisitions
KORUS Future Uncertain After Moon-Trump Meet, But Surplus Down 35%

Friday, June 30, 2017

Trump Acts On $11.7 Billion of Potential Energy Exports
PoNY Starts to Gallop Ahead of Bayonne Bridge Reopening
Three Weeks to Start, Years to Finish British-American Trade Deal

Thursday, June 29, 2017

Taiwan Weapons Sales Help Booming U.S. Arms Industry
Chinese Checkbooks Open As Managers’ Trade Optimism Rises
Xi’s $8 Billion Trade Opportunity With Putin
ONE is First Unconditional Shipping Deal for EC in Two Years
$10 Billion Ghana-China Bauxite Deal a Threat to Australian Suppliers
Veracruz Cars, Altamira Metal Drive 11th Growth in Mexican Port Handling
Third Time May Be The Charm for Chinese Coal Import Restrictions
LNG Salesman-in-Chief May Tackle Russia’s Gas Dominance in Europe

Wednesday, June 28, 2017

Toyota, Suzuki Run U.S. Inventory Build-up Risk as Japanese Exports Climb 9%
EU and U.S. Hunger for Relaxation of China Food Inspection Rules
Tobacco Trade’s Pause for Breath or The First of Its Last Gasps?
Cerveza and Bier Fill American and Chinese Buckets for Summer Celebrations
Expanding Deficit Actually A Sign of a Strong U.S. Economy
FDI Could Form Deutschland’s Initial Smoothing of Way to New TTIP Deal
BMW Increases Spartanburg Commitment as Auto Imports Slide
Low-Melt Polyester Fiber Prices Firm as Trade Petition Brought
CAFTA-DR Labor Appeal Loss for U.S. Shouldn’t Mean Renegotiation

Tuesday, June 27, 2017

Moon May Meet Mexican Reception in Trump Meeting
Maersk’s Petya Pain Impinges on Terminals, Disruptive Not Transformative
Trump’s Drug Order May Come as Oncology Bucks Falling Pharma Costs
Europtimism About Exports Hits 2011 Highs in Germany and France
Turbo-Charged Mexican Exports May Prove Unhelpful in NAFTA Negotiations
Nestle Brings Extra Fizz to Perrier as Exports to U.S. Underperform
Bite Already Taken Out Of Citric Acid Imports Before Commerce Review
CEVA Shows Rail the Way To Go as China Exports Double

Monday, June 26, 2017

Modi-Trump Talks Suggest Further LNG Growth to Come
Resolute FP Bucks Falling Timber Trend as U.S. Applies Duties
Mexican March of the Robots Advances in May, Could Start to Slow
July 4 Celebrations Could Go With A Bigger Bang
Slowing Exports Could Bring Higher U.S. Deficit Ahead of China, NAFTA Deals
Busan Beats Best as South Korean Shipping Surges
Ratifying Rather than Agreeing The Main Challenge for EU-Mexico Deal
$35 Billion of Exports Already in Reach for Trump’s Energy Week

Sunday, June 25, 2017

Steel Tube Producers Gamble on Section 232 Outcome
Staple Fiber Price Drop, Import Rise Trigger Trade Investigation
Bunker Fuel at Nine Month Low as OPEC Worries Reign
China Seeks to Stop Styrene Import Cup From Overflowing
The Unusual Case of Spanish Olive Exports
Vietnam May Get Thrown Under the Omnibus as U.S. Assesses Its Deficit

Friday, June 23, 2017

LatAm The Only Let-Down as Global Trade Climbs 3% in April

Thursday, June 22, 2017

Winner from USDA Action Against Brazilian Beef is American Sales to China
Ikea Looks to Augment the Reality of Growing Imports
Jinko and Trina Have Much To Gain If China Eggs EGA On
Slow Start to Back-To-School Imports, But Only June (and July) Will Tell
Diageo Hopes Clooney Can Continue Tequila’s Trade Transformation
Tacoma Takes Step Back vs. Seattle As Empty Handling Hits High
Brits’ Bright Outlook Hits 22 Year High as Brexit Doubts Looms
Rubber Causes Bounce, Electricals May Short Circuit, Thailand’s Exports

Wednesday, June 21, 2017

Charleston Dances to Its Own Tune as Exports Beat Imports
$47 Billion At Stake in Trump Meetings With Modi and Moon
No-NAFTA-Deadline Statement May Be Just Pre-Talk Tactics
COSCO-Orient Overseas Deal Difficult to Justify
40th Month of Growth for Network Gear Leaves Ericsson, Huawei Behind
Wilmington Will Return to Growth With Zim’s Help
Steel, Cars, Furniture and Wood At Risk in Continued Swedish Strike
ONE Not Wanted by South Africa, Concerns are Industry-Wide

Tuesday, June 20, 2017

Vietnam’s Apparel Acceleration, Needs More From Adidas, UA and Hanesbrands
Ford, Tesla Feel the Call of China For Different Reasons
Plywood Imports Go Against the Grain as Dumping Discovered
LNG Export Limits From Australia Will Help U.S. Suppliers to China
Malmstrom Threatens Steel Retaliation as EU Exports to U.S. Recover
Steel Trade Doctrine of U.S. Faces Turkish Test at WTO
Special Relationship, But Special Treatment Unlikely in U.S.-U.K. Talks

Monday, June 19, 2017

South Korea Steers Shipbuilding Recovery, May Run Aground in China
Lumber Talks Have Long Climb Ahead as Imports Grow To New High
Weak PC Performance Apparent Below the Surface
Maersk and MSC Face Routing Challenges as Spanish Strikes Continue
AGOA Rights At Risk in USTR Recycled Clothing Case
Steel Bends Japan to Deficit While Balance With U.S. Eases Friction

Sunday, June 18, 2017

Shipbuilding Slump Continues in China as South Korea Surges
Finalized Sugar Deal Wasn’t In Doubt, But Still a Cautionary Tale