Spruce Point Capital Leverages Panjiva Data in CSTE Analysis

  • By Maxwell Gove
  • · August 25, 2015
  • ·

Panjiva client Spruce Point Capital made headlines recently after releasing a negative report on their outlook for shares of Caesarstone Sdot Yam Ltd. (NASDAQ:CSTE), an Israeli-based manufacturer of stone surfaces. Citing research performed using Panjiva’s platform, analysts at Spruce Point highlight “continued risk” of Caesarstone missing its financial goals “in light of flat import tonnage […]

Read more →

Waiting for the Holidays: July 2015 Trade Data

  • By Annelise McCarthy
  • · August 17, 2015
  • ·

Despite the steady growth seen in the U.S. import economy over the last six months, July’s maritime import numbers deviate from that trend. Typically, July is the start of the holiday season with average month-over-month growth in the 5-10% range. However, this year July showed only 1% growth compared to June on top of a […]

Read more →

Tianjin Disaster: Implications for Global Supply Chains

  • By Maxwell Gove
  • · August 13, 2015
  • ·

The Chinese port of Tianjin, the maritime gateway to Beijing, was rocked by an enormous explosion just before midnight local time on Wednesday. Operations at the port have been disrupted as the surrounding areas struggle to begin recovery from yesterday’s events.  Vessels departing from Tianjin, formerly known as the Port of Tanggu, transported just over […]

Read more →

Following the Growth Trend: June 2015 Trade Data

  • By Annelise McCarthy
  • · July 29, 2015
  • ·

June showed an increase in shipments over a strong May, suggesting real growth in the U.S. imports market. Maritime shipments to U.S. ports rose 1% from May and 4% year-over-year, following a general upward trend since 2009. Additional Notes: Monthly growth from May to June is typically flat, which makes the 1% month-over-month growth figure […]

Read more →

What to Expect from the Iran Deal (Besides Cheaper Oil)

  • By Maxwell Gove
  • · July 16, 2015
  • ·

Will the Iran deal prove to be an opportunity for global trade? While it’s been cut off from the West, Iran has been cozying up with China to keep trade moving. Iran is a fairly rich country, but has been cut off from most luxury markets. Lifting sanctions could open the floodgates for American and […]

Read more →

May 2015 Trade Data: April Showers bring May Shipments

  • By Annelise McCarthy
  • · June 11, 2015
  • ·

Panjiva’s research team was excited to see the increase in shipments during the month of May, especially after a weak April. Maritime imports to the United States rose 7% from April and 3% year-over-year. Additional notes: April to May has shown little change in the past three years. Previous month-over month changes were 0% in […]

Read more →

Who Depends on Greece? No One, and That’s the Problem

  • By Maxwell Gove
  • · June 3, 2015
  • ·

Not a day has gone by in 2015 without economic headlines focused on Greece and its flirtation with default and possible exit from the Eurozone. Greek Prime Minister Alexis Tsipras has struggled to find an ally in negotiations with fellow Eurozone leaders. Looking at trade data, it’s easy to see why — while Greek firms […]

Read more →

Are California’s Agricultural Exports Drying Up?

  • By Maxwell Gove
  • · June 2, 2015
  • ·

Amid a crippling drought in the Golden State, Californian farmers have faced tough criticism in the wake of their exemption from Governor Jerry Brown’s water usage restrictions. Their opponents claim Californian farms have been using an alarming amount of the state’s diminishing water supplies to support crops that mostly end up overseas.   Looking at […]

Read more →

Weaker Than Expected: April 2015 Trade Data

  • By Josh Green
  • · May 21, 2015
  • ·

The word from the Panjiva research team: imports to the U.S. were down from March to April and were also down year-over-year.  Specifically, April’s imports were 3% lower than imports in April of 2014.   Additional notes: Typically, we see increases from March to April.  Recent years’ March to April changes: +10% in 2014, +20% in 2013, +9% in 2012, and +9% in 2011. […]

Read more →

Is the West Coast No Longer the Best Coast for US Importers?

  • By Maxwell Gove
  • · May 12, 2015
  • ·

The labor dispute that caused long delays and numerous headaches for shippers and logistics companies has come to an end, but data suggests that the disruption may be altering the way importers are handling their supply chains. While Los Angeles and Long Beach still processed nearly ⅓ of all US imports during the strike, a […]

Read more →