No Signs Of American Import Super-Cycle Slowing, Yet — Panjiva
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No Signs Of American Import Super-Cycle Slowing, Yet

  • By Christopher Rogers
  • · March 13, 2018
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U.S. seaborne imports surged 13% higher on a year earlier in February, the fastest rate in two years. The timing of the lunar new year is part of the reason and will be corrected in March. Shipments from China climbed 24% on a year earlier, though imports grew across the board with the exception of […]

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10 Most Read Panjiva Research Reports in January 2018

  • By Christopher Rogers
  • · February 5, 2018
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The evolution of President Trump’s trade policies was the main focus for our readers in January. The potential renewal of the GSP, but excluding India, was the most read report while our review of his first year in office – with 26 specific trade actions identified – came in fifth. Firm policy action by the […]

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“Ship Later” Strategies At Work as Seaborne Imports Rise 4% in 2017

  • By Christopher Rogers
  • · January 11, 2018
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U.S. imports by sea climbed 4.1% in 2017 vs. a year earlier after turning in the 17th month of growth in the past 18 in December at 3.8%. There’s evidence of a “ship later” strategy to optimize inventories across supply chains, with 16.8% of imports arriving in November and December vs. 16.3% in the five […]

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Apparel Unfolding, Protectionist Absence Drive 6% Seaborne Import Growth

  • By Christopher Rogers
  • · December 13, 2017
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U.S. import growth has continued to surge, with seaborne imports having expanded by 6% on a year earlier in November. The long-term rotation of manufacturing into emerging Asia and out of developed Asian economies continued. Apparel may be seeing a renaissance after volumes grew by 7%. Continued delays in trade reviews may have been the […]

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10 Most Read Panjiva Research Reports in November 2017

  • By Christopher Rogers
  • · December 6, 2017
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President Trump’s trip to Asia was one of the major trade events of the fall, and captured much of our readers’ attention during November. Our preview highlighted the likelihood of a focus on signing new deals rather than setting up new trade relationships. We were mostly right – except for a bilateral trade agreement process […]

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New Record for Imports Likely As Protectionist Risks Fail To Arrive

  • By Christopher Rogers
  • · November 14, 2017
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U.S. seaborne imports surged ahead for an eighth month in October, rising 3% on a year earlier and setting a new record of 9.63 million shipments for the first 10 months of the year. Earlier concerns about a protectionist crimp in trade resulting from the policies of the Trump administration have not come to fruition. […]

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10 Most Read Panjiva Research Reports in October 2017

  • By Christopher Rogers
  • · November 10, 2017
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The freight forwarders hogged the limelight in October, starting with UPS’s resurgence in U.S. inbound volumes. Panalpina and DSV both confirmed their interest in further acquisitions as the sector continues to consolidate – our analysis shows tie-ups with Asian operators makes most sense. The start of their results season saw DSV beat expectations for a […]

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Record Year Ahead? U.S. Imports Boom as Protectionism Remains Bottled

  • By Christopher Rogers
  • · October 13, 2017
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The U.S. trade boom looks set to have continued in September. Panjiva data shows seaborne import shipments climbed 4.9% on a year earlier. That’s an acceleration from August’s 2.2% expansion, and suggests the disruptions from Hurricane Irma early in the month were rapidly recovered. It was also was the seventh straight month of growth, and […]

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New Panjiva Data Opens Door to the Indian Trade Opportunity

  • By Christopher Rogers
  • · October 12, 2017
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Panjiva aims to make the global trade more efficient and more transparent, applying advanced data science to raw data to analyze complex, global supply chains. We map the relationships of more than 7 million companies, pulling together an intricate jigsaw puzzle of who’s working with whom, from where and on what. The task will never […]

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