Panjiva Discussions – Global Trade Outlook for 2017 — Panjiva


Panjiva Discussions – Global Trade Outlook for 2017

Alliances 79 Canada 308 Canals 77 Carriers 535 China 1599 Cons. Discr. - Apparel 192 Cons. Discr. - Autos 574 Cons. Discr. - Retailing 143 Cons. Staples - Food/Beverages 352 Containerized 899 Earnings 336 European Union 351 Finance 118 Global 592 Industrials - Aero/Defense 124 Industrials - Capital Goods 208 Info Tech - Comms Equip 111 Info Tech - Tech Hardware 345 Outlook - Industries 18 Outlook - Policy 17 Panjiva Discussions 8 Rates 130 Research Recaps 25 Seaborne 1139 Thailand 69 Trade Cases 1016 Trade Deals 653 U.S. 2976 USMCA 346 Vietnam 141

We held a webinar on January 11 to discuss the outlook for global trade in 2017. The topics covered, which were covered in Panjiva research from December 30 through January 4, included:

2016 in Review: Last year was one of shocks (Trump, Brexit, Hanjin Shipping) and not-so-surprising surprises (falling shipping rates, struggling trade deals and lots of trade cases in steel).

Trade Deals to Track in 2017: 2016 brought a great many uncertainties to trade policy globally, 2017 should bring full or partial resolution to deals from Nafta and RCEP to Brexit and the SLA.

Shipping Industry Questions to Answer in 2017: The shipping industry may have a better year in 2017. Corporates have responded to weak rates with corporate deals, though these face regulatory risks and will need continued discipline on capital spending and scrapping to be a success.

Trade Sensitive Industries to Watch in 2017: Global supply chains face further upheaval in 2017. Autos, toys, consumer electronics and agriculture all face tariff and nontariff threats. Non-trade policies may also impact trade in renewable energy equipment and weapons, while technology may (finally) make a big difference to apparel.

The Q&A session covered border adjustment tax, potential new trade cases to be launched, ‘black swan’ risks and the prospects for a U.S./U.K. deal.

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