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20220112-detrended-imports-600x396

2021 in review: Keeping up with demand

2021 was a record year for U.S. imports, defying what many feared would be a trade recession at the start of the pandemic in 2020. December added 2,666,164 TEU, bringing the total volume into the U.S. to 32,970,647 TEU for the year. Notably by December import growth had started to fall, down 0... Read more →

20220112-detrended-imports-600x396

Panjiva 2022 Outlook: At the tipping point

2022 is likely going to be an eventful year for trade, regardless of the outcome. One of the first indications of that direction may be the lunar new year holiday in Asia, traditionally when factories (and thus exports) slow down. In 2022, this may give carriers, ports, and other logistics par... Read more →

20210929-cheer-us-imports-600x405

Q4’21 Outlook: The logistics of seasonal cheer

Q4 2021 will likely look different than years past, regardless of outcomes. Imports have been at record levels, exceeding last year’s peak holiday season, in March, May, and August. The downside of this boom is that there may not be much additional capacity to absorb the holiday rush. If compa... Read more →

20210705-outlook-seaborne-seasonal

Q3’21 Outlook: The fallout from underinvestment in logistics

The outlook for the logistics sector in the rest of 2021 will be defined by the reduced rate of investment of the past three years. Many ports are still operating at close to peak-season levels, reducing their ability to debottleneck before the forthcoming peak in early Q4’21. U.S. seaborne im... Read more →

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Going fishing for deals – July 2021 supply chain calendar

The coming month will provide little respite from trade policy events and operational challenges for supply chains. A WTO ministerial meeting from July 15 is unlikely to make progress on reforming the global trade dispute framework while a fisheries agreement may be a test case as to whether t... Read more →

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Steel deals, grinding gears – May 2021 supply chain calendar

The month of May will bring further corporate reports regarding the challenges from congested supply chains and rising raw materials costs. Firms reporting in the logistics sector include Maersk and Hapag-Lloyd while among industrials and consumer goods firms Deere, Foxconn and Nintendo will b... Read more →

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Life after Suez – April 2021 events calendar

Trade policy events in April will include Biden administration meetings with the semiconductor industry and a heads of state meeting between the U.S. and Japan. The former will focus on strained supply chains and the latter may provide clarity on relations vis-a-vis China. The administration w... Read more →

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