Supply Chain Research

Inflation keeps growing as shipping rates dip

March 8, 2022

Shipping rates out of China have likely providing some relief to shippers even if still elevated. This accounted for a drop of 5.6% in rates out of China on average since the week of February 11, up 1.3% since the beginning of the year. Rates to the U.S. west coast and Europe followed this tre... Read more →

Supply chains never sleep – Five lessons from the first five years of Panjiva Research

May 5, 2021

Panjiva Research was founded as part of the then-independent Panjiva Inc. in May 2016 with the first research being published in July that year. Five years on, please excuse our indulgence as we highlight five lessons we’ve learned since then. Our research has relied upon Panjiva’s exceptional... Read more →

Panjiva Basics: Pertamina, The Gap, Toyota and Huawei – Indonesian trade in a nutshell

November 20, 2020

We’ve published a report today examining the structure of Indonesia’s trade to accompany the launch of a new Panjiva data set for the country. We find that Indonesia has experienced slow merchandise trade growth over the past five years, with annualized export growth of 2.7% and import growth ... Read more →

Panjiva Basics: Trade policy has little to do with trade – U.S. election preview

September 30, 2020

Global trade activity has been roiled in the past four years by the actions of the Trump administration. November’s general election may herald more of the same should President Trump prevail, or a series of changes if former Vice President Biden takes office. This report identifies five areas... Read more →

Panjiva Basics: Momentum reversal – analyzing COVID-19 credit risk with supply chain data

June 17, 2020

Supply chain risks have soared during the COVID-19 pandemic, presenting credit risk professionals with a greater need than ever for timely data on corporate activity. Panjiva’s data can be used to generate insights into: the credit health of counterparties and investments; the probability of a... Read more →

Panjiva Basics: Counting the cost of COVID-19 for corporate supply chains

February 26, 2020

The spread of COVID-19 coronavirus is primarily a human tragedy, but has also already caused significant disruptions to corporate activity. This report brings together over 20 reports in seven topic areas to provide an overview of Panjiva’s thinking on the topic so far. We initially identified... Read more →

Panjiva Basics: Handling VUCA With HALO; Lessons for Portfolio Construction in 2020

January 31, 2020

The Portfolio Construction Forum’s Markets conference in Sydney, Australia will consider how to handle volatility, uncertainty, complexity and risk (VUCA) in 2020. This report looks at the applicability of supply chain data to portfolio construction as well as key lessons from Panjiva’s 2020 O... Read more →

Panjiva Basics: British Elections – Everything You Know is Unlikely to be Right

November 12, 2019

Britain’s political parties have set out their manifestos ahead of the Dec. 12 elections. This report provides an overview of the parties’ positions regarding Brexit. The current Withdrawal Agreement Bill proposed by the Johnson administration will lead the U.K. out of the EU at the end of 202... Read more →

Panjiva Basics: After 52 Episodes, Trade War Show Season 3 Set for Tense December Finale

November 12, 2019

President Donald Trump has stated that China would “like to have a rollback (of tariffs). I haven’t agreed to anything”, following Chinese statements that existing tariffs would be cut as part of a “phase 1” trade deal. Under current plans that deal is due to be agreed ahead of a planned Dec. ... Read more →

Panjiva Basics: Using Supply Chain Data in Commercial Finance

October 24, 2019

Commercial finance firms – including banks and insurance – face a plethora of new, alternative data sources, bringing both opportunities for improved business operations as well as challenges in assessing and utilizing those sources. This report provides an overview of five use cases for Panji... Read more →

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