Supply Chain Research — Panjiva
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Supply Chain Research

Showing research about Trade Balance

2023-06-09-sce-us-seasonality-600x391

Supply Chain Edge: Seasonal clock ticking for labor settlement

Labor action at US west coast ports raises the specter of logistics disruptions ahead of the peak shipping season. Consumer discretionary products, particularly back-to-school items including children’s apparel, are particularly exposed from a seasonal perspective if a labor deal is not reache... Read more →

2023-06-02-sce-athleisure-600x398

Supply Chain Edge: Athleisure close to achieving balance

Athleisure is typical of the apparel industry in still trying to achieve balance between inventory and sales, but Lululemon appears to have found a successful formula as supply chains normalize. The personal computer sector is stuck in a period of inventory normalization in the face of sliding... Read more →

2023-04-14-sce-us-bol-total-600x399

Supply Chain Edge: Slower, steadier and smoother

Evidence from US seaborne imports shows that supply chain activity continues to slow, further reducing pressure on supply chains. US containerized imports fell by nearly a quarter in March versus a year earlier, led by consumer durable goods. The S&P Global PMI for manufacturing supplier deliv... Read more →

20220309-container-rates-600x399

Inflation keeps growing as shipping rates dip

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 →

20210929-steel-prices-600x398

U.S. Steel looks to capitalize on record-high prices

U.S. Steel has announced plans for a new, 3 million ton capacity plant starting next year, counting on high steel prices to continue. CEO David Burritt said in an interview that “We have the winds at our backs. Steel prices seem to be sustainable.” Data on steel prices show that the average pr... Read more →

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