Investigaciones de Panjiva — Panjiva


Showing research about Mode - Containerized

Two Trade Wars, a Rate War and Four Tariff Reactions

Last week saw a tumult of trade policy activity including: a worsening of the U.S.-China trade war, with little sign of renewed talks; the declaration by the U.S. that car imports are a security threat, souring relations with the EU; USMCA’s ratification became more likely following a re... Read more →


Maersk Bolsters Suez as Canal Competition Set to Heat Up

Maersk’s APM Terminals is set to expand operations at the Suez Canal Container Terminal. While the Suez Canal saw a 5.6% year over year increase in traffic in the 12 months to Apr. 30, transits by container-ships fell 0.8%. Activity through Suez has continued to outpace that through the ... Read more →


Downturn Predictions Defied as U.S. Imports Spring Up in April

U.S. seaborne imports grew 3.5% year over year in April – arguably the first normalized month following the lunar new year period and earlier tariff volatility. It may be the last for a while given the increase in tariffs on Chinese imports applied from May 10. Imports from China increas... Read more →


Hapag Lloyd’s Success Not All It Seems, But Still Solid

Hapag-Lloyd reported 1Q 2019 revenues that surged 16.9% higher year over year. That was largely down to a strengthening dollar, excluding which the container-line’s revenues rose by 8.6%. The increase was driven by a 2.4% increase in volumes including transpacific volumes that fell by 1.... Read more →


Port Ownership Shuffle Continues as Singaporean Money Arrives

The U.S. seaport sector continues to be roiled by financial restructuring, with two Singaporean investments made in the past few days. PSA International acquired a series of assets from Macquarie including Penn Terminals. The largest users of that asset include ICL, Seaboard Marine and Crowley... Read more →


ONE’S Terminal Restructuring Overdue But Still Necessary

A disagreement over port asset valuations is holding up the final structuring of Ocean Network Express (ONE), the jointly owned container-line of \K-Line, Mitsui-OSK and NYK Line. The U.S. port assets of the three companies – located in Oakland, Long Beach, Los Angeles, Jacksonville and ... Read more →

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