Investigaciones de Panjiva

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

May 13, 2019

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 →

Trump’s Tariffs Proved More Effective Than Xi’s in March

May 9, 2019

The U.S.-China trade war continued to go in America’s favor in March. U.S. imports of list 1+2 products – where 25% duties were applied by the Trump administration in July and August – fell 33.1% year over year in March. Meanwhile imports of list 3 goods, where there have been 10%... Read more →

Trump’s Tariff Threat Has Roots in Short-Lived Deficit Dip as Well as China Talks

May 7, 2019

President Donald Trump has committed to a May 10 increase of duties on Chinese exports to 25% for products where 10% tariffs were applied in September, in part due to frustration with negotiations that are going “too slowly”. The backsliding in talks is the surprise rather than the... Read more →

Tariff Quote Watch: Electrolux and Whirlpool Reach End of the Duty Cycle

April 26, 2019

The worst of the financial impact of U.S. tariffs on appliance manufacturers may have passed. Both Whirlpool and Electrolux reported improved profitability in 1Q 2019 as a consequence of increased prices. Electrolux CFO Therese Friberg has stated that the price rises has “fully offset... Read more →

Tariff Quote Watch: iRobot Pursues Price Rises, Needs Room for Diversification

April 25, 2019

iRobot reported a surge in its inventories to 140 days of revenues at the end of 1Q 2019 from 110 a year earlier. That was blamed on the need for stockpiling ahead of anticipated – but undelivered – tariff increases. The home appliance manufacturer has sought to offset duties by ra... Read more →

Tariff Quote Watch: Alcoa Worries About Quotas, Industry Concerns About Tariffs Wane

April 23, 2019

Corporate supply chains are steadily evolving as a response to uncertain government trade policies. Panjiva’s analysis of company transcripts since the start of April show that 125 of 617 companies, or 20.3%, have discussed trade policies including tariffs and Brexit. That’s down f... Read more →

Home Depot, Ikea Store More Cabinets as U.S. Builds Case

April 22, 2019

The U.S. ITC will continue its anti-dumping investigation of Chinese wooden cabinet exports. The furniture industry in the U.S. in under pressure after retail sales fell 0.9% year over year in 1Q. While the manufacturers need protecting, retailers can ill-afford higher costs. Imports from Chin... Read more →

Empties and New Routes Drive SeaTac’s Continued Growth

April 19, 2019

Container handling through Seattle and Tacoma climbed 14.6% higher year over year in March. That was flattered by a 47.7% surge of empty containers as previous congestion issues were cleared. There was also an 11.9% rise in inbound shipments. The port is becoming increasingly reliant on shipme... Read more →

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Six Months Into the U.S.-China Trade War Supply Chain Shifts Have Started

April 9, 2019

After six months of U.S. tariffs applied to $250 billion of Chinese exports there are clear signs of supply chain restructuring among U.S. seaborne imports of products afflicted by duties. Imports by sea from China have fallen by 6.4% year over year in 1Q 2019. In the tire sector imports from ... Read more →

Trump’s Jet Leverage Attempt May Cause EU Talks To Crash

April 9, 2019

The administration of President Donald Trump, via the U.S. Trade Representative, has announced a list of 326 import lines from the EU which it may apply tariffs to in retaliation for EU subsidies provided to Airbus. The review, under the section 301 process, will likely run for several months ... Read more →

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