Investigaciones de Panjiva

South Korean shipyards win in December as China suffers setbacks

January 21, 2021

South Korea’s shipyards reportedly won 42.6% of new orders globally in 2020, beating Chinese yards’ 41.2%. A recovery in industry orders hasn’t obviated the need for consolidation though with the merger of Hyundai Heavy Industries and Daewoo Shipbuilding still on track for late H1’21. South Ko... Read more →

Ford price hikes, DB Schenker package halts show start of U.K. trade travails

January 15, 2021

U.K. merchandise trade activity inched ahead by just 2.4% year over year in November. While that reversed 10 months of declines there was a marked split between exports which dropped by 16.3% and imports which improved by 19.0%. The drop in exports included an 85.7% slide in oil exports to Chi... Read more →

Break bulk recovery proves elusive as vehicle imports languish

January 14, 2021

The vehicle and construction equipment shipping services sector had a challenging 2020 and is only just starting to recover. Wallenius Wilhelmsen is bringing nine of its 16 vessels out of cold layup but “maintains its cautious volume outlook” while Grimaldi is due to take delivery of three new... Read more →

What pandemic? U.S. imports in 2020 beat 2019 on sustained consumer surge

January 11, 2021

U.S. seaborne imports ended 2020 with a bang, rising 20.4% year over year in December, marking the fastest rate of growth since 2010. Despite the supply chain disruptions and demand destruction caused by the pandemic, December’s expansion meant that total U.S. seaborne imports in 2020 rose by ... Read more →

2021 Outlook: Life (during) after COVID-19 – supply chain strategies

January 11, 2021

Corporate supply chains have faced four years of upheaval in global trade policy and disruptions from the pandemic. This report considers key drivers for decision making, and decisions made so far, regarding the structure of supply chains in 2021. The pandemic has caused supply chain disruptio... Read more →

Export order expectation rebound takes a breather

January 6, 2021

U.S. manufacturing sentiment improved in December, according to the latest ISM survey, dragging up import order expectations to 57.5% (where over 50% indicates expansion) from 55.1% a month earlier. Panjiva’s U.S. seaborne data shows shipments likely rose by 22.1% year over year in December, s... Read more →

Hino’s supply chain slows ahead of engine compliance pause

January 4, 2021

Hino, Toyota’s truck manufacturing subsidiary, will halt heavy truck production in the U.S. until October “following challenges in the required U.S. engine certification testing process”. While U.S. sales of heavy trucks rose by 2.4% year over year in November, seaborne imports linked to Hino ... Read more →

2021 Outlook: What lies beneath – Nine issues to watch in EU-U.K. supply chains

December 28, 2020

The U.K. left the EU on Jan. 31, 2020 with transitional arrangements being applied through Dec. 31, 2020. On Dec. 24 the two sides signed a provisional “EU-U.K. Trade and Cooperation Agreement” (TCA) that will provide a framework for relations going forward. This report addresses nine initial ... Read more →

Panjiva Insights: What to watch for U.S. trade policy under the Biden administration

December 17, 2020

Panjiva Research took part in a webinar on Dec. 16 with our colleagues from S&P Global Ratings to discuss U.S. trade policy under the incoming Biden administration. This report provides a replay and discussion of key questions asked. A poll of the audience showed only 12% expect the U.S.-China... Read more →

Tariff tide changing under Biden as China duties do job but start to lose traction

December 8, 2020

The U.S. Commerce Department has ended its national security tariff review into imports of mobile cranes. The complainant, Manitowoc, cited “a changing economic environment due to the effects of the COVID-19 pandemic” in its request to end the review. Panjiva’s data shows imports of the mobile... Read more →

Showing research about Industrials - Capital Goods