Panjiva Research Articles
Thursday, February 06, 2025
Supply Chain Edge: Trade rivalries escalate, fraudulent flags flown, Valentine’s tariffs dodged |
Thursday, January 30, 2025
Supply Chain Edge: Tools for tariffs, automotive positioning, dialing up India |
Thursday, January 23, 2025
Supply Chain Edge: Trump’s first week, mainland China’s chip investigation, Houthi threat remains |
Thursday, January 16, 2025
Supply Chain Edge: AI diffusion limits, delayed peace dividend, phased tariff |
Thursday, January 09, 2025
Supply Chain Edge: Compliance triple-header, strike averted, Nvidia’s Digit |
Thursday, January 02, 2025
Supply Chain Edge: Proven resilience in 2024, gas could beat tariffs in 2025 |
Thursday, December 19, 2024
Supply Chain Edge: 25 supply chain issues for 2025 |
Thursday, December 12, 2024
Supply Chain Edge: Power plays, maritime chokepoints, Nvidia’s spotlight |
Friday, December 06, 2024
Supply Chain Edge: Tariffs in many forms, chip and mineral controls, long list of global sourcing headwinds |
Thursday, November 28, 2024
Supply Chain Edge: Trump’s latest tariff salvo, electronics playbooks, Uniqlo’s mainland China commitment |
Thursday, November 21, 2024
Supply Chain Edge: Trump’s tariff opportunities, slashed rebates, early holidays |
Thursday, November 14, 2024
Supply Chain Edge: Trump’s tariff thinking, wood recycling, chip splitting |
Wednesday, November 06, 2024
Supply Chain Edge: After the big one, Bluey’s the best, semiconductor slowdown |
Thursday, October 31, 2024
Supply Chain Edge: Tracking chips, cutting costs, container caution |
Thursday, October 24, 2024
Supply Chain Edge: Transition inflection, tariff deflection, laptop limitation |
Thursday, October 17, 2024
Supply Chain Edge: Fixing supply networks, ASML vs. Nvidia, Trump’s tariff plans |
Thursday, October 10, 2024
Supply Chain Edge: The next early rush, EV rivalry, tariff sunburn |
Thursday, October 03, 2024
Supply Chain Edge: Waiting for the big election, dealing with a big strike, putting out fires |
Friday, September 27, 2024
Supply Chain Edge: Strike time, Middle East AI, forestry feuds |
Thursday, September 19, 2024
Supply Chain Edge: Supply chain attack, de minimis shrinks, tariffs settled |
Friday, September 13, 2024
Supply Chain Edge: Two faces of AI, huge Halloween, 3D limits |
Friday, September 06, 2024
Supply Chain Edge: Tough time for Turkey, Canada’s canola caned, HP’s printer challenges |
Thursday, August 29, 2024
Supply Chain Edge: Center of AI attention, the electric herd, clean Lego |
Friday, August 23, 2024
Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil |
Friday, August 16, 2024
Supply Chain Edge: Back to school sprint, CS3D risks, Pixel’s focus |
Friday, August 09, 2024
Supply Chain Edge: Early peak evidence, AI chip delay, Chile’s woes |
Thursday, August 01, 2024
Supply Chain Edge: Building on the ‘70s, delaying tariffs, shipping slips |
Friday, July 26, 2024
Supply Chain Edge: Olympian sourcing, Mexican metals, expensive memories |
Friday, July 19, 2024
Supply Chain Edge: Surge protection, managed de minimis, forestry failings |
Friday, July 12, 2024
Supply Chain Edge: Three speed semiconductors, auto tariffs bite, hurricane hazards hit |
Friday, June 28, 2024
Supply Chain Edge: Eyes on the horizon, UK election prospects, the electric bandwagon |
Thursday, June 20, 2024
Supply Chain Edge: India’s future, pork’s tariffs and Sonos Inc.’s headphones |
Thursday, June 13, 2024
Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave |
Friday, June 07, 2024
Supply Chain Edge: Corporate focus on supply chains wanes, tariff details matter |
Friday, May 31, 2024
Supply Chain Edge: Under the EU influence, spinning up electronics |
Friday, May 24, 2024
Supply Chain Edge: Rates rise, corporate concerns, tariffs trigger tariffs |
Friday, May 17, 2024
Supply Chain Edge: Tariffs made a comeback, flooding in Brazil |
Friday, May 10, 2024
Supply Chain Edge: Apple branches out, early peak evidence |
Wednesday, May 01, 2024
Supply China Edge: Tech restrictions widen, Adidas kicks inventory, rate boom returns |
Thursday, April 25, 2024
Supply Chain Edge: America’s tariffs, battery finance chickens, freight’s silver lining |
Friday, April 19, 2024
Supply Chain Edge: Aluminum sanctioned, Aries seized, Apple spreads |
Friday, April 12, 2024
Supply Chain Edge: Stellar start, building ban, India’s Apple |
Friday, April 05, 2024
Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed |
Thursday, March 28, 2024
Supply Chain Edge: Bridge to the future, peak season prep, new chips |
Friday, March 22, 2024
Supply Chain Edge: Trump’s car directions, AIS off, AI memory on |
Friday, March 15, 2024
Supply Chain Edge: Red Sea inventory fallout, smart strikes, fab spending |
Friday, March 01, 2024
Supply Chain Edge: Beyond AI, refrigerator reflation, limited Red Sea scope |
Thursday, February 15, 2024
Supply Chain Edge: Red Sea meets Black Friday, cars impounded, PlayStation cut |
Thursday, February 08, 2024
Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific |
Thursday, February 01, 2024
Supply Chain Edge: Shipping rates reverse, AI saves the day |
Thursday, January 25, 2024
Supply Chain Edge: Shelving Red Sea plans, ‘forceful measures’ for EVs |
Thursday, January 18, 2024
Supply China Edge: Red Sea ripples through trains, automobiles and warehouses |
Thursday, January 11, 2024
Supply Chain Edge: Tesla’s canal route pain, upbeat apparel, mixed chips |
Thursday, January 04, 2024
Supply Chain Edge: Linking 2023 and 2024; cross-strait tensions; Japan’s earthquake |
Thursday, December 21, 2023
Supply Chain Edge: Stormy 2024, Red Sea security, tariff reviews ahead |
Friday, December 15, 2023
Supply Chain Edge: Reversible reshoring, Israeli supply chain risks, EU’s mainland China strategy |
Thursday, December 07, 2023
Supply Chain Edge: Disjointed world, Tesla’s woes, bad canal choices |
Friday, December 01, 2023
Supply Chain Edge: Apparel outlook, strike hangover, beer-by-train |
Thursday, November 23, 2023
Supply Chain Edge: Outlooks for resilience and semiconductors; rare earth restrictions and vessel hijacking |
Friday, November 03, 2023
Supply Chain Edge: Striking back, Panama problems, worrying shipments |
Thursday, October 26, 2023
Supply Chain Edge: Graphite retaliation, chip restraints and levelled-up consoles |
Friday, October 20, 2023
Supply Chain Edge: Amazon problems, earnings lessons, sinking gin |
Friday, October 13, 2023
Supply Chain Edge: Israel-Gaza war risks for electronics and healthcare; 14-month consumer downturn ends |
Thursday, October 05, 2023
Supply Chain Edge: Decorated supply chains, strike strategy revealed |
Friday, September 29, 2023
Supply Chain Edge: Outlook for supply chains – time, tariffs and tracking |
Friday, September 15, 2023
Supply Chain Edge: Strike hits, green Apple, boring supply chains |
Friday, September 08, 2023
Supply Chain Edge: Peak season expectations, mysterious phone, more blocked lithium |
Thursday, September 07, 2023
Peaking like it’s 2019: 2023 US peak season supply chain activity |
Friday, September 01, 2023
Supply Chain Edge: Navigating forests, strikes ahead, localized Lego |
Thursday, August 24, 2023
Supply Chain Edge: Halloween shock, AI-powered chip recovery, mineral protections |
Friday, August 18, 2023
Supply Chain Edge: Dealing with forced labor, going back to school, restricting computers and tin |
Thursday, August 10, 2023
Getting the right environment: Air conditioner supply chains |
Supply Chain Edge: Apple’s season, cooling aircon, tin canned |
Friday, August 04, 2023
Time for phase two: Mexico as a supply chain reshoring center |
Thursday, August 03, 2023
Supply Chain Edge: Mexi-shoring, India’s moment and sportswear on track |
Friday, July 28, 2023
Supply Chain Edge: Rice restrictions, Barbie’s trip, batteries’ delay |
Friday, July 21, 2023
Supply Chain Edge: Moving to Mexico, clearing the chip traffic jam |
Friday, July 14, 2023
Supply Chain Edge: Judging calm, recycling rags, striking potash |
Friday, June 30, 2023
Supply Chain Edge: Right place, right time – outlook for Q3’23 |
Friday, June 23, 2023
Supply Chain Edge: Two ways to make Britain greater |
Friday, June 09, 2023
Supply Chain Edge: Seasonal clock ticking for labor settlement |
Friday, June 02, 2023
Supply Chain Edge: Athleisure close to achieving balance |
Thursday, May 25, 2023
Supply Chain Edge: Resized inventory, splintered memory, active volcano |
Friday, May 19, 2023
Supply Chain Edge: COVID no more, tariffs in abeyance |
Sunday, May 14, 2023
Supply Chain Edge: Consumer slowdown is slowing down |
Friday, May 05, 2023
Supply Chain Edge: A light in the semiconductor tunnel |
Friday, April 28, 2023
Supply Chain Edge: Mighty microchip buyers |
Friday, April 21, 2023
Supply Chain Edge: The new Vietnam |
Friday, April 14, 2023
Supply Chain Edge: Slower, steadier and smoother |
Thursday, April 13, 2023
The new Pacific island: UK supply chains access CPTPP trade deal |
Monday, April 03, 2023
Rapid apparel reshoring: Alternatives to sourcing from Myanmar |
Friday, March 31, 2023
Supply Chain Edge: Athleisure swims after flying |
Friday, March 24, 2023
Supply Chain Edge: Smoothed chains, popped stocks |
Friday, March 17, 2023
Supply Chain Edge: Furniture flattened, apparel folded |
Tuesday, March 14, 2023
Flat pack flattened: February 2023 maritime supply chain activity |
Friday, March 10, 2023
Supply Chain Edge: Yeezy deflates kicks |
Tuesday, March 07, 2023
Illuminating shipping: Indian solar supplies drive volume growth |
Monday, March 06, 2023
Supply Chain Edge: Mobile smartphone manufacturers |
Friday, February 24, 2023
Supply Chain Edge: Vietnamese sneakers slip |
Sunday, February 19, 2023
Supply Chain Edge: Fording the EV gap |
Wednesday, February 01, 2023
Shore Thing: Supply Chain 2023 Outlook |
Wednesday, March 23, 2022
Supply Chain Edge: Ever Forward stops short; Xbox keeps growth up through the holidays |
Tuesday, March 22, 2022
Ever Forward stops short |
Guess guesses correctly with early orders |
Xbox keeps growth up through the holidays |
Wednesday, March 16, 2022
Supply Chain Edge: US February imports record-breaking anew; HMM, digital forwarders top February |
Tuesday, March 15, 2022
US February imports record-breaking anew |
Qurate, Mattel may feel effect of Shenzhen lockdowns |
Hyundai, digital forwarders top February |
Wednesday, March 09, 2022
Supply Chain Edge: Inflation keeps growing; Revlon and Volkswagen take on supply chain challenges |
Tuesday, March 08, 2022
Inflation keeps growing as shipping rates dip |
Revlon beautifies its supply chains |
Volkswagen carrier sinks imports |
Wednesday, March 02, 2022
Supply Chain Edge: Russian invasion of Ukraine adds strain to supply chains; Peloton restructures |
Tuesday, March 01, 2022
Russian invasion of Ukraine adds additional strain to stretched supply chains |
Peloton restructures to boost efficiency, reduce cost |
Avocados avoid logistical mush |
Wednesday, February 16, 2022
Supply Chain Edge: Zim, Amazon lead carriers, forwarders; bridge closure could impact Ford, GM |
Tuesday, February 15, 2022
Ford, GM could feel impact of Detroit bridge shutdown |
Zim, Amazon lead carrier, forwarder January growth |
Wednesday, February 09, 2022
Supply Chain Edge: Normal January. Normal year?; Talking supply, expecting inflation |
Tuesday, February 08, 2022
Supply chain, inflation top subjects of Q4’21 earnings calls |
Neumann, Coffee America brew import success |
Normal January. Normal year? |
Wednesday, February 02, 2022
Mattel, Hasbro outplay congestion challenges; GE, Regal turn to Mexico |
Tuesday, February 01, 2022
Columbus McKinnon taps Asia to reduce backlog |
GE, Regal show largest truck exports from Mexico |
Mattel, Hasbro outplay congestion challenges |
Wednesday, January 26, 2022
Supply Chain Edge: Tyson Foods buoyed by high chicken prices; container loss may hit Expeditors |
Tuesday, January 25, 2022
Philips diversifies transport, wants visibility from suppliers |
Expeditors may feel impact of ONE container loss |
Tyson buoyed by high chicken prices; inflation hits foodstuffs |
PPG faces escalating costs, turns to nearshoring |
Wednesday, January 19, 2022
Supply Chain Edge: Keeping up with demand in 2021; Matson, Amazon forwarding lead December imports |
Tuesday, January 18, 2022
Matson, Amazon forwarding lead December imports; rates inch up |
Friday, January 14, 2022
2021 in review: Keeping up with demand |
Wednesday, January 12, 2022
Supply Chain Edge: Panjiva 2022 Outlook; Ningbo’s COVID-19 lockdown could hit GoPlus, Dollarama |
Tuesday, January 11, 2022
Panjiva 2022 Outlook: At the tipping point |
Wednesday, January 05, 2022
Ningbo’s heightened COVID-19 restrictions could hit GoPlus, Dollarama |
Wednesday, December 15, 2021
Supply Chain Edge: ZIM leads 2M, Ceva imports surge; phase one purchases too late |
Tuesday, December 14, 2021
Santa ramps up toy imports in November |
ZIM leads 2M, Ceva imports surge in November |
Energy, corn, chips drive late surge in US exports to China |
Wednesday, December 08, 2021
Supply Chain Edge: Adidas, Nike face Vietnam challenges; US-EU steel rhetoric could hit Shimano |
Tuesday, December 07, 2021
Fujifilm pivots to drugs as printing fades |
General Motors could be impacted by new Mexico trade rules |
Vietnam sourcing still problematic for Adidas, Nike |
Shimano could face higher costs if US-EU steel rhetoric plays out |
Wednesday, December 01, 2021
Supply Chain Edge: Amazon, ZIM have booming October; no gifts for renewables |
Tuesday, November 30, 2021
Amazon forwarding booms; K+N, DSV sustain YOY growth |
Yarn, wind power face new duties; olives poised to wrinkle US-EU relationship |
ZIM, MSC lead 2M import growth in October |
Wednesday, November 10, 2021
Supply Chain Edge: Holiday shopping shipped early, Ford, GM hit by chip shortage |
Tuesday, November 09, 2021
Xbox still outplays rivals in October |
Record October imports as US holiday shopping shipped early |
Ford, GM see impact of chip shortage |
Wednesday, November 03, 2021
Supply Chain Edge – Special Report: Steel Section 232s swapped for quotas, retaliatory tariffs axed |
Tuesday, November 02, 2021
Special Report: Thyssenkrupp, Voestalpine set to gain from sweeping US-EU steel and aluminum deal |
Ferrero, Callebaut hit sugar highs in Q3 |
Wednesday, October 27, 2021
Supply Chain Edge – PPE down from pandemic highs; Canada and Mexico worried about US EV tax breaks |
Tuesday, October 26, 2021
Ford, Volkswagen could shift if EV credits charge up |
Mahle, Valeo may see additional costs from aluminium foil ruling |
REC Silicon shifts sourcing to China |
Danaher cuts imports; PPE down from pandemic highs |
Wednesday, October 20, 2021
Supply Chain Edge – ZIM, DP-DHL lead carriers and forwarders; Samsung, LG could get relief in LA |
Tuesday, October 19, 2021
Furniture, leisure imports hit ceiling as U.S. sales perk up |
ZIM, Matson lead carriers, DP-DHL and K+N lead forwarders in slowing September |
Thursday, October 14, 2021
Samsung, LG could get a break in Los Angeles traffic |
Wednesday, October 06, 2021
September shows slower growth; holiday trends emerge |
Supply Chain Edge – Samsung, Panasonic could use Renesas boost, Costco joins self shippers |
Tuesday, October 05, 2021
Xbox maintains lead over PlayStation, Nintendo |
Ford announces EV plants amid battery import surge |
Samsung, Panasonic could use boosted Renesas capacity |
Monday, October 04, 2021
Costco secures ships to mark down congestion |
Wednesday, September 29, 2021
Supply Chain Edge – Q4’21 Outlook: The logistics of cheer; U.S. Steel bets on 232 |
Tuesday, September 28, 2021
HB Fuller fights inflation with price increases, China consolidation |
U.S. Steel looks to capitalize on record-high prices |
Monday, September 27, 2021
Q4’21 Outlook: The logistics of seasonal cheer |
Wednesday, September 22, 2021
Supply Chain Edge – ZIM, MSC lead in August; Chinese retail imports decline |
Tuesday, September 21, 2021
Danone, L’Oreal imports could submerge in U.S.-French tensions |
Chinese retail imports decline as leisure, e-commerce lead sales |
ZIM, MSC lead 2M to top August carriers |
Wednesday, September 15, 2021
Supply Chain Edge – DHL, K+N lead forwarders in August; healthcare, staples, IT slow import growth |
Monday, September 13, 2021
Reduced by WRO, Top Glove imports face competition |
DHL, K+N lead forwarder pack in August; European acceleration slows |
Friday, September 10, 2021
Toro braces for inflation after steady summer |
Healthcare and staples join technology in August import slowdown |
Wednesday, September 08, 2021
Supply Chain Edge – JOANN and Qurate ship Christmas, GM hit by chip-related shortage |
Monday, September 06, 2021
Greif raises prices, boosts imports in packaging expansion |
GM nearshoring, still faces chip-related closures |
Friday, September 03, 2021
JOANN and Qurate ship Christmas in July |
Wednesday, September 01, 2021
Supply Chain Edge – Alleviating congestion through digital transformation; Vietnam lockdowns |
Neumann, Shin Etsu in the path of Ida |
Monday, August 30, 2021
IKEA, Adidas, seek recovery in Vietnam as new outbreak looms |
BJ’s Wholesale covers inflation with aggressive cost-cutting |
Wednesday, August 25, 2021
Helping alleviate supply chain congestion through digital transformation of seaports |
Supply Chain Edge – Walmart takes control as retail soars; solar safeguards up for review |
Tuesday, August 24, 2021
GM squeaks by pre-pandemic levels, Mexico disputes RoO requirements |
Walmart takes control of shipping to meet retail demand |
LONGi, JinkoSolar power imports despite safeguards |
TJX offsets freight surge with price rise, cost cuts |
Wednesday, August 18, 2021
Supply Chain Edge – Hapag-Lloyd, Maersk raise flags; inflation breaks through supply chains |
Monday, August 16, 2021
Supply chain inflation bow wave washes into Q3’21 |
Super Micro, Asus fight high demand with imports |
Hapag-Lloyd, Maersk flag strained system, new services as growth slows |
JDE Peet’s unafraid of supply chain cost inflation as Brazil coffee crisis looms |
Friday, August 13, 2021
Panjiva Daily – Dollarama, Dick’s and the Ningbo closure; Adidas deals with Vietnam challenge |
Thursday, August 12, 2021
Sonos supply chain volume growth turned down, less concerned about Malaysia |
Adidas tackles Vietnam challenge with regional reallocation, reduced inventories |
Nissan’s recovery, Marelli’s Malaysian auto export surge may lose traction |
Dollarama, Dick’s may face peak season disruptions as Ningbo Zhoushan closes |
Panjiva Daily – Expeditors expects elevated rates until 2022; congestion on the way back to school |
Wednesday, August 11, 2021
GoPro goes after fakes, cuts inventories and restructures supply chain |
Expeditors, DP-DHL see higher-for-longer rates as Europe exposure leads |
H&M, PVH face congestion on the way back to school |
Panjiva Daily – Semiconductors, apparel slow US import growth; vaccine diplomacy hides ingredient exports |
Tuesday, August 10, 2021
GCP shifts sourcing around congestion, force majeure |
Competition to donate doses accelerates; pharma ingredients in decline |
Panjiva Daily – Hasbro, Mattel cool off; Nintendo and Sony discuss COVID-19 challenges |
Semiconductor shortage, COVID-19 closures cut into U.S. import growth |
Monday, August 09, 2021
JBS, WH Group have momentum challenge as Chinese meat inspections return |
Nintendo, Sony see risk, disruption in COVID-19 resurgence |
Mattel, Hasbro shipments cool after bumper sales of outdoor toys |
Panjiva Daily – Paying for the battery revolution; ThyssenKrupp, SSAB scale up in steel |
Sunday, August 08, 2021
Panjiva Insights: Who will pay? The outlook for large-capacity batteries |
Suez scarring improves appeal of new Orient Overseas service |
Thyssenkrupp, SSAB scale up steel shipments; long wait for tariff leniency ahead |
Friday, August 06, 2021
Panjiva Daily: After three years, final tariff talks months away; GM shifts chip strategy |
Thursday, August 05, 2021
GM, Stellantis look to long-term solutions as Malaysia clouds semis situation |
After three years, final U.S-China tariff talks still have months to go |
ZIM Shipping, MSC face attention in FMC’s surcharge inquiry |
Xylem clogged by labor, inflation; diverts sourcing back to China |
Wednesday, August 04, 2021
Panjiva Daily: Mitsubishi’s chip shortage silver lining; O&M handles inflated glove costs |
GE, Schneider Electric avoid tariffs, receive insights into Trump trade policy |
Semiconductor shortage silver lining seen by Mitsubishi in better autos margins |
Owens & Minor handles elevated glove costs; PPE shipments scaling back |
Cummins takes $100M hit from supply chain inflation; more of the same ahead |
Tuesday, August 03, 2021
Ferrari’s precision drives production past semiconductor shortage |
Becle prioritizes profits, price rise as tequila supply chain faces shortages |
TJX, Goodyear Tire may face Vietnam challenge as port closure looms |
Panjiva Daily: Ferrari’s precision supply chain drive; Vietnam port challenge for TJX, Goodyear |
iRobot sweeps through congestion, pivots to Malaysia |
Monday, August 02, 2021
Looking further into the future – July 2021 in 10 reports |
Panjiva Daily: Footwear’s fancy supply chain footwork; vaccine rollout worries |
Steve Madden, Wolverine World Wide show fancy supply chain footwork |
Cargotec tackles supply chain problems, awaits U.S. Infrastructure Bill |
Sunday, August 01, 2021
Matson joins the 2022 chorus, growth slowing but still substantial |
Vaccine rollout questions remain, AstraZeneca maintains shipments to Mexico |
Thursday, July 29, 2021
Pentair, Donaldson look for pricing to wash away supply chain cost inflation |
Biden’s stricter Buy American rule may require Mack Trucks to shift gears |
Panjiva Daily: Ford’s three-prong supply chain strategy; Biden’s stricter Buy American stance |
DSV Panalpina’s third upgrade comes with view of normalization in 2022 |
Ford weighs on U.S. trade activity, implements new supply chain strategy |
Wednesday, July 28, 2021
Mattel, Hasbro play with shipping, pricing strategies to optimize supply chains |
Panjiva Insights: The path to normal stretches far into the future |
Panjiva Daily: Mattel, Hasbro play with supply chain strategies; 2022 normality for logistics |
RPM, PPG awash in coating demand, aiming to cover supply chain inflation |
C.H. Robinson joins the 2022 recovery chorus while building market share |
Tuesday, July 27, 2021
Panjiva Daily: Tesla hacks its way around chip shortage, Signify shines a light on inventory |
UPS’s ocean freight forwarding booms as e-commerce packages drag |
Signify shines a light on inventory to tackle “crazy bullwhip” |
Tesla’s nine day buffer faces more port congestion, chip shortage risks in H2 |
Farmers, energy suppliers at risk as U.S.-China relations remain frosty |
Monday, July 26, 2021
Panjiva Daily: Pandemic risks renewed in apparel; TSMC, Intel expect chip woes into 2022 |
Cosco Shipping drives China’s shipyards ahead while KSOE faces cost inflation |
TSMC, Intel expect tight supply chains into 2022 as GM trims output again |
Savannah surge likely to continue to 2022 as Walmart leads CMA CGM higher |
Thursday, July 22, 2021
Thule pushes up pricing as supply chain costs rack up |
Pandemic risks renewed for apparel-makers as Bangladesh locks down |
Wednesday, July 21, 2021
Panjiva Daily: Carbon tariffs spread, Indian steel at risk; Electrolux headwinds to continue |
Brexit Watch: Showdown with EU set as U.K. asks for Northern Ireland customs relaxation |
Fever-Tree shipments heat up despite mix of logistics challenges |
Sleep Number overcomes supply chain nightmare, raises prices |
Electrolux expects bigger impact from supply chain challenges in H2’21 |
ArcelorMittal, JSW Steel face risks from U.S., EU carbon border tariff initiatives |
Tuesday, July 20, 2021
U.S. warning on Hong Kong may add to China trade friction |
Panjiva Daily: K+N expects rates to roar into 2022; BNSF makes MSC’s life more complicated |
K+N expects seafreight rates to continue to roar through to Year of the Tiger |
BNSF’s rail limit complicates life for MSC as West Coast congestion continues |
Samsung, Foster Electric supply chains secure as Vietnam reaches currency deal |
Monday, July 19, 2021
Hapag-Lloyd warns of China reefer import issue as poultry shipments slide |
Brexit Watch: Sainsbury’s, Tesco may switch food supplies if customs aren’t reformed |
Panjiva Daily: Maersk revamps Asia services; new challenges for China food flows |
Cheniere, Sempra Energy may need more India sales as EU methane rules evolve |
Maersk’s new service may bring Deichmann, H&M back to Chennai |
Sunday, July 18, 2021
Panjiva Daily: Nike runs into Vietnam problems; apparel, leisure imports lag sales |
Leisure, apparel supply chain activity lags as retail sales boom in June |
Panjiva Insights: Government policy, national security and supply chain resilience |
Volkswagen shipping goes green as activity remains below pre-pandemic levels |
Nike may run out of Vietnamese sneakers as COVID-19 accelerates |
Thursday, July 15, 2021
Panjiva Daily: “Fit for 55” to boost supply chain costs; corporate inflation focus at 10-year high |
Voxx tunes into Taiwan as supply chain costs rise |
Inflation focus hits 10-year high as import prices, shipping costs soar |
Presidential power affirmed as Turkey loses steel tariff appeal |
“Fit for 55” brings higher costs, continued uncertainty for supply chains |
Wednesday, July 14, 2021
Panjiva Daily: South African protests disrupts supply chains; DP-DHL, DSV lead forwarder boom |
South Africa protests may disrupt supply chains for Lenzing, Mahle |
Starbucks, JM Smucker face higher prices as Brazilian beans dry up |
Tuesday, July 13, 2021
Roku takes a hit in patent case, supply chain activity slowing |
DP-DHL, DSV lead forwarder boom in June as Europe outpaces China |
Panjiva Daily: Levi Strauss, JinkoSolar use alternative logistics strategies in congested times |
Back-to-school imports not back to pre-pandemic levels despite rebound |
Monday, July 12, 2021
Lupin, Cadila may have growth opportunity from Biden’s drug competition order |
Levi Strauss leads by taking flight, heading east to secure growth |
Maersk grabs more of JinkoSolar’s shipping, may lose some of LONGi’s |
Panjiva Daily: Biden’s regulatory wave for shipping; food hoarding to beat inflation |
Shipping alliances face risk of regulatory wave from Biden’s competition order |
Nintendo’s Switch reboot takes toll on short-term shipments |
USMCA Watch: General Motors labor issue resolved, signs supply chain normalizing |
Fresh Del Monte, WH Group lead U.S. food boom as inflation hoarding starts |
Sunday, July 11, 2021
Panjiva Daily: Shipping surge includes electronics slide; Samsung SDI backs Biden’s battery bet |
Container shipping surge hides electronics, apparel slowdown |
Thursday, July 08, 2021
Top Glove, Hartalega’s Malaysian shutdown leaves U.S. more reliant on China |
Samsung SDI may want Biden’s cash to settle on new battery factory |
China tariff removal may help but not remove computer chip shortage |
McCormick scales back imports after spicing up inventories |
Panjiva Daily: Watch the Olympics, boost the deficit; Esquel seeks Xinjiang Entity List removal |
Wednesday, July 07, 2021
BRF wants more China export licenses but the Middle East is a bigger challenge |
Esquel fights Xinjiang labor designation, L.L. Bean sticks by non-China supplies |
CNH Industrial faces worst-in-career supply chain, keeps parts flowing |
Auto slowdown slowing down as U.S. sales stumble on shortages |
Olympics may help U.S. trade deficit set another new record |
Tuesday, July 06, 2021
Panjiva Daily: The fallout from trade policy rivalry in Q3’21; tackling Mexican food inflation |
Few routes safe from surcharges as CMA CGM hikes India-Mexico rate |
Ridley, ADM may have role to play in AMLO’s food price inflation battle |
Q3’21 Outlook: The fallout from pandemic planning and trade policy rivalry |
Monday, July 05, 2021
Panjiva Daily: Fallout from short-term planning, under-investment – Q3’21 Outlook special edition |
Q3’21 Outlook: The fallout from underinvestment in logistics |
Q3’21 Outlook: The fallout from short-term supply chain planning |
Wednesday, June 30, 2021
Panjiva Daily: ‘Zillions’ of calls for a $20,000 deal; scaling up India’s vaccine imports |
Feeling congested, bean better – June 2021 in 10 reports |
Going fishing for deals – July 2021 supply chain calendar |
Crocs snaps at peers’ alleged IP infractions as supply chain activity surges |
Herman Miller in the chair for higher supply chain costs, raises prices to compensate |
Cipla scales up imports as Moderna gets Indian vaccine nod |
A ‘zillion’ calls and $20,000 – Container shipping rate update, June 2021 |
Tuesday, June 29, 2021
Evraz, TMK face dual duty squeeze as Russia manages metals inflation |
Panjiva Daily: Suzuki chopped by chip shortage; L’Oréal may decide if CMA CGM is worth it |
Medical protectionism in decline but cheap masks may change minds |
Suzuki chopped by chip shortage, inventories buffering shipments for now |
L’Oréal may decide it’s not worth it after CMA CGM adapts Europe-LatAm service |
July 4 set for a bigger bang after vaccinations, elevated firework imports |
Monday, June 28, 2021
Panjiva Daily: FedEx labor costs to be delivered to customers; rising trade war tensions |
Lego’s recycled brick adds sustainability and complexity to supply chain |
H&M, Levi Strauss face disruptions from renewed lockdown in Bangladesh |
Ford bucks trend as autos apply brake to U.S. trade recovery |
China-U.S. phase 1 trade deal delivery options overshadowed by Taiwan, Xinjiang |
FedEx expects customers to pay for labor constraints as volume growth continues |
Sunday, June 27, 2021
Panjiva Daily: Shipping flow woes spread to Shanghai, SeaTac even as Yantian recovers |
Hankook, ATD move out ahead of tire duties |
Thursday, June 24, 2021
Biden’s Xinjiang solar crackdown may cast shadow over LONGi, JinkoSolar |
Nord Stream 2 completion could leave U.S. LNG looking for alternatives |
SeaTac joins the congestion club as Maersk, MSC shipments surge |
Stanley Black & Decker, Makita may face Shanghai hazard as Yantian issues pass |
Wednesday, June 23, 2021
Panjiva Daily: Gamestop levels up; Peloton goes corporate; NYK gets green |
Yamaha, Honda may have new opportunities from Indonesia-Canada trade deal |
GE, Volvo have new options as Finland-India multimodal route arrives |
Peloton launches corporate program as supply chain pulls ahead of peers |
GameStop levels up as console availability, shipments remain low |
NYK cleans up car carriers in face of uncertain electric vehicle shipping future |
Panjiva Daily: Amazon may have to back out of forwarding; Polestar’s U.S. supply chain power up |
Tuesday, June 22, 2021
Polaris uses flexibility to traverse rough supply chain terrain |
Polestar powers up in U.S. as Tesla shows localization is no guarantor of stability |
ADM, Cargill may face end of bean bounty on hoarding, harvest prospects |
Starbucks, Constellation Brands may face CMA CGM’s Oakland surcharge |
Amazon’s forwarding reach may be clipped by antitrust, Yantian challenges |
Monday, June 21, 2021
Panjiva Daily: What normal looks like for K+N; Maersk’s Brazil crash hits autos, food |
Daimler, BRF may face disruptions from latest Maersk shipping accident |
K+N expects second-half normalization, Vietnamese shipment worth watching |
China steel controls may barely ripple through Mexican supply chains |
USMCA Watch: JinkoSolar may lose if Canada’s solar argument proves powerful |
Long wait for lovers of Liverpool port including Baxter and Becton, Dickinson |
Sunday, June 20, 2021
Panjiva Daily: China adds urgency to Biden’s pharma plan; threats to the container boom |
China’s rising share of U.S. drug ingredients adds urgency to Biden’s new plan |
Congestion, carbon costs overshadow continued container shipping boom |
Diageo, Bacardi may be last winners from U.S.-U.K. thaw as TPA deadline looms |
Friday, June 18, 2021
Jags for snags at the heart of U.K. Australia trade deal that remains long way off |
Thursday, June 17, 2021
Panjiva Daily: Ford, GM and Biden’s battery blitz; Boeing’s key to max-out phase 1 sales |
La-Z-Boy actively dealing with logistics, cost challenges |
Ford, GM launch expansion plans as Biden charges up battery strategy |
BHP, Anglo American face Chilean copper cut as China aims to manage inflation |
Gallo invests in Charleston after wine shipments fizz up |
Boeing 737 may be the way to Max out phase 1 commitments |
Wednesday, June 16, 2021
Panjiva Daily: Steel left hanging after low flying fruit harvest; assessing Biden’s chip fix |
BRP hits seasonal jump over supply chain constraints |
Supply chain inflation locked in as import prices rise at fastest since 2010 |
Flex sees long-lived chip shortage as Biden looks for long-term fix |
Thyssenkrupp, Outokumpu still face tariffs after U.S., EU harvest low-flying fruit |
EU shrugs off Brexit drag to deliver faster export growth than U.S., U.K. |
Tuesday, June 15, 2021
Panjiva Daily: Freight forwarding’s bounteous growth; Home Depot sets sail |
Home Depot sets sail with sales tailwind, congestion headwind for retailers |
Biden’s materials security aims depend on allies, emerging market spending |
UPS, DSV Panalpina show forwarders’ bounty from logistics challenges |
Removing $3.9B China tariff haul could ease U.S. supply chain inflation |
Remdesivir released, vaccines reserved under Indian export update |
Monday, June 14, 2021
Panjiva Daily: No rest for the stressed; exposures to Yantian disruptions |
Lovesac adds on sources as activity springs ahead |
No rest for stressed logistics networks as off-peak season looks elusive |
Brexit Watch: Sausage wars come at the wrong time for trade activity, U.S. relations |
Ikea, Qurate face shipping challenges as south China ports fight congestion |
Sunday, June 13, 2021
Panjiva Daily: Biden’s 90 supply chain ideas and a pause for effect on tax |
Thursday, June 10, 2021
Nidec, Daimler face less attractive choices if magnets attract tariffs |
Biden’s 90 ideas provide long-term aims not short-term fixes |
Wednesday, June 09, 2021
Russia’s food price worries create another opportunity for U.S. farmers |
Monday, June 07, 2021
Toro stocks up for a hot summer |
Sunday, June 06, 2021
Donaldson turns to near sourcing to navigate supply chain storms |
Advance Auto Parts set to accelerate brake price rises as supply chains overheat |
Thursday, June 03, 2021
Pause for effect as Biden adds leverage for global tax talks |
Wednesday, June 02, 2021
Panjiva Daily: Resurgent pandemic tests tech supply chains; the losers from vaccine success |
JBS hack could chop meat exports, boost imports |
Aurobindo shows not all healthcare has been healthy during the pandemic |
Good news is bad news for Abbott Labs as testing kit supply chains slow |
Strikes join chips, costs and COVID-19 in Volkswagen’s list of woes |
Netgear, Samsung face pandemic disruptions from Vietnam’s staff shortages |
Tuesday, June 01, 2021
Panjiva Daily: Shipping looks back into the void; Diageo, P&G face logistics cost hike |
Fish the latest frontier in U.S.-China rivalry |
Trade recovery looks fragile as industries, countries diverge |
Diageo, P&G face rising shipping rates for Europe-Mexico routes |
Paying for the pandemic’s period of plenty – May 2021 in 10 reports |
Back into the void – S&P Global Platts container update, May 2021 |
Monday, May 31, 2021
Volkswagen, BMW face power component patent case |
Panjiva Daily: Decoding PC supply chains; policy and logistics issues to watch in June |
Dell, Lenovo flag historic lows in stocks, a year of price rises for PC supply chains |
Walk the walk, hang on to your hats – June 2021 supply chain calendar |
Thursday, May 27, 2021
CMA CGM’s express plans may run into Yantian gate closure |
Dick’s Sporting Goods faces constrained outdoor sports supply chains |
Fisher & Paykel leverage air freight to outpace medical supply peers |
Wednesday, May 26, 2021
Panjiva Daily: The $6.8 billion purchasing gap; worse-for-longer for west coast ports |
Diversification opportunity for JBS, Hilton Foods from U.K.-Australia trade deal |
Global trade rebound may not be as good as it seems |
USMCA Watch: Mexico matters more for milk than Canada as dispute floodgates open |
Biden’s hand may be forced as China’s phase 1 purchases lag by $6.8B in April |
Worse-for-longer on west coast as Hapag-Lloyd identifies ongoing challenges |
Tuesday, May 25, 2021
Panjiva Daily: VF Corp.’s supply chain self-belief; tire bounce shows limits of tariffs |
Aluminum supply chains about to get even more bureaucratic |
Aristocrat Leisure gaming machines slip, chip availability may be a risk |
Yokohama, Toyo tire bounce shows limits of tariffs |
VF Corp. believes it is best after navigating logistics challenges during pandemic |
Marfrig looks for scale in meat supply chain in post-pandemic recovery |
Monday, May 24, 2021
Panjiva Daily: Vaccine roads don’t just lead through Rome; the Biden-Moon 6G telecoms deal |
Biden-Moon deal could yield 6G telecoms opportunity for Samsung Electronics |
Panjiva Insights: Resilience in vital supply chains |
HMM, SM Line add capacity after Hyundai, Hankook appear to jump ship |
Tailored steel, aluminum retaliation plans set in motion by U.K. |
Rome Declaration useful, national commitments vital in delivering vaccine growth |
Sunday, May 23, 2021
Panjiva Daily: Ford delivers for Biden; EU’s pivot away from China could help U.S. steel |
Deere pays the price to avoid supply chain challenges, harvest growth potential |
Changes afoot for steel as EU trade policy pivots back to the U.S. |
The shoe industry might not be ready for a formal summer |
Friday, May 21, 2021
Ford delivers on Biden’s battery promise, Mexico may benefit |
Thursday, May 20, 2021
Panjiva Daily: Turbulence ahead for greening of USMCA; semiconductor supplies stressed |
JBS, Marfrig’s Brazilian beef could benefit from Argentine export ban |
USMCA Watch: Wind could cause turbulence for next round of negotiations |
China winning boat-building book as Japan resorts to tax breaks |
Stressed semiconductors need water, get liberal sprinkling of state support |
Indian Oil may switch away from American oil if Iran nuclear deal proceeds |
Wednesday, May 19, 2021
Panjiva Daily: Xinjiang cotton risks realized; global vaccine supplies interrupted |
ZIM Shipping expects growth, rates to remain elevated in rest of 2021 |
Panjiva Insights: Latin America versus the world – life after the pandemic |
J.M. Smucker, Neumann slurp up Brazil’s coffee as rainfall fails |
Serum Institute’s export delay raises vaccine supply retaliation risk |
Uniqlo falls foul of CBP over Xinjiang as Guess, H&M cotton on to China risks |
Tuesday, May 18, 2021
Panjiva Daily: Tackling inflated supply chains; Maersk goes long after short-term surge |
EU trade rebounds despite Brexit drag |
Mask dumping allegations come as supply chain activity slows |
Hapag-Lloyd adds India-U.S. service after unsatisfactory Q1 |
Maersk goes long as short-term shipping volumes, rates remain elevated |
Price hikes, trade cutbacks become more common as inflation worries widen |
Monday, May 17, 2021
DP-DHL, Amazon gain from forwarder boom as demand, congestion trends continue |
Panjiva Daily: DP-DHL, Amazon show that size matters; Foxconn’s India iPhone challenge |
Foxconn’s India challenge shows limitations of onshoring as a risk mitigant |
Brexit baggage continues to weigh on U.K. trade activity |
Qurate’s customers face higher costs as shopping boom brings shipping surge |
USMCA Watch: General Motors, Cardone in crosshairs of initial disputes |
Sunday, May 16, 2021
Panjiva Daily: Peloton pays up to step up; Adidas’s costly hurdle |
Sogefi aims for flexibility in an inflexible world |
Peloton pays up to step up shipments, faces further challenges ahead |
Friday, May 14, 2021
Sony needs to level up PlayStation supplies with shortfall through 2022 |
Monday, May 10, 2021
Union Pacific’s pop-up plans could help cut consumer goods congestion |
Sunday, May 09, 2021
Adidas spends to hurdle supply chain challenges, Puma leaps ahead |
Thursday, May 06, 2021
Panjiva Daily: Vaccine supply chains face more hurdles than TRIPS; pharma cargo cascade risk |
U.S. supply chain activity throttles back after record month, still powers ahead |
Vivo battery ban may drag on Indian phone supply surge |
GM looks to control the chip as semiconductor shortage cuts Mexican deliveries |
Cargo cascade could cut Cadila, Aurobindo drug exports to U.S. |
Biden’s TRIPS waiver support won’t guarantee short-run vaccine boost |
Wednesday, May 05, 2021
Panjiva Daily: Healthcare’s supply chain challenges; Stellantis’s chip issue accelerates |
Terex lifts prices to handle higher costs as maintenance demand jacks up |
Stellantis sees bigger chip hit in Q2, plans for supply chain recovery |
Intel’s new spending in New Mexico won’t clear the current chip shortage problem |
ResMed, Baxter show COVID-19 is not the only challenge for medical supplies |
Tuesday, May 04, 2021
Panjiva Daily: The no-peak peak season surcharge; iRobot and sticky supply chain strategies |
Ripples across the pond – S&P Global Platts container update, April 2021 |
Supply chains never sleep – Five lessons from the first five years of Panjiva Research |
Hapag-Lloyd, CMA CGM peak surcharges come without a peak season |
Energy, autos pull Canadian exports higher but still below 2019 levels |
iRobot shows stickiness of tariff-led restructuring as U.S. trade activity soars |
Beam Suntory, Bacardi stage Cinco de Mayo tequila turnaround |
Monday, May 03, 2021
Star Wars merchandise expansion is the way thanks to The Mandalorian |
Panjiva Daily: Steve Madden chases footwear demand; May’s the month for steel deals |
Trade investigators all abuzz as new honey dumping petition brought |
Steel deals, grinding gears – May 2021 supply chain calendar |
Sunday, May 02, 2021
Under unalleviated pressure – April 2021 in 10 reports |
Steve Madden’s footwear demand chase hobbled by logistics challenges |
Friday, April 30, 2021
Wabtec not yet on growth bandwagon as rail services beat equipment |
Thursday, April 29, 2021
Panjiva Daily: Congestion risks for the “other” peak season; China’s steel tariff tactics |
Hubbell’s China choice ensure goods flow in tight supply chain environment |
Electrolux passes on higher costs as refrigerator demand heats up |
Dana dances past supply chain challenges with expedited freight, pricier steel |
Peak season isn’t just for the holidays – seasonal challenges for supply chains |
China’s steel controls may raise costs for GM, Thyssenkrupp in Mexico |
Wednesday, April 28, 2021
Panjiva Daily: Biden’s next 1,361 days – onshoring, not big deals; CMA CGM’s high risk charge |
Biden’s next 1,361 days – onshoring, vaccines and taxes but no big trade deals |
Mitsubishi, Honda plan for chip supply chain challenges in May |
India’s oxygen emergency requires steel export reductions |
CMA CGM may draw FMC’s ire with surcharge approach to export congestion |
EU Parliament approves U.K. trade deal, but Brexit uncertainties remain |
Tuesday, April 27, 2021
Simpson Manufacturing shrugs off bad weather, passes on higher supply chain costs |
Panjiva Daily: Tougher-for-longer logistics outlook spreads; DSV Panalpina’s big balance plan |
Mattel, Hasbro may need holiday price hikes as supply chain costs surge |
Tougher-for-longer logistics outlook leads Maersk, MSC to rearrange routes |
DSV Panalpina diversifies further as systemic congestion continues |
Autoliv avoids semiconductor pileup it expects to continue until Q4’21 |
Monday, April 26, 2021
K+N sets eight-year expansion record as shipping for Miele, Toms booms |
Panjiva Daily: K+N sees challenging remainder of 2021; the Mario Andretti supply chain attitude |
Top Glove pumps up shipments ahead of forced labor block removal |
Vale’s iron ore exports enter third year of disruptions |
Thule and the Mario Andretti attitude towards supply chain management |
Husqvarna cuts into impact of higher supply chain costs with price rises |
Sunday, April 25, 2021
Panjiva Daily: Grand targets, mundane actions – delivering climate change action |
TE Connectivity reconnects with China as supply chain pressures continue |
Saturday, April 24, 2021
Grand targets, mundane actions – Supply chains key to tackling GHG emissions |
Thursday, April 22, 2021
Ford keeps the brakes on as semiconductor shortage continues |
Maersk’s autos link may help Suzuki as Indian auto sector recovery struggles |
Earth Day commitments flag need for decades of change in ocean shipping |
Wednesday, April 21, 2021
Panjiva Daily: Apple’s M1 route to supply security; container chaos hits Latin America |
ABB, Siemens may have new opportunities as Biden reviews power security |
Choppy pork trade may leave WH Group, JBS without main growth driver |
Apple’s M1 route may swerve shortages as PC demand stays on high road |
EU beats U.K. as global trade recovery keeps pressure on logistics networks |
Hapag-Lloyd seeks to stem southerly spread of container congestion |
Tuesday, April 20, 2021
Panjiva Daily: Localizing a global challenge – climate change special edition |
Localizing the global climate challenge – Biden’s summit and supply chain reform |
Monday, April 19, 2021
Panjiva Daily: Suga-Biden deal success needs Tokyo Electron’s help; India needs vaccine APIs |
Mexican gas surge illustrates challenges of currency manipulation assessments |
Tokyo Electron, Tesla core to Suga-Biden strategic partnership |
Serum Institute pleads for COVID-19 supplies as U.S. slashes API shipments |
PPG Industries pencils in price rises as paint supply chains dry up |
Kansas City Southern expects autos microchip problem to reverse in H2’21 |
Sunday, April 18, 2021
Panjiva Daily: Supply chains stressed beyond the max; Stellantis loses drive, raises prices |
Lakeland Industries shows PPE not immune from supply chain inflation |
Stellantis engine plant loses drive while passing on higher costs in Brazil |
Volkswagen, Wallenius Wilhelmsen shine as chips cast cloud over ferry shipping |
LG Electronics, Qisda’s need for speed powers Matson to profit surge |
Friday, April 16, 2021
Container congestion not going away as supply chains stressed beyond the max |
Thursday, April 15, 2021
Retail sales hit a high note as Casio, Fender volumes turn up |
Johnson Controls, Bosch may be candidates for Boston’s bigger boats |
Sentury, Cooper scale up tire imports as rubber concerns rise |
Panjiva Daily: Fender volumes up as retail sales hit high note; tire shortage is down the road |
Giant, Kent cycle imports rally as elevated demand fulfillment continues |
LG Electronics ups washer capacity as imports soar during pandemic |
Wednesday, April 14, 2021
Panjiva Daily: P&G, Pepsico and the Transatlantic rate record; the missing March shipping lull |
Lovesac delivers rapid growth at higher freight costs, risk of component problems |
Plastic’s fantastic import price rise shows supply chain inflation risks |
P&G, PepsiCo may face challenge from record Transatlantic shipping costs |
Ports miss March off-peak lull as shipping demand remains elevated |
WTO fish focus about more than just fish, Chile export growth mixed |
Tuesday, April 13, 2021
Hapag-Lloyd warns of Oakland overload as port congestion moves north |
Panjiva Daily: Everyone loves localization; DP-DHL and the freight forwarding boom |
Everyone loves localization of semiconductors, Applied Materials and Intel act |
Minerva, Marfrig rein in beef packing, become more reliant on exports |
DP-DHL boosts outlook as forwarders’ shipping boom continues |
U.K.-EU relations remain fraught as medical supplies hit nine year low for February |
Monday, April 12, 2021
Panjiva Daily: The first 3 million TEU month; Biden’s electric vehicle spending to charge ahead |
PriceSmart’s time delays may have passed after bumper March imports |
First 3 million TEU month for U.S. imports as demand, congestion clash continues |
JinkoSolar price rise shines a light on supply chain inflation |
China’s steel price preoccupation could lead to export acceleration |
Biden set to charge ahead with EV investments after IP case settled |
Sunday, April 11, 2021
Panjiva Insights: Words become actions, Q2’21 Outlook |
Panjiva Daily: Levi Strauss, Constellation Brands push supply chain inflation downstream |
Merck, Thales may be beneficiaries from closer U.K.-Indonesia relations |
Friday, April 09, 2021
Constellation Brands set to push supply chain inflation into beer prices |
Levi Strauss cuts straight through logistics challenges, hikes prices |
Valero feels chill from winter storms as petroleum supply chains shiver |
Thursday, April 08, 2021
Panjiva Daily: Shoes a victim of the tech trade war; steel tariffs have their place |
Sigma Recycling may need new destination as Malaysia trashes U.S. trash |
Adidas, Primark sourcing from Myanmar still rising, may soon slow |
Netgear, Unizyx boost shipments with chip challenge on route ahead |
Posco, Thyssenkrupp may be preparing for an elusive tariff cut |
Wolverine World Wide, Nike likely to keep paying price for U.S.-China tech war |
Wednesday, April 07, 2021
Panjiva Daily: Biden commits as supplies slide; Starbucks, JDE Peet’s load up |
Canada helped by supply chain inflation, hindered by chip crunch |
Biden’s vaccine commitment comes as medical supplies import slide |
Boeing, Texas storms drag U.S. trade to 18th straight decline |
Norfolk Southern’s Chicago delays could cause challenges for Deere, Ikea |
Starbucks, JDE Peet’s load up on Brazilian coffee as prices turn over |
Tuesday, April 06, 2021
Panjiva Daily: Contracts for shipping, shipping not contracting; the chip shortage toll |
Illinois Tool Works, Kyocera may see nail tariff costs cut |
Brunswick looks to long-term with Daimler, GM as chips limit Q1 shipping |
Chip shortage taking a toll on auto shipments, sales may follow |
Panjiva Insights: The future of big boats, digitization and state-funded reshoring |
Contracting for shipping, shipping not contracting – S&P Global Platts container update, March 2021 |
Monday, April 05, 2021
Panjiva Daily: Biden’s big onshoring infrastructure plan; life after Suez |
Guess? and PVH navigate supply chain disruptions |
Life after Suez – April 2021 events calendar |
Toro, Briggs & Stratton may see costs climb due to snowblower case |
Thursday, April 01, 2021
Cast ashore in a sea of woes – March 2021 in 10 reports |
Biden’s $337B for onshoring, logistics could accelerate semiconductor onshoring |
Wednesday, March 31, 2021
Panjiva Daily: Whirlpool’s export explosion; Japan, Indonesia team up to tackle China dependence |
Kao Corp, Natura face digital tax retaliation tariff makeover |
Whirlpool’s export explosion faces inevitable chip trouble |
Sharp, JVCKenwood may have China-to-Japan swap support for Indonesia |
Exxon Mobil, Koch face AMLO’s Pemex protection |
Sri Trang, Hartalega step up after forced labor ruling against Top Glove |
Tuesday, March 30, 2021
Q2 2021 Outlook: Words become actions, threats going nowhere |
Panjiva Daily: 2021 Q2 Outlook special edition |
Monday, March 29, 2021
Volkswagen, Renault take COVID-19 pause in Brazil as export sales slide |
Panjiva Daily: Supply chain structures after Suez; the case against bigger boats |
Size isn’t everything as ports struggle with container vessel expansion |
Stellantis can’t dodge semiconductor shortage, still building parts inventory |
Maersk considers the canal ahead for just-in-time supply chains |
Suez blockage removed, supply chain effects could last for months |
Sunday, March 28, 2021
Panjiva Daily: Ever Given refloated; Biden’s balance China relations, exports |
Biden’s balance of China relations, phase 1 purchases key for exporters |
Friday, March 26, 2021
BRP’s boat business powers ahead with supply chain chop controlled |
Thursday, March 25, 2021
Steelcase uses price hike, alternative sources to tackle supply chain challenges |
LONGi, Canadian Solar cut shipments to U.S. as California casts a cloud |
Suzano’s break-bulk challenge wipes out Brazilian tissue wood pulp shipments |
Wednesday, March 24, 2021
Panjiva Daily: Ground, wind and fire perils for supply chains; Gamestop reboots imports |
GameStop reboots imports as freight costs power up |
Nordex faces headwind from higher logistics costs, expects demand growth |
Pork export boom slows as health issues overshadow herd |
Ground, wind and fire – the perils of global supply chains |
Shipbuilding rides rising tide on container demand, emissions needs |
Tuesday, March 23, 2021
Panjiva Daily: Tesla not enough for Biden’s battery bid; Ford joins the decontenting trend |
Tariffs complicate chassis supplies in congested logistics network |
Diageo, Pernod Ricard may lift a glass to Tai-Truss progress, pandemic still a challenge |
Marfrig invests in U.S. beef as export demand slows |
Biden’s battery bid needs IP access as well as investment, minerals |
Ford joins GM’s decontenting trend with implications for global supply chain |
Monday, March 22, 2021
Canadian Pacific Kansas City’s opportunities could include beverages, car parts |
Panjiva Daily: Lipids versus doses, the EU-U.K. vaccine battle; CPKC’s USMCA opportunity |
U.S. oil import pickup arriving sooner than Saudi Aramco’s demand view |
Empty container handling imbalance widens, farm goods exports soaring |
ZIM Shipping quintuples contracts, bolsters volume growth in 2021 |
Croda, Thermo Fisher may get drawn into vaccine battle as EU hardens stance |
Sunday, March 21, 2021
Panjiva Daily: FedEx sees slow European recovery; Nike trips on port congestion |
Friday, March 19, 2021
Nike trips on port congestion, higher freight costs as peers sprint ahead |
Thursday, March 18, 2021
FedEx sees European freight recovery constrained until 2023 |
Brexit, different customs approaches drag on global export growth |
Fireworks stuck at sea, pandemic casts cloud over July 4 celebrations |
Hapag-Lloyd recovery at risk as bunker-adjusted rates reverse |
Wednesday, March 17, 2021
Panjiva Daily: Biden’s critical mineral choices; Johnson’s tilt to help BMW, Merck |
AsusTek rides second screen boom, long term monitoring needed |
Toyota, Honda dips in production not just due to chips |
Japan lags global, imbalance semiconductor sector growth |
BMW, Merck may be winners from U.K.-India deal after Johnson’s tilt |
Biden’s critical mineral sourcing choices need more R&D, less regulation |
Tuesday, March 16, 2021
Panjiva Daily: Retail inventory blowout risks rise; GM cuts content to deal with chip shortage |
Trade price inflation hits series record as materials prices, Chinese imports surge |
Inventory blowout risk rises as retail sales growth slows, imports soar |
Dorel, Specialized face uphill struggle meeting demand as costs climb |
Maersk’s vaccines-by-sea service could deliver Quad’s program |
General Motors discovers decontenting as way to deal with semiconductor shortage |
Monday, March 15, 2021
Thyssenkrupp fails in steel case, hasn’t lagged peers |
Panjiva Daily: Broken peak season port choices; Agfa’s pandemic exposure |
Agfa-Gevaert’s pandemic exposure leads to tough supply chain adjustments |
Tesco, Asda face elevated costs as CMA CGM hikes India-U.K. surcharge |
Broken peak season pattern leaves importers needing port alternatives |
CMA CGM expects growth to continue, care with tracking needed |
Sunday, March 14, 2021
Panjiva Daily: Bigger means better for freight forwarders; 2M restructures for reliability |
Friday, March 12, 2021
Genesco needs port diversification as shipments, sales slip |
Thursday, March 11, 2021
China’s five year plan has seven technology targets, watch for responses |
Brexit customs bullet dodged by not pulling the trigger |
Adidas runs past pandemic challenges after tariff training |
Size matters for freight forwarders as shipping demand growth remains high |
Wednesday, March 10, 2021
Supply chain inflation proves persistent with high freight, commodity costs |
Maersk, MSC restructure routes to rebuild reliability after raising market share |
Panjiva Daily: Supply chain inflation proves persistent; Stitch fix stays on time |
Flex, Sanmina flows slow, cutting into Laredo’s traffic |
Tata Power, Adani Green Energy face rising costs as solar import tariffs are hiked |
Stitch Fix deliveries still on time, even if costs increase |
Tuesday, March 09, 2021
Panjiva Daily: Shipping surge flows into February; Biden’s pharma supply chain targets |
CMPC feels a sense of paper supply chain emptiness |
H&M slashes shipments from Myanmar after coup |
Adient, Brose seat supplies in decline as plastics crunch looms |
Biden’s pharma study may focus on Chinese glycoside, vial supplies |
Shipping surge extends into February as consumer, pandemic needs remain high |
Monday, March 08, 2021
Panjiva Daily: Medical supplies slip before tariff cut; Nintendo set to level up its supply chain |
LVMH tariff pressure may be lifted as aerospace agreements taxi for takeoff |
Chinese PPE shipments drop ahead of U.S. tariff exemption extension |
Nilfisk faces 400% rise in freight costs, supply chain activity remains weak |
One year on it’s time to look two years back as China sustains trade growth |
Nintendo Switch overhaul follows console boom, logistics challenges in 2020 |
Sunday, March 07, 2021
American auto sales are trucking again, but Mexican supplies are in reverse |
Trump’s tariffs deliver desired outcome as U.S. trade activity remains weak |
Panjiva Daily: The 50-cent semiconductor problem; autos acceleration heading at supply wall |
B&G Foods faces rising freight, commodity costs as growth recovers in Q1 |
50-cent semiconductor problem yet to drag on Acer’s deliveries |
Friday, March 05, 2021
Spin Master slows after logistics issues; WowWee spins up shipments |
Thursday, March 04, 2021
Panjiva Daily: HNI, Urban Outfitters ready for work and parties; GM wrestles with chip problem |
Indonesian apparel needs help abroad as much as tariffs at home |
Pemex slashes oil exports, gasoline imports as demand remains weak |
Urban Outfitters ready to party as supply chain activity expands |
HNI ready for post-pandemic return for work as office furniture imports rise |
Semiconductor shortage chips away at General Motors’ production |
Wednesday, March 03, 2021
Panjiva Daily: K+N focused on rates not weights; Raimondo ready to tackle tariffs |
Qurate faces tough start to 2021 as logistics costs stay high |
K+N shows rates, not weights, matter; congestion set remain until summer |
USMCA power play possible as CFE gains new abilities, Vestas loses out |
Roku supply chain activity rolled over in January after Q4 surge |
Biden can get on with tariff business-as-usual with Raimondo confirmation |
Tuesday, March 02, 2021
Biden wants China to live up to its commitments as it misses 2021 phase 1 target |
Panjiva Daily: Biden’s China challenge as January target is missed; AMLO’s vaccine options |
Vale sales surge as iron ore, copper exports shine |
AMLO can’t rely on Biden for vaccines as AstraZeneca supplies start |
Continental shifts brake manufacturing as USMCA opportunity beckons |
Panjiva Daily: Back to the drawing board for supply chains; Big ports get bigger |
Monday, March 01, 2021
A little off the top – S&P Global Platts container update, February 2021 |
U.S. managers hope for rising exports as supply chains remain tight |
Paying the price, fighting the freeze – February 2021 in 10 reports |
Back to the drawing board – Risk must beat reward in post-pandemic supply chains |
Lifters face dumping duties as trade petitions decline |
Big ports got bigger in 2020 while meeting the COVID-19 challenge |
Sunday, February 28, 2021
Panjiva Daily: Biden’s $51 billion planning exercise; America’s pressing export issue |
100 days and five years – March events calendar |
Puma leaps logistics challenges in Q4’20 |
Becle’s logistics headache passes, pandemic still weighs on exports |
Friday, February 26, 2021
Tai sets out trade policy as expected, exports the more pressing issue |
Biden’s $51 billion supply chain planning exercise |
Wednesday, February 24, 2021
Panjiva Daily: Shipping surge slows in February; Seattle needles LA about space |
Amazon, Sonos drive higher volumes for Matson |
bioMérieux expands test kit supplies, faces higher freight costs |
Seattle needles LA about space for container shipping |
Nautilus powers through poor logistics to continue expansion in Q1’21 |
Shipping surge abates in February, but far from washed out |
Tuesday, February 23, 2021
Crocs, Birkenstock run ahead as casual leads footwear trade growth |
Panjiva Daily: Biden channels Trump on Hong Kong; Crocs and Birkenstock run ahead |
Dana faces expedited freight costs from supply chain bullwhip |
Stockpiled autos may stay parked as U.K. lockdown continues through April |
Biden channels Trump on WTO, Hong Kong |
Indian Potash, Coromandel fertilizer imports may wilt as prices peak |
Monday, February 22, 2021
Panjiva Daily: Tyson, Deere harvest farm export gains; athleisure jumps as apparel drops |
Tyson Foods, Mountaire outperform peers as meat lags U.S. food export boom |
Athleisure, Pakistan the winners as apparel trade loses ground |
Wallenius Wilhelmsen left behind as U.S. vehicle shipping recovers |
Albemarle powers up production as lithium export price hits five year low |
Deere faces higher freight costs as farm machinery demand booms |
Sunday, February 21, 2021
Biden faces hard steel choice as utilization recovers, Japan cuts output |
Panjiva Daily: DP-DHL looks to do better by doing good; Biden’s tough steel choice |
La-Z-Boy looks to speed up after supply chain volatility, heavy weather |
Jakks Pacific sinks after Frozen, yet to spin up ahead of Sonic the Hedgehog |
DP-DHL may do better by doing good with LCL emissions offer |
Friday, February 19, 2021
ArcelorMittal, Reliance face steel freeze with Mexican energy cuts |
Thursday, February 18, 2021
Panjiva Daily: Texas storm sends shiver across energy supply chains; Michelin skids on tariffs |
Michelin loses traction as U.S. tire imports boom |
Winter storms disrupt oil supply chains from Aramco to Pemex |
Freight, furniture feeds import inflation as Fed flags supply chain constraints |
Texas freezes gas exports, could chill relations with Mexico |
Wednesday, February 17, 2021
ZIM Shipping, Maersk plot greener course for shipbuilders |
Panjiva Daily: Apparel misses out on the retail recovery; frozen Texas plastic supply chains |
Yamaha motorbike shipments accelerate as Honda, Kawasaki tap the brakes |
Japan’s trade recovery proves elusive as oil price, autos disruptions weigh |
Regal Beloit switches to Mexico as pool, cooling demand climb |
Adidas, Hanebrands lead import reversal as U.S. clothing sales slow |
Shin Etsu, Sasol among exporters facing Texas freeze |
Tuesday, February 16, 2021
Winter freeze joins pandemic as challenge for port operators |
Tempur Sealy booming but constrained, mattress competitors reshore-once-more |
Sonic, Rolls Royce may help Expeditors’ boom continue in 2021 |
New round of strategic evolution beckons as bigger means better for forwarders |
Panjiva Daily: Freight forwarding’s strategic evolution; Expeditors’ boom continues |
Breville faces tight inventory, costly freight as appliance demand pops up |
Monday, February 15, 2021
Starbucks needs fresh supplies once Brazil’s coffee export surge slows |
Panjiva Daily: The $10B shipping inflation cost problem; Brexit’s oil and luxury car problem |
Chinese oil, U.S. luxury car buying a bigger issue than Brexit for U.K. trade |
Callaway Golf empties its bag as freight costs, supply constraints overshadow 2021 |
The $10 billion shipping inflation problem and corporate cost concerns |
Panjiva Daily: Recovery, resilience and life under Biden – special report |
Sunday, February 14, 2021
Panjiva Insights: Recovery, resilience and life under Biden – 2021 Outlook |
Thursday, February 11, 2021
Panjiva Daily: Four ways to tackle the chip shortage; Hasbro, Mattel’s playtime spoiled |
Kerry-SF Holding deal provides challenge to Amazon, DSV |
Wednesday, February 10, 2021
Four automotive supply chain options for dealing with chip challenges |
Hasbro, Mattel expand as logistics cost inflation spoils playtime |
Inverter supply chains join tariffs in casting cloud over Biden’s renewables ambitions |
Tuesday, February 09, 2021
Biden’s mask mandate boosts demand as imports slip |
Deckers Outdoor laps footwear peers, trips on logistics costs |
Maersk’s wild ride may be temporary, but still continuing in Q1’21 |
Panjiva Daily: No rest for logistics in 2021; Deckers Outdoor speeds past footwear peers |
Assa Abloy locks in price increases to offset freight costs |
Quota-busting Canadians present Biden with aluminum dilemma |
No rest for logistics as pandemic drives consumer, healthcare trade activity |
Monday, February 08, 2021
Panjiva Daily: Biden’s cheese and China tariff choices; freight costs not yet brought to heel |
Super Micro power up Taiwan manufacturing as freight delays, costs rise |
Biden’s China tariff decision could be superseded by consolidated legal action |
Von der Leyen – Biden deal beckons as cheesemakers tackle pandemic, tariff disruptions |
ASEAN challenges may be next for Myanmar-connected supply chains |
Sunday, February 07, 2021
Freight, labor costs trim Central Garden & Pet as stay-at-home demand soars |
Panjiva Daily: President Biden’s data-driven China choice; chips and ships a challenge for autos |
Biden’s choice – the (not so) curious case of U.S. export weakness |
Thursday, February 04, 2021
Peloton’s speedy shipping adds costs equivalent to 5% of revenues |
Semiconductors aren’t the whole problem for Nissan, General Motors |
Scotts Miracle-Gro sows doubts about justification for freight cost hikes |
Sysco finds new routes for growth as pandemic continues to weigh |
Wednesday, February 03, 2021
Pandemic drives art supply demand as Mitsubishi Pencil erases product line |
Ford, GM fire up Mexican supply chains as USMCA restructuring deferred |
Panjiva Daily: Ford, GM fired up in Mexico; JVCKenwood rides the autos recovery |
Tata Motors creeps ahead as luxury brands struggle to recover |
Sri Lanka’s port politics limits Japanese autos opportunity |
JVCKenwood’s supply chain volumes ride automotive recovery |
Tuesday, February 02, 2021
UPS forwarding surges ahead with autos, healthcare driving growth |
Panjiva Daily: Winners and losers from India’s tariff budget; drivers of UPS’s growth spurt |
CMA CGM switches fast service to Oakland after LA traffic jams |
ResMed, Danaher face continued demand, new headwinds in ventilator supplies |
POSCO may win, Kia lose from the latest round of “Make in India” tariffs |
Monday, February 01, 2021
New year, new hopes, old problems – January 2021 in 10 reports |
Trade complaints soar in 2021, including can opener IP infraction |
Panjiva Daily: Myanmar coup fallout for supply chains; Stanley Black & Decker’s heroic freight costs |
Stay-at-home helps, freight costs hinder Stanley Black & Decker |
Looking peaky – S&P Global Platts container update, January 2021 |
Global trade recovery may be more fragile than it appears |
Nintendo shrugs off competition, logistics challenges to deliver higher score |
Myanmar coup leaves Samsonite, LL Bean with supply chain choices to make |
Sunday, January 31, 2021
Panjiva Daily: C.H. Robinson’s double-digit, digital growth; EU restarts medical protectionism |
USTR sets the tone; UPS, Maersk report – February events calendar |
EU lights touch paper for another round of medical protectionism |
Vietnam joins pressure on container lines to address soaring rates |
iRobot takes action against SharkNinja as cleaner trade soars |
Friday, January 29, 2021
C.H. Robinson’s double-digit, digital growth keeps it ahead of challengers |
Thursday, January 28, 2021
U.S. trade recovery contingent on farm sales, autos supply chains |
Shipping costs building up for lengthy U.K. construction supply chains |
Tesla tackles higher shipping costs as governments jostle to support battery onshoring |
Autoliv faces freight cost hazard while demand recovers |
Panjiva Daily: Soaring shipping costs hit Tesla, Autoliv earnings; new round of India tariffs loom |
Make in India tariffs reach refrigerators as Samsung, LG scale up supplies |
Wednesday, January 27, 2021
Panjiva Daily: Logistics reliability vs. capacity vs. regulation; Nidec pursues outsourcing |
Nidec pursues temporary outsourcing as motor demand fluctuates |
Reliability to trump capacity while risking regulation as container lines blank sailings |
PPG, Chemours roll on paint supplies, demand remains choppy |
Levi Strauss awaits end-2021 for pandemic recovery, cuts inventories |
U.S. fisheries losing out as pandemic disruptions of supply chains continue |
Tuesday, January 26, 2021
Smart doorbell imports knocked as IP infraction case arrives |
Biden’s Buy American provides a new vehicle for dealing with an old sector |
Panjiva Daily: Biden’s Buy American matters most for infrastructure; no relief yet for logistics |
Key Tronic unlocks onshoring growth after pandemic, trade war |
Australian exports return to growth even as China trade war keeps its grip |
Deceleration, but no relief, for hard-pressed U.S. supply chains in January |
Panjiva Daily: Cashing in during logistics disruptions; meeting build-at-home demand |
Monday, January 25, 2021
Rare earth sourcing challenges set to become more common |
Richelieu, Home Depot build up imports as fix-at-home demand grows |
South Korea smooths sailing to Indonesia with port investment |
ZIM, Matson’s shipments to LA surge as pandemic takes toll on staff |
Sunday, January 24, 2021
Orient Overseas joins ZIM in raising cash, competition remains fierce |
Panjiva Daily: Clock ticking for Biden’s WTO, steel actions; American Eagle’s undies up |
Logitech turns up audio supplies, Asia ex-China sourcing |
Procter & Gamble bubbles up even as U.S. soap imports wash out |
Hyundai Steel case sets clock ticking for Biden WTO, steel decisions |
American Eagle Outfitters sales slip as Aerie underwear heads upward |
Friday, January 22, 2021
Maersk Essen diversion could eat into supplies for LG Electronics, Puma |
Thursday, January 21, 2021
Panjiva Daily: Biden’s medical supply plan; steering through the autos skid in 2021 |
JBS faces fewer disruptions as China cuts import restrictions |
South Korean shipyards win in December as China suffers setbacks |
Japan snaps export downturn as global semiconductor shipments surge |
Biden’s first actions may help EU relations, onshore medical supplies |
Panjiva Insights: Steering through the skid – Auto supply chains in 2021 |
Wednesday, January 20, 2021
Panjiva Daily: Phones by sea, accelerating empties – creative solutions to logistics congestion |
Expeditors, UPS shift more phones, PCs as spend beats speed in air-to-sea switch |
Birkenstock, Crocs take a step in different directions during challenging 2020 |
Chinese aluminum output set to rise as U.S. imports return to growth |
WH Group, JBS may turn to Philippines as U.S. pork exports are chopped |
Empty container shipments surge, logistics decongestion far from complete |
Tuesday, January 19, 2021
Biden’s steel deal with Europe faces utilization hurdle |
Panjiva Daily: Prospects for Biden’s steel deal; Total goes greener |
Consumer demand returns global trade to growth in November |
Containers, not consumption may be the challenge for cocoa |
Total steps into increasingly independent Indian solar power sector |
Monday, January 18, 2021
Damp squibs and longer lists – the final actions of the Trump administration |
ADM leads Brazil’s soybean off-peak slump as Chinese imports slip |
Panjiva Daily: Damp squibs – Trump’s final trade actions; fast fashion’s slow recovery |
Dalian pulls the plug on reefer imports as meat demand soars |
Foxconn scales up in Vietnam but China still leads laptop industry |
Import tide may be turning but rail networks remain out of balance |
Sunday, January 17, 2021
Uniqlo shows continued pandemic challenges for fast fashion |
Panjiva Daily: Cool retail sales, hot refrigerator imports; soaring soybean winners |
Friday, January 15, 2021
Voxx supply stability allows firm to take advantage of stay-at-home spending |
Samsung, LG refrigerator imports heat up as retail sales remain cool |
Thursday, January 14, 2021
DeLong, Gavilon boost U.S.-China soybean shipments as prices soar |
Ford price hikes, DB Schenker package halts show start of U.K. trade travails |
Dupont, WM Barr face rising China import prices with little prospect of duty cut |
Wednesday, January 13, 2021
Panjiva Daily: DP-DHL beats peers, smashes estimates; new port strategies needed |
PriceSmart’s supply chain flexibility allows revenues to expand |
Break bulk recovery proves elusive as vehicle imports languish |
New lockdowns, old problems as two Chinese cities enter quarantine |
New port strategies needed with congestion worst at larger facilities |
DP-DHL smashes estimates after acceleration in forwarding boom in December |
Tuesday, January 12, 2021
Panjiva Daily: CES and the stay-at-home spending boom; rubber gloves shrink |
CES 2021 upgrades to TVs, laptops aimed at extending stay-at-home sales boom |
Pandemic gym buyers shrug off China tariffs that Biden will likely leave in place |
MSC Industrial tackles glove trouble as U.S. pandemic treatment imports slip |
Ford’s South American supply chain shift follows long-term Brazil downturn |
Matson sees favorable first half as MSC wins, Evergreen loses in December |
Monday, January 11, 2021
Panjiva Daily: Past tense, future imperfect – the outlook for 2021 |
Petronet, Reliance squeezed as China sucks up available LNG supplies |
Ericsson supply chain shifts as Samsung launches IP suit |
Firearms shelves empty despite weapon, ammunition import surge |
Sunday, January 10, 2021
Panjiva Daily: Supply chain strategies for 2021; What pandemic? 2020 shipping beats 2019 |
Canada shines a light on Biden’s solar tariff plans with USMCA challenge |
What pandemic? U.S. imports in 2020 beat 2019 on sustained consumer surge |
2021 Outlook: Life (during) after COVID-19 – supply chain strategies |
2021 Outlook: Past tense, future imperfect |
Friday, January 08, 2021
Semiconductor shortage chips away at Honda, Nissan production |
Thursday, January 07, 2021
Panjiva Daily: Tough on China, (re)making friends – Biden’s trade policy in 2021 |
2021 Outlook: Tough on China, (re)making friends – U.S. trade policy |
iPhone, Xbox help, pandemic hinders as U.S. trade activity remains weak |
Saudi delivery cuts, Mexican rules keep U.S. oil supply chains off balance |
Early Christmas, lasting challenges – S&P Global Platts container update, December 2020 |
Wednesday, January 06, 2021
Daimler, VW confident of prolonged sales surge as imports rise |
Panjiva Daily: COVID-21, China and straits – outlier risks for 2021 |
2021 Outlook: COVID-21, mines and straits – outlier risks for supply chains |
Peru’s copper export slide started by Antamina, could be followed by Las Bambas |
SQM presses on with lithium expansion as export prices slide |
Tuesday, January 05, 2021
Export order expectation rebound takes a breather |
Maersk leads solar shipping as logistics costs complicate tariffs |
Panjiva Daily: Altogether, apart – global trade policy in 2021; pandemic > Brexit for U.K. apparel |
2021 Outlook: Altogether, apart – Global trade policy issues |
Monday, January 04, 2021
Hino’s supply chain slows ahead of engine compliance pause |
Next not worried about Brexit, global logistics is the issue |
Panjiva Daily: Time to pay the pipers – logistics outlook for 2021; Hino’s supply chain challenges |
Seasonal produce review widens, potentially testing USMCA dispute system |
2021 Outlook: Time to pay the pipers – Logistics issues |
Africa may pay as India returns to medical protectionism with vaccine limit (update) |
Sunday, January 03, 2021
Panjiva Daily: What lies beneath the Brexit TCA; what you missed over the holidays |
Deals, demand and orders – what you missed over the holidays |
Tuesday, December 29, 2020
2020 Review: Pandemic, discipline and failing to fail – What we got wrong this year |
2020 Review: COVID-19, phase 1 and Brexit – 12 events that shaped global supply chains |
Monday, December 28, 2020
2021 Outlook: What lies beneath – Nine issues to watch in EU-U.K. supply chains |
Monday, December 21, 2020
Panjiva Daily: B.1.1.7 adds to Brexit risks; Bark & Co. bounds ahead |
Bark & Co. bounds ahead on strong holiday demand, fetches IPO |
Maersk adds Novo Nordisk to pharma roster as shipments stall |
LA’s toy story is one of triage as Hasbro, Mattel face congestion |
Evergreen Marine, Yang Ming called to heel as shipping rates soar |
Brexit Watch: B.1.1.7 highlights risks to U.K. food, medical imports |
Sunday, December 20, 2020
Panjiva Daily: Trump’s currency conundrum for Biden; the growing retail mismatch |
Thursday, December 17, 2020
FedEx on long growth runway with supply chain growth set to follow e-commerce boom |
Life After the Elections: Trump leaves currency conundrum, tariffs for Biden |
Life After the Elections: Toyota, Daimler show adaptations to U.S. steel tariffs |
Wednesday, December 16, 2020
Retailers face growing mismatch between sales, import growth rates |
Panjiva Insights: What to watch for U.S. trade policy under the Biden administration |
Tuesday, December 15, 2020
Panjiva Daily: Post pandemic gears slip for autos; winners from the China-Australia trade war |
Life after the elections: Trump leaves Turkey arms test for Biden |
China’s Australia coal restriction provides Banpu, Bumi Resources with opportunity |
M&S, Tesco shipping costs rise as CMA CGM adds emergency India surcharge |
Life after the elections: Tough luck for Iowa as Brazil ethanol deal fails |
Life after the elections: Biden tariff reset would come with complications |
Ford, VW miss a gear as U.S. auto demand slips, challenges abound |
Monday, December 14, 2020
Greif counting on pandemic recovery after supply chain restructuring |
Life after the elections: Modi’s deal aspiration faces Biden’s trade, onshoring policy |
Palm oil prices get out of hand as Wilmar, RGE Group exports dip |
Brexit Watch: Hutchison Ports at epicenter of disruption as shipping rates treble |
Apple investigates supply chain as Wistron faces labor unrest |
Panjiva Daily: Modi’s aspirations versus Biden’s policies; Apple investigates India supplies |
Sunday, December 13, 2020
Panjiva Daily: Mattel, Hasbro leave it late in 2020; cutting Huawei out of telecoms supply chains |
Lakeland draws on pool of supply chain expertise to meet pandemic demand |
United Natural Foods delivers beverage, sauce growth during pandemic |
Mattel, Hasbro leave it later to wrap up 2020 toy imports |
Huawei removed from supply chains as Trump’s telecoms rules are applied |
Friday, December 11, 2020
Dollarama helped by holiday demand, supply chain retains China exposure |
Thursday, December 10, 2020
Panjiva Daily: Bigger means better for forwarders; Georgia on our minds for trade policy |
Gamestop gears up ahead of Xbox holiday cheer |
Panjiva Insights: Georgia should be on the mind for trade policy delivery |
Brexit Watch: Risk of weak end to talks as medical import surge looms |
DP-DHL, Expeditors find bigger is better in U.S. freight forwarding boom |
Phase 1 beats USMCA as Trump leaves dairy case in Biden’s lap |
Wednesday, December 09, 2020
Rubber glove shipments are off peak as costs rises during pandemic |
Panjiva Daily: Pandemic hygiene supply chains pass their peak; ONE boosts farm exports |
Stitch Fix delivers growth with tight supply chain management |
Big ports do better as shipping comes off the peak but not off the boil |
P&G, Colgate Palmolive take froth off soap imports after pandemic boom |
ONE boosts agricultural exports as FMC focuses on empty container strategy |
Tuesday, December 08, 2020
Panjiva Daily: Pandemic hangover for Brazilian autos; Hapag-Lloyd upgrades as carriers soar |
VW, Daimler face Brazilian challenges as COVID-19 parts recovery falters |
North America gas flows shifted by Chinese purchases, Mexican competition |
CSX, Norfolk Southern’s northern opportunity from Savannah rail expansion |
Hapag-Lloyd’s surprise maybe rates, not volumes as MSC leads U.S. freight |
Bunge leads bean peak season as Brazil faces La Niña, tougher China competition |
Monday, December 07, 2020
Canada’s exports haven’t yet turned a corner as auto exports lose out to Mexico |
Brexit Watch: Maersk, MSC move away from Felixstowe once more |
Tariff tide changing under Biden as China duties do job but start to lose traction |
Vaccine, PPE sourcing likely behind U.S. medicine withdrawal from WTO supply chain pact |
Stay-at-home consumers, Chinese suppliers drive U.S. import surge |
Panjiva Daily: Like the pandemic never happened; shifting tariff tides under Biden |
Sunday, December 06, 2020
Panjiva Daily: Biden to keep China pressure as Trump’s deal nears monthly target |
Logistics jobs back to pre-pandemic levels, ports still under pressure |
Life after the elections: Biden’s EU deal may be limited to steel, initially |
Life after the elections: Biden to keep pressure on China as phase 1 buying nears target |
Anemic services, booming consumers lead Trump’s trade metric upward |
Guess? cuts uncertainties, supply chain costs with simplified product line |
Thursday, December 03, 2020
Panjiva Daily: Testing optimistic managers; Brexit’s costs for the autos industry |
Brexit Watch: Autos enumerate tariff trouble, steer supply chains out of EU |
Flex leads rise in Mexican ventilator exports as imports dip |
Vale’s China exposure rises, more to come if Australia-China relations worsen |
ONE Apus underscores dangers of international trade |
Warranted Optimism: Management sentiment vs. supply chain activity |
Wednesday, December 02, 2020
Panjiva Daily: Hapag-Lloyd’s winter pandemic plan; who needs British ports? |
Brexit Watch: Who needs British ports anyway? |
Railways run hotter as multimodal expansion accelerates in November |
Hapag-Lloyd plans for winter pandemic drag on Europe-U.S. trade |
Adient comfortable with car seat outlook, faces supply chain headwinds |
Utility supply chains power Mexico past the pandemic |
Tuesday, December 01, 2020
Panjiva Daily: The insecure industrial supply chain recovery; JM Smucker’s coffee rush |
Driscoll’s may face fresh fruit scrutiny in November investigation |
JM Smucker’s coffee rush relies on supply chain stability |
Industrial import recovery insecure as ISM, shipment growth slow |
XV hits the spot as Subaru, Toyota auto shipments return to growth |
L’Occitane returns to pre-pandemic shipments, beauty sector looking better |
Monday, November 30, 2020
Panjiva Daily: Buried containers, Brexit stockpiling boost rates; Kuehne’s combo critique |
Kuehne critiques carrier-forwarder combo; K+N favors Hapag-Lloyd |
Buried containers, Brexit stockpiling – S&P Global Platts container update, November 2020 |
Setting the stage for 2021 – November 2020 in 10 reports |
Sunday, November 29, 2020
Panjiva Daily: Trump’s currency innovation bears fruit; Urban Outfitters shifts focus |
Tata Power, Adani may need new coal sources after Indonesia-China deal |
BRP rides out choppy supply chain recovery |
Thursday, November 26, 2020
Asia-first global trade recovery remains fragile |
Deere expects farm equipment growth, supply chain a pandemic risk |
Wednesday, November 25, 2020
Mixed messages for phase 1 from low latency soybean trade data |
Trump’s currency-as-a-barrier innovation brings late tariffs for China, Vietnam |
U.S. export downturn continues despite phase 1 trade deal |
Urban Outfitters controls inventory, shifts to homewares |
Tuesday, November 24, 2020
Panjiva Daily: Retail industry out of balance; the keys to emerging market vaccine distribution |
Emerging market vaccine distribution needs Indian airfreight, medical cooperation |
Trade war, pandemic and wildfires beset global wine supplies |
BJ’s achieves balance as retail sector shipping boom outstrips sales |
Hapag-Lloyd moves from market share to margins with Asia-to-Brazil rate hike |
Jaguar Land Rover defends SUV import lead from Porsche, Lamborghini |
Monday, November 23, 2020
Panjiva Daily: Trump’s Taiwan tester for Biden; liners face FMC review |
ThyssenKrupp’s auto orders ascend, steel in short supply |
Brexit Watch: Cars, jet engine exports depend on deals yet to be done |
Life after the elections: protecting tech, pushing pork – relations with Taiwan |
Feds’ review widens as container-lines appear to prioritize empties over exports |
Roche sees testing time for COVID-19 diagnosis kit through 2021 |
Sunday, November 22, 2020
Barbie, The Child add force to Mattel’s imports late in the shipping season |
Welspun, Aurobindo face bitter pill as MSC takes bigger bite of Indian shipping |
Life after the elections: Bifacial about-face puts tariffs in way of Biden’s energy policy |
Panjiva Daily: Biden’s solar supply chain duty dilemma; a bitter Indian surcharge pill to swallow |
La-Z-Boy rebound squeezed by foam availability challenge |
Sonos sounds warning on congestion, container costs |
Thursday, November 19, 2020
Panjiva Daily: Biden’s Asia trade deal options; Microsoft levels up |
Casino closures during COVID-19 cut demand for gaming machines |
Bissell caught in LA container jam, more logistics diversification needed |
Microsoft Xbox levels up, higher score ahead |
Panjiva Basics: Pertamina, The Gap, Toyota and Huawei – Indonesian trade in a nutshell |
Life after the elections: Indonesia’s opportunity to deal with Biden, with conditions |
Wednesday, November 18, 2020
Panjiva Daily: Hapag-Lloyd’s pandemic problem; Maersk’s bounty brings alliance risks |
Hapag-Lloyd’s pandemic delay a reminder of the hazards for sailors |
Global trade returns to growth; EU may care more about Biden than Johnson |
Maersk’s bounty leaves industry alliances hostage to intervention |
Tyson Foods gains from Trump’s China deal, needs Biden for EU growth |
Tariff burden sharing over as U.S. import price inflation accelerates |
Tuesday, November 17, 2020
Volkswagen revs up supply chain localization on USMCA, tariff risk reduction |
Panjiva Daily: FedEx, Dell pursue edgy strategy; retail inventory balloon risk rises |
Samsonite offsets grounded luggage demand with supply chain management |
Retail inventory balloon risk rises; Amazon forwarding shows homeware surge |
FedEx, Dell partner to provide web of edge datacenters and services |
Top Glove’s labor restrictions weigh on U.S. PPE imports |
Monday, November 16, 2020
Panjiva Daily: Fire risks raise battery supply chain questions; ZIM’s congestion-busting service |
Dairy farmers push Biden to milk trade deals for all they’re worth |
Tsingshan, Obsidian light up Indonesia’s nickel export strategy |
LG Chem, Samsung SDI face fire recalls as battery supplies charge ahead |
GM, Fiat Chrysler may be targets for ZIM’s new short-haul service |
Obama’s memoir drives boom for Penguin after publishing’s pandemic pause |
Sunday, November 15, 2020
Panjiva Daily: Pandemic worries meet meat demand; Indonesia’s RCEP opportunities |
Indonesia’s RCEP opportunities led by apparel, risks for autos |
Saturday, November 14, 2020
Maersk, ONE lead South Korea shipping boom, HMM shifts focus |
Phillips 66, Marathon cut imports as hurricanes, pandemic roil oil shipping |
Pandemic worries meet meat demand jump with packing safety concerns |
Long Beach boom brings congestion, surcharges and shortages |
Thursday, November 12, 2020
Panjiva Daily: Joe’s gentle jab at Boris; Honour Lane, Hecny the fastest forwarders |
Cars parked, grains grow as U.S. rail activity runs slowly |
Life after the elections: quick deal, no deal or a small deal – U.K.-U.S. relations |
Brexit Watch: Chaos foretold amid logistics disruptions, key supplies downturn |
Honour Lane, Hecny have fastest forwarder growth, DB Schenker lags |
Roku rolls out Apple support as supply chain activity rocks |
Wednesday, November 11, 2020
Panjiva Daily: Maersk, MSC lead the U.S. shipping boom; container shortage reaches farm goods |
Laredo expansion may cut into Monterrey’s airfreight growth |
Hapag-Lloyd’s farm service withdrawal follows grains, beans boom |
Amazon replaces DB Schenker as Maersk, MSC lead liner pack in October |
Glatfelter stays steady, may face Brexit risk in 2021 |
Vtech takes tariff, pandemic lessons but faces residual Trump risk |
Tuesday, November 10, 2020
Tupperware imports pack a punch at stay-at-home demand soars |
Panjiva Daily: Biden’s EU tractor reboot; winners from the China-Australia trade war |
Life after the elections: Biden could help Caterpillar, Deere with EU reboot |
Antofagasta, Codelco have copper opportunity in Australia-China trade spat |
Flowserve awaits 2021 recovery, rationalizes supply chain with China focus |
COVID-busting, consumer demand drive record high for U.S. shipping |
Monday, November 09, 2020
Panjiva Daily: Biden’s build-back-better healthcare sourcing plan; Xi’s controllable supply chains |
Brandix COVID-19 investigation raises supply chain questions for PVH, H&M |
Toyota, Subaru back to pre-pandemic levels as U.S. auto sales recover |
Life after the elections: Biden’s build back better healthcare supply chain |
Xi’s controllable supply chain plan emerges amid export boom, U.S. upheaval |
Sunday, November 08, 2020
Panjiva Daily: The Trump scorched earth China scenario; Thailand loses GSP tariff status |
Samsung, Honda face higher costs as Thailand loses preferential tariff status |
Life after the elections: scorched earth or lasting legacy, relations with China |
Fiskars growth trimmed after pandemic-linked import surge in Q3 |
Thursday, November 05, 2020
Trane sets supply chain shift in motion, avoids constraints in Q3 |
PCM, Mitsubishi Imaging costs could rise as thermal paper imports face audit |
Crest of the wave – S&P Global Platts container update, October 2020 |
Sunday, November 01, 2020
Life after the elections: 5 trade issues to watch to inauguration and beyond |
Saturday, October 31, 2020
Comparing candidates, broken cycles – October 2020 in 10 reports |
Thursday, October 29, 2020
Panjiva Daily: Maersk’s Miami surcharge vice; medical supply chains slowing in October |
SEB brews up a recovery with Chinese cookware, Columbian backup |
Convatec’s diabetes growth in Q3 may be reversing in October |
Ninebot rides the pandemic mobility wave as supply chain activity surges |
Seiko Epson, Honda squeezed by Maersk’s Miami surcharge vice |
Thule racks up growth, reconnects with China during the pandemic |
Wednesday, October 28, 2020
Panjiva Daily: UPS, C.H. Robinson deliver surprises; diggers still in a hole |
Illinois Tool Works latches onto fastener growth after Q3 downturn |
U.S. trade remains depressed as exports struggle outside farm goods |
Diggers still in a hole, Caterpillar and Komatsu hope for a recovery |
UPS, C.H. Robinson beat estimates after late surge in shipping volumes |
Unhappy Halloween ahead with rise of pandemic measures, clown outfit imports |
Tuesday, October 27, 2020
Panjiva Daily: Retail shipping accelerates in October; out of the woods, still in the dark |
Taiwan on the post-election agenda whatever the result as Trump’s arms sales surge |
Off-key performance from Guitar Center, Yamaha during pandemic |
Steve Madden gets kicked by store closures, logistics congestion |
Accelerating retail shipping surge in October carries risk of inventory overbuild |
Out of the woods but still in the dark – earnings guidance during the pandemic |
Monday, October 26, 2020
Panjiva Daily: Biden’s battery boost, Trump’s farm sales success and Mattel’s Barbie bounce |
Orient Overseas wins Red Bull as container line competes for market share |
Biden’s battery bet may boost domestic lithium, rare earth sourcing |
Aeroedge titanium cut shows unintended consequences of subsidy action |
Trump touts on-track China farm sales, but other products have gone off-road |
Sunday, October 25, 2020
Mattel boosted by Barbie, has a bad feeling about meeting demand surge |
Thursday, October 22, 2020
Halliburton’s cannibals, Petrobras’s parked cars – the COVID-19 energy hangover |
Panjiva Daily: Cannibals, parked cars and oil disruption; Logitech, iRobot turn up the volume |
Amphenol hooks up growth surprise as Q3 supply chain activity recovers |
Expeditors, Flexport face Seattle disruptions despite port’s demand drop |
Logitech’s supply chain bet pays off as sales smash estimates |
iRobot sales, shipping surge on stay-clean-at-home demand |
Wednesday, October 21, 2020
Panjiva Daily: Peloton’s uphill delivery struggle; the bow wave of COVID-19 recovery hopes |
Shipbuilding continues to sink with orders at 32-year low |
Borusan Mannesmann gets tariff refund, still faces oil price weakened pipe demand |
True Religion returns even as consumers have little faith in denim |
Peloton slips a gear on recall, supply chain delivery challenges |
Panjiva Insights: The bow wave of recovery hopes |
Tuesday, October 20, 2020
Unhappy holidays for toymakers as TikTok, COVID-19 change success criteria |
Panjiva Daily: TikTok, COVID-19 and the unhappy toy season; finding UPS’s Vietnamese targets |
Tesla reorients delivery pattern as U.S. loses out on lithium supplies |
European Union struggles to keep pace with global trade recovery |
UPS’s Vietnam expansion could target Longi Solar, Nintendo as new clients |
K+N takes a more conservative Q4 view than DSV-Panalpina, DP-DHL |
Monday, October 19, 2020
Panjiva Daily: Microsoft’s supply chain route to console war win; C.H. Robinson’s surcharge warning |
Semiconductor export controls in China, U.S. yet to chip away at supplies |
Brexit Watch: Johnson’s Australia-style deal raises food import risks |
ONE cuts shipping services, suggesting demand wave will break |
C.H. Robinson warns on port surcharges as shipping soars |
Microsoft sees supply chain success as key to winning the 2020 console war |
Sunday, October 18, 2020
Panjiva Daily: Best Buy slows, H&M grows as retail recovery accelerates |
Bunge leads Brazilian soybean bounce ahead of container shortage |
Americans load up on ammunition ahead of the elections |
Delta Apparel ramps up production but H&M leads the activewear recovery |
Best Buy cuts imports as electrical store sector sales slow |
Getinge gets growth from ventilators, other products lose out to pandemic |
Thursday, October 15, 2020
Hapag-Lloyd upgrades as Brazil, U.S. operations continue to struggle |
Panjiva Daily: Testing Trump’s onshoring strategy; HMM helps consumer electronics surge |
Cue lines up test kit supplies, meeting Trump’s onshoring aims |
Days of burden sharing are gone as import price inflation returns |
Nissan, GM may face supply chain challenges as U.S. auto sales recover |
HMM rolls out extra service to support Samsung, LG demand surge |
Wednesday, October 14, 2020
Panjiva Daily: Hapag-Lloyd’s cool technology; EU’s Trump-baiting carbon tax |
Panama Canal misses out on Asia-U.S. trade recovery bonanza |
Daimler, Deere could face Trump-baiting EU carbon border tax |
5G rollout has yet to accelerate as equipment imports languish |
Hapag-Lloyd, Maersk boost tech investments as reefer handling cools |
ASML avoids COVID-19, regulatory disruptions as shipments rise |
Tuesday, October 13, 2020
Panjiva Daily: Maersk joins the upgrade fleet; Trump casts another cloud over solar |
Manitou set to give wind powered shipping a lift |
Volkswagen finds sea shipping a better way after rail disruptions |
POSCO diversifies its customer base as autos recovery proves anemic |
Maersk joins the fleet of upgrades after shipping swells in September |
New Trump move casts another cloud over solar panel supply chains |
Monday, October 12, 2020
DSV Panalpina, DP-DHL upgrade outlooks as forwarders look forward to a strong Q4 |
Brexit Watch: Strides Pharma, Cipla step in but can’t offset pre-Brexit drug shortfall |
Panjiva Daily: DSV Panalpina, DP-DHL’s sunny outlook; Brexit summit for medical supplies |
Cambodia-China trade deal could complicate U.S. supply chains |
AMAG, Constellium avoid aluminum action, shipments still in decline |
Vale prioritizes China for short-term shipments, long-term investment |
Sunday, October 11, 2020
Retail pull-forward drives surge in electronics, appliance import surge |
Panjiva Daily: Post-pandemic retail pull-forward; Amazon the source of Matson’s flood |
LT Foods leads Indian rice boom as U.S. demand boils over |
OEC, Flexport face test as congestion hurts LA, Long Beach port reliability |
Amazon the source of Matson’s Q3 China shipping flood |
Pandemic planning versus panicking – September’s shipping surge |
Thursday, October 08, 2020
Panjiva Insights – Adopting LogTech in a post-pandemic, cyber-insecure world |
Cargotec and Konecranes announce merger to chase cost savings |
Panjiva Daily: COVID treatment costs versus strategy; Levi’s supply channel changes |
Costco may be caught in the cold as outdoor dining heats up |
Levi Strauss helped by supply channel change as denim struggled in Q3 |
Grassley’s COVID tariff move may complicate Trump’s onshoring strategy |
Wednesday, October 07, 2020
Panjiva Daily: Trump’s trade tools assessed; COVID-19’s impact on apparel supply trends |
Subaru loses U.S. drive as Japan’s automakers skid in September |
BMW, Ford contribute to Canada’s volatility as recovery proves tough |
Tanks not suits, throws not sweaters – Q3’20 apparel scorecard |
Deficits and tariffs – assessing Trump’s trade tools ahead of the election |
Tuesday, October 06, 2020
Panjiva Daily: Trump’s pre-election trade scorecard; auto insurance supply chain risks |
Mission not yet accomplished as Trump-Xi deal falls short of target |
Tough last scorecard for Trump as deficit peaks, exports wane |
Critical moment for Trump’s critical minerals strategy as imports slide |
Mission Produce readies for growth as avocado exports shrink |
Supply chain disruptions among risks to low auto insurance claims costs |
Monday, October 05, 2020
Mattel’s Barbie bet faces supply chain uncertainty, slowing industry imports |
No tarnish from Golden Week – S&P Global Platts container update, September 2020 |
La Nina, COVID-19 roil coffee supply chains as Starbucks cuts back |
Logistics jobs still be pre-pandemic level, congestion risks rising |
Panjiva Daily: Barbie bet meets COVID chaos; La Nina adds to Starbucks’ challenges |
Trump’s Vietnamese timber tariffs could cut furniture shipping |
Sunday, October 04, 2020
Panjiva Daily: COVID-19, elections, onshoring and Brexit battles – Q4’20 Outlook special |
Friday, October 02, 2020
Dealing with the surge, preparing for the future – September 2020 in 10 reports |
Q4 2020 Outlook: Endings and beginnings |
Thursday, October 01, 2020
JBS, Cargill may lose market share as British beef returns to U.S. stores |
Panjiva Daily: Trump set to pursue Vietnam; the rise of forced labor actions |
CMA CGM cyberattack comes during peak season for retailers |
Maersk, DP-DHL show long and short routes to cutting CO2 emissions |
U.S. forced labor actions expanded to include palm oil imports |
Netgear, TP-Link at risk as Vietnam finally becomes a target for Trump |
Wednesday, September 30, 2020
Panjiva Daily: Trump vs. Biden – jobs and geopolitics, not trade, the key to trade policy |
HP and Netgear router traffic may slow with IP case looming |
Maersk, MSC lead shipping as Houston looks for liftoff |
Weak industrial export activity treads on Trump’s trade deficit success |
Panjiva Basics: Trade policy has little to do with trade – U.S. election preview |
Monday, September 28, 2020
Kawasaki has heavy lifting to do, Yaskawa passes pandemic trough |
Panjiva Daily: DHL could harvest Apple’s growth; renewables tailwind for Siemens Energy |
Shipbuilders adrift as exports fall, orders remain elusive |
Apple, Lenovo may fill DHL’s expanded Mexican jet service in peak season |
Siemens Energy activity spins up as renewables tailwind continues |
Scholastic learns lessons from COVID-19, restructures sales channels |
Sunday, September 27, 2020
Panjiva Daily: Pandemic recovery accelerates; Electrolux’s COVID recovery complete |
Global trade better, but not fully recovered, after COVID-19 lockdowns |
Volkswagen may run into Mexican supply chain issues after rail blockade |
Electrolux blows past COVID-19 as imports of fridges heat up |
Pemex keeps crude flowing as domestic distillate demand remains depressed |
Friday, September 25, 2020
Pandemic recovery accelerates with U.S. imports up by a fifth in September |
Thursday, September 24, 2020
Tesla plots new route for tariff relief; LCI, Ford back away from China |
Panjiva Daily: Tesla tackles Trump’s tariffs; Chevron shows the way out of Venezuelan oil |
Panjiva Insights: Waiting for Joe – EU trade policy and prospects |
Truck trade has Pharr to go in post-lockdown recovery |
TSMC support comes as U.S. proves weak link in demand for Taiwanese chips |
Chevron shows way ahead as Reliance faces end of Venezuela sourcing |
Wednesday, September 23, 2020
Panjiva Daily: Tesla powers up battery supply chain; Fiat, Tupy face trade deal disappointment |
Steelcase builds imports faster than Ikea, but may need to take stock of inventories |
Fiat Chrysler, Tupy may lose out if France blocks EU-Brazil trade deal |
Tougher Xinjiang sanctions require radical supply chain transparency upgrade |
Tesla set to overhaul EV battery supply chains, eventually |
CMA CGM, Cosco grow as Seattle-Tacoma finds blank sailings rule the waves |
Tuesday, September 22, 2020
Panjiva Daily: Maersk manages Transpacific surge; labor constraints for PPE supplies |
EU looks inward for pandemic recovery as localization strategies go global |
Labor practice constraint yet to hurt U.S. glove supplies in COVID-19 fight |
Brexit Watch: No deal, troubled IT raise challenges for Maersk, MSC at Felixstowe |
Maersk boosts capacity as 2M volumes hit record on U.S.-inbound lanes |
Monday, September 21, 2020
Panjiva Daily: FedEx’s freight fightback; trade war tariffs two years on |
JBS, WH Group lead phase 1 farm export surge |
Ikea, Target load up on furniture as retail sales growth stalls |
FedEx’s freight fightback needs disintermediation, China share to succeed |
Brexit Watch: Customs expedience now jeopardizes trade deals later |
Komatsu, Weir still feeling tariff burn two years after trade war’s first shot |
Cracker Barrel avoids supply disruptions, sticks to China sourcing |
Sunday, September 20, 2020
Panjiva Daily: Stay-at-home helps Microsoft, Lovesac; Walgreens sticks with China |
Peloton rides the stay-at-home exercise wave |
Vietnam pivots to PPE production; Walgreens remains focused on China |
Microsoft Xbox hits power-up in pandemic console wars |
Lovesac bags discounts, diversifies sourcing |
Thursday, September 10, 2020
Resilience, efficiency and environment – IoT and digital set to transform logistics |
LVMH sacrifices Tiffany deal in Franco-American tariff tiff |
Brexit Watch: Ford, BMW have a stake in quick-and-dirty CPTPP deal |
Panjiva Daily: Special Report – Transforming logistics with IoT and digital investments |
Wednesday, September 09, 2020
Panjiva Insights: Shaping a resilient future for Asian supply chains |
Thai Union lines up Red Lobster to net a wider downstream supply chain |
Panjiva Daily: Schenker shifts gears as forwarders fly; retailers’ slow walk to school sales |
Brexit Watch: No-deal risk rises; Gap, Primark may have choices to make |
Schenker shifts gears, pursues Damco users after August slowdown in volumes |
Genesco’s prolonged back-to-school season trips footwear imports |
Tuesday, September 08, 2020
Abbott, Roche test kit shipments slip as COVID-19 medical supplies shrink |
New York cheered by booze imports as U.S. port activity reaches record high |
Ericsson, Samsung may have trade policy edge over Nokia in 5G |
Record container shipping in August as post-COVID consumer surge continues |
Panjiva Daily: Shipping record set in wake of COVID-19; medical test kit supplies slip |
GM, Volvo buck falling foreign vehicle import trend with China shipments |
Monday, September 07, 2020
Panjiva Daily: Truck rate troubles as demand surges; three deals, three problems for econo-Brexit |
Sunday, September 06, 2020
China, U.S. set out competing semiconductor plans as chip needs surge |
PC surge boosts China trade; phase 1 purchases still failing to make a difference |
Suzano’s green bond follows surge in pandemic pulp demand |
Fonterra, O&K face doubled trucking rates as logistics jobs lag demand |
Brexit Watch: Three deals, three problems as economic Brexit approaches |
Thursday, September 03, 2020
Panjiva Daily: Trump’s crumbling trade targets; Philips’ ventilator blow |
Trump’s trade targets crumble with China’s purchases behind schedule |
Lego’s supply chain agility helps build sales during pandemic |
Philips suffers a blow as ventilator stockpiling ends |
Truck strike may cool growth in Nestle, Vina Concha exports from Chile |
Miele may have Whirlpool in a spin as washer review resumes |
Wednesday, September 02, 2020
Panjiva Daily: Decoding Maersk’s Damco move; Trump triggers tariffs ahead of elections |
Trump picks a new trade fight to harvest fruit farmers’ votes |
Ternium, ArcelorMittal face steel restrictions during Trump’s re-election campaign |
Maersk ditches Damco, raising Ceva questions for CMA CGM |
Making hay while the sun shines – S&P Global Platts container update, August 2020 |
Panjiva Insights: The fallout from COVID-19 and long-term strategy plans |
Tuesday, September 01, 2020
U.S. trade downturn hits 16th month; improvements indicated ahead |
Panjiva Daily: COVID-19 recovery brings renewed troubles for forwarders, autos and retail |
Keeping the trade peace, recovering from COVID-19 – August 2020 in 10 reports |
Monday, August 31, 2020
Urban Outfitters achieves the nearly impossible in post-COVID supply chain control |
Wednesday, August 26, 2020
GM, Autoliv face higher trucking costs during COVID-19 recovery |
Expeditors, C.H. Robinson rebound in Seattle challenged by Union Pacific surcharge |
Best Buy faces constraints, supply chain starting to improve |
Tuesday, August 25, 2020
Canada-U.S. wood dispute lumbers on through broken WTO process |
Trump’s second term plan targets tax breaks rather than tariffs in trade policy |
Panjiva Daily: Trump’s China trade policy for 2021, and beyond; Foxconn’s Mexican plans |
ZIM Shipping plans IPO as margins recover, Transpacific trade surges in Q3 |
Foxconn could react to Trump’s trade pressure with Mexican investments |
Global trade downturn slowed in June, Q3 shows signs of recovery |
Monday, August 24, 2020
Panjiva Daily: The art of the pre-election pico-deal; 10-month U.S. import losing streak ends |
Smokers, babies could be winners from Lighthizer’s WTO proposal |
Deere downbeat on farmers’ fluid feelings about trade policy |
Ten month losing streak in U.S. imports ends in wake of trade war, COVID-19 |
MSC delivers the opposite of blanking as Maersk hits China-U.S. record |
The art of the pico deal: Trump trades lobsters for lighters in pre-election deal |
Sunday, August 23, 2020
Panjiva Daily: Ugly outlook for beauty supply chains; digging deep for construction parts |
China’s shipyards lose out to South Korea’s as orders remain weak |
Estée Lauder presents ugly outlook after COVID-19 demand disruption |
Samsung SDI, LG Chem’s lithium demand rises as SQM turns on the taps |
Komatsu digs deep for construction equipment parts |
LG, Qisda may pay for priority as CMA CGM battles for profitability |
Thursday, August 20, 2020
Wallenius Wilhelmsen takes cautious stance to Q3 as autos shipping slides |
Panjiva Daily: Conflicting views on autos recovery post-COVID; Ventilator flows slowing |
Target, Samsonite could be wooed by China’s new trade support scheme |
Hindalco sees auto aluminum supplies near pre-COVID levels |
Global trade on the mend as export decline slows to 10% in June |
Flow of ventilators switches to Mexico as U.S. stockpile stabilizes |
Wednesday, August 19, 2020
Japanese trade remains depressed; medical diplomacy ongoing |
Panjiva Daily: Laptop supply chains power up; pandemic concerns reach Hong Kong food imports |
Maersk turns a corner on the road to post-pandemic normality in H1’21 |
Tuesday, August 18, 2020
COVID concerns reach Hong Kong poultry imports; dims prospects for Aurora |
Lenovo, Dell lead laptop supply surge as COVID-19 overshadows school year |
Diageo swoops in for Aviation Gin after Beefeater eats its lunch |
Monday, August 17, 2020
Cosco, CMA CGM face antitrust review as rates surge, China-LA volume hits record |
Panjiva Daily: Trump’s phase 1 fig leaf; Cosco, CMA CGM face Chinese antitrust review |
Kuraray sees COVID-19 drag into 2021 as PVA shipments surge |
Dorel, Dynacraft ride COVID-19 demand for bicycles; supply chains still tight |
Tomy joins Hasbro, Mattel with cuts after imports fail to transform into sales |
Trump delays phase 1 reckoning, beans and pork provide a fig leaf |
Sunday, August 16, 2020
Panjiva Daily: Hapag-Lloyd lags Maersk in slow July; retail supply chain winners and losers |
Hapag-Lloyd lags Maersk, Cosco Shipping in slow start to Q3 |
Qurate sticks with China through tariffs, pandemic |
Target backs backpacks as back-to-school clothing imports slide |
Stein Mart stumbles as U.S. retail sales, appliance imports recover in July |
Leoni leans towards the cautious as COVID-19 slashes cable demand |
Thursday, August 13, 2020
Super Micro finds Taiwan serves it better than China as demand grows |
Flexport, Amazon unbowed by COVID-19 as peak season surge starts |
Trump’s tariff cudgel proves effective, may be wielded once more if phase 1 fails |
Panjiva Daily: Flexport, Amazon unbowed by COVID-19; Super Micro well served by Taiwan |
Slow rolling for truck tire review as currency manipulation investigated |
China tariff burden sharing slows as plastics prices rise, telecoms stabilize |
Wednesday, August 12, 2020
Panjiva Daily: Ports pay the price for blank sailings; Nautilus wins supply race during COVID-19 |
Brother, Canon lose tariff labels as last leniency rulings issued |
Marathon, Valero raise U.S. crude imports in July as COVID-19 disrupts flows |
Brexit Watch: Standby for action as next round of talks beckons |
Nautilus navigates COVID-19 demand spike, trade war with flexible supply chain |
Hapag-Lloyd, ONE blanks drag as Norfolk lags, LA-Long Beach lead in July |
Tuesday, August 11, 2020
Panjiva Daily: Record start to peak season; Trump’s medical onshoring strategy emerges |
BMW, Volvo imports improve as U.S. car shipments remain weak |
Trump sets medical onshoring in motion after supplies drop in July |
Nintendo switched on, Funko fails to pop as toy peak season starts slowly |
Peak season surge, China supplies lead COVID-19 recovery in U.S. trade |
Monday, August 10, 2020
Panjiva Daily: Spotlight back on Trump’s trade policies on China, reshoring and Canada |
Wolverine World Wide sales slide, pursues dual China-Vietnam strategy |
Sunday, August 09, 2020
Trump reimposes aluminum tariffs that could help Rusal, Norsk Hydro |
Whirlpool may need to watch out as Trump recommits to tariff-led trade policy |
Wednesday, August 05, 2020
China, EU trade deficits under control, Trump may search for new enemies |
Trump’s trade deal on the line as China buys too little, too late |
JM Smucker slurps up Brazilian coffee during COVID-19; Starbucks shipments sink |
Tuesday, August 04, 2020
China first for Vale as new export facility is planned |
Panjiva Daily: Expeditors’ top tier Q2; Diageo’s tequila shot helps pandemic hangover |
CIMC, Schneider National may have to carry higher costs after dumping case |
Expeditors’ top tier Q2 followed by tough start to Q3 |
Diageo gets a shot in the arm from tequila; COVID-19 not good for Guinness |
OptimISM returns to trade outlook as COVID-19 slowdown weakens |
Monday, August 03, 2020
Konica Minolta jams during COVID-19 while diversifying sourcing during trade war |
Panjiva Daily: Kansas City deal coming down the track; Komatsu digs in for COVID-19 recovery |
Mitsui E&S, Tsuneishi deal comes as shipyard exports reach worst since 2008 |
Komatsu expects slow reconstruction of demand after COVID-19 |
Panasonic assumes no new COVID-19 outbreak as solar beats Tesla |
Kansas City Southern may face bid as autos weigh on recovery |
Sanctions, bankruptcies and election strategies – July 2020 in 10 reports |
Sunday, August 02, 2020
Panjiva Daily: COVID-19 second wave expected to wash over corporate performance |
Continental adapts to USMCA, balances safety and reopening post COVID-19 |
BNSF’s redeployment comes as Vietnam-to-LA shipments surge |
DSV Panalpina’s “gradual improvement” yet to arrive after Q2 success |
Jakks suffers Halloween scare, WowWee may do-do-do better with Baby Shark |
Makita expects demand to power ahead in COVID-19 second wave |
Thursday, July 30, 2020
Panjiva Daily: LG Electronics, Dell diverge as Q3 begins; Japan’s automakers still in tough times |
Nissan, Honda have long road to recovery after pandemic |
Panjiva Daily: C.H. Robinson’s tough quarter; tracking Under Armour’s performance |
LG Electronics takes cautious stance toward COVID-19 recovery |
UPS joins list of logistics street-beaters in wake of COVID-19 |
Dell slows PC supplies after overclocking Q2, HP Inc. boots up |
Back to the old normal – S&P Global Platts container update, July 2020 |
Wednesday, July 29, 2020
Food fight ahead over USMCA disagreements on seasonal produce |
Pemex gasoline demand drops in Q2, COVID-19 recovery yet to arrive |
China’s cereal buying doesn’t offset EU liquor tariffs as U.S. trade falls |
Under Armour faces SEC investigation, COVID-19 demand clouds |
C.H. Robinson may have tough start to Q3 after volumes slip in Q2 |
Tuesday, July 28, 2020
Panjiva Daily: Medical supply chains switch into reverse; Maersk goes with the Flow |
Panjiva Insights: A slice of the sun – prospects for behind-the-meter solar power |
Maersk Flow moves platform battle forward, may have limited synergies |
Trump, Biden look to bolster drug supplies as shipments slow in July |
Medical supply sourcing slowdown gives impetus to reshoring strategy |
Autos export sentiment leads Germany to recovery in July |
Monday, July 27, 2020
Global trade crunch might have reached worst point in May |
Panjiva Daily: Green shoots of COVID-19 recovery; Hasbro, Mattel diverge on supply performance |
Hasbro, Mattel diverge as supply chain resilience proves key during COVID-19 |
Sunday, July 26, 2020
Green shoots of COVID-19 trade recovery as autos reverse 16 month downturn |
Ford’s Hermosillo plant derailed by protests; COVID-19 recovery going slowly |
Tackling Gazprom matters more than China relations for U.S. LNG exporters |
Thursday, July 23, 2020
Panjiva Daily: Ascena Retail joins the COVID-19 Chapter 11 list; Tesla’s lessons to learn |
Ascena Retail joins roster of troubled retailers after COVID-19, tariffs |
Pentair warns of COVID-19 supply chain disruptions after sales slip |
COVID-19 causes container complications; Maersk’s reefer handling grows |
Evergreen growth returns to SeaTac as bridge repairs add to COVID-19 woes |
Tesla has lessons to learn from Volvo, cheaper lithium as manufacturing goes global |
Wednesday, July 22, 2020
Panjiva Daily: Maersk’s carbon transformation potential; Texas Instruments’ chip slowdown |
Maersk has market share growth potential from Transform to Net Zero |
iRobot on track for recovery, still has to steer round tariff threat |
Texas Instruments sees semiconductor slowdown; global shipments remain robust |
Briggs & Stratton pays price for COVID-19 as small engine shipments sputter |
Nidec still attracted to electric autos after temporary dip in permanent magnets |
Tuesday, July 21, 2020
Panjiva Daily: Tracking Xinjiang sanctions’ impact on supply chains; K+N’s COVID-19 downturn |
Koch, Eurochem may be exposed to new fertilizer dumping probe |
Ternium, Metal One have USMCA choice to make as Mexico turns on charm |
Target may be next in the crosshairs after Charleston bags Walmart |
Lenovo, Alstom face supply chain choices after Xinjiang Entity List ruling |
K+N’s COVID-19 downturn continues as pharma handling slips on some routes |
Monday, July 20, 2020
Panjiva Daily: Forced labor in medical glove supply chains; COVID-19 test kit shortage emerging |
JBS, Cargill have chance to rebuild Australian beef exports to U.S. |
FedEx invests in robots, provides new source of growth for Yaskawa |
Abbott Labs shipments surge as COVID-19 brings testing times |
Japan’s medical supply shipments robust even as trade collapse continues |
Top Glove faces forced labor charges as shipments surge in response to COVID-19 |
Sunday, July 19, 2020
Ceva platform launch provides catch-up capabilities |
Panjiva Daily: Ceva’s platform launch helps reverse decline; U.S. farm exports to China soar |
Solar surge follows decade of tariff, support uncertainty |
Anglo American’s Colombian COVID-19 challenges cut coal exports |
Wartsila orders scrubbed by fuel spreads, energy business powers down |
JBS, Tyson bank pork sales to China but support may be withdrawn |
Thursday, July 16, 2020
Panjiva Daily: Retail recovery looking patchy; Dell rings the back to school bell |
Global trade troughs in May as EU slump accelerates, China recovers |
Dell rings the bell as back-to-school buying seen focused on laptops over shoes |
Retailers have tough peak season choices with COVID-19 recovery, trade war risks |
Panjiva Insights: COVID-22 and trade war 2.0, the outlook for Q3 and beyond |
Brexit Watch: Hoping for a deal, preparing for the worst |
Wednesday, July 15, 2020
Panjiva Daily: Trump’s Hong Kong tariff move; Hapag-Lloyd’s profit surge |
Ford not seeking to buck USMCA with Bronco set for Mexican production |
Ninebot Segway changes direction as weak demand, tariffs weigh |
Burden sharing in retreat after 20 months of China price deflation |
Netgear, Vtech may face Trump’s Hong Kong tariffs; gold shipments glitter |
Hapag-Lloyd’s profits surge as discipline offsets COVID-19 effect |
Tuesday, July 14, 2020
Panjiva Daily: Freight forwarders face Flexport, COVID-19 challenges; aluminum tariffs loom |
Silicon metal dumping case returns as petitions spike in June |
Norsk Hydro, Rio Tinto lose market share as Canadian aluminum shipments surge |
Flexport, Amazon keep pressure on freight forwarders during tough Q2 |
Siemens Healthineers outsources to DP-DHL as medical technology trade surges |
Two days help China trade recovery, phase one delivery still at risk |
Monday, July 13, 2020
Panjiva Daily: Uniqlo, Muji and the challenges of COVID-19 for retail supply chains |
Muji devastated by COVID-19, plastic tableware proves robust |
Brazilian wood boosts Houston as U.S. ports struggle to recover |
Bike helmets avoid tariffs, cross small COVID-19 dip |
Fast Retailing expects slow recovery from COVID-19 |
LVMH may need price hikes, Italy shift as digital tariff war gets underway |
Sunday, July 12, 2020
Panjiva Daily: DP-DHL beats peers, cuts costs; Biden’s healthcare supply chain plans |
Biden’s supply chain strategy has implications for Baxter, Reckitt Benckiser |
Brooks Brothers bankruptcy comes as COVID-19 slashes sector shipments |
Deutsche Post DHL improves earnings, beats peers, still cutting costs |
Drugs, tractors slow the summer slide in U.S. imports |
Thermometers, solar panel imports heat up as tariffs become business-as-usual |
Tuesday, July 07, 2020
Panjiva Daily: C.H. Robinson provides new routes to PPE; Q3’20 trade policy brush fires |
USMCA Watch: New test for Traton, Navistar as Shacman moves to Mexico |
Volvo drives on as U.S. car, light truck sales suffer COVID-19 hangover |
Nestle’s Mexican exports sour as COVID-19 coffee contraction continues |
C.H. Robinson innovates as COVID-19 PPE needs surge once more |
Monday, July 06, 2020
Panjiva Daily: Tough on China redux – Trump vs Biden and Q3 supply chain choices |
Acuity turns on Mexican lighting supplies as Alpan switches away from China |
Sunday, July 05, 2020
Q3 2020 Outlook: Into the great unknowns (3) – Brush fires in global trade policy |
Bobcat hopes to rebuild with U.S. construction industry |
Q3 2020 Outlook: Heading into the great unknowns (2) – Tough on China redux |
Friday, July 03, 2020
Canadian exports slide as no-one escapes the global trade downturn |
Logistics employment rises, but only one-in-four COVID-19 job losses are back |
Thursday, July 02, 2020
Panjiva Daily: Trump’s phase 1 ammunition; USMCA, COVID-19 bring tough choices for automakers |
Panjiva Insights: COVID-19’s impact on supply chain credit risk |
Trump’s phase 1 ammunition builds as Chinese purchases rise, but not by enough |
COVID-19 cuts and trade war worries – June 2020 in 10 reports |
USMCA Watch: Tough choices for Nissan, Mazda after COVID-19 |
Wednesday, July 01, 2020
Panjiva Daily: The 4 stages of COVID-19; FedEx wins, and loses but has no guidance |
Export sentiment improving, but still not out of COVID-19 woods |
Tuesday, June 30, 2020
La-Z-Boy’s strength sapped by COVID-19 while active in supply chain shift |
JBS, Marfrig face China’s widening COVID-19 farm good restrictions |
Technology managers turn to the cloud as hardware supplies evaporate |
FedEx’s wins and loses from COVID-19; seaborne shipping downturn slows |
Monday, June 29, 2020
Q3 2020 Outlook: Heading into the great unknowns (1) – The 4 Stages of COVID-19 |
Panjiva Daily: COVID-19’s cost in Texas and Mexico; camera shipments snap |
Ready to ride the recovery wave – S&P Global Platts Container Update, June 2020 |
Better not the same as good as autos explain business sentiment improvement |
Sunday, June 28, 2020
Samsung and Canon in same frame as Olympus as camera shipments slow |
Counting the Texan COVID-19 cost for supply chains as spread continues |
Autos drive Mexico’s trade collapse, Kia proves to be an outlier |
Thursday, June 25, 2020
Panjiva Daily: Electrolux, Siemens powering up as COVID closures end |
Finding the floor for global trade activity in wake of COVID-19 |
Polaris, Denso hit the skids as Mexican autos status suffers during COVID-19 |
Siemens, Vestas already winning as U.S. considers bulk power equipment needs |
Phase 1 trade deal helps trim, but can’t stop, slump in U.S. exports in May |
Electrolux, Miele shrug off COVID-19 as appliances power up in June |
Wednesday, June 24, 2020
Panjiva Daily: Medical supply chains mostly fixed; DSV Panalpina’s upgrade helped by Vestas |
Mexican earthquake complicates COVID-19 recovery sourcing challenges |
Kansas City Southern’s volumes drop as Mexican autos hit the buffers |
Medical supply chains fixed for masks, drugs but ventilator shipments fall |
Grey Goose, Jungheinrich face tariff lift in U.S.-EU aerospace spat |
DSV Panalpina joins Maersk in less gloomy view, saved by Vestas, Estee Lauder |
Tuesday, June 23, 2020
Panjiva Daily: COVID-19 trade drag may be waning; Adidas keep to support pledge |
FedEx delay, writedown highlights COVID-19 challenges in logistics |
Sappi, Navigator gain as Canadian paper shipments crumple under tariff pressure |
Shell, Sempra LNG shipments deflate as Mexican demand drops |
Adidas continues Cambodia purchasing growth; manufacturers call for wage cut |
COVID-19’s drag waning as U.S. capital goods, consumer staples imports rise |
Monday, June 22, 2020
Panjiva Daily: Trump’s progress in China trade deal; beauty products face ugly digital tax spat |
Shipyards adrift as orders lose steam in face of COVID-19 |
LVMH, L’Oreal beauty products to pay the price as digital services spat turns ugly |
TCL’s technology boost may help to alleviate television market downturn |
Tyson, JBS lead wave of U.S. farm exports to China that could be throttled back |
Iran, Mexico, oil and the sourcing of Venezuela’s food |
Sunday, June 21, 2020
Panjiva Daily: Clean tech supply chains versus COVID-19; Maersk gets less gloomy |
Brexit Watch: Peel Ports, DP World do better as post-Brexit services get underway |
Trump pulls soldiers from Germany as arms exports dip |
Tesla, GM have to balance long term sourcing, short-term supply needs |
East Group, First Solar show coronavirus can’t eclipse solar power’s surge |
Maersk’s India operations worsen but COVID-19 gloom becomes less gloomy |
Wednesday, June 17, 2020
Panjiva Daily: Hapag-Lloyd’s arbitrary charge; COVID-19, supply chains and credit risk analysis |
USMCA may join COVID-19, OPEC as complications for Pemex |
Britain isn’t Europe’s only problem as trade activity dives |
COVID-19 chip demand may be waning as Hon Hai, Sanmina slash Mexican shipments |
Hapag-Lloyd’s arbitrary charge could boost costs for Hyundai, Syngenta in Brazil |
Tuesday, June 16, 2020
Panjiva Daily: Walmart, Adidas tackle retail downturn; the ripple effect from Honda’s cyber attack |
Panjiva Basics: Momentum reversal – analyzing COVID-19 credit risk with supply chain data |
Guess has to work out how to tackle customer traffic, China sourcing challenges |
Walmart, Adidas follow apparel retail sales slump with reduced imports |
China’s Belt-and-Road faces chill wind from trade subsidy investigations |
Volkswagen’s COVID-19 recovery in Mexico on hold |
Honda’s cyber attack may ripple through supply chain to ZF, BorgWarner |
Monday, June 15, 2020
Panjiva Daily: GM, Ford get back into gear after COVID-19; stretched PPE suppliers |
GM, Ford restart U.S. production as foreign competitors’ shipments wane |
Brexit Watch: New momentum, old problems with 18 weeks to go |
PlayStation 5 set to boost console supply chain after years of decline |
Top Glove stretched, U.S. COVID-19 PPE shipments lose out |
COVID-19 service volatility, trade war drives problems for ports |
Sunday, June 14, 2020
Panjiva Daily: Orient Overseas heads east after going south; health versus production in Mexico |
Treasury’s tariff tax income drops, import price deflation from China eases |
Regal Beloit, Nidec face disruptions as supplier deals with COVID-19 controversy |
Orient Overseas heads to the east coast after U.S. volumes head south |
Plywood tariff evasion evidence plentiful, finding bad actors a challenge |
Thursday, June 11, 2020
Panjiva Insights: The future for global supply chains and U.S. reshoring |
Wednesday, June 10, 2020
Panjiva Daily: UPS beats the pack as COVID-19 weighs; ABB’s transformer probe uncertainty |
Britax, Dorel receive relief from tariffs as government focuses on safety |
Slow semiconductors in the Philippines drives bottom three performance in Asia |
ABB, Schneider face prolonged uncertainty in transformer national security probe |
Copper, zinc export surge leads AMLO to call time on missing tax payments |
UPS beats the pack, Ceva continues to suffer as COVID-19 weighs on forwarders |
Tuesday, June 09, 2020
Panjiva Daily: Uniform regulations, divergent methods; the “lobster king” and the elections |
PVH, H&M cut imports as Bangladeshi apparel faces COVID-19 demand drop |
Panasonic, Samsung battery supply chains assaulted by COVID-19 |
Grimaldi’s grim view confirmed by two-thirds fall in U.S. vehicle imports in May |
Navistar navigates bumpy restart after COVID-19 after prior supply chain lessons |
Panjiva Daily: Freight falls by a fifth in May; the impact of COVID-19 on Bangladeshi apparel |
Freight falls by a fifth as COVID-19 weighs on U.S. demand in May |
Monday, June 08, 2020
CMA CGM expects tougher Q2, India and Europe contribute to woes |
COVID-19 disrupts Brazilian commodity exports in a variety of ways |
All hail the lobster king! A new model for pre-election policy or just shifting blame? |
China’s chips, medical supply exports jump but purchases from U.S. still down |
USMCA Watch: Honda, Autoliv may have work to do as uniform regulations arrive |
Sunday, June 07, 2020
Panjiva Daily: Nissan’s Brexit, Tesla problems; Ericsson dials 5G for growth, Huawei limited |
Cargill’s activity rises, supply chain turnover increases |
Ericsson dialed into 5G growth as Trump hangs up on Huawei |
Brexit Watch: Tariffs, Tesla cause headaches for Nissan’s long-term planning |
COVID-19 drove double-digit drag to U.S. transport employment in May |
Solar power, Hong Kong gold shine as tariffs continue to cloud U.S.-China trade |
Thursday, June 04, 2020
Panjiva Daily: 27 billion threats to phase 1; Roche rescues falling test kit shipments |
Panjiva Insights: The state of global trade in light of COVID-19 and the trade war |
USMCA’s benefits sorely needed as U.S. trade slump on COVID-19 closures |
Trump-Xi relations matter with 27 billion threats to the phase 1 trade deal |
Roche, Biomerieux rescue falling U.S. test kit imports in May after weak April |
Retail needs new services after Hapag-Lloyd, ONE draw more blanks |
Wednesday, June 03, 2020
Panjiva Daily: Trump’s new Hong Kong tech rules; BMW, Land Rover to navigate digital taxes |
Vanadium national security review comes after imports have already collapsed |
Land Rover, BMW may have to navigate U.S. tariff cost of Britain’s digital service tax |
Build-a-Bear has tough post-COVID-19 decisions to make holiday shipping looms |
Cummins deals with uneven U.S. restart after Mexican, European closures |
Trump’s new rules could chip away at Hong Kong’s high tech imports |
Tuesday, June 02, 2020
Panjiva Daily: Costco’s COVID-19 cuts; Peet’s Brazilian coffee shipping perks up |
Hankook less exposed than Nexen in latest U.S. tariff case |
Phillips 66 bucks trend as U.S. crude, refined oil imports drop |
JDE Peet’s Brazilian coffee shipments perk up ahead of IPO |
Costco cuts back in face of COVID-19, cutting overstocking risk |
Beyond COVID-19, trade war worries resume – May 2020 in 10 reports |
Monday, June 01, 2020
Panjiva Daily: Dealing with no deal in Ireland; BRP, ZF adapt to the aftermath of COVID-19 |
ZF announces layoffs as auto part imports start to show wear |
BRP sales jump, shipping skids as COVID-19 reopenings prove rocky |
American import pessimism extends on phased COVID-19 recovery |
Brexit Watch: Diageo, Pernod could make best of a bad deal with Irish shipping shift |
COVID-19 pressure eases, competitive pricing rises – S&P Global Platts Container Update, May 2020 |
Sunday, May 31, 2020
Evergreen Marine, Maersk win from Pacific International’s withdrawal |
Cost of COVID-19 medical protectionism visible in Indian exports to U.S. |
Lowest U.S. exports since 2009 caused by autos, not helped by Chinese food buying |
Panjiva Insights: The third phase of COVID-19, the next phase of the trade war |
Panjiva Daily: Winners from Pacific International’s plight; Nissan’s long-term supply chain plan |
Nissan takes long-term USMCA view after short-term COVID-19 disruption |
Thursday, May 28, 2020
HP’s COVID-19 recovery may be measured in months not weeks |
Shipbuilding exports reach lowest since 2017 despite China order recovery |
Canada first is the last thing U.S. aluminum smelters need, tariffs could return |
ZIM set to address finance, faces tough start to Q2 on Canada-U.S. lanes |
Panjiva Daily: HP Inc’s COVID-19 recovery; Canada first hurts U.S. aluminum |
Smithfield, JBS gorge on China pork opportunity as prices fall, sales surge |
Wednesday, May 27, 2020
Panjiva Daily: Expeditors steps up its tech game; China rescues U.S. pharma supplies |
Panjiva Insights: Academic angles in global supply chain planning |
Europeans remain depressed in May, global trade trends still negative |
Expeditors steps up tech game to tackle Fedex, Flexport |
China rescues U.S. with surge of pharma, ventilator supplies in May |
Wistron, IBM defy Mexico’s trucking downturn during COVID-19 closures |
Tuesday, May 26, 2020
Panjiva Daily: Tesla, Paccar prepare for USMCA as Mexico reopens, tariffs trimmed |
Louis Dreyfus, Cargill ensure Brazil, not U.S., dominates China bean buying |
Tesla readies for USMCA as round three of China tariff exemptions wrap up |
SpaceX’s journey to ISS still needs Earth’s industrial supply chain |
Paccar shows value of diversity in face of COVID-19, USMCA preparations |
Magna, Delphi lead Mexico’s automotive downturn as national exports slump |
Monday, May 25, 2020
Panjiva Daily: Medical supply shipments to the U.S. surging in May; COVID-19 export woes for Britain |
Britain’s COVID-19 woes wash up on American shores in May |
China’s clampdown raises new U.S. trade challenge for Hong Kong |
SQM warns lithium will lose power after Q1 exports increased |
Semiconductor trade beats COVID-19 and U.S.-China trade war |
Medical supplies surge in May as Japan favors U.S.-bound shipments |
Wednesday, May 20, 2020
Panjiva Daily: Digital strategies help FedEx vs Amazon and Urban Outfitters vs COVID-19 |
Yang Ming, Evergreen win state support to maintain national champion status |
Lenovo faces new normal, still has peak season, supply chain switch to tackle |
Solar switch-off may leave LONGi’s panels in storage |
Urban Outfitters digital sales surge but Indian supplies slump due to COVID-19 |
FedEx teams up with Microsoft to tackle Amazon and Flexport threats |
Tuesday, May 19, 2020
Panjiva Daily: Finding winners in Trump’s Make in America plan; “unreliable entities” list risks |
PVH, H&M supply chains face Typhoon Amphan |
Seattle, Tacoma feel COVID-19’s impact on empty container flows |
Trump’s Make in America plan may help set-top box, lighting sectors |
China’s unreliable entities list could put U.S. logistics providers at risk |
Giant, Trek cycle shipments fall behind as demand sprints ahead |
Monday, May 18, 2020
Panjiva Daily: COVID-19 is not the only supply chain risk for autos, renewables |
Daimler readies for USMCA as COVID-19 disrupts factory flow |
Europe’s COVID-19 lockdown drags global trade to 8% drop in March |
Nordex, Siemens Gamesa ride out regulatory turbulence in Mexican wind |
Breville cooks up capital raise for growth as COVID-19 slices shipments |
Zinus faces mattress supply chain choices as second dumping case arrives |
Sunday, May 17, 2020
Panjiva Daily: Tracking the electronics retail slump; DP-DHL beats a bad benchmark |
Brexit Watch: Ideology and disappointment reign as no-deal risks rise |
Electrolux shipments surge, Best Buy’s drop as retail sales wane in April |
Deutsche Post beats a bad benchmark in April, says Q2 not as severe as feared |
Wallenius Wilhelmsen heads for low water mark as Volvo, Komatsu shipments sink |
Sonos wins tariff leniency, had already been restructuring its supply chain |
Thursday, May 14, 2020
Panjiva Daily: Autos emerging from COVID-19’s shadow; Cosco, Evergreen sail ahead |
Corsair rams through more imports in April as COVID-19 demand rises |
Burden sharing with Treasury, China slips but U.S. tariffs still hit June 2018 low |
Wednesday, May 13, 2020
Cosco, Evergreen buck COVID-19 trend for container-lines as China recovers |
GM, Fiat-Chrysler’s U.S. auto restart may choke on sales, parts availability |
Hummer plans still humming, Tesla set to shock EV components slide |
Tuesday, May 12, 2020
Panjiva Daily: Food supply chain risks during COVID-19; Under Armour’s inventory issue |
Brexit Watch: Britain gets a taste of 2021 as medical supply imports slump |
U.S. port slowdown proves uneven, Norfolk falls behind |
Food supply disruptions during COVID-19 – three issues to watch |
Under Armour’s inventories surge as COVID-19 hits both demand and supply |
Panjiva Insights: Supplying a locked down world – the impact of COVID-19 on LatAm |
Monday, May 11, 2020
Panjiva Daily: Apple joins Samsung in Vietnam; Intel’s geopolitical move to the U.S. |
Michelin, Bridgestone could see small supply chains shifts in steel wire case |
Intel’s geopolitical move to U.S. should boost semiconductor machinery shipments |
Apple joins Samsung in leveraging Vietnam’s growing audio expertise |
Barley skirmish with China comes as Australia beats regional export average |
COVID-19 boosts drop-shipping, fractional trade means U.S. wins on a technicality |
Sunday, May 10, 2020
Panjiva Daily: H&M’s COVID-19 reaction; new round of national security supply chain reviews |
Logistics employment slump suggests continued low activity |
Manitowoc looks for national security lift from mobile crane investigation |
Cheniere’s cancelled cargoes show LNG challenge for China’s phase 1 commitments |
Cargill shows how U.S. may keep losing China soybean share during 2020 |
H+M’s COVID-19 response may be less forceful than Uniqlo, Primark |
Wednesday, May 06, 2020
Panjiva Daily: Tariffs drive solid supply chain change; national security worries transformed |
Work-from-home rescued China’s export growth in April, trade war worries rise |
Matson hopes faster means better as COVID-19 overshadows outlook |
Smith & Nephew does relatively less well as COVID-19 cuts elective surgeries |
Solid state drives shows risk from fluid state of trade war tariffs |
Schneider Electric, ABB face national security tariffs, may need to transform supplies |
Tuesday, May 05, 2020
Panjiva Daily: The $21B trade war trigger; COVID-19 medical supply deep-dive |
Canada skids on oil as exports fall across the Americas |
Travel and transport slash U.S. trade activity, China deficit at 2004 low |
Phase 1 falls $21B behind schedule as U.S.-China relations worsen |
Coronavirus medical import deep dive shows testing, PPE imports improving |
Monday, May 04, 2020
Panjiva Daily: Mexico’s COVID-19 troubles include energy, could spread to ventilators |
Loblaw’s surge could continue as South Africa’s coronavirus reopening proceeds |
Mexico’s ventilator export surge stops as COVID-19 spreads |
Coronavirus just the latest challenge for Pemex as energy imports slide |
Cinco de Mayo set to be tequila fueled as beer exports turn sour |
Looking ahead for green shoots, trade war risks – April 2020 in 10 reports |
Nestlé, J.M. Smucker Mexican coffee exports grind downwards |
Sunday, May 03, 2020
Panjiva Daily: Trump’s coronavirus sanction tariff options; Japanese autos hit the brakes |
Worst is yet to come for volumes, fuel costs a salve – S&P Global Platts Container Update, April 2020 |
Coronavirus pessimism hits export order expectations around the world |
Trump ready to deploy tariffs in COVID-19 extension to trade war with China |
Toyota, Mazda’s deceleration delivers COVID-19 challenge for shipping lines |
Baby Yoda’s arrival adds force to Disney’s Star Wars shipments |
Thursday, April 30, 2020
Panjiva Daily: DSV-Panalpina chases costs not volumes; ventilator shipments come back to life |
South Korea finds even if you make it, they still might not come |
U.S. fruit decision may juice Chinese exports, squash farmers in Florida and Chile |
Church & Dwight puts the hammer down to meet COVID-19 demand |
DSV-Panalpina slashes costs, won’t chase volumes as COVID-19 bites |
Panjiva Insights: In for the long haul, COVID-19 impact on autos and medical supply chains |
Wednesday, April 29, 2020
Panjiva Daily: C.H. Robinson steps ahead after tough Q1; U.S. pharma imports slip in April |
Adidas looks to support supply chain as shipments inch higher in Q1 |
China’s manufacturing feels whipsaw effect from overseas demand |
Robert Bosch yet to cut U.S. shipments as auto sales drop most in 52 years |
C.H. Robinson beating peers in April after tough Q1 for U.S., global logistics |
Strides takes steps to tackle COVID-19; total U.S. drug imports slipped in April |
Tuesday, April 28, 2020
Panjiva Daily: UPS tackles COVID-19 with retooling; financial wins and risks from coronavirus |
UPS faces costs from COVID-19 changes, European slowdown in Q2 |
USMCA Watch: Implementation finally arrives as COVID-19 takes toll on trade |
COVID-19 demand leads Sri Trang to plan capacity-stretching rubber glove IPO |
Monday, April 27, 2020
Continental drifts towards Mexico as COVID-19 supplier worries rise |
Panjiva Daily: K+N’s huge opportunity; Ikea deals with COVID-19 downturn |
K+N’s “huge opportunity to grow” follows COVID-19 hit to volumes in Q1 |
J.C. Penney, PVH accelerate Vietnam apparel imports as demand slides |
Sunday, April 26, 2020
Global trade downturn set to continue as German expectations hit record low |
Husqvarna’s COVID-19 exposure may mean Q2’s cut is bigger than Q1 |
Ikea deals with coronavirus demand downturn after tackling tariffs |
Shipbuilding faces coronavirus headwind as exports, orders fall |
Invacare, iRobot gain tariff leniency as coronavirus troubles abound |
Thursday, April 23, 2020
Panjiva Daily: The phased effect of COVID-19 on trade; monitoring Qisda, NEC’s return to growth |
China’s cereal purchase could kill the risk of a return to trade war |
Shiseido shipments slip, L’Oreal’s worth watching as COVID-19 cuts cosmetics |
Qisda, NEC shipments return to growth as monitor demand rises |
April’s bad news could be worse as China’s slowdown improves, Europe’s accelerates |
Kone’s elevator supply chain solid; COVID-19 cuts construction activity |
Wednesday, April 22, 2020
Panjiva Daily: Trump’s oil import aims; Sulzer shows the importance of being essential |
Sika seeks opportunities as COVID-19 raises inventory risks |
Trump’s oil aims may not mean U.S. imports shoot downward |
Fevertree shipments heat up, coronavirus requires channel change |
Sulzer’s essential business keeps imports pumping during COVID-19 pandemic |
Tuesday, April 21, 2020
Panjiva Daily: COVID-19 medical supply recovery underway; Nintendo aims to Switch up supplies |
Boeing’s suppliers may welcome reopening after descent in parts imports |
Nintendo looks to Switch up output as chips dodge COVID-19, for now |
Wind projects face COVID-19 turbulence, equipment imports yet to fall |
Stora Enso shipments slide as COVID-19 crumples paper demand |
Green shoots of spring recovery in COVID-19 medical supplies to U.S. |
Monday, April 20, 2020
Panjiva Daily: Trump’s low-key tariff leniency; Lear’s labor, sales and regulatory risks |
Rose-tinted rear-view mirror, dark COVID-19, oil clouds ahead for global trade |
Sunday, April 19, 2020
Trump’s tariff leniency may mean little for the economy, will prove complex |
U.S. loses as Japan accelerates medical exports in falling trade environment |
Lear’s challenges spread to labor unrest as well as sales and regulatory risks |
Coronavirus causes port to cut capacity, costs and offer storage solutions |
Thursday, April 16, 2020
Panjiva Daily: Best Buy tackles coronavirus; Hon Hai waits for WTO intervention in trade war |
SAIC may secure China supplies as U.S. tariff leniency is extended |
Hon Hai, Wistron may have fingers crossed for unlikely WTO intervention |
Best Buy tackles coronavirus with cost cutting, source switching |
New York overhauled Long Beach in 2019, thanks to a bridge |
Panjiva Insights: Shining a light on COVID-19’s impact on supply chains |
Wednesday, April 15, 2020
Panjiva Daily: Amazon, SM Line outpace peers as COVID-19 cuts volumes |
Indian labor shortage may slice cereal, spice supplies to China |
American pork heads to China as coronavirus cuts U.S. demand |
ASEAN+3 stockpile could cut future trade in medical supplies |
SM Line bucks falling liner trend with booming Canadian business |
Amazon’s global freight surge puts pressure on forwarders, helps Maersk |
Tuesday, April 14, 2020
Panjiva Daily: Marathon and Pace face coronavirus hurdles; the risk from tardy Brexit talks |
Lower tariffs cut burden on U.S. importers, reduce pressure on Chinese exporters |
Marathon’s import sprint may be ended by coronavirus, OPEC+ deal |
New York beat LA in March, EU exposure set to become a problem |
Brexit Watch: Tardy talks due to COVID-19 raise risks for future supplies |
Pace blames COVID-19 for financial woes; Denso, Magna shipments surge |
Monday, April 13, 2020
Panjiva Daily: FEMA’s coronavirus clampdown; how CH Robinson beat its peers in March |
Bigger difficulties ahead as COVID-19, consumers drag on Chinese exports in March |
Hunter Douglas, Novelis face consequences of new antidumping case |
CH Robinson survives COVID-19 woes as growth outperforms peers |
Thursday, April 09, 2020
Bad, with worse to come – COVID-19’s toll on U.S. imports in March |
3M exempted as FEMA clamps down on PPE exports after surge |
Wednesday, April 08, 2020
Panjiva Daily: Coronavirus questions answered; Tesla’s shutdown impact on lithium supply chains |
Loss of ferry capacity to COVID-19 could disrupt spirits, tire exports |
Vale changes shipping strategy, cuts exports in response to coronavirus |
Tesla’s deceleration may take time to reach SQM’s lithium mines |
Lindt’s bunny beats COVID-19 disruptions as imports hop higher |
Panjiva Insights: Coronavirus – the global impact, your questions answered |
Tuesday, April 07, 2020
Panjiva Daily: Matson stays healthy, competitors weaker; tire industry loses grip as COVID-19 drags |
No-one wins as coronavirus spreads but not all exporters will see a decline |
COVID-19 car demand drop drives Aleris to cut production, Norsk Hydro cuts imports |
Indian Oil uses exports to deal with COVID-19’s domestic demand drop |
Tire industry loses grip as COVID-19 drags, Nokian bucks the U.S. trend |
Matson stays healthy as coronavirus weakens competitors’ volumes |
Monday, April 06, 2020
Panjiva Daily: Trade war risks rise; new ways to boost Purell, ventilator supplies |
Fisher & Paykel leads surge in Mexican ventilator exports to U.S. |
Toyota, Mitsubishi meet COVID-19 driven demand drop with slowing supply |
Sunday, April 05, 2020
Trade war return risk rises with tariff cuts, purchase commitments yet to deliver |
Tariffs scrubbed from Purell pump systems as Gojo receives leniency |
U.S. trade downturn extends to month six as coronavirus meets Canadian oil |
Thursday, April 02, 2020
Panjiva Daily: Q2 Outlook special edition – Through a COVID-19 glass, darkly |
Q2 2020 Outlook: Through a COVID-19 lens, darkly |
Wednesday, April 01, 2020
Panjiva Daily: Healthcare supply chains during COVID-19; the rush to supply farmers |
Coronavirus goes global – March 2020 in 10 reports |
Airfreight capacity drops, raising risk of force majeure |
Syngenta, Yara shipments may have dropped ahead of farm supply rush |
2010 low for U.S. import sentiment shows degree of COVID-19’s economic drag |
You don’t always get what you need – COVID-19’s impact on healthcare supply chains |
Tuesday, March 31, 2020
Panjiva Daily: Room for more COVID-19 medical tariff cuts; Mexican gas deflation risk |
Asia data points may understate impact of coronavirus outbreak on trade |
Medline, Cardinal Health could be blessed with further COVID-19 tariff exemptions |
Finding a new normal for volumes and fuel – S&P Global Platts Container Update, March 2020 |
AMLO’s coronavirus reaction could deflate CFE, Pemex gas imports |
Lenzing cuts costs as COVID-19 disrupts textile fiber flows |
Monday, March 30, 2020
Panjiva Daily: Tracking ventilator shipments; Ceva’s force majeure casts doubts |
Panjiva Insights: Trade talks, data shouts – COVID-19, stories from the data |
Drägerwerk’s U.S. ventilator worries already evident in March |
Sunday, March 29, 2020
Konecranes can’t lift spirits as coronavirus delivers demand disruption |
Japan may float shipyard mergers in response to global consolidation, COVID-19 |
Ceva’s force majeure bodes ill for supply chain certainty |
Friday, March 27, 2020
Panjiva Daily: COVID-19 drives laptop PC shortage; JBS set to meet coronavirus challenge |
Thursday, March 26, 2020
Outotec shipments surge, coronavirus complicates logistics |
German trade sentiment falls at fastest rate since at least 1991 as COVID-19 weighs |
Consumer, autos sectors drive February’s fall in U.S. trade activity |
Laptop availability powers down as work-from-home demand rises, imports fall |
JBS faces a package of problems and opportunities from coronavirus |
Wednesday, March 25, 2020
Panjiva Daily: India’s lockdown risk for pharma supply chains; coronavirus corrodes copper exports |
Global trade returned to the bad times before the worse times |
Canals set to face coronavirus challenge as shipping slows |
Pemex faces problems, Valero and ExxonMobil do better in Mexico |
Glencore, Codelco copper exports corrode as coronavirus spreads |
India’s lockdown puts pharma, textile and machinery supply chains at risk |
Panjiva Daily: Shipping slowdown reaches U.S. shores; virus casts a cloud over solar |
Tuesday, March 24, 2020
Shipping slowdown reaches U.S. shores as imports from China drop 45% in March |
Panjiva Daily: Flexport steps up as masks fall; COVID-19 forces Wallenius Wilhelmsen to dig in |
Starbucks cuts Brazilian coffee purchases ahead of coronavirus closures |
Apple, Lacroix win in latest round of U.S.-China tariff exemptions |
Tractor-makers Deere, AGCO face fallow period as COVID-19 disrupts supply chains |
Coronavirus cloud settles over solar power equipment supplies |
Monday, March 23, 2020
PVH, VF Corp. could prosper from a U.S.-Kenya trade deal |
Bayer raises, Torrent cuts supplies as Brazil lowers pharma import hurdles |
Wallenius Wilhelmsen digs in as COVID-19 cuts construction machinery shipments |
Sunday, March 22, 2020
Coronavirus-linked container constraint emerges as empty handling falls |
Flexport steps up with coronavirus rules as medical mask imports fall |
Friday, March 20, 2020
Panjiva Daily: Answering Trump’s ventilator call; handling medical glove demand |
Thursday, March 19, 2020
Panjiva Daily: FedEx attacks to defend against COVID-19; MSC avoids container dip |
Samsonite supplies fixed, demand has 9-month trek to coronavirus recovery |
Volkswagen closes capacity as both supply and demand concerns grow |
Trump’s ventilator call follows surge in imports by ResMed, Philips |
Top Glove hopes to handle coronavirus growth opportunity with new capacity |
Coronavirus not the only malady facing Mexican beer exporters |
Wednesday, March 18, 2020
Panjiva Daily: DSV Panalpina’s coronavirus warning; EU’s coronavirus soap strategy |
Fading global trade provides a backdrop for Europe’s above-average January |
Brazilian iron ore sinks to new trough as Vale favors China |
MSC among the best as U.S. container line volumes dip in February |
FedEx attacks costs to defend against coronavirus headwinds |
Saudi Aramco, Phillips 66 face dual shocks to U.S. oil supplies |
Tuesday, March 17, 2020
Panjiva Daily: The supply chain cost of Trump’s travel ban; waste sacks bag coronavirus tariff cuts |
Dupont faces higher costs as U.S. cools on Chinese refrigerant imports |
Japan’s exports slip rather than slide as China, chips prove resilient |
DSV Panalpina rings the warning bell for forwarders as coronavirus disruptions spread |
USMCA Watch: 31 month odyssey ends with coronavirus delay |
EU coronavirus strategy may wash away soap exports |
Monday, March 16, 2020
Italy’s coronavirus lockdown may limit luxury, pharmaceutical exports |
California’s ports feel first effects of coronavirus disruptions |
Panjiva Daily: Coronavirus – what we’ve learned about supply chains so far |
Trump’s EU travel ban could raise costs for healthcare, electronics and luxury goods |
Coronavirus continues to drive U.S. tariff reductions, including waste bags |
U.S. Treasury take turns over as tariffs become victim of their own success |
Sunday, March 15, 2020
We’re not there yet – 18 coronavirus lessons from supply chain and financial data |
Friday, March 13, 2020
Sunshine state faces dark clouds from EU-U.S. trade conflict |
Thursday, March 12, 2020
Oil-for-corn deal shows supply chains adapting to Venezuela sanctions |
Wednesday, March 11, 2020
Brexit Watch: EU talks struggling, whiskey leniency needed to lubricate U.S. deal |
Stitch-Fix weaves tariff lessons into coronavirus strategy |
Tuesday, March 10, 2020
Panjiva Daily: Coronavirus second order effects reach Cambodia, Mexico supply chains |
Baltimore cuts capacity for coronavirus, Ikea and Fila may feel shortages |
Kansas City Southern flags Mexican COVID-19 risks; GM and Mazda exposed |
Baosteel bucks the coronavirus trend with surging U.S.-bound shipments |
Levi Strauss, Adidas face second-order Cambodian COVID-19 disruptions |
First signs of coronavirus’s drag as U.S. imports fall for sixth month |
Monday, March 09, 2020
Panjiva Daily: Trump’s coronavirus tariff sacrifice; bubbly soap imports |
Panjiva Daily: Oil’s rout and global trade; Sanders, Biden trade debate moves to Michigan |
Signs of COVID struggles as Taiwan, Vietnam gain at China’s expense in electronics |
Costco coronavirus sales win may be followed by supply chain challenges |
Valero, Phillips 66 lead Mexican oil exports as AMLO prepares for more |
Sanders, Biden debate trade as Michigan’s auto exports wane |
Contraction, commitments and containers – Trade implications of the oil price collapse |
Sunday, March 08, 2020
Procter & Gamble soap imports bubble up ahead of coronavirus demand surge |
China misses phase 1 purchasing commitments by 59% in January |
China still losing the trade war during the trade peace |
Cardinal Health, Brady win as Trump sacrifices tariffs to tackle coronavirus |
Friday, March 06, 2020
Trump’s China scorecard achieves best January result since 2012 |
Thursday, March 05, 2020
Chemicals, autos companies most preoccupied with COVID-19 |
India’s COVID-19 airlift could help solar, telecoms sectors |
Panjiva Daily: Who cares most about coronavirus? Chemicals and autos, but not healthcare |
U.S. to include 5G in trade deals, imports set to surge based on 4G, 3G history |
Sales surge, imports slow in autos sector as parts shortages loom |
Hapag-Lloyd sees extended period of coronavirus recovery |
Wednesday, March 04, 2020
Panjiva Daily: Logistics and the end of COVID-19 disruptions; Turkey restricts medical supplies |
Lego’s built a U.S. supply chain immunity to COVID-19 disruptions |
ArcelorMittal, Ternium may feel COVID-19 disruption in Mexican exports |
Supply chain questions for Nipro, J&J as COVID-19 export restrictions widen |
UPS, CMA-CGM see beginning of the end to COVID-19 disruptions |
Cheap fuel salves COVID’s costs – S&P Global Platts Container Update, February 2020 |
Tuesday, March 03, 2020
Panjiva Daily: India COVID-19 drug supply restriction; TiVO’s TV box triumph |
Target’s prepared for COVID-19 as new year imports slip |
Maersk’s integrated strategy bears fruit with India service launch |
New York joins roster of ports expecting COVID-19 disruptions |
TiVo’s triumph comes as U.S. set-top boxes head into decline |
India reacts to COVID-19, surging exports with key drug export restrictions |
Monday, March 02, 2020
Panjiva Daily: Apple’s use for Trump; port strikes, not SARS, provide a COVID-19 lesson |
Coronavirus casts a cloud – February 2020 in 10 reports |
Oil powers, Dell drags on Texas; Super Tuesday trade policy clarity arrives |
Strikes, not SARS, provide a COVID-19 lesson for U.S. ports |
COVID-19 exacts a toll on U.S. housebuilding as lighting deliveries dim |
Apple uses Trump to access India in quick time |
Mad dash for U.S. electronics as COVID-19 disrupts supply chains |
Sunday, March 01, 2020
Panjiva Daily:DP-DHL’s COVID-19 costs, Trump’s split security standards |
South Korea’s surprising rebound defies COVID-19, reflects timing |
China’s COVID-19 trade activity collapse; EU healthcare exports may soar |
Deutsche Post DHL warns of COVID-19 impact, electronics already sliding |
Friday, February 28, 2020
U.S. trade decline continues, phase 1 trade deal benefits yet to accrue |
Trump splits Japanese security view for titanium and steel cases |
Thursday, February 27, 2020
Panjiva Daily: Foxconn, COVID-19 help Vietnam; K+N sees COVID-19 return to normal, in China |
No pain, so no gain in tariffs for structural steel helps Valmont, CAP |
K+N experiencing return-to-normal in China while COVID-19 continues |
Foxconn, COVID-19 drive Vietnam’s electronics super-power status |
Matson faces triple-whammy of COVID-19 disruptions, others in the same boat |
Boeing, BMW central to South Carolina’s trade politics |
Wednesday, February 26, 2020
Panjiva Daily: Trump’s choppers-and-coke deal; Deere’s dear shipping |
Tuesday, February 25, 2020
Panjiva Basics: Counting the cost of COVID-19 for corporate supply chains |
Port of Los Angeles raises COVID-19 worries, Savannah’s shipping slides |
Global trade rebound in December likely to prove short-lived |
Choppers and coke – Trump’s latest trade deal makes a modest start |
Ikea rebuilds supply chain as tariffs slam door on Chinese cabinets |
Deere’s shipping could get dearer due to COVID-19 disruptions |
Monday, February 24, 2020
Panjiva Daily: Hasbro, Mattel tackle coronavirus; China cuts medical device costs |
Trump’s uranium support bears fruit, most supplies from EU and Canada |
Sunday, February 23, 2020
JBS gains Brazilian beef options after Chinese stampede |
Panjiva Daily: Uniqlo’s evolution, Lenovo’s refactoring in response to COVID-19 |
Repsol, Ford face Spanish digital service tax risks |
Medtronic, Johnson & Johnson may be helped by latest China tariff cuts |
Hasbro, Mattel supply chains face coronavirus, Hong Kong protest disruptions |
Magna dealing with COVID-19 and tariffs, to a certain extent |
Saturday, February 22, 2020
Bunge, Vale face slide Brazilian commodity exports to China due to COVID-19 |
Friday, February 21, 2020
Lenovo refactors its laptop supply chain in response to COVID-19 |
Uniqlo’s fast-evolving supply chain can’t avoid COVID-19 disruptions |
Maersk’s COVID-19 rebound in Q2 may be foiled by weaker European shipping |
Thursday, February 20, 2020
GE, Siemens may have much to gain if Trump, Modi can reach long term deal |
Panjiva Daily: COVID-19 hurdle for Adidas, Puma; winners from a U.S.-India trade deal |
Wednesday, February 19, 2020
Tariff Quote Watch: Altra Industrial, Haldex cut China exposure as tariff worries wane |
Japan adds to evidence of a weak month for global trade in January |
Adidas, Puma look to hurdle COVID-19 challenges |
Panjiva Insights: Seeing clearly, reaching further – supply chain technology in the 2020s |
Panjiva Insights – Globalization alive but kicking |
Tuesday, February 18, 2020
Panjiva Daily: Expeditors, K+N squeezed by competitors, COVID-19; JCB has a hole |
Sumitomo gains as Hankook demand skids |
Wallenius Wilhelmsen chooses contraction in shrinking car carrier market |
Expeditors, K+N feel pressure from weak volumes, challengers and COVID-19 |
COVID-19 set to leave hole in JCB’s U.K., U.S. supply chains |
Delong, Gavilon face export squeeze as COVID-19 cuts container availability |
Monday, February 17, 2020
Panjiva Daily: COVID-19’s automotive disruption widens; Trump’s tariff carousel |
Sunday, February 16, 2020
Nissan, Tata join the list of automakers facing COVID-19 disruptions |
Carousel passes LVMH, Constellation by as U.S. aero retaliation deepens |
SM Line, PIL realign as competition concerns conclude |
Saturday, February 15, 2020
Trump’s budget indicates major trade war de-escalation |
Burden sharing alive and well as U.S import prices from China hit 12-year low |
Thursday, February 13, 2020
Panjiva Daily: Under Armour’s COVID-19 costs; solar tariff efficiency in doubt |
Philippines’ moment of trade health may prove fleeting in face of COVID-19 |
Nevada’s copper and blood pay the price for U.S.-China trade war |
Wednesday, February 12, 2020
Under Armour’s COVID-19 costs could spread |
Trina, Hanwha Q-Cells shine as doubts cast over solar tariff efficiency |
Health of Chinese healthcare supplies called into question |
Tuesday, February 11, 2020
Panjiva Daily: 2019’s malaise infects the ’20s; new shipping service for Ford, Molson Coors |
Tariff Quote Watch: GoPro falls short as supply chain plan proceeds slowly |
Steering industry has to navigate coronavirus as Huida declares force majeure |
Monday, February 10, 2020
Ford, Molson Coors may be targets for COSCO’s new service |
Indiana survives the U.S.-China trade war, conflict with EU more challenging |
Tariffs’ bite lasts into the ‘20s, jaws starting to unclench |
Sunday, February 09, 2020
DSV Panalpina confirms soft outlook for 2020, coronavirus uncertainty |
Panjiva Daily: DSV Panalpina’s soft outlook; Nintendo’s coronavirus cost |
Coronavirus could stall Fiat-Chrysler, General Motors auto production |
Thursday, February 06, 2020
Canada a bright spot in a dark end to 2019 in the Americas |
Nintendo counts coronavirus cost as factories await reopening |
Melrose’s tariff relief may be short lived if EU-U.S. conflict gets into gear |
Wednesday, February 05, 2020
Panjiva Daily: Trump’s tariffs still successful; Electrolux, Sherwin Williams feel the burn |
Husqvarna’s revenues trimmed, import growth unchecked |
BAe, Lonza have friends in New Hampshire as primary approaches |
Electrolux, Midea feels the burn as tariffs continue to cool China’s exports |
Good news for Trump, bad news for the EU in latest trade data |
Tariff Quote Watch: Sherwin Williams shows Phase 1 doesn’t gloss over tariff pain |
Tuesday, February 04, 2020
Panjiva Daily: Coronavirus hits logistics; Brexit deal making positions compared |
Milwaukee Electric, Tractor Supply drill for tariff exemptions |
Generac, Briggs & Stratton face tariff and currency questions |
Improving U.S. export sentiment faces realities of coronavirus |
Coronavirus delivers a blow to the logistics sector |
Brexit Watch: Britain’s not Canada in CETA, it’s Canada in USMCA |
Monday, February 03, 2020
Panjiva Daily: Vestas, DSV Panalpina get together; Wistron expands in India |
Wistron Joins Foxconn Making iPhone Components in India |
Tariff Quote Watch: Vestas tackles tariffs, calls on DSV-Panalpina for shipping help |
Petronet’s gas deal, not a full trade agreement, may feature in Trump’s India visit |
New decade, old problems as South Korea slides, China hopes darken |
A different kind of chaos – January 2020 in 10 reports |
Sunday, February 02, 2020
Panjiva Daily: ONE’s got more than one problem; H&M’s tech investments pay off |
H&M’s supply chain technology investments pay off |
Ocean Network Express has more than ONE problem |
Illinois Tool Works trims guidance In response to coronavirus |
Coronavirus and Compliance – S&P Global Platts Container Update, January 2020 |
Friday, January 31, 2020
Panjiva Basics: Handling VUCA With HALO; Lessons for Portfolio Construction in 2020 |
Thursday, January 30, 2020
Panjiva Daily: Corporate coronavirus reactions; Brexit begins; UPS beats peers |
UPS Beats Its Peers, Misses Out On Supply Chain Realignments |
Daimler, Keystone Face National Security Metals Tariff Extension |
Iowa’s About More Than Beans as Trade Policy Meets Electioneering |
Corporate Coronavirus Reactions Take Wait-and-See Stance, For Now |
Brexit Watch: The End of the Beginning as 20th Century Deals Face 21st Century Issues |
Wednesday, January 29, 2020
CH Robinson’s Slide Includes European Business Push |
Panjiva Daily: CH Robinson’s troubles; Pegatron and Hon Hai’s divergent strategies |
Pegatron, Hon Hai Take Opposite Approaches To Supply Chain Shuffling |
Whirlpool’s Price Rises Helped By Tariffs Which Cut Import Demand |
USMCA Watch: One Hurdle Left, Then The Hard Work Begins |
Trump’s Deficit Victory Still a Ways Off, Phase 1 Effect May Be Delayed |
Tuesday, January 28, 2020
Ford, General Motors Left Out In Cold By CSAV’s Car Ferry Exit |
Orient Overseas Tough 4Q May Have Beaten Its Peers |
Balanced Picture For Global Trade Could Tip on Tweets and Sneezes |
Panjiva Daily: Trump’s Michigan visit and autos tariff questions; Orient Overseas leads the way |
Ikea, Steelcase Face Prospect of Make in India Tariffs |
USMCA Watch: Trump’s Michigan Visit May Raise EU Tariff Questions for Dana |
Monday, January 27, 2020
Maersk Sceptical About Trade Growth, Especially For Capital Goods |
Maruti Suzuki S-Presso May Perk Up Indian Exports as Ford Slows |
PIL’s Problem May Drag on Wide Range of Industries |
Panjiva Daily: Coronavirus exposure for autos, electronics; Maersk’s sceptical attitude |
Coronavirus Could Disrupt Supply Chains For Autos, Electronics and Chemicals |
Tianqi Lithium’s SQM Purchase Brings Behavioral Change, Debt Woes |
Sunday, January 26, 2020
Panjiva Daily: Supply chain tech in 2020; K+N’s Asia acquisition search |
2020 Outlook: It’s About Time – The Future for Global Supply Chains |
2020 Outlook: Seeing Clearly, Reaching Further – Supply Chain Technology |
Thursday, January 23, 2020
Tariff Quote Watch: Phase 1 Trade Deal Too Late to Save Agrochemicals in 2020 |
Tariff Quote Watch: VF Corp’s North Face Tariff Chill Set To Pass |
K+N Starts The Search For Asian Acquisitions |
Wednesday, January 22, 2020
JBS, Treasury Wine May Pay if DP World’s Australian Strike Action Worsens |
Panjiva Daily: Secret trade review, Fender’s tariff tune and Spin Master’s stockpiling |
Good News for Semiconductors Amid Japan’s Poor Performance |
Secrets and Deals – Auto Tariffs and Digital Taxes Cloud Trade Negotiations |
Fender Fends off Tariffs as Yamaha, Casio Miss a Beat |
Tariff Quote Watch: Spin Master Shows Threats Matter As Much As Reality |
Tuesday, January 21, 2020
Panjiva Daily: Black, grey and green swan risks in 2020; the phase 1 pharma harvest |
Panjiva Daily: DHL leads forwarders in 4Q, Ceva slips; steel tariff losers and winners |
ArcelorMittal Dodges Tariff Trouble as U.S. Imports Hit Lowest Since 2010 |
Ruixing, Yara Fertilizer Shipments May Wither as India Aims To Cut Imports |
Codelco, BHP May Have Warm Feelings From Phase 1 Trade Deal |
Ceva, DSV-Panalpina Slip As DP-DHL, DB-Schenker Surge in 4Q |
Williams Sonoma, Faurecia Face Disruptions As Maersk is Beset By Le Havre Strike |
Monday, January 20, 2020
2020 Outlook: The Year It All (Might) Go Wrong – Black Swan Risks |
Dollar General, Greif May Bag Bargains as China Bans Single Use Plastics |
New Normal Means Same Problems as Los Angeles Loses Out From Tariffs |
Pharma Harvest From Phase 1 Deal May Be Transshipments |
Sunday, January 19, 2020
Panjiva Daily: Five supply chain strategies for 2020; what’s to watch in WEF week |
First Shots or Fast Friends – What To Expect from WEF |
Thursday, January 16, 2020
Panjiva Insights: After the Dust Settles, Views on The Phase 1 Trade Deal |
2020 Outlook: Fighting on Several Fronts – Supply Chain Strategies |
Burden Sharing Shifts as U.S. Import Price Deflation Slows |
Wednesday, January 15, 2020
Hapag-Lloyd The Best of a Bad Lot as Container Lines Suffer Poor Q4 |
TSMC Faces Defense Pressure To Shift Chipmaking as U.S. Demand Wanes |
Panjiva Daily: Phase 1 deal deep dive – commitments versus enforcement |
2020 Outlook: Come for the Commitments, Stay for the Enforcement – Trade War Show Season 4 Begins |
Tuesday, January 14, 2020
Panjiva Daily: Logistics in 2020 – delivery in doubt; New York’s drinks problem |
2020 Outlook: Delivery in Doubt – Logistics Industry Prospects |
Philippines Shows China Chip Dominance Growing, Regional Trade Still Weak |
New York Has a 2020 Drinks Problem as U.S. Ports End 2019 With a Dive |
Brexit Watch: Fish Fight First of the Free Trade Deal Frictions |
Treasury’s Tariff Take Reached $74B in 2019, Could Break $90B in 2020 |
Monday, January 13, 2020
Panjiva Daily: Alive and kicking – 8 global trends for 2020; America’s miserable end to 2019 |
Consumer Surge, New Year Hold Keys To China Export Rebound |
2020 Outlook: Globalization Alive and Kicking – Global Trade Policy Trends |
Miserable End to The 2010s as Trade War, Weak Demand Slash U.S. Imports |
Tariff Quote Watch: Superdry Bails Out of China Sourcing as Shipments Sink |
Sunday, January 12, 2020
Panjiva Daily: Trump’s nine trade frenemies in 2020; Yara, Mosaic’s sanctions exposure |
Terrible End to 2010s For Marine Logistics Employment, Raises Strike Risks |
Yara, Mosaic May Have Bigger Hormuz Exposure in Brazil Than Petrobras |
2020 Outlook: New Year, New Frenemies – U.S. Trade Policy |
Gazprom, Kinder Morgan at Opposite Ends of EU-U.S. Common Gas Interests |
Thursday, January 09, 2020
2020 Outlook: Trade War in Waiting – U.S.-EU Relations |
Panjiva Daily: Trump’s trade wars old and new – 2020 Outlook; Sonos harder to hear |
Mission Not Yet Accomplished – The Phase 1 Trade Deal Awaits |
Sonos Disconnected From Rising Smart Speaker Market |
Wednesday, January 08, 2020
2020 Outlook: Ever-Changing Trade – 10 Lessons From The Past 10 Years |
LG Electronics Leads Growth as TVs Get Ever Bigger At CES |
Tuesday, January 07, 2020
Panjiva Daily: Trump’s winning the trade war; Daimler leads autos downturn |
Adidas, Sumitomo May Face Disruption From Jakarta Floods |
Kerosene, Fuel Oil Refloat Canada’s Export Growth As China Spat Continues |
Beans Bounce Back As U.S. Wins The Trade War in November |
Tariffs Not Needed as Daimler Slashes Shipments, BMW and VW Prove Resilient |
Wrong News At The Right Time Shows Success of Trump’s Trade Policies |
Hasbro, Mattel Find Growth in India, Government Looks To Tackle Quality |
Monday, January 06, 2020
Giant, Trek Make Tracks Out of China as Tariffs Meet The Electoral Cycle |
Panjiva Daily: Batteries, not Segway Ninebot the CES star; Mexico prunes its oil hedge |
Toyota Deprioritized U.S. As Japan’s Automakers Suffer Another Tough Month |
Segway Ninebot Grabs Headlines at CES, Batteries The Unsung Star |
Mexico’s Pruned Oil Hedge Follows Pemex Export Decline |
Airxcel Plays It Cool While Waiting For Tariff Exemptions |
Sunday, January 05, 2020
Panjiva Daily: What went wrong in 2019; U.S. Steel shows tariffs don’t always work |
Cargill Key to Zimbabwe’s Mexican Corn Call |
Electrolux Leads as Tariffs Change The Shape of U.S. Washer Imports |
Divergent Reaction to Trade War Relief Seen in Export Sentiment Surveys |
U.S. Steel, CAP Show Steel Tariffs Don’t Always Deliver Their Aims |
Japan Tobacco, Philip Morris Face Pressure After Cigarette Imports Light Up |
Thursday, January 02, 2020
Panjiva Daily: Trump’s challenges, Tesla’s tariff navigation – what you missed over the holidays |
2019 Review: Late Arrivals, Indigestion and a Nightingale – What We Got Wrong |
Tesla Navigates Tariff Risks, ArcelorMittal Hits a Bump – What You Missed Over The Holidays |
Maersk, Matson Raise Logistics Consolidation Question – What You Missed Over The Holidays |
Wednesday, January 01, 2020
Brace For Impact – S&P Global Platts Container Update, December 2019 |
Four Challenges For Trump – What You Missed Over The Holidays |
Talks, Reflation and Decline in Global Policy – What You Missed Over The Holidays |
Sunday, December 29, 2019
2019 Review: 12 Events That Shaped Global Supply Chains |
Thursday, December 26, 2019
2019 Review: Recession, War, Nonchalance, Deficits and Brexit The Year in 5 Charts |
Thursday, December 19, 2019
Dow, Chevron May Be Helped By China’s Chemical Gesture |
Panjiva Daily: Qurate fails to find festive tariff cheer; Brexit start gun fired |
Cote d’Ivoire Beats Ghana In Satisfying America’s Cocoa Demand |
Hyundai, Posco Recast Steel Shipments, U.S. Rules on Vietnamese Circumvention |
Qurate, Givaudan Find No Festive Tariff Cheer as Leniency Petitions Are Rejected |
European Growth Can’t Prevent Another Global Drop in Trade Activity |
Tariff Quote Watch: Patagonia Climbs as Oakland Sees Beginning Of The End |
Brexit Watch: Queen Fires The Start Gun For 229 Day Sprint |
SQM Prioritizes China While Chile Wants to Diversify Exports |
Wednesday, December 18, 2019
China May Take The Ethanol Pledge, Helping Trump Before Elections |
Panjiva Daily: ZIM zooms, Roku rolls over and Skywalker rises |
North Korea Sanctions Normalization Sought, Could Help Chinese Apparel Buyers |
Panama Canal Avoids The Worst of The Trade War, But Not Immune |
Rise Of Skywalker Leads to a Rise in Disney’s Star Wars Imports |
ZIM Shipping Zooms Ahead of Peers With China Success, Canada Routes |
Roku Growth Rolls Over Before Trade Deal Relief Arrives |
Tuesday, December 17, 2019
Panjiva Daily: FedEx hit by Thanksgiving, trade war; Boeing cuts MAX, risking trade deal |
FedEx’s Woes Not Limited To Thanksgiving Timing, Trade War |
Light For Tech, Shade for Trade Generally As Japan’s Export Slump Hits Month 12 |
Boeing Minimizes MAX Shipments, Hurting Trade Deal and Supply Chain Prospects |
Textron Gets Respite from Trade War Tariffs, Still Cutting Imports from China |
Tariff Quote Watch: Costco Cuts China, Tariffs Are Now Business-as-Usual |
Electrolux Restructuring Delay Visible in Slowing Component Imports |
Monday, December 16, 2019
Panjiva Daily: Heroic assumptions, trimmed tariffs define the Phase 1 trade deal |
Beam Suntory Aims To Build Whiskey Sales in India With Oaksmith |
India’s Trade Slowdown Continues, Yet To Be Bolstered by Trade War or RCEP |
Sunday, December 15, 2019
USMCA Watch: Toyota, Mitsubishi May Face Future Canadian Complaints |
U.S. Customs Duty Haul Set To Fall By Just 10% After Phase 1 Trade Deal |
Trade War Show Season 3 Finale – The Heroic Quest for $100 Billion |
Trade War Show Season 3 Finale – Trimming Tariffs, Leaving Doubts |
Friday, December 13, 2019
Panjiva Daily: Amazon, Flexport show the way forward; phase 1 turns down tariffs, not risks |