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Panjiva Research Articles

Wednesday, July 01, 2020

COVID-19 cuts and trade war worries – June 2020 in 10 reports
FedEx’s wins and loses from COVID-19; seaborne shipping downturn slows
Export sentiment improving, but still not out of COVID-19 woods

Tuesday, June 30, 2020

Panjiva Daily: COVID-19’s cost in Texas and Mexico; camera shipments snap
Technology managers turn to the cloud as hardware supplies evaporate
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
USMCA Watch: Tough choices for Nissan, Mazda after COVID-19
Q3 2020 Outlook: Heading into the great unknowns (1) – The 4 Stages of COVID-19

Monday, June 29, 2020

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

Friday, June 26, 2020

Panjiva Daily: Electrolux, Siemens powering up as COVID closures end

Thursday, June 25, 2020

Panjiva Daily: Medical supply chains mostly fixed; DSV Panalpina’s upgrade helped by Vestas
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: COVID-19 trade drag may be waning; Adidas keep to support pledge
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: Trump’s progress in China trade deal; beauty products face ugly digital tax spat
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: Clean tech supply chains versus COVID-19; Maersk gets less gloomy
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

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

Thursday, June 18, 2020

Panjiva Daily: Hapag-Lloyd’s arbitrary charge; COVID-19, supply chains and credit risk analysis

Wednesday, June 17, 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
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: GM, Ford get back into gear after COVID-19; stretched PPE suppliers
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: Orient Overseas heads east after going south; health versus production in Mexico
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

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 Daily: UPS beats the pack as COVID-19 weighs; ABB’s transformer probe uncertainty
Panjiva Insights: The future for global supply chains and U.S. reshoring

Wednesday, June 10, 2020

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
Panjiva Daily: Freight falls by a fifth in May; the impact of COVID-19 on Bangladeshi apparel

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
Freight falls by a fifth as COVID-19 weighs on U.S. demand in May

Monday, June 08, 2020

Panjiva Daily: Nissan’s Brexit, Tesla problems; Ericsson dials 5G for growth, Huawei limited
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

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

Friday, June 05, 2020

Panjiva Daily: 27 billion threats to phase 1; Roche rescues falling test kit shipments

Thursday, June 04, 2020

Panjiva Daily: Trump’s new Hong Kong tech rules; BMW, Land Rover to navigate digital taxes
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: Costco’s COVID-19 cuts; Peet’s Brazilian coffee shipping perks up
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: Dealing with no deal in Ireland; BRP, ZF adapt to the aftermath of COVID-19
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

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
Panjiva Daily: Winners from Pacific International’s plight; Nissan’s long-term supply chain plan

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
Nissan takes long-term USMCA view after short-term COVID-19 disruption

Friday, May 29, 2020

Panjiva Daily: HP Inc’s COVID-19 recovery; Canada first hurts U.S. aluminum

Thursday, May 28, 2020

Panjiva Daily: Expeditors steps up its tech game; China rescues U.S. pharma supplies
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
Smithfield, JBS gorge on China pork opportunity as prices fall, sales surge

Wednesday, May 27, 2020

Panjiva Daily: Tesla, Paccar prepare for USMCA as Mexico reopens, tariffs trimmed
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: Medical supply shipments to the U.S. surging in May; COVID-19 export woes for Britain
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

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

Thursday, May 21, 2020

Panjiva Daily: Digital strategies help FedEx vs Amazon and Urban Outfitters vs COVID-19

Wednesday, May 20, 2020

Panjiva Daily: Finding winners in Trump’s Make in America plan; “unreliable entities” list risks
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: COVID-19 is not the only supply chain risk for autos, renewables
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: Tracking the electronics retail slump; DP-DHL beats a bad benchmark
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

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

Friday, May 15, 2020

Panjiva Daily: Autos emerging from COVID-19’s shadow; Cosco, Evergreen sail ahead

Thursday, May 14, 2020

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
Cosco, Evergreen buck COVID-19 trend for container-lines as China recovers

Wednesday, May 13, 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
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: Apple joins Samsung in Vietnam; Intel’s geopolitical move to the U.S.
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: H&M’s COVID-19 reaction; new round of national security supply chain reviews
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

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

Thursday, May 07, 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

Wednesday, May 06, 2020

Panjiva Daily: The $21B trade war trigger; COVID-19 medical supply deep-dive
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: Mexico’s COVID-19 troubles include energy, could spread to ventilators
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
Nestlé, J.M. Smucker Mexican coffee exports grind downwards

Monday, May 04, 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
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

Sunday, May 03, 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

Friday, May 01, 2020

Panjiva Daily: DSV-Panalpina chases costs not volumes; ventilator shipments come back to life

Thursday, April 30, 2020

Panjiva Daily: C.H. Robinson steps ahead after tough Q1; U.S. pharma imports slip in April
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: UPS tackles COVID-19 with retooling; financial wins and risks from coronavirus
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

Continental drifts towards Mexico as COVID-19 supplier worries rise
Panjiva Daily: K+N’s huge opportunity; Ikea deals with COVID-19 downturn
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
J.C. Penney, PVH accelerate Vietnam apparel imports as demand slides

Monday, April 27, 2020

Global trade downturn set to continue as German expectations hit record low
K+N’s “huge opportunity to grow” follows COVID-19 hit to volumes in Q1
Ikea deals with coronavirus demand downturn after tackling tariffs

Sunday, April 26, 2020

Husqvarna’s COVID-19 exposure may mean Q2’s cut is bigger than Q1
Shipbuilding faces coronavirus headwind as exports, orders fall
Invacare, iRobot gain tariff leniency as coronavirus troubles abound

Friday, April 24, 2020

Panjiva Daily: The phased effect of COVID-19 on trade; monitoring Qisda, NEC’s return to growth

Thursday, April 23, 2020

Panjiva Daily: Trump’s oil import aims; Sulzer shows the importance of being essential
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: COVID-19 medical supply recovery underway; Nintendo aims to Switch up supplies
Boeing’s suppliers may welcome reopening after descent in parts imports
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: Trump’s low-key tariff leniency; Lear’s labor, sales and regulatory risks
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

Rose-tinted rear-view mirror, dark COVID-19, oil clouds ahead for global trade
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

Sunday, April 19, 2020

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

Friday, April 17, 2020

Panjiva Daily: Best Buy tackles coronavirus; Hon Hai waits for WTO intervention in trade war

Thursday, April 16, 2020

Panjiva Daily: Amazon, SM Line outpace peers as COVID-19 cuts volumes
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: 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
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: 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
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

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
Panjiva Daily: Coronavirus questions answered; Tesla’s shutdown impact on lithium supply chains
3M exempted as FEMA clamps down on PPE exports after surge

Wednesday, April 08, 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
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: Trade war risks rise; new ways to boost Purell, ventilator supplies
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

Fisher & Paykel leads surge in Mexican ventilator exports to U.S.
Toyota, Mitsubishi meet COVID-19 driven demand drop with slowing supply
Trade war return risk rises with tariff cuts, purchase commitments yet to deliver
Tariffs scrubbed from Purell pump systems as Gojo receives leniency

Sunday, April 05, 2020

U.S. trade downturn extends to month six as coronavirus meets Canadian oil

Friday, April 03, 2020

Panjiva Daily: Q2 Outlook special edition – Through a COVID-19 glass, darkly

Thursday, April 02, 2020

Panjiva Daily: Healthcare supply chains during COVID-19; the rush to supply farmers
Coronavirus goes global – March 2020 in 10 reports
Q2 2020 Outlook: Through a COVID-19 lens, darkly

Wednesday, April 01, 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
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: Tracking ventilator shipments; Ceva’s force majeure casts doubts
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 Insights: Trade talks, data shouts – COVID-19, stories from the data
Drägerwerk’s U.S. ventilator worries already evident in March
Konecranes can’t lift spirits as coronavirus delivers demand disruption
Japan may float shipyard mergers in response to global consolidation, COVID-19

Sunday, March 29, 2020

Ceva’s force majeure bodes ill for supply chain certainty

Friday, March 27, 2020

Outotec shipments surge, coronavirus complicates logistics
Panjiva Daily: COVID-19 drives laptop PC shortage; JBS set to meet coronavirus challenge
JBS faces a package of problems and opportunities from coronavirus

Thursday, March 26, 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
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

Wednesday, March 25, 2020

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
Starbucks cuts Brazilian coffee purchases ahead of coronavirus closures
Apple, Lacroix win in latest round of U.S.-China tariff exemptions

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
PVH, VF Corp. could prosper from a U.S.-Kenya trade deal
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

Bayer raises, Torrent cuts supplies as Brazil lowers pharma import hurdles
Wallenius Wilhelmsen digs in as COVID-19 cuts construction machinery shipments
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
Volkswagen closes capacity as both supply and demand concerns grow
Coronavirus not the only malady facing Mexican beer exporters

Thursday, March 19, 2020

Panjiva Daily: FedEx attacks to defend against COVID-19; MSC avoids container dip
Fading global trade provides a backdrop for Europe’s above-average January
Samsonite supplies fixed, demand has 9-month trek to coronavirus recovery
Trump’s ventilator call follows surge in imports by ResMed, Philips
Top Glove hopes to handle coronavirus growth opportunity with new capacity
Saudi Aramco, Phillips 66 face dual shocks to U.S. oil supplies

Wednesday, March 18, 2020

Panjiva Daily: DSV Panalpina’s coronavirus warning; EU’s coronavirus soap strategy
Dupont faces higher costs as U.S. cools on Chinese refrigerant imports
Japan’s exports slip rather than slide as China, chips prove resilient
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

Tuesday, March 17, 2020

Panjiva Daily: The supply chain cost of Trump’s travel ban; waste sacks bag coronavirus tariff cuts
Italy’s coronavirus lockdown may limit luxury, pharmaceutical exports
California’s ports feel first effects of coronavirus disruptions
Trump’s EU travel ban could raise costs for healthcare, electronics and luxury goods
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

Panjiva Daily: Coronavirus – what we’ve learned about supply chains so far
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

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
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: 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
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
Procter & Gamble soap imports bubble up ahead of coronavirus demand surge
Costco coronavirus sales win may be followed by supply chain challenges
Cardinal Health, Brady win as Trump sacrifices tariffs to tackle coronavirus
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

China misses phase 1 purchasing commitments by 59% in January
China still losing the trade war during the trade peace

Friday, March 06, 2020

Trump’s China scorecard achieves best January result since 2012
Panjiva Daily: Who cares most about coronavirus? Chemicals and autos, but not healthcare

Thursday, March 05, 2020

Chemicals, autos companies most preoccupied with COVID-19
India’s COVID-19 airlift could help solar, telecoms sectors
Panjiva Daily: Logistics and the end of COVID-19 disruptions; Turkey restricts medical supplies
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: India COVID-19 drug supply restriction; TiVO’s TV box triumph
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: Apple’s use for Trump; port strikes, not SARS, provide a COVID-19 lesson
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:DP-DHL’s COVID-19 costs, Trump’s split security standards
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

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
Panjiva Daily: Foxconn, COVID-19 help Vietnam; K+N sees COVID-19 return to normal, in China
Trump splits Japanese security view for titanium and steel cases

Thursday, February 27, 2020

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 Basics: Counting the cost of COVID-19 for corporate supply chains
Port of Los Angeles raises COVID-19 worries, Savannah’s shipping slides
Panjiva Daily: Trump’s choppers-and-coke deal; Deere’s dear shipping

Tuesday, February 25, 2020

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: COVID-19’s automotive disruption widens; Trump’s tariff carousel
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

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

Friday, February 14, 2020

Panjiva Daily: Under Armour’s COVID-19 costs; solar tariff efficiency in doubt

Thursday, February 13, 2020

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
Panjiva Daily: 2019’s malaise infects the ’20s; new shipping service for Ford, Molson Coors
Trina, Hanwha Q-Cells shine as doubts cast over solar tariff efficiency
Health of Chinese healthcare supplies called into question

Tuesday, February 11, 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
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

Panjiva Daily: DSV Panalpina’s soft outlook; Nintendo’s coronavirus cost
Tariffs’ bite lasts into the ‘20s, jaws starting to unclench

Sunday, February 09, 2020

DSV Panalpina confirms soft outlook for 2020, coronavirus uncertainty
Coronavirus could stall Fiat-Chrysler, General Motors auto production

Thursday, February 06, 2020

Panjiva Daily: Trump’s tariffs still successful; Electrolux, Sherwin Williams feel the burn
Husqvarna’s revenues trimmed, import growth unchecked
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: Coronavirus hits logistics; Brexit deal making positions compared
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: Vestas, DSV Panalpina get together; Wistron expands in India
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: ONE’s got more than one problem; H&M’s tech investments pay off
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

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
Panjiva Daily: Corporate coronavirus reactions; Brexit begins; UPS beats peers

Thursday, January 30, 2020

Panjiva Daily: CH Robinson’s troubles; Pegatron and Hon Hai’s divergent strategies
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: Trump’s Michigan visit and autos tariff questions; Orient Overseas leads the way
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: Coronavirus exposure for autos, electronics; Maersk’s sceptical attitude
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: Supply chain tech in 2020; K+N’s Asia acquisition search
Coronavirus Could Disrupt Supply Chains For Autos, Electronics and Chemicals
Tianqi Lithium’s SQM Purchase Brings Behavioral Change, Debt Woes

Sunday, January 26, 2020

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
Panjiva Daily: Secret trade review, Fender’s tariff tune and Spin Master’s stockpiling
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: DHL leads forwarders in 4Q, Ceva slips; steel tariff losers and winners
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
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
Panjiva Daily: Five supply chain strategies for 2020; what’s to watch in WEF week
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

First Shots or Fast Friends – What To Expect from WEF

Friday, January 17, 2020

Panjiva Insights: After the Dust Settles, Views on The Phase 1 Trade Deal

Thursday, January 16, 2020

Panjiva Daily: Phase 1 deal deep dive – commitments versus enforcement
2020 Outlook: Fighting on Several Fronts – Supply Chain Strategies
Burden Sharing Shifts as U.S. Import Price Deflation Slows

Wednesday, January 15, 2020

Panjiva Daily: Logistics in 2020 – delivery in doubt; New York’s drinks problem
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
2020 Outlook: Come for the Commitments, Stay for the Enforcement – Trade War Show Season 4 Begins

Tuesday, January 14, 2020

Panjiva Daily: Alive and kicking – 8 global trends for 2020; America’s miserable end to 2019
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: Trump’s nine trade frenemies in 2020; Yara, Mosaic’s sanctions exposure
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
Gazprom, Kinder Morgan at Opposite Ends of EU-U.S. Common Gas Interests
Tariff Quote Watch: Superdry Bails Out of China Sourcing as Shipments Sink

Sunday, January 12, 2020

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

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
2020 Outlook: Ever-Changing Trade – 10 Lessons From The Past 10 Years
Mission Not Yet Accomplished – The Phase 1 Trade Deal Awaits
Sonos Disconnected From Rising Smart Speaker Market

Wednesday, January 08, 2020

Panjiva Daily: Trump’s winning the trade war; Daimler leads autos downturn
LG Electronics Leads Growth as TVs Get Ever Bigger At CES

Tuesday, January 07, 2020

Panjiva Daily: Batteries, not Segway Ninebot the CES star; Mexico prunes its oil hedge
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

Panjiva Daily: What went wrong in 2019; U.S. Steel shows tariffs don’t always work
Giant, Trek Make Tracks Out of China as Tariffs Meet The Electoral Cycle
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

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

Friday, January 03, 2020

2019 Review: Late Arrivals, Indigestion and a Nightingale – What We Got Wrong

Thursday, January 02, 2020

Panjiva Daily: Trump’s challenges, Tesla’s tariff navigation – what you missed over the holidays
Brace For Impact – S&P Global Platts Container Update, December 2019
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
Talks, Reflation and Decline in Global Policy – What You Missed Over The Holidays

Wednesday, January 01, 2020

Four Challenges For Trump – 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

Friday, December 20, 2019

Panjiva Daily: Qurate fails to find festive tariff cheer; Brexit start gun fired

Thursday, December 19, 2019

Dow, Chevron May Be Helped By China’s Chemical Gesture
Cote d’Ivoire Beats Ghana In Satisfying America’s Cocoa Demand
Panjiva Daily: ZIM zooms, Roku rolls over and Skywalker rises
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: FedEx hit by Thanksgiving, trade war; Boeing cuts MAX, risking trade deal
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: Heroic assumptions, trimmed tariffs define the Phase 1 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

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
Trade War Show Season 3 Finale – The Heroic Quest for $100 Billion

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 – Trimming Tariffs, Leaving Doubts

Friday, December 13, 2019

Panjiva Daily: Amazon, Flexport show the way forward; phase 1 turns down tariffs, not risks

Thursday, December 12, 2019

Panjiva Daily: End of the road for USMCA uncertainty; Airbus faces further tariff headwind
Brexit Watch: Hardest Brexit Averted, Deals With EU, U.S. and CPTPP Needed
Maersk’s Vietnam Expansion Could Provide New Service to New Balance
Amazon, Flexport Show Way Forward in Tough Month For Logistics Sector
Lululemon Aims To Squeeze Growth From Current Segments, Import Mix Changes
Phase 1 Phase Out Doesn’t Remove Supply Chain Uncertainties

Wednesday, December 11, 2019

Panjiva Daily: Brexit risk resolution beckons; Nintendo, Spin Master are nice, not naughty
Airbus, Leonardo Face Tariff Headwind From Latest WTO Subsidy Ruling
Sugar Imports From Mexico Depend on Tariffs as U.S. Harvest Turns Sour
Ports Suffer From Weaker U.S. Demand, West Does Worst
WTO Less Appealing As Appeals Body Breaks, Time To Paper Over The Cracks
USMCA Watch: Ford, Daimler Near End of Long Road of Regulatory Uncertainty

Tuesday, December 10, 2019

Panjiva Daily: Trade war tears into apparel; GM, Hyundai hit reverse
Power of Siberia May Be Bane of Texas as U.S. LNG Exports Reach Record
Lockheed, Boeing May Benefit From Trump’s Trade-and-Arms Approach
Nintendo Switch, Spin Master’s Owleez Mean Toy Imports Are Nice, Not Naughty
Brexit Watch: Elections Should Cut Risks, U.S. Trade Deal Importance Rises
Yazaki, Epson Help Philippines Avoid Asia’s Fate, For Now

Monday, December 09, 2019

Hyundai, GM Slam on Brakes, U.S. Auto Sales May Slow Soon
USMCA Watch: On The Cusp of a Deal, Canada The Remaining Low Hurdle
Tariffs Strip Growth From U.S. Apparel, Electronics Imports in November
Logistics Jobs Momentum Wanes on Precision Railroading, Trade War

Sunday, December 08, 2019

Soybeans, Circuits Send China’s Imports Higher, Tariffs Still Drag on Exports
CSX’s Syracuse Port Could Speed Deliveries for Constellation, Belden

Friday, December 06, 2019

Panjiva Daily: Trump set to keep his tariff cape; Guess? has strategy answers

Thursday, December 05, 2019

Panjiva Daily: Walgreens, Natura face digital tax risks; Signify sees the light in China despite tariffs
Tariff Quote Watch: Guess? Has Strategy Answers, Cuts China Reliance
Tariff Quote Watch: Avnet Learns To Deal With Tariffs, Micro-Star Might Be a Winner
Trump Unlikely to Relinquish Tariff Cape, Pressure on China is Working
U.S. Import Drop Mostly, But Not Entirely, About The Trade War
New Year, New Rules – S&P Global Platts Container Update, November 2019

Wednesday, December 04, 2019

Signify Sees the Light in China as GE, Feit Fade
Tariff Quote Watch: Foster Electric, Pioneer Turn Up Volume of Vietnamese Speakers
Panjiva Daily: Red Bull, Glock may be caught in DST crossfire; Bissell fails to clean up
USMCA Watch: Eli Lilly Exports Slip, Pfizer Dosed Up As Drug Rules Are Abandoned
Brexit Watch: Walgreens Boots, Natura May Face Trump’s Tariffs if Digital Tax Kicks In
Louis Dreyfus, Cargill Show Two Sides to Brazil’s Struggling Export Economy

Tuesday, December 03, 2019

Starbucks, JM Smucker Cut Back on Brazilian Coffee as Global Exports Sour
Panjiva Daily: LVMH, L’Oreal face service tax retaliation; Trump’s steel tariff mettle tested
Red Bull, Glock May Be In Firing Line For Next Round of U.S. Digital Tax Retaliation
Bissell Fails To Clean Up in Exemption Requests, iRobot Still Waiting
Carbon The Next Challenge for MSC, Hapag-Lloyd as Sulfur Rules Arrive
Dumping Accusations Stored Up on Slow Moving U.S.-China Trade Deal

Monday, December 02, 2019

Panjiva Daily: Teekay won’t give thanks for energy independence; Pepsi’s Liverpool opportunity
LVMH Faces Triple-Whammy, L’Oreal Just One, From Digital Tax Retaliation
Pessim-ISM Returns to U.S. Export Order Outlook as Trade Contracts
Tariff Quote Watch: Natuzzi Starts Move to Vietnam as China Competitiveness Drops
Trump’s Tariff Mettle To Be Tested By Brazil, Argentina Steel Action
Bayer Caught as Herbicides Become Fertile Ground for New Trade Cases
Stuck in a Cycle – November 2019 in 10 Reports

Sunday, December 01, 2019

Bad Start to Year End for Asian Trade, One Sign of Light for 2020
Tariff Uncertainty, Export Downturn Dog Fortunes of Japanese Automakers

Friday, November 29, 2019

USMCA Watch: Mexico Pushes for Ratification as Trade Growth Reverses

Thursday, November 28, 2019

MISC, Teekay Won’t Give Thanks as America’s Energy Independence Day Approaches
SQM Squashes Lithium Supplies as U.S. Battery Patent Litigation Risks Rise

Wednesday, November 27, 2019

Panjiva Daily: Trump’s unfinished business; Best Buy powers through tariffs
Pepsi, Caterpillar May Be Targets as Grimaldi Set to Spend Longer at Liverpool

Tuesday, November 26, 2019

Tariff Quote Watch: Best Buy Takes Tariffs In Its Stride, Dollar Tree Stumbles
Panjiva Daily: Sony’s Black Friday boost; Canadian rail strike oil opportunity for shipping
Rising Tide of Shipbuilding Exports Masks Sinking Order Books
Tariff Quote Watch: Cracker Barrel Gorges on China, Tariff Indigestion Yet To Come
Teva, Sun Pharma Shipments Surge as Cartel Case Looms
Wistron, Altis May Dial Into Laos for Fixed-Line Telecoms Exports
Trump’s Unfinished Business For The Last Days of the Decade

Monday, November 25, 2019

Sony Boosts TV Shipments Ahead of Black Friday, After Tariffs
Brexit Watch: Labour and Pharma a Bigger Issue Than Farm Laborers for a U.S. Deal
Samsung, Hyosung May Benefit From Dose of PIL’s New Vietnam Service
CMA-CGM, China Merchants May Face CFIUS in Port Refinancing Plan
Panjiva Daily: Tariffs chip away at Thanksgiving; Shell can be sure of competition
Global Trade Slide Confirmed in September, Continued in October
Canadian National Rail Strike Brings Opportunity for Oil Shipping

Sunday, November 24, 2019

Trump’s Democracy Push in Cambodia Bring Tariff Risks for Li & Fung, Capri
Aluminum Wire Imports From China Cut, Buyers Plug Into Turkish Supplies
Royal Dutch Shell Can be Sure of a Panoply of Competitors in Mexican Oil Market
Bunge, Marubeni May Need Japanese Corn Buyers to Offset Iranian Sanctions Risk
Best Buy, Dollarama Find Tariffs Chip Away at Fryer, Thanksgiving Imports

Friday, November 22, 2019

Panjiva Daily: Apple’s tariff Trump card, EC waives competition rules for shipping

Thursday, November 21, 2019

Panjiva Daily: Deutsche Post-DHL looks ahead; Kroger, Dollar Tree may return to Portland shipping
Tariff Quote Watch: La-Z-Boy No Slouch in Tackling China Tariffs, Vietnam a Risk
Apple Plays Trump Card in Managing China Tariff Risks, May Struggle with iPhone
East Group, Trina Shipments Surge As Navarro Frets About Solar Power
EC Waives Competition Rules, Shipping Alliances Can’t Force Profits Higher
Vietnam’s Drastic Measures Construct Barrier to Plywood Sourcing Strategies

Wednesday, November 20, 2019

Panjiva Daily: Trump’s $25B trade war chest; Kia, Hyundai caught in capsize closure
Semiconductors’ Slide Continued in October, Holding Back Asian Exports
Toy Story Aids Mattel, Star Wars Can’t Save Hasbro as Toy Imports Wane
Albemarle, W.R. Grace Have Supply Chain Opportunity in Critical Minerals Deal
Kroger, Dollar Tree May Benefit from Portland, SM Line’s Route of Convenience
Tariff Quote Watch: Deutsche Post-DHL Looks Past The Trade War, Outperforms Peers

Tuesday, November 19, 2019

Kia, Hyundai See Biggest Dip After Brunswick’s Capsize Closure
Trump Could Have $25B In The Trade War Tank If China Deal Fails Before Elections
Panjiva Daily: Xerox, HP deal with slowdown, tariffs; LVMH pays the price for Airbus subsidies
Japan’s Export Downturn Enters 11th Month With South Korea Export Slump
Steel Tariffs Do Their Job, But Wider Use and Timing Limited by Law
Brexit Watch: Aerospace Exports Take Flight, Airbus Sees U.K. as Competitive
Foxconn Dials Back Indian Phone Part Imports as Xiaomi Calls For Export Help

Monday, November 18, 2019

Tariff Quote Watch: Soybeans Save SeaTac as Trade War Trims Container Volumes
Panjiva Daily: Maersk feels the trade war drag; Mexico’s Huawei issue
ThyssenKrupp, ArcelorMittal Provide Steel Lessons as Autos Tariffs Stall
Tariff Quote Watch: LVMH, Diageo Pay The Price For Airbus Subsidies
Xerox, HP Deal Could Tackle Slowing Imports, China Tariffs
Samsung, LG Cut China Appliance Imports, Retail Sales May Be Tariff Driven

Sunday, November 17, 2019

Savli Copper, Motherson Sumi May Face Higher Copper Costs from Wire Investigation
Brighter Europe Doesn’t Change Global Export Recession in 3Q
Tariff Quote Watch: Arconic Faces Overstocking, Aerospace Late To The Tariff Worry Party
Huawei Exports to Mexico May Be Bigger Issue Than Rural Sanctions Relief

Friday, November 15, 2019

Panjiva Daily: Flexport a rising threat for freight forwarders; Hapag-Lloyd hits the right routes
Chinese Exporters’ Willingness to Eat Tariff Hikes May Be Diminishing
Tariff Quote Watch: Maersk Feels Trade War Drag, And Other Issues

Thursday, November 14, 2019

Panjiva Daily: Trump’s trade policy risks; Tesla’s localization strategy
Tariff Quote Watch: Sappi Suffers From The Trade War, But Not Due to Tariffs
Hapag-Lloyd Hits the Right Routes in 3Q, Suffers Slowdown in October
Tariffs Fail To Floor Vinyl Tile Buyers as New Round of Exemptions Granted
Farmers Claw Their Way Back Into Chinese Chicken Market, Have Bigger Fish to Fry
Flexport Adds to Trade War as Threat for Freight Forwarders

Wednesday, November 13, 2019

Bolsonaro May Hope for BRICS Bean Boost With Improved China Relations
Panjiva Daily: The Trade War Show, episode 52; U.S. port activity slumped in October
Tariff Quote Watch: Wolverine Takes Tariffs In Its Stride With Restructuring, Price Hikes
Tariff Quote Watch: Zoom’s Rapid Move to Vietnam Driven by Lack of Tariff Leniency
Trump Outlines the Downside Case for Trade Policy in 2020
Tesla Rolls Localization Strategy into Berlin as Exports to EU Surge

Tuesday, November 12, 2019

Panjiva Daily: The trade war’s ugly side for beauty; SNCF’s new LiON battery service
Trade War Not The Only Risk for U.S. Ports After Activity Slumped in October
Panjiva Basics: British Elections – Everything You Know is Unlikely to be Right
Asia’s Trade Recession Continued in 3Q, Despite Gold Miners’ Best Efforts
Rare Earth Production Hike Retained in China as Magnet Exports Climb
Panjiva Basics: After 52 Episodes, Trade War Show Season 3 Set for Tense December Finale

Sunday, November 10, 2019

Panama Looks to Suck in More LNG Tankers as Phase 1 Deal Beckons
Tariff Quote Watch: Revlon’s China Choice Paints Ugly Picture for Profits
SNCF Launches Battery Service As Stanley Black & Decker, Sanyo Charge Ahead
Jindal Steel, Viraj Lead Burgeoning Indian Scrap Metal Trade
Crocs Snaps Up New Distribution Center as Imports Surge

Friday, November 08, 2019

Panjiva Daily: Best Buy, Samsung switch off TV imports; worst month since 2009 for U.S. imports
China’s Exporters Rattled by Electronics, Shake Off Apparel Tariffs
Adani Wilmar, Emami Shift Palm Oil Purchases as India Cooks Up Further Intervention

Thursday, November 07, 2019

Panjiva Daily: Expeditors’ worries about more than trade war; triple trouble for autos supply chains
Tariff Quote Watch: Expeditors Has More Than Trade War To Worry About
Tariff Quote Watch: Enersys Battery Tariff Charge Mitigated By Routings, Exemptions
U.S. Seaborne Imports Collapsed At Fastest Rate Since 2009 in October
Best Buy, Samsung Switch Off as List 4A Tariffs Hit Electronics Imports
Vale Mine Reopens, Provides Growth Potential After Export Recovery Pauses
Panjiva Insights: Old Age, Calm Waters – Economic Outlook

Wednesday, November 06, 2019

Modi Prioritizes Farmers, “Make in India” As RCEP Progresses Into 2020
Triple Trouble, But No Hurry, For Automakers Ahead of Tariff Review
Rapid Inflation in Gas Exports Could Be Aided by Phase 1 Trade Deal
China The Main Cause of Canada’s Export Decline
China’s Not Trump’s Only Problem as U.S. Trade Activity Wanes

Tuesday, November 05, 2019

Panjiva Daily: DSV-Panalpina’s Hercules effort; Apple, Square go for early exemptions

Monday, November 04, 2019

Panjiva Daily: Zebra needs Jabil to change its stripes; Vietnam rescues ONE
Counting the Cost of Tariffs – October 2019 in 10 Reports
111 Months of Logistics Job Growth Under Threat from Slowing Trade
Tariff Quote Watch: Flowserve’s Import Flow Slows After Tariff-Linked Price Rises
Tariff Quote Watch: Ametek Delivers Price Rises to Tackle Tariffs, Also Changes Sourcing
Tariff Quote Watch: Arrow’s Imports Shoot Higher as Tech’s Tariff Preoccupation Grows
DSV-Panalpina May Need Hercules Effort To Build Trans-Pacific Share
Apple, Square Apply Early For Tariff Exemptions as List 4A Process Opens

Sunday, November 03, 2019

Rare Dumping Case Could Bend Fitting Shipments for Welspun
Vitol, Barry Callebaut May Face Cameroon Disruptions from AGOA Removal
Tariff Quote Watch: Zebra Needs Jabil to Change its Stripes as List 4 Tariffs bite.
Vietnam Rides to ONE’s Rescue as Rate Collapse Cuts Outlook
Green Shoots in the Fall Not Necessarily a Sign of Global Recovery
Semiconductor Power-Up Needed to Ensure South Korea’s Export Recovery

Friday, November 01, 2019

Panjiva Daily: CH Robinson’s concerns, fears and unknowns; is there light in the trade war tunnel?
Tariff Quote Watch: CH Robinson Margins Drop on Tariff Concerns, Recession Fears
Using a Void to Fill a Hole in Demand – S&P Platts Container Update, October 2019

Thursday, October 31, 2019

Tariff Quote Watch: Steve Madden’s Plans Include Price Hikes, Switching Mainland China to Hong Kong
Tariff Quote Watch: PVH’s Queasiness Leaves Supply Chain Realignment as the Main Strategy
Brexit Watch: Winter (Vote) is Coming, But Corporate Game Plans Already In Motion
Panjiva Insights – Light In The Tunnel?

Wednesday, October 30, 2019

Panjiva Daily: Starbucks’ Brazillian bean bet; Pemex takes the shine off Mexico’s exports
Tariff Quote Watch: General Motors May Have Struck Out Before Strike
Tariff Quote Watch: WH Group Charges Ahead, JBS Reverses as China’s Hunger For Pork Expands
Vietnam Catches 60 Years of Aluminum Export Fraud

Tuesday, October 29, 2019

Starbucks Seasonality Shifts as Coffee Market Stability Concerns Rise
Panjiva Daily: Losers from Trump’s Thai tariff hike; Becle beats the Tequila benchmark
Orient Overseas Competes to Build Revenue, Replaces China with Vietnam
Boat Builders Back Afloat as Orders Recover, Exports Rise
Bacardi Needs Sapphire to Shine to Catch Pernod, Diageo in India
Pemex’s Black Gold Takes Shine Off Mexican Exports, Could Provide a Recovery

Monday, October 28, 2019

Mitsubishi, Honda May Lose Out From Thailand’s GSP Removal
Trump’s Trade Policies Worked, And Failed, in September
Global Exports May Have Spent a Sixth Month in Reverse
Tariff Quote Watch: Thule Racks Up Another Decline in Imports as Tariffs Provide Double Whammy
Becle Beats The Tequila Benchmark, Diageo The Main Threat

Friday, October 25, 2019

Panjiva Daily: iRobot finds consumers won’t pay for tariffs; Skechers steps up imports

Thursday, October 24, 2019

Steel Tariff Regime May Need Retargeting as Se AH’s Long Products Surge
Panjiva Daily: Hasbro, ABB deal with the trade war; Whirlpool slows in Mexico
Tariff Quote Watch: ABB Feels Trade War Impact, May Have More Mitigation To Do
F-Pace Off The Pace As Jaguar Land Rover Plots Defender Growth Strategy
Tariff Quote Watch: Skechers May Need To Redraw Strategy as Tariffs Land
Tariff Quote Watch: iRobot Shows Best Laid Plans Can Fail as 23% of Firms Talk Tariffs
South Korean Consumers’ Wrath May Be Driving Detente with Japan

Wednesday, October 23, 2019

Panjiva Daily: Trade war drags on K+N, UPS; Kashmir complication for Malaysian supply chains
Tariff Quote Watch: Hasbro Shows Playtime Sometimes About The Timing Not The Play
Tariff Quote Watch: Whirlpool Suffers Setback in Mexico, Still Faces U.S. Tariff Risks
Codelco, BHP Face Disruptions as Unrest Sparks Copper Strikes
Panjiva Basics: Using Supply Chain Data in Commercial Finance
Samsung, Dyson May Be Exposed as Mahathir Flags Malaysian Tariff Risk

Tuesday, October 22, 2019

Panjiva Daily: Grimaldi’s grim shipping view; Apple’s “Made in India” iPhone
Glory Shifts Production As Commerce Puts Mattress Case to Bed
Blame South Korea, as Well as China, For California’s Port Activity Decline
K+N, UPS Show Drag from Trade War on Forwarders’ Revenues
Sony, Bosch May Face Disruptions from India’s Kashmir Actions Against Malaysia
Star Wars “Rise of Skywalker” Imports Timed to Beat Rise of Tariffs
Tariff Quote Watch: Husqvarna Cuts Tariff Risk, Inventories Now The Issue

Monday, October 21, 2019

Panjiva Daily: Deals haven’t helped DSV-Panalpina, Ceva; Exxon Mobil helps Kansas City
Global Trade Downturn Led By Europe in August, Continued by China in September
SQM’s Quest To Boost Lithium Prices Fails as Rosatom Joins Industry
TSMC’s Telecoms Gain Offset by South Korea’s Crunch as Chip Exports Fall
Panjiva Basics: Dealing With Dumping, Subsidies and Safeguarding
Apple Shows Success of “Make in India”, Samsung Shifts Sourcing To Vietnam
Tariff Quote Watch: Grimaldi, Weak Auto Sales Bring Grim Tidings for Vehicle Shipping
Japan’s Accelerating Export Downturn Needs Mini-Deal, Detente with South Korea

Sunday, October 20, 2019

Brexit Watch: Political Calculations Could Cause Glitch For Electronics Exporters
Exxon Mobil, Valero Help Kansas City Southern’s Mexican Refined Oil Surge
Deals May Not Have Helped DSV-Panalpina, Ceva in Forwarders’ Tough 3Q

Friday, October 18, 2019

Panjiva Daily: Maersk leads 3Q container downturn; Trump’s olive branch for Italy
Nissan, Qurate Shop For Leniency as Tariff Exemption Window Closes

Thursday, October 17, 2019

Mattel Buzzing, Hasbro Makes Most of Marvel as Toy Import Season Starts
Maersk’s Market Share Slips in 3Q, Loses Ground to Evergreen, Hapag-Lloyd
Tariff Quote Watch: Pernod’s Tariff Rush Could Become Pricing Hangover
Trump’s Olive Branch For Italy Could Help Chianti, Parmesan Exports
Panjiva Daily: Ports pay price for trade war; Brexit export bright spots

Wednesday, October 16, 2019

Buzz and Woody Defeat Thanos as Halloween Imports Creep Ahead
Trade War Hurts West Coast Ports, Helps New York Reverse Declines
Ford, Meritor May Face Supply Chain Risks from Further Turkish Sanctions
Panjiva Daily: Tariffs’ toll on clothes, chemicals; Turkish sanction risks for Ford, Meritor
Panama Canal Dodges Trade War With Increased Shipments to East Coast
Sumitomo, GE Drag on Indian Exports as Trade War Opportunity Is Missed
Brexit Watch: Honda, Croda Provide Export Bright Spot as Deal-Based Brexit Beckons

Tuesday, October 15, 2019

Panjiva Daily: No KO, just more beans after trade war round 13; Trump’s steel stick lacks leverage
Thyssenkrupp, ArcelorMittal Lose Out Even as Vale Recovers from Disaster
HP Inc. Needs a Leaf from Compal’s Notebook if Trade War Worsens
Trump’s Steel Stick Lacks Leverage With Erdogan, May Hurt Borusan
Reliance Relies on Barter with PdVSA as Oil Sanctions Widen
Tariffs Take Toll on U.S. Imports From Clothes to Chemicals

Monday, October 14, 2019

Doosan Revs Up Imports, Kubota Has Trade Deal-Driven Opportunity
Jagermeister Readies For Tariff Bomb Dropped By Airbus Subsidy Case
Xi, Modi Talks May Assist Long-Term Fix for China’s Short-Term Export Slide
Trade War Knockout Absent After Round 13 As Fifth Beans-and-Talks Deal Agreed

Tuesday, October 08, 2019

Brexit Watch: The Sins of the Father Paid For In Aerospace, Steel Tariffs

Friday, October 04, 2019

No Golden Week For Containers – S&P Platts Container Update, September 2019

Tuesday, October 01, 2019

4Q 2019 Outlook: A Range of Convenient Enemies – U.S. Trade Policy
4Q 2019 Outlook: A Bad Time to Be Bad Neighbors – Global Trade Policy
Panjiva Daily: Subaru shifts into reverse; the south’s trade war resilience

Monday, September 30, 2019

Panjiva Daily: Nintendo switches on import growth; MSC’s cocaine hangover
Semiconductors, Not Geopolitics Are The Driver South Korea’s September Slump
Regular Trade War Tariffs Not Enough to Smash Glass Dumping
Riding the Retail Rollercoaster – September 2019 in 10 Reports
Subaru Slams Into Reverse as Japan’s Big Seven Automakers Hit The Skids
Trade War Resilience Boosts Savannah, Charleston But Congestion Looms
Improving Chinese Outlook Still Not Positive for Suppliers

Sunday, September 29, 2019

Rothfos, Starbucks Unlikely To Be Bothered by Vietnam’s Coffee Cutback
MSC Suffers Cocaine Hangover as Handling Falls, Status Reinstated
Mexico’s Trade Reversal Points to Problems for Pemex
Hapag-Lloyd Beats CMA-CGM as Houston’s Growth Slows

Friday, September 27, 2019

Panjiva Daily: UNGA sees the rise of the mini-deal; Trump-Abe deal may help Hitachi, DMG-Mori
Nintendo Turns On Imports, Switch Lite’s Sales Have Dim Start

Thursday, September 26, 2019

German Expectations at 10 Year Low Bring Little Hope For Global Export Recovery
Trump-Abe Mini Deal Could Give Hitachi, DMG-Mori a Competitive Boost
The Rise of the Mini-Deal – Everything You Need to Know About UNGA Week

Wednesday, September 25, 2019

Bolsanaro’s Diversity Push Could Bring Cargill, Bunge Back to Brazil

Tuesday, September 24, 2019

Panjiva Daily: Primark’s localization strategy; Levi and Adidas expand in Cambodia
Trump Urges Moon To Buy More Guns, Lacks Usual Trade Leverage
Brexit Watch: Wallenius, G&W Unworried About Direct Impact, DFDS Sees Disruptions

Monday, September 23, 2019

Panjiva Daily: Apple, Barco win tariff reprieves; what to watch at UNGA
Nine Issues to Watch During UN General Assembly Week
Brexit Watch: Britain’s Toehold in Sock Exports Needs U.S. Trade Deal
Levi Strauss, Adidas Boost Cambodian Purchases Ahead of Wage Rise
Fastenal, Bossard Cut Back Threaded Rod Imports Before Tariff Tightening
Shipbuilding Faces Heavy Weather as China’s Orders Slump
Brexit Watch: Pernod Ricard, Diageo Make Most of Liverpool’s Service Expansion
Primark Looks to Localize Sourcing For U.S. Expansion

Sunday, September 22, 2019

Trade War Impact on Seattle, Tacoma Waning But Far From Out of The Woods
BHP, Codelco Win Chile-to-Japan Copper Market Share from Antofagasta
Apple, Barco Win Tariff Relief as Trade War Hopes Dim

Friday, September 20, 2019

Panjiva Daily: Fiat-Chrysler, Tupras face Turkish tariff risk; Diageo in the tariff firing line
Tariff Quote Watch: Britax Competitive Disadvantage Shows Tariffs Unsafe At Any Speed

Thursday, September 19, 2019

Panjiva Daily: FedEx faces trade war toll; LG, Electrolux let tariffs wash over them
Tariff Quote Watch: Valmont Bakes In Tariffs, Barely Trims China Imports
Fiat-Chrysler, Tupras May Face Challenge Of Worsening U.S.-Turkey Relations
Tariff Quote Watch: Diageo In The Firing Line For Shots Fired In A Trade War
Risk of Trump’s Ire May Be Driving CSR, Alcoa’s Australian Export Behavior
BAT, Steve Madden May Gain From Brazil-U.S. Trade Deal Tariff Cuts
Jindal, Essar Struggle in Europe as Eurofer Calls For More Protectionism

Wednesday, September 18, 2019

LG Electronics, Electrolux Refuse To Be Washed Out By Tariffs
Tariff Quote Watch: Intel, ON Tackle Semiconductor Volatility From Trade Friction
Panjiva Daily: Unprecedented Brexit drug challenges; East Group shines in solar power
India Looks To Cut Coal Imports, U.S. Suppliers May Pay The Price
USMCA Watch: Paris Could Sink USMCA Passage, Fish Industry’s Protection
Tariff Quote Watch: Trade War Takes Toll on FedEx, Tariffs Aren’t The Only Issue

Tuesday, September 17, 2019

East Group, LONGi Shine Brightest In Booming Solar Power Market
Panjiva Daily: Hasbro, Mattel not playing around with tariffs; Urban Outfitters fills the stockroom
Brexit Watch: Novo, Sanofi Highlight Unprecedented Supply Chain Challenges
Abe Loses Leverage as Japanese Trade Activity Slides
Destination Maternity Not Alone In Facing Tough Market, Tariff Tantrums
India’s Iranian Rice Problem May Find a Fix In Indonesia
Posco, Hyundai Steel May Be Caught Up In India’s SIMS

Monday, September 16, 2019

Heineken Fills Up With Beer Kegs While Constellation Cuts Back
Panjiva Daily: Saudi attack’s impact on oil supply chains; Hapag-Lloyd feels the pain
India’s Export Woes Could Become Walmart, Costco’s Import Gain
Trade War Winter Sees Pullovers Pulled Forward, Ski Wear Headed Downhill
Hasbro, Mattel Not Playing Around With Rapid Inventory Build Before Tariffs
Guess, Urban Outfitters Fill The Stockroom Ahead of Tariffs

Sunday, September 15, 2019

Global Trade’s Summer Sun Already Fading
Saudi Oil Attack’s Direct Impact on U.S. May Be Limited
Dollarama Imports Surge, Worries About Trade War’s Impact on Innovation
Brexit Watch: Pernod Ricard, LVMH Turn to U.S. Fizz Drinkers After Building Brexit Bubble
COSCO Keeps Clear of California’s Nightmare August
Hapag-Lloyd Feels The Pain of Trade War With Lower Volumes, Delayed Rate Rise
Tariff Burden Sharing By Chinese Exporters Rising as U.S. Import Prices Fall

Friday, September 13, 2019

Panjiva Daily: CH Robinson wins most improved forwarder; WH Group hogs the limelight

Thursday, September 12, 2019

WH Group, JBS High On The Hog As China’s Pork Imports from The U.S. Surge
Panjiva Daily: Oncologists, refiners get a Chinese tariff break; capsized carrier hinders Hyundai
Tariff Take Hits Record $7B, Could Rise to $12B In Next Six Months
Pemex Suffers Export Revenue Slide, Cuts Distillates Imports
USMCA Watch: Healthcare Hurdles Remain for 2019 Passage
CH Robinson Wins Most Improved In Lackluster Month For Forwarders

Wednesday, September 11, 2019

Global EV Sales Power Down, Exports Indicate a Tesla-Led Recovery
No Sign of End to Steel, Aluminum National Security Tariffs
Tariff Quote Watch: Savannah Dodges Downturn as LA Strikes Bleak Outlook
Panjiva Daily: BP boosts Britain before Brexit breather; iPhone 11 arrives as phone imports rise
East Beats West as Panama Transits Hit Seven Year High
Glovis Shipping Accident Hinders Kia’s Growth, Exacerbates Hyundai’s Woes
Varian, ExxonMobil May Be Winners From Chinese Tariff Exemptions

Tuesday, September 10, 2019

iPhone 11 Arrives as U.S. Phone Imports Rise, Tariff Costs Await
Lackluster U.S. Import Growth Balances Robust Consumer, Weaker Industrial Demand
Tariff Quote Watch: Giant Shifts To a Higher Gear as Tariff Costs Rise
Brexit Watch: BP, Shell Provide Temporary Boost to British Exports

Monday, September 09, 2019

Panjiva Daily: Lululemon’s tariff flexibility; Daimler, Volvo tap the brakes
Panjiva Insights: China Beyond Tariffs
Cameco Cuts Uranium Supplies, Kazakhstan Plugs the Gap in U.S. Imports

Sunday, September 08, 2019

China’s August Export Slip Shows No-One’s Really Winning The Trade War
Logistics Employment Growth Slows to Weakest in Over Five Years
Exploding U.S. Gas Sales May Need Political Support To Reach India
Migration Risks Remain for Mexican Truck Exports
Daimler, Volvo Tap The Brakes As U.S. Auto Sales Surge in August
Tariff Quote Watch: Lululemon’s Flexibility Reduces Damage from Tariffs

Friday, September 06, 2019

Panjiva Daily: The trade war show returns for season three; Johnson Health lifts inventories

Thursday, September 05, 2019

Panjiva Daily: Uniqlo’s far from unique China exposure; Kronos finds time to grow
Tariff Quote Watch: Johnson Health Lifts Inventories Before Relocation to Battle Tariffs
Dorian Delays Maersk, CMA-CGM Shipping Through Norfolk
Adani, Wilmar May Lose Out as India Tries to Wave Off Palm Oil Import Surge
ADM, Louis Dreyfus Fail To Make Much Hay From Trade War’s Soybean Battle
Vale’s Iron Ore Return Favors China, Still Not Back to Historic Levels
The Trade War Show – Renewed for Season Three With Showdown Set for October

Wednesday, September 04, 2019

Panjiva Daily: Lego’s built-in advantage over Hasbro; Pemex needs to diversify
Raizen, Valero May Find Ethanol Growth in India After Brazilian Shipments Subside
Ground Being Prepared for Next Round of U.S. Agricultural Trade Conflicts
Uniqlo Far From Unique in Needing Fast Fix for Chinese Apparel Exposure
Canada Joins Americas Export Downturn in July as Oil Slips
EU May Have More to Fear Than China as Trump’s Prefered Metric Worsens
Kronos Takes Time to Build Pigment Imports, as Lanxess Counts Cost of Paint Tariffs

Tuesday, September 03, 2019

Panjiva Daily: Brexit countdown – 18, or 6, days to go; Best Buy ready to tackle tariffs
Dorian Downgraded, But Risks for Daimler, Home Depot Supply Chains Remain
Lego Has a Built-In Advantage as U.S. Supply Chain Avoids China
Tariff Quote Watch: Collapse in U.S. Trade Outlook Driving Corporate Reactions
JCB Builds Indian Inventories As Local Financing, Brexit Issues Gather
Pemex Has Room, Need To Diversify Export Sales as Government Hedging Ends
MSC, Maersk Enhance Routes as America Wanes, Lone Star Surges

Monday, September 02, 2019

Chinese Chips, Not Japanese Sanctions To Blame for South Korea’s Woes
China’s Import Plans Bode Ill for Global Trade Outlook
Letting Loose The Dogs of Trade War – August 2019 in 10 Reports
Brexit Watch: Supply Chain Doubts Swirl With 18, or 6, Days Left to Stop a Hard Brexit

Sunday, September 01, 2019

Tariff Quote Watch: Target Refuses to Be Targeted For Tariff Related Price Rises
Tariff Quote Watch: Best Buy Ready To Tackle Tariffs, TV Exposure Limited By Mexican Purchases

Friday, August 30, 2019

Panjiva Daily: Deckers, Wolverine stockpile shoes; PriceSmart, Hyundai face Dorian’s fury
PriceSmart, Hyundai Mobis May Face Dorian’s Fury

Thursday, August 29, 2019

Panjiva Daily: HP hopes for the best; Google picks Pixel’s production place
Peak Season Disappointments and Confusion – S&P Global Platts Container Update, August 2019
Hikvision Stockpiles Cameras Before Double Whammy of U.S. Ban And Tariffs
Zoom Loses Out as Tariff Exemption Processing Crawls
Tariff Quote Watch: Deckers, Wolverine Show Signs of Stockpiling Ahead of Shoe Tariffs
Codelco, BHP Suffer Chilean Copper Corrosion on Lower Prices, Strike
Accelerating Slide in U.S. Trade Shows Impact of Tariff War, Waning Confidence
Google Picks Pixel’s New Production Center To Mitigate Labor, Tariff Costs

Wednesday, August 28, 2019

Panjiva Daily: VW and GM drive Mexico’s growth; SQM sees little reward for its restraint
U.S. Steel Layoffs Hint at Tariffs Failing to Do Their Job
Flextronics Hoovers Up Dyson’s Business after Huawei Hits U.S. Blacklist
Tariff Quote Watch: HP Hopes for Best from List 4 As Tech Sector Tariff Worries Rise
Mexican Peak Season Catches U.S.-China Trade War Cold
Hyundai, Daewoo Shipbuilding Face Falling Exports, Japan Policy Risk

Tuesday, August 27, 2019

Panjiva Daily: Trump and Xi escalate the trade war; two become one as DSV absorbs Panalpina
European Trade Sentiment Turns for the Better, Still Close to the Worst
FILA Finds Its Way to Growth, IKEA Cuts as Baltimore Prepares to Expand
SQM’s Restraint Goes Unrewarded as Lithium Prices Slide
New Semiconductor Spat Arrives As Chip Export Slide Slows
Volkswagen, General Motors Drive Mexican Export Acceleration

Monday, August 26, 2019

Two Become One as DSV Absorbs Panalpina With Added Scale, Unchanged Risks
Global Trade Decline Confirmed in June, Evidence Suggests More of The Same in July
Trump, Abe Agree Corn Deal That May Be A Red Herring
USMCA Watch: Mastronardi and NS Grow Tomato Shipments While Commerce Snips Others
Surfboard Makers Ride Tariff Wave Out Of China
War and Peace and War – Two Years of The U.S.-China Trade Conflict

Monday, August 19, 2019

Panjiva Daily: Why Trump sees Europe as worse than China; finding who faces list 4A tariffs
Brexit Watch: Oil and Petrol Trade May Make Keeping Moving Hard Enough
Worse-Than-China Europe May Face Tariffs in Aerospace, Autos and Drugs Sectors

Sunday, August 18, 2019

EU Dragged The Global Trade Economy Into a 2Q Downturn

Friday, August 16, 2019

Panjiva Daily: Panalpina, DSV head opposite ways; Maersk enumerates tariff troubles
Samsung, Adidas, Hasbro May Face List 4A Tariffs

Thursday, August 15, 2019

Tariff Quote Watch: Maersk Slows, Identifies Tangible Tariff Troubles
Tariff Quote Watch: Lenovo Lines Up Laptop Price Rises if Tariffs Require Relocation
Brexit Watch: Modular Deal With U.S. Needed To Avoid Tariff Trouble Later
Red Bull, Roche Rise Rapidly as Norfolk’s Traffic Slows
Tesla-Audi Pole Matters As Electric Vehicle Sales Power Up

Wednesday, August 14, 2019

Panjiva Daily: Unpacking Trump’s latest tariff move; the cause of Long Beach’s woes
Panalpina, DSV Head In Opposite Directions As Forwarding Volume Growth Sags
Chinese Exporters Continue To Soak Up (A Proportion Of) U.S. Tariffs

Tuesday, August 13, 2019

Panjiva Daily: H&M, Ascena’s back-to-school tariff strategies; Southern, AEP face tariff pressure
Alaskan Fish, Ores Hit By The U.S.-China Trade War
Inventec Restructures Production for HP, Sonos Supplies Stay in China
Brexit Watch: Drug Shipments Down On Brexit Hangover, Headaches Remain
Trump’s De-escalation May Reduce Peak Shipping Disruption
CMA-CGM and THE Alliance The Root of Long Beach’s Problems in July

Monday, August 12, 2019

ZIM Shipping Steams Past The Competition With 2M Route Realignments
U.S. Customs Duties Reach $6.5B in July, List 4 Could Add Another $2.4B
Brexit Watch: Freeport Plan Needed As British Port Activity Passes Brexit Bounce
Panjiva Daily: Funko’s pop and the trade war; 80 days to go until Brexit
H&M, Ascena Appear to Follow Different Routes For Back to School Imports
Tariff Quote Watch: Southern, AEP Feel The Power of Trade Policy Conflict

Sunday, August 11, 2019

Biodiesel Battle Between EU and Indonesia May Help U.S. Dairy Farmers
American Port Activity Helped By May’s U.S.-China Trade Talks Breakdown
Semiconductors Help Philippines Avoid Asia’s Falling Export Fate
Cabinet Case Shows Complexities of Multi-Layered Tariff Judgements
Brexit Watch: 80 Days To Go – Trade in Decline, “Selective Shortages” of Food Possible
Tariff Quote Watch: Funko’s Import Pop May Be Stockpiling as Well As Strong Demand

Saturday, August 10, 2019

Busan An Unlikely Loser From the Trade War

Friday, August 09, 2019

Panjiva Daily: Stockpiling started in July; Hapag-Lloyd resists the trade war’s pull

Thursday, August 08, 2019

China Wins the Losing Fight in July
Stockpiling for Now, Vietnam For Later as U.S. Seaborne Supply Chains Evolve
Hapag-Lloyd Resists the Trade War’s Pull With Improved Asia ex-China Volumes
U.S. Has Little To Lose From Reduced China Oil Sales
Samsung’s Big Phone Pricing May Need To Dial In Tariff Contribution

Wednesday, August 07, 2019

Panjiva Insights: The Global Trade War’s Impact and Road Ahead
Panjiva Daily: The roots of China’s devaluation; Conagra may be caught by tariff retaliation

Tuesday, August 06, 2019

Toyota Profits, Imports Pull Ahead, Tariffs Just Around the Corner
Conagra, Silver Bay May Be Caught By China’s Latest Tariff Retaliation
Canada’s Rare Slip Drags Regional Exports Into A Slide
Venezuelan Sanctions Push Has Already Crushed Food, Medicine Imports
China’s Currency Dip Has Roots In $6.4B Net Export Swing
Korean Denuclearization Being Dragged Into The Trade War

Monday, August 05, 2019

Panjiva Daily: Trump won the trade war in June; JAB gulps down Brazil’s coffee bounty
ADM, Scoular Corn Shipments Wilt, Ridley Takes Mexican Crown

Sunday, August 04, 2019

Newtrend Dumping Case Shows Import Volatility Caused By Investigations
Bad Month for Marine Employment May Have Temporary Tariff Relief
JAB, Tchibo Gulp Down More Brazilian Coffee as Price Sours

Friday, August 02, 2019

Panjiva Daily: Who pays for Trump’s latest trade war escalation; Puma sprints away from China
Preparing For The Storm – July 2019 in 10 Reports
Trump’s Trade Win in June Makes September Tariffs Even More Likely

Thursday, August 01, 2019

Tariff Quote Watch: Puma Sprints Away From China, Fila Runs The Opposite Way
The Summer That Never Was – S&P Global Platts Container Update, July 2019
Panjiva Daily: DSV outpaces CH Robinson; Cannondale’s catching the pack
South Korea’s Slump Powered By Semiconductor Slide, Japan Feud
U.S. Businesses Report Worst Export Outlook Since Feb. 2016
Vale’s Iron Ore and Steel Exports Continue to Recover After Mining Disaster
Yara, Mosaic Yet To Benefit as Brazil’s China Bean Bounce Remains Unharvested
Trump’s Latest Trade War Escalation Brings Tariffs Direct to Consumers

Wednesday, July 31, 2019

Panjiva Daily: Hong Kong escalation exposures; Trump’s next target – Vietnam
China Export Outlook Better, But Still Bad
Wind Tower Dumping Case Brought After Gust of Imports
Aurobindo, Cadila May Be Losers From Surging Canada-to-U.S. Drug Trade
Cannondale’s Catching the Pack With New Models, Giant Shrinks
DSV Outpaces CH Robinson With Less China Exposure, Faster European Growth
From S-301 to PRC-70 – A Roadmap for the U.S.-China Trade War (Update)

Tuesday, July 30, 2019

Code Me The Horizon – Analyzing the Future of Asian Supply Chains
Tariff Quote Watch: Ralph Lauren Follows the Fashion for Baggy Inventories
Panjiva Daily: Cracking the Asian supply chains code; Signify’s signs of slowing
Signify’s Imports Shows Signs of Slowing As GE Competition, Tariff Risks Rise
Hong Kong Escalation Brings Disruption Risks For TPV, Gree Electric
Trump’s Tariff Targeting May Shift to Vietnam as Deficit Soars
Chevron Looks Elsewhere, Valero Waits as Venezuelan Taps Turned Off
Vestas Leads Indian Export, U.S. Import Wind Booms

Monday, July 29, 2019

Tariff Quote Watch: Illinois Tool Works Sees Immaterial Effect, Still Slashed China Imports
Panjiva Daily: The $1.5B price of peace talks; Foxconn buck’s the Mexican import trend
Shipbuilding Industry Expects to Stay Afloat Despite Sinking Orderbook
Peru’s Timber Felled on U.S. Logging Scrutiny, Reputational Risks May Grow
L’Oreal Makes Transatlantic Shipping Worth It For Orient Overseas
LVMH Stuck In The Middle of the Trump-Macron Digital Tax Spat

Sunday, July 28, 2019

ZF’s Exemption Patience Pays Off, Further Supply Chain Shifts May Be Needed
Eldorado Provides a Golden Opportunity in Brazil for COSCO Shipping
Peace Purchases of $1.5B Possible as U.S.-China Trade Talks Restart

Friday, July 26, 2019

The Worst is Yet To Come as Global Trade Declines
Panjiva Daily: Wolverine claws its way to lower costs; Schneider avoids tariff trouble
Foxconn, Jabil Circuit Buck Mexico’s Falling Import Trend

Thursday, July 25, 2019

Wolverine Claws Its Way Down The Labor Cost Ladder
Tariff Quote Watch: Hasbro Feels The Cost of Trade War Even Without Tariffs, Mattel Stockpiles
Tariff Quote Watch: Schneider Electric Avoids Tariff Trouble, Switches Supply Mix
Panjiva Daily: Technology at the heart of the trade war; UPS turns a corner
Bunge Bets on Brazilian Ethanol as Sugar, Soybean Shipments Sour
Chinese Gasoline Supplies May End Marathon’s Rapid Run of Mexican Growth
Export Slump May Drive Trump To More Hawkish Stance on China, Autos
BAT Lights Up, Honda Accelerates As Norfolk Port Expansion is Completed
Panjiva Insights: Vale’s Tears Continue Despite 62% Jump in Iron Ore Exports

Wednesday, July 24, 2019

Tariff Quote Watch: Croda Sees Tariff-Led Chemicals Decline, Impact Indirect
Panjiva Daily: Trump’s Pakistan targets; Tariff worries rise, Electrolux sees them as business-as-usual
UPS Turns A Corner Despite Facing Trade Uncertainty Headwinds
Panjiva Insights: Technology Supply Chains – The Heart of The U.S.-China Trade Conflict

Tuesday, July 23, 2019

Trump’s Pakistan Trade Aims May Need Levi, JC Penney Sourcing Strategy Help
Tariff Quote Watch: Electrolux Shows Duties Are Now Just Business-as-Usual
Maersk Clears Automation Hurdle, Needs New Customers To Boost Pier 400
Panjiva Daily: Abe’s trade policy to-do list; K+N’s discipline pays off
K+N’s Volume Discipline Helps Profit Recovery, Cuts Trade War Exposure
Hapag-Lloyd Leads as Mexico Spices Up Houston’s Performance
Tariff Quote Watch: Syngenta Harvests The Cost Of Tariffs With Lower Income
Evonik, Solvay Caught In The Latest China-U.S. Tariff Review

Monday, July 22, 2019

UTC, Electrolux May Be Answer To Santos’s Sino-Brazil Trade Strategy
Panjiva Daily: Panalpina’s volumes sag; Laredo improvements help Caterpillar, Procter & Gamble
True Value Seeks To Renovate Its Supply Chain
Hyundai Runs Risk of Discounts With Auto Import Boost, Parts Cut On Tariffs
Longi, Trina Find Small Gap In the Tariff Clouds
Poor Protein Adds to Bunge’s Soybean Woes, Louis Dreyfus May Suffer Later
Hormuz Hazard Hangs Over Hindustan, Chennai Oil Imports
Life After The Elections – Abe’s Trade Deal To-Do List

Sunday, July 21, 2019

Tariff Quote Watch: Volvo Looks To Swerve Around Tariffs With Cost Cutting
COSCO’s Container Carriage Keeps Collapsing as ZIM Loses Its Zip
Japan’s Technology Export Weakness a Prime Example of Asia’s Trade Troubles
TSMC Hopes Chips Will Be Up as Exports Fall 5% in 2Q
Caterpillar, Procter & Gamble to Benefit From Laredo’s Improvements

Thursday, July 18, 2019

Panalpina’s Perfect Profit Performance Broken as Volumes Sag
Panjiva Insights: The Future of Alternative Data – Supply Chain Intelligence

Wednesday, July 17, 2019

Panjiva Daily: Tough times for freight forwarders; Trump looks at nuclear options
Trump Avoids Uranium Tariffs, Looks At Nuclear Options
Tough Times For K+N, CH Robinson as U.S. Forwarding Volumes Reverse
French Rebound Didn’t Prevent a Global Trade Recession in May

Tuesday, July 16, 2019

Panjiva Daily: Retail sourcing strategies vary as tariff risks remain; Ikea leaves America
Tariffs on Chemicals, Capital Goods Drive Price Deflation in U.S.
Treasury Tariff Tax Take Takes a Toll on American and Chinese Businesses

Monday, July 15, 2019

Target, Best Buy Yet To Avoid China As Retail Sourcing Strategies Vary
Panama Pushes Ahead as Suez Channels Trade War Pain
Panjiva Daily: Trump’s tariff fingerprints; BASF blames duties for downgrade
Cargill, Sucden Down After India’s Sugar Subsidy Rush
Tariff Quote Watch: Under Armour, Lands End Drive Eclat Sourcing More Than Tariffs
Ikea Drops U.S. and China Sourcing, Favors Brazil and Thailand
Long Beach Comes Up Short as Trade War Trims Seaport Activity

Sunday, July 14, 2019

Tariff Quote Watch: Fastenal Margins Tighten Despite Duty-Driven Price Rises
Australia’s Resilience Versus Trade War May Prove Fleeting
Brexit Watch: Jaguar, Honda Part of the Problem as Exports Decelerate
China’s Telecoms Crown Tarnished as Apple, Samsung Expanding in India

Friday, July 12, 2019

Trump’s Tariff Fingerprints Clear in June Import Drop
China Buys Less from The U.S., Rising Deficit Raises Tariff Imposition Risk

Thursday, July 11, 2019

Tariff Quote Watch: BASF Blames Duties for Downgrade as Dyes Fade

Wednesday, July 10, 2019

Panjiva Daily: Game over for Nintendo, in China; Valmont, Tenaris face steel challenge
Asia Enters Export Recession As Philippines Inches Ahead
Game Over for Nintendo in China as Switch Switches to Vietnam
Valmont, Tenaris May Be Burned by Structural Steel Case

Tuesday, July 09, 2019

Taiwan Tank Deal Great For Trade Targets, Bad For Trade Negotiations
Volkswagen Mexico Accelerates While Key Market Sales Slow
Calavo, Del Monte Meet America’s Avocado Hunger From Mexico, Mission from Peru
Taco Bell’s Flatbread Shortage is Bimbo’s Opportunity to Raise Exports

Monday, July 08, 2019

Tesla Exports, Hyundai EV Imports Surge but U.S. Auto Sales Slip
Back-to-School Bounce For Apparel, Drop For Backpacks Down to Duties
Panjiva Daily: Electric vehicle trade charges ahead; GKN and iRobot aim for tariff exemptions

Sunday, July 07, 2019

HP, Dell Take Different Early Paths to Tackle Tariffs
Panjiva Daily: Trump triumphs in the trade war in May; Dell, HP’s tariff tactics
GKN, iRobot Hoping For The Best With List 3 Tariff Exemption Requests
Sony, Cardinal Health Potential Beneficiaries of Mexican Tariff Strategy

Friday, July 05, 2019

Stevedores Start to Suffer from Prolonged Tariff Tactics

Thursday, July 04, 2019

Trump Triumphs in May Trade Battle With $7B Drop in Bilateral Trade
Suzuki, Marubeni Face India Dumping Case as Steel Intervention Widens
Hyundai, GE Could Be Targets for ZIM’s New 2M-Affiliate Service
FedEx Looks For Golden Opportunity in Colombia
Hapag-Lloyd Picks a Plum Opportunity With Reefer Investment

Wednesday, July 03, 2019

Panjiva Daily: Change is the only constant: 10 trade policies to watch in 3Q 2019
Volkswagen’s Acceleration, Tenaris’ Turnaround Support Veracruz Port Spending
Canada’s Growth Surge Shows Cost to U.S. of Tariff-Led Policies
U.S. Trade Deficit Widens as Exports Drop, But At Least The China Tariffs Are “Working”

Tuesday, July 02, 2019

Container Shipping Makes More Money But Has Less Certainty
Panjiva Daily: HMM’s first order of business; Mercosur-EU gains far from fruition
Fake Trade Wars – June 2019 in 10 Reports
3Q 2019 Policy Outlook: Change is The Only Constant

Monday, July 01, 2019

Glen Falls NY, Far from Falling, Leads U.S. Metro-Level Import Growth
Panjiva Daily: Trump, Xi wind the clock back to 2017; Chile’s copper challenges
Dramatic Drop in South Korean Trade Includes DRAMs and Phones
Bring Me The Horizon – The Road Ahead for Asian Supply Chains
Kyocera Aims to Attach Tariffs to Competitors as Trade Complaints Dip
HMM Joins THE Alliance, First Order of Business Will Be Securing Customers
VW, Nestle Unlikely to Make Major Changes With Mercosur-EU Deal Far From Done
Coordinated Sentiment Downturn Bodes Ill For Global Trade Outlook

Sunday, June 30, 2019

Tariff Quote Watch: New Balance Worried Tariffs May Leave It Off Balance
G20 Wrap: Trump, Xi Wind The Clock Back to 2018, or Even 2017
Hoegh Puts Past Behind It, Brings Ford Onboard
Codelco Ends Copper Strike After Losing Out to BHP in April

Friday, June 28, 2019

Panjiva Daily: “Made in America” Isn’t Just “Made by Americans”; Maersk aims for the heartland
DB Schenker Left on The Shelf After Less Than Barnstorming Performance
SQM, Rockwood’s Lithium Operations Face Technological and Market Challenges

Thursday, June 27, 2019

Tariff Quote Watch: LG, Electrolux Tariff Outcomes Show American Doesn’t Mean American
Panjiva Daily: G20 special – Trump’s agenda may bring good news for Japanese chemicals
Johnson, Hunt and Trump Hold Keys to Germany’s Export Order Collapse
Surging U.S. Trade Deficit Provides Tailwind For Hawks
Ocean’s Blank Sailings May Be A Template For Trade War Shipping Patterns
Maersk Aims For Stronger Pulse in The Heartlands
American Autos Light Up Mexican Trade While Energy Dims
Trade War Rules the Trans-Pacific Waves – S&P Global Platts Container Update, June 2019

Wednesday, June 26, 2019

Panjiva Daily: FedEx faces China risk doubler-header; China has no monopoly on Hasbro sourcing
Maersk Spots An Opportunity to Chase CMA-CGM’s Service Innovation
FedEx Faces China Risk Double-Header as Profit Margins Wane
Strike Risk Reduced in Vancouver, Cutting West Coast Congestion Risks
G20 Watch: Sumitomo, Konica Could Get Trade Deal Kickstart From Trump-Abe Meet
G20 Watch: Trump-Xi Meet The Last Chance for a Next Chance
G20 Watch: Indian Oil Could Lubricate Trump-Modi Talks

Tuesday, June 25, 2019

Shell, Cheniere Positioned to Deliver AMLO’s Gas Promise
Tariff Quote Watch: China Has No Monopoly on Hasbro Supplies, Which Need Time to Transform
Panjiva Daily: The road ahead for Asian supply chains; Hormuz risks for food as sanctions widen
Most Coordinated Export Downturn Since 2012 is More Evidence for Trade Recession
Tesla, Daimler Follow Legalistic Road to Tariff Mitigation

Monday, June 24, 2019

Tariff Quote Watch: EDF, Power Generators Could Lose from Uranium Quotas
Panjiva Daily: The trade war’s impact on economic development; Giant stages tariff breakaway
G20 Watch: Weaker Exports Raise Pressure on Abe To Deliver Deals
Hapag-Lloyd May Get New Capacity Addition Round Underway
Almarai, Shin Etsu Exposed to Hormuz as Trump’s Sanctions Widen
Atlas Copco, Suzano May Face Disruption From MSC’s Drug Bust

Sunday, June 23, 2019

SeaTac Slows, Rules Change With Seasonal Surge Soon
Tariff Quote Watch: Giant Stages Tariff Breakaway, Followed by Cannondale and Trek
Jake’s Fireworks Could Fizzle If Trump’s Tariffs Take Off

Tuesday, June 18, 2019

Panjiva Daily: The trade recession beckons; Roku needs Foxconn to go back to the future
H&M Threads More Bangladeshi Apparel Into Its Supply Chain Ahead of Export Support
Kicking Away The Development Ladder – The Trade War’s Long Term Impact

Monday, June 17, 2019

Vestas, Siemens’ Tax Credit Gust Still Outshone by Solar
Tariff Quote Watch: Roku Needs to See Back to The Future Strategy From Foxconn
Panjiva Daily: Sumitomo pulls plug on China, moves to Vietnam; Konica copies a strategy
Swift, Tyson May Welcome Increased Stake in EU Beef Market
Olam Sweetens Cocoa Imports as Cartel Carries Trump-Baiting Risks
Trade Recession Beckons as Policy Uncertainty Worsens

Sunday, June 16, 2019

India’s Emerging Trade Fight with U.S. Could Threaten Export Growth
Fanuc Powers Down as Industrial Robot Orders Fall
Evergreen Rides High on The Ocean, Tariffs Could Break The Crest

Friday, June 14, 2019

Tariff Quote Watch: Konica-Minolta Needs to Copy Printer Strategy
Hong Kong Intervention Could Hurt Graco and Mattel
Panjiva Daily: Six strategies to tackle tariffs; how Hong Kong could hurt the holidays
Sumitomo, Yazaki Pull the Plug on China By Switching Supplies to Vietnam

Thursday, June 13, 2019

Tariff Quote Watch: Volex Less Involved in China, Competitors Already Out
Panjiva Daily: Trade war roadmap from S-301 to PRC-70; HD Supply’s supply chain change
Brexit Watch: Prime Minister the Primary Problem as Import Panic Subsides
Tariff Income Drops, Reflecting Lower Imports and Possible Burden Sharing
Exporters Swallow A Quarter of Tariff Costs as U.S. Trade Price Deflation Accelerates
Volkswagen Leads Faster Mexican Auto Exports, Tariff Risks Remain
A Tale of Three Cities as Long Beach’s Malaise Holds California Back
Accelerating The Inevitable – Six Corporate Approaches to Tackling Tariffs

Wednesday, June 12, 2019

Panjiva Daily: ArcelorMittal pays the steel price; Hon Hai’s Apple relocation offer
ArcelorMittal, Tenaris Pay The Steel Price as Trump’s Tariffs Mostly Deliver
K+N, CH Robinson Step Back as Consolidators Dominate Freight Growth
Tariff Quote Watch: HD Supply’s Supply Chain May Need Restructuring If Price Rises Fail

Tuesday, June 11, 2019

Panjiva Daily: Huawei hangs over Mexico-U.S. relations; choppy U.S. trade as tariffs weigh
Long Beach Lags After Cosco Cuts Container Shipping
Red Bull Loses Its Wings, Dragging Norfolk’s European Business Down
Philippine Chip Rebound Can’t Prevent Asian Export Fall in April
Hon Hai Could Bring China Phone Exports Lower to Help Apple
Tariffs Haven’t Hurt Cheniere and Dominion While China Needs Northern Exposure

Monday, June 10, 2019

Panjiva Daily: Trump’s Mexican tariff risk isn’t over; China wins in May
SeaLand Sets Sail with Hispaniola Service, Adds Choice for Gildan, Hanesbrands
Bigger May Have Made Panama Canal Better
Ford’s Transit Connect Will Carry Heavier Tariff Load
Xbox Scarlett Timing Means Videogame Imports May Be In The Red in 2019
Seaborne Trade Choppy as Tariffs Weigh, Vietnam Gains from China
USMCA Watch: Huawei in Mexico Could Be Base for Next Trump Tariff Threat

Sunday, June 09, 2019

Schlumberger, PepsiCo Face Venezuela War Risk Costs
China Wins The Trade Battle in May, Looks For New Weapons

Saturday, June 08, 2019

USMCA Watch: Samsung, Sony Face 90 Day Migration Delivery Risk

Friday, June 07, 2019

Panjiva Daily: Brown Forman’s taste of tariffs; American Axle’s duties drive costs
Tariff Quote Watch: Guess? Is Sure It Can Tackle Duties, Yet to Make Its Move
Logistics Jobs Growth Could Tip Over as Trade War Takes Its Toll
Platinum the Next Playground for Security-Related Trade Policy

Thursday, June 06, 2019

Tariff Quote Watch: Brown Forman Has a Taste of What Becle, Bacardi Can Expect
Panjiva Daily: Chipotle wraps tariffs into prices; Jabil provides a Mexican tariff gauge
Canada Pays the Price for China Spat Yet Remains Robust
Trump Wins By Losing Less Against China in Trade War’s Ninth Month
Wider Trade Deficit Gives Trump Reason to Stay Hawkish With Mexico, EU
Tariff Quote Watch: American Axle Sees Mexican Tariffs Driving Up Costs
Tariff Quote Watch: Cummins Has Manifold Tariff Risks, Including Mexico

Wednesday, June 05, 2019

Samsung Joins Foxconn In Dialling Back Chinese Phone Production
Panjiva Daily: Nestlé needs to brew a tariff strategy; LG Electronics heats up localization strategy
JBS, Marfrig May Struggle to Round Up Beef Sales in China
BorgWarner Avoids Need To Assimilate Bearing Tariff Costs
Jabil, Landis+Gyr Meter Shipments May Provide Gauge of Mexico Tariff Impact
Tariff Quote Watch: Mexican Tariffs Can’t Be Avoided, But Turmoil Can Be Bypassed
Toyota Raises Red Tariff Flag for Mexican Exports While U.S. Sales Slip
Tariff Quote Watch: Chipotle to Wrap Mexican Tariffs into Higher Prices

Tuesday, June 04, 2019

India’s Post-Election Policies May Need to Focus on China, Not U.S.
Trade Complaints Tabled as China Tariffs Take Toll on Ikea’s Imports
Nestle Needs a Robust Response to Mexican Coffee Tariff Risk
LG Electronics May Need to Heat Up Localization Strategy as Tariffs Widen
Panjiva Daily: Refiners could lose under Trump’s new tariffs; Noble stitches up cotton

Monday, June 03, 2019

Panjiva Daily: The costs of Trump’s tariff wall; Fedex in China’s firing line
Trade War Redux, Forwarders’ Fight – May 2019 in 10 Reports
Tesoro, Valero Could be Indirect Losers from Trump’s Mexican Tariffs
Noble Stitches Up the Market As U.S. Cotton Exports Wither
Better Sentiment Doesn’t Mean World Trade Will Get Better
May Aids Container-Lines as Rates Stabilize, Fuel Falls
Technology Trade Drags South Korean Exports Down for Sixth Straight Month

Sunday, June 02, 2019

FedEx in the Firing Line of China’s New Trade War Weapon

Friday, May 31, 2019

Trump Erects Tariffs to Bolster the Mexico Wall

Thursday, May 30, 2019

Panjiva Daily: Stevedores tempt Bolsonaro’s wrath; Toyota leads tariff criticism
Vale’s Dam Disaster – Market, Supply Chain, Pricing and Corporate Impacts
China’s Semiconductor Prospects Could Be Helped By Trade Conflict Push
Savannah Brews Up New Connections to Serve Anheuser Busch
CMA-CGM’s Rebound Illusory, Restructuring of Routes Necessary
Worst Export Drop Under Trump Could Be Down to Tariff Push

Wednesday, May 29, 2019

Panjiva Daily: Pioneer finds tariff relief; Kyocera copies Ricoh’s strategy
Shipbuilding Renaissance Not Widespread, Faces Trade Conflict Risk
Toyota Leads Tariff Criticism as Japan’s Auto Exports Lose Drive
Scrap Exports Set for Second Round of Crushing On New China Rules
Stevedores Tempt Bolsonaro’s Wrath, Raising Risks for Hyundai, VW
Norfolk May Court Subaru, Toyota For Midwest Expansion Goal

Tuesday, May 28, 2019

Panjiva Daily: Maersk’s spreading trade conflict; CH Robinson’s bolt-on in Italy
Trump and Abe Should Wrestle With Cars, Not Relations, to Reach a Meaningful Deal
Brexit Watch: May Gone in June, Deal Needs to Fall Into Place by October
Kyocera, Sharp Copy Ricoh in Offsetting Printer Production From China
Pioneer Finds Optical Drive Exemption, Most Others Less Lucky
New Plastic Waste Rules Lead Shippers to Scrap Supply Chain Plans
Seaboard Faces Stiff Competition from Maersk, Crowley on New Routes
Walmart, Dollarama Face Risk of Disruption from Vancouver Strikes

Monday, May 27, 2019

Tariff Quote Watch: Maersk Sees Trade Conflict Spreading; Danish Discipline Needed
CH Robinson Sticks to Its Bolt-on Strategy in Italy as China Freight Wanes

Sunday, May 26, 2019

Mexico’s Trade Success Brings Risk of Trump’s Ire

Friday, May 24, 2019

Panjiva Daily: Retailers to pass on Trump’s tariffs; Lenovo may shift from China to Mexico
Magenta Canary of China Tariff Drag May Leave Retailers With Shipping Needs
World Trade Recovery in March Will Prove Fleeting
Tariff Quote Watch: Lenovo May Follow Competitors With China-to-Mexico Switch

Thursday, May 23, 2019

Panjiva Daily: UPS, CH Robinson start to struggle; Hikvision set for sanctions
Scrapping of Tariffs May Help U.S. Scrap Steel Exports to Mexico
Nokian Looks to Inflate Prospects in Shifting Tire Market
U.S. Trade Deficit Likely Buoyed Up By Ocean Freight Imbalance in April
ONE’s First in Seattle After Shaking Off Chaotic 2018
Tariff Quote Watch: Retailers Aim to Make Consumers Pay for Trump’s New Tariffs

Wednesday, May 22, 2019

Hikvision Set for Sanctions After Imports Hacked Back by Tariffs
Dole Crushed as Bumper Indian Grape Harvest Heads to Europe
Rare Earths May Become Rarer if China Applies Retaliatory Leverage
Drug Supply Chains Get More Sophisticated as CMA-CGM Launches New Service
UPS, CH Robinson Already Struggling as New Round of Forwarder Competition Arrives
Meat Deal Could Quell Trump’s Beef With Japanese Exports

Tuesday, May 21, 2019

Panjiva Daily: Swift, Tyson’s pork no longer pressed by steel; Evonik, Dow in a bind
Singapore Sings a Sadder Song as Asian Exports Lower The Tone
Shoemakers Face Unpleasant Trip If Tariff Hikes are Delivered

Monday, May 20, 2019

USMCA Watch: Relief for Swift and Tyson as Steel No Longer Presses Pork
Daimler, Toyota Declared National Security Threats as Tariff Leverage Exercised
Evonik, Dow in a Bind as China Retaliates With Higher Tariff Rates
Panjiva at 5,000 – The Most Read Research From Our First Three Years

Sunday, May 19, 2019

Panjiva Daily: Downturn predictions defied; who really pays for President Trump’s tariffs?
Two Trade Wars, a Rate War and Four Tariff Reactions

Saturday, May 18, 2019

Maersk Bolsters Suez as Canal Competition Set to Heat Up

Thursday, May 16, 2019

Trump’s Partly Right on Who Pays as Tariff Burden Sharing Emerges

Tuesday, May 14, 2019

Cosco Pays The China Price as California’s Port Activity Slows

Monday, May 13, 2019

Tariff Quote Watch: GoPro on Track to Shutter China Capacity, Open in Mexico

Sunday, May 12, 2019

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

Friday, May 10, 2019

Panjiva Daily: Trump’s tariffs beats Xi’s; Foxconn pulls a plug
Bean Battle Back in the Field as China Set to React to Higher Tariffs
Tariff Quote Watch: Foxconn Pulls a Plug on China for Telecoms Gear Due to Tariffs

Thursday, May 09, 2019

Panjiva Daily: Trump’s car tariffs versus EU farmers – the next big trade war
Nucor May Be Crushed if Nippon Steel Can Lift Heavy Plate Tariffs
Hapag Lloyd’s Success Not All It Seems, But Still Solid
Solar Power Lights Up as Tariffs Become Business-as-Usual
Toyota May Hope for Clearer Roads With Argentine Tax Break
Trump’s Tariffs Proved More Effective Than Xi’s in March
Deficit Data Details Vindicate Trump’s Trade Policy, Despite Overall Increase

Wednesday, May 08, 2019

Panjiva Daily: China loses the April trade battle; Ternium bucks the Mexico metals trend
China Lost The April Trade Battle, Faces Regional Export Slowdown
Tesla Sees Battery Supplies Falling as Cobalt Feels the Blues
The Next Big Trade War: Trump’s Car Tariffs versus Europe’s Farmers
China’s Unpleasant Surprise Has Roots in Autos, Telecoms

Tuesday, May 07, 2019

Panjiva Daily: Why Trump has reheated the tariff rhetoric; corporate reactions to tariffs
Pernod Ricard’s Jameson’s Takes a Proper Beating From Conor McGregor’s No. 12
Mastronardi Sprouts New Growth as Tariffs Plague Tomatoes
USMCA Watch: Closure Not Close as Mexico’s Steel, Aluminum Exports Plummet
Vale Heads Rapidly Downhill as Exports Hit Low
5.2x Bigger Exemption Problem Looms as List 3 Tariff Hike Approaches
Port Ownership Shuffle Continues as Singaporean Money Arrives

Monday, May 06, 2019

Trump’s Tariff Threat Has Roots in Short-Lived Deficit Dip as Well as China Talks
Tariff Quote Watch: Brooks To Run Production from Vietnam Ahead of Duty Risks

Sunday, May 05, 2019

Tariff Quote Watch: Electrical Engineers’ Tariff Worries Getting Charged Up

Friday, May 03, 2019

Panjiva Daily: CH Robinson moves less, delivers more; tequila-fuelled Cinco de Mayo ahead
Logistics Jobs Grow for 105 Months, Trade Slowdown a Threat
Under Armour’s HOVR Can’t Stop Slippage in Sales, Imports

Thursday, May 02, 2019

Panjiva Daily: 28 events that shaped the U.S.-China trade war; CAP’s capitalizes on steel strength
Borders, Jet Threats and Oil Waivers – April 2019 in 10 Reports
U.S. Auto Sales Stuck in Reverse, Imports Suggest More Backing Up to Come
Tequila-Fuelled Cinco de Mayo On Track as Border Threats Prove Empty
Alpek May Beat Reliance as Yarn Supply Chains Are Rewoven
CH Robinson Moves Fewer Boxes, Delivers Better Margins
Three-Year Low in U.S. Export Sentiment Adds Momentum to Trade Slowdown

Wednesday, May 01, 2019

Panjiva Daily: DSV’s quest for scale pays off; Voestalpine takes flight
CAP Capitalizes on Steel Strength to Expand Exports
War and (Nearly) Peace – 28 Events in the U.S.-China Trade Conflict
Better Rates Don’t Mean Better Conditions for Shipping Lines in April
ONE’S Terminal Restructuring Overdue But Still Necessary
Canada’s Container Congestion Restrained, Montreal Tackles Trucking
Semis Receive Support as South Korea’s Exports Slip Once More

Tuesday, April 30, 2019

Panjiva Daily: Grassley’s steel rule for USMCA; Chile’s lithium prices and volumes drop
Sweet Opportunity for Lanxess, Arkema as U.S. Readies Glycine Duties
Antidumping Case Backlog Only Building Slowly as Tile and Cherry Complaints Arrive
Voestalpine Takes Flight While Being Aware of Bumpy Landing
DSV’s Quest for Scale Pays Off, Slowdown May Lie Ahead
Chewy’s Imports Scamper Ahead On Pet Bedding, Food Growth
China’s Export Sentiment Improving Thanks to Chips, But Still Negative

Monday, April 29, 2019

Panjiva Daily: Electrolux, Whirlpool reach end of cycle; impact of Japan’s holiday on autos
“Endgame” Ends Avengers’ Imports on a High as Star Wars Fades, But Still Rules
General Motors and General Electric Face Generally Higher Costs from Hoegh
USMCA Watch: Grassley Draws a Steel Rule for Ratification That May Break The Deal
Lithium Price, Output Drop in Chile No Deterrent To China Joint Venture
Bright Opening For Container-Lines Isn’t Necessarily Good For All
Tariff Quote Watch: Cooper Set To Tread on Tire Tariff Costs, From 2020

Sunday, April 28, 2019

Neste Supply Chain Situation Fluid as Venezuela Sanctions Bite
Resin Opportunity Resonates with G&W, Chevron Phillips
Toyota, Nissan Growth Face Imperial Holiday, Trump-Abe Talks Uncertainty

Saturday, April 27, 2019

Kim May Find Future Will “Entirely Depend” On Chinese Trade, Not U.S. Attitudes

Friday, April 26, 2019

Panjiva Daily: K+N on the up, UPS down; iRobot pursues price rises
Blame Oil, Mazda for Mexico’s First Trade Decline in Nearly Two Years
Tariff Quote Watch: Electrolux and Whirlpool Reach End of the Duty Cycle

Thursday, April 25, 2019

Panjiva Daily: Posco’s positivity at risk; Husqvarna cuts through trade troubles
Jones Act Waiver Could Cut Pressure On New England Gas Markets
K+N Volumes and Margins On The Up, UPS Heads Down
Sentiment Sinks to 2012 Lows in Germany as New U.S. Tariffs Loom
Brexit Watch: Netgear Geared Up For No-Deal Exit, Orders Could Reverse
Tariff Quote Watch: iRobot Pursues Price Rises, Needs Room for Diversification
Tariff Quote Watch: Varian’s Various Devices for Offsetting Duties Yet To Bear Fruit

Wednesday, April 24, 2019

Panjiva Daily: Trump’s Hog Help; Marathon’s Hormuz Replacement Race
LG Electronics Hangs Up on South Korea, Calls on Vietnamese Factory
Scrap Supply Chain Set For Another Shakeup as China Reviews Rules
Iran Sanctions Could Take Toll on Indian Rice, Drug Exports
Posco’s Positive Position on Steel Outlook at Risk From U.S. Trade Policies
Ports’ Storm Over in March, U.S. Trade Deficit Hike Possible
Tariff Quote Watch: Husqvarna Cuts Through Trade War Troubles With Supply Switching

Tuesday, April 23, 2019

Panjiva Daily: Iran waiver effects for Valero, ExxonMobil; WTO helps ADM with grains
Tariff Quote Watch: Alcoa Worries About Quotas, Industry Concerns About Tariffs Wane
Brazil’s Sweet Corn Outlook May Sour Export Opportunities For U.S. Farmers
Trump’s Hog Help Could Hurt KTM, Volkswagen
Wilmington Will Grow, If ZIM Can Find New Customers
Komatsu, Not Volvo, May Be The Future For Wallenius Wilhelmsen
Marathon Faces Race for Replacement Oil if Hormuz Straits Close

Monday, April 22, 2019

Valero, ExxonMobil Face Knock On Effects from Iran Waiver Removal
JM Smucker Takes a Bigger Gulp as Brazil’s Coffee Overflows
Home Depot, Ikea Store More Cabinets as U.S. Builds Case
Archer Daniels Midland Could Be Helped by China Grain Buy After WTO Ruling

Friday, April 19, 2019

Saudi Weapons Order Shortage Has Yet To Cut Deliveries
Panjiva Daily: Bouncing beans and Tesla tariffs; Daimler and VW’s tough USMCA choices
USMCA Watch: Daimler, VW Face Tough Choices as ITC Report Flags Autos Upheaval
Empty Heart of U.S. Container Growth Soon to Skip a Beat
Empties and New Routes Drive SeaTac’s Continued Growth
Great British Bounce Can’t Stop EU or Global Export Decline in February

Thursday, April 18, 2019

Canal Competition Continues as Panama Relaxes Restrictions
Panjiva Daily: Deere pays the price for retaliation; Caterpillar gets an exemption
Panalpina Growth Parked Ahead of DSV Scale Push
USMCA Watch: Tangible Gains May Be Beaten by Tariff Politics
Shipbuilding’s Still Sinking at Start of 2019
Bouncing Beans and Tesla Help U.S. Win the February Trade Battle

Wednesday, April 17, 2019

Deere Pays The Price as EU Gets Its Retaliation in Early
Panjiva Daily: K+N’s pledge could become a commitment; Skechers runs more from Vietnam
Japan’s Electronics Trade Slips Ahead of Coronation Holiday Disruptions
Caterpillar Gets Tariff Exemption, Won’t Lift The Business
Trump’s Trade Deficit Success Could Prove Short-Lived

Tuesday, April 16, 2019

Panjiva Daily: Europe’s aerospace and oil firepower; the brewing China-U.S. trade deal
Two-Speed Export Economy Apparent as India’s Exports Rebound
USMCA Watch: Mexican Metals Demand May Become Another Ratification Hurdle
Brazillian Butchers JBS, BRF May Be Helped By China Meet-Up
K+N’s Pledge Could Lead to a Commitment with Hapag-Lloyd
Trump’s $57.6 Billion Tariff Take Has Peaked, For Now
Skechers, Adidas Could Run More From Vietnam With New Oakland Service

Monday, April 15, 2019

ONE Tops The Chart in Norfolk as China Traffic Collapses
Europe’s Aerospace and Oil Firepower May Beat the U.S. In a Tariff Battle
Distillers Grain Case Indicates China-U.S. Trade Deal Nearly Brewed
China’s Export Bounce Belies Telecoms Weakness Even as Semis Shine
Houston Heads Higher on Mexican Shipments, MSC Does Best

Friday, April 12, 2019

Panjiva Daily: Evergreen grows, ZIM wilts; Wacker could be whacked by trade war
China’s Trade Recovery Not All Good News With Imports Down, U.S. Exports Up
California Recovers as China Loses Its Crown, Exports Slump
Price Deflation Points To Chinese Exporters Taking Some Tariff Pain

Thursday, April 11, 2019

Panjiva Daily: DSV dominates forwarders’ growth; tariff war could choke off wine supplies
U.S. Fishers Could Catch More Korean Customers As Tariffs Take a Bite Out Of Exports
Cars Set to Drive U.S.-Japan Talks as National Security Worries Weigh
Wacker Neuson Set To Be Whacked By Tariffs in New EU-U.S. Trade War
Evergreen Grows Despite China Decline as ZIM’s Momentum Wilts

Wednesday, April 10, 2019

Panjiva Daily: Lessons from 6 months of trade war; Britain’s last chance for another chance
Brexit Watch: British Trade Surges as Last Chance for Another Chance Beckons
Asia Exports Dropped in February, Little Hope Elsewhere in the World
Brexit Watch: Slower Release Formula, Pharma Supply Chains Still At Risk
Kinder Morgan To Boost Flow As Mexican Gas Demand Blows Up
New Tariff War Could Choke Off LVMH, Oetker Wine Supplies to U.S.
MSC and Hapag-Lloyd’s Texas Growth to be Held Back By Shipping Restriction
DSV Dominates Forwarder Growth With European Wind and Luxury Goods Push

Tuesday, April 09, 2019

Panjiva Daily: Trump’s jet leverage attempt; the remarkable resilience of U.S. imports
Trump’s Jet Leverage Attempt May Cause EU Talks To Crash
Lumber Case Lumbers On, U.S. Wins at WTO
ZIM Shipping Steams Back to Seattle With Retail Opportunity
Panama Canal May Be Feeling First Twinges of China Tariff Pain
New York Suffers China Slump, Most Seaports See Early Spring Bounce
Six Months Into the U.S.-China Trade War Supply Chain Shifts Have Started

Monday, April 08, 2019

The Remarkable Resilience of America’s Demand for Imports
SQM, Albemarle May Switch To Lithium Output, not Price Maximization
Growth Deserts Hapag-Lloyd as Savannah Surges

Sunday, April 07, 2019

Time To Consider Port-o-Mation as Employment Growth Improves

Thursday, April 04, 2019

Panjiva Daily: Trump’s troubles for Foxconn, Flextronics; DP-DHL’s bet on Charleston
Steel Wars – South Korea Sours on Europe as U.S. Duty Effect Widens
Auto Industry’s Descent Gathers Pace as New Tariffs Beckon
CMA-CGM’s Santos Switch Follows Reduced Flows

Wednesday, April 03, 2019

Intel’s Platform Shift May Be a Response To U.S.-China Tariff War
Panjiva Daily: All Brexit options still open as supply chain surge starts; Intel’s platform shift
Boston’s Been Growing as Harbor Spending Plan Gathers Pace
Brexit Watch: All Options Open, Supply Chains’ Surge Starts
Liverpool Tops The League as Peel Pulls a Fifth Liner In
Brazil’s Iron Ore and Soybean Downturn Needs Panama To Dig In
Deutsche Post-DHL Bets on Charleston as Port’s Growth Slows
The Top U.S. Ports in 2018 – LA Holds Its Crown While New York Plays The Usurper
Foxconn, Flextronics Face Transit Troubles if Trump Closes Mexican Border

Tuesday, April 02, 2019

Pre-Trump Era Lows in Export Sentiment Shows Potency of Global Slowdown
Panjiva Daily: Trump’s border threat to food supply chains; China’s tariff leniency
Tariff Threat Drains Chinese Keg Exports, Others Fill The Gap
Dumping Investigation Calls Subdued, Steel Rods Caned After Case Launch
10 Most Read Panjiva Research Reports in March 2019

Monday, April 01, 2019

Shipping’s Tough First Quarter Sees Rates Down, Costs Up
DSV Delivers a Panalpina Deal That’s Largely About Scale
China’s Tariff Leniency Supports Talks And U.S. Automakers
Trump’s Border Threat Raises Stakes For Food Supply Chains
Cosco Shipping’s Rebound May Just Be A Bounce
China’s Sentiment Swallow Does Not Make A Cyclical Spring
Chips Chip Away At South Korea’s Export Performance in March

Friday, March 29, 2019

Panjiva Daily: PC industry bears the brunt of tariffs; Lululemon leaps ahead
Arms Trade Risks for U.S.-China Deal As Taiwan Makes Tanks And Jets Bid

Thursday, March 28, 2019

Panjiva Daily: Trump starting to win the tariff war; Mexican growth supports USMCA passage
Barge Based Drayage Comes to Charleston, Not Good For Everyone
Europe’s The Sick Old Man of World Trade As Americas Stay Healthy
Tesla Faces Subsidy Challenges Today, Retaliatory Duties Tomorrow
Pemex Brings Balance To The U.S. Oil Industry Despite AMLO’S Policies
China’s PC Industry Bears The Brunt Of January’s Trade Defeat
Lululemon Leaps Ahead, Achieves Balance With Youngone

Wednesday, March 27, 2019

Electrolux Restructuring Has Few Options For Avoiding China
Panjiva Daily: Hutchison’s Ensenada expansion; Savannah’s portent of U.S. trade weakness
Tariff Quote Watch: Winnebago Sales Lose Drive as Tariff Cost Pass-Through Bites
Canada’s Solid Growth Belies U.S., China Trade Relations Issues
USMCA Watch: Mexico’s Trade Growth Supportive for Passage
Trump’s China Position May Be Emboldened as Tariff Policy Starts To “Work”
Brazilian Shipping Faces a Slowdown, Cosco Doing Better Than Maersk

Tuesday, March 26, 2019

World Trade’s Slippage About To Become a Slide
Panjiva Daily: Steelworkers against USMCA; Orient Overseas’ Long Beach exit
Canada’s Canola Farmers Pay The Price for Huawei Spat
Michelin’s Rubber Supply Chain Faces Thai Election Disruption
USMCA Watch: Pharma Pricing Issues Add To The Pile Of Passage Problems
Mexico Starts Safeguard Steps As Steel Shipments Surge
Hutchison’s Ensenada Expansion Could Attract Samsung, Jatco Volumes
Savannah’s Slide a Portent of Worsening U.S. Trade Performance
Europe’s Export Outlook Slumps In The Face of Brexit, Tariffs

Monday, March 25, 2019

Panjiva Daily: Trump’s $19.9B tariff haul; Musk’s crushers, Crane’s pumps exempted
North Korea Normalization Dims As China’s $2 Billion Trade Surplus Persists
Hyundai May Move More Through Mobile Once Access Improves
Orient Overseas Readies to Sell Long Beach, CMA-CGM Could Get More Involved
USMCA Watch: Union Against Ratification as Canadian Steel Heads to Mexico

Sunday, March 24, 2019

Trump’s $19.9B Tariff Haul Could Be Dwarfed By Extra China, Autos Duties
Crane’s Pumps, Elon Musk’s Crushers Win From Latest Round of Tariff Exemptions

Friday, March 22, 2019

Panjiva Daily: Trade policy in 2Q19; GM extends its bet on Brazil
USMCA Watch: Tariff Risks Stalk Tomatoes, Mean Deal Will Pass at a Later Date
ZIM Volumes Set To Zoom, Profits Zapped By Lease Payments
Tariff Quote Watch: Williams Sonoma Ready For The Worst as Furniture Tips Over

Thursday, March 21, 2019

Panjiva Daily: Fedex hopes versus sliding exports; Vietnam wins the U.S.-China trade war
General Motors Extends Its Bet on Brazil as Mexican Opportunity Emerges
North Beats South as West Coast Port Activity Falls
2Q19 Policy Outlook: Traveling Without Moving, Six Deals to Watch
Solar Power Imports Dim After Tariffs, Washing Machines Spin Upwards
Charleston’s Party Near an End as Kent, Komatsu Imports Slide

Wednesday, March 20, 2019

Fedex’s European Growth Hopes Defy Two Months of Sliding Exports
Panjiva Daily: Fedex trades growth for profits; supply chain risks from Norsk Hydro’s hack
Fabricated Steel Case May Build Up USMCA Risks
Mexico-Brazil Free Trade Deal Provides Ford, GM With Alternatives Beyond USMCA
Vietnam May Be Winning the U.S.-China Trade War
Houston Has A Problem as Traffic Drops, Fire Rages

Tuesday, March 19, 2019

MSC and Maersk Address Lone Star’s State of Service as CMA-CGM Takes Share
Panjiva Daily: California’s port volume crash; Norway model for Brexit with Norway
Brexit Watch: Norway May Not Be The Model For a Norway Style Exit
ONE Beats 2M As Norfolk Bucks The National Downward Import Trend
Fedex Focuses on Profitability as Revenue Growth Slows
Perdue’s Problematic Purchase Plan Needs China to Buy All Its Beans From The U.S.
Brexit Watch: Bercow’s Ruling Raises Risks, Preparatory Imports Increased
Norsk Hydro Hack Might Cut Into Aluminum Supply Chains

Monday, March 18, 2019

U.S. Demand Could Paper Over Chinese Cracks in Brazilian Wood-Pulp Supplies
Google’s Stream Could Flood Nintendo’s Slowing Console Shipments
Panjiva Daily: Trump-Bolsanaro summit’s harvest potential; Starbucks loses its taste for Brazil
Boeing Max Problem May Minimize Aerospace Element of U.S.-China Deal
Bad Start For Shipping Means Continued Bad Luck For Shipyards
California’s Crashed Volumes Come from Machinery, Furniture Import Slump
Japan’s Trade Downturn Confirms Asia Electronics Problems

Sunday, March 17, 2019

Trump-Bolsanaro Summit Could Yield Rich Harvest for Wheat Exporters
Toyota Takes Advantage of USMCA, Aims to Avoid Section 232 Tariffs
Tariff Quote Watch: Tariff Discussions Subside as Brexit Worries Rise

Friday, March 15, 2019

Brazilian Coffee Perks Up, Starbucks Loses Its Taste
Healthcare Helps, Electronics Hinder India’s Trade Activity
Panjiva Daily: Brexit brink blown back; alliances matter more than competition

Thursday, March 14, 2019

Panjiva Daily: DSV diversifies, leads forwarders; 979 lines of Brexit tariff defense
Tariff Leniency Request Backlog Could Jump to 35 Months
Pemex Joint Venture Delay Could Exacerbate Mexico’s Oil Export Downturn
Brexit Watch: Brink Blown Back, Port Capacity Shouldn’t Be A Problem
CMA-CGM Secures Ceva Majority, Closer Coordination Has Already Started
Alliances Matter More Than Competition as Container Freight Activity Dips
Chinese Exporters Shoulder U.S. Tariff Burden With Further Price Cuts

Wednesday, March 13, 2019

Panjiva Daily: Malmstrom’s 6.1B euro Brexit threat; Lighthizer’s door to a steel deal
DSV Diversifies Shipping Volumes to Lead Forwarders in February
New York Looks to Cement Gains with Portland, Wilmington Barge Service
Brexit Watch: 979 Lines of Tariff Defense Include Apparel and Autos
BP’s New Fuels Carry Significant Costs for Shipping Lines
Adidas Predicts Supply Chain Challenges, Leans Harder on Vietnam
USMCA Watch: Late Ratification Could Lead to Autos Industry Tariff Bedlam

Tuesday, March 12, 2019

Panjiva Daily: February’s U.S. trade surprises; winning the steel tariff relief race
USMCA Watch: Lighthizer’s Open Door to Steel Tariff Reform Could Unlock a Deal
Nissan Proves to Not Have Infiniti Patience for U.K. Production
Brexit Watch: Malmstrom’s 6.1 Billion Euro Threat Hits Autos, Apparel Hardest
Panama Canal Shrugs Off Trans-Pacific Shipping Slowdown
Everglades Dries Up as U.S. Port Activity Slows

Sunday, March 10, 2019

Slow and Steady Wins The Race for Steel Tariff Relief
Brazil Sour on Indian Sugar Subsidies After Shipments Slump
China and Tariffs Aren’t the Surprise in February’s U.S. Import Performance

Friday, March 08, 2019

Stevedores Win With Employment Growth As Ports Cure Congestion
Blame Consumers and Holidays for China’s Export Downturn

Thursday, March 07, 2019

Panjiva Daily: President Trump’s $17 billion China trade deal driver; tariff exemption failures
Ikea Builds Cabinet Imports as Pre-Emptive Dumping Case Arrives
Supply Chains Show The Power of Tariff Fear as December Imports Surge
Deutsche Post DHL Leads Forwarders in Prioritizing Profitability Over Growth
Panjiva Daily: The power of tariff fear; Deutsche Post DHL leaders forwarders’ 4Q
China’s Export Slump Partly Seasonal, Leaves U.S. a Trade War Winner
Tariff Quote Watch: Volvo May Not Hoist Flag for Polestar If Tariffs Are Wrong
Tariff Quote Watch: Brown-Forman Jacks Up Cost Cutting to Offset Lower EU Sales

Wednesday, March 06, 2019

Canada’s Export Slowdown Completes Global Downturn Picture
Customs Duties and Early Warnings Show U.S. Import Growth Has Continued
Tariff Exemption Failure May Be The Least of BorgWarner, Denso’s Concerns
Panjiva Daily: Squeezing Sumitomo’s sponge; 60% of engineers talk tariff, Brexit risks
The $17 Billion, 4Q Reason For Trump To Reach a Trade Deal With China
Tariff Quote Watch: Manitou Handles Burden From Duties as Profitability Rises
Tariff Quote Watch: Breville Avoids Getting Burned By Using Front-Loading

Tuesday, March 05, 2019

Malmstrom-Lighthizer Talks Have No Easy Answers, Especially For Cars
Hog and Wheat Farmers Lose, But China’s Not a Big Deal For Iowa as a Whole
Brexit Watch: Irish Pharma Risks Already Dissipating as Supply Chains Adapt
Jacking Up Jacksonville’s Handling Needs Major Investment, Big New Customers
Sumitomo’s Sponge Supplies Face Squeeze as National Security Case Launched
Tariff Quote Watch: Rotork Joins 60% of Engineers Talking Tariff, Brexit Risks

Monday, March 04, 2019

Panjiva Daily: Trump’s $8.4 billion agriculture ask; CMA-CGM calls for cost cutting
Panjiva Daily: Stormy February for container-lines; Orient Overseas cuts services
Daimler and Heineken May See Disruption from CMA-CGM’s Slipped Sailing
Orient Overseas’ Service Trim Says More About Competition Than Demand
U.S. Auto Sales Accelerate in Reverse, Imports Out of Favor
SQM Squeezes Lithium Market, Chinese Buyers Lose Out
Volkswagen’s Good News for Baltimore May Come At Houston’s Expense
Stormy February Leaves Container Profitability At November Lows

Sunday, March 03, 2019

CMA-CGM Draws on Cost Cutting as Well as Ceva For Future Growth
Trump’s $8.4 Billion Agricultural Ask Will Have to Wait for an Answer
Dumping Complaints Increase, Government Won’t Spare The Rod
Yellowtail Set to Run Dry as Wine Harvest Wilts

Friday, March 01, 2019

10 Most Read Panjiva Research Reports in February 2019
New York Clears Congestion, CH Robinson Powers Through
Panjiva Daily: Panalpina chooses profits over volumes; Lego rebuilds in North America
Trade Sentiment Warms in the U.S. While China Shivers

Thursday, February 28, 2019

Panjiva Daily: Autos crash makes for record deficit; Chinese EVs tackle Tesla and tariffs
Rapid Rail Routes the Secret to CMA-CGM’s Service Enhancement
South Korea’s Trade Decline Gathers Pace, Indicates Asian Export Slowdown
23-Year Low in U.S. Oil Imports May Prove Fleeting
Canada’s Congestion Continues With Vancouver Facing Squeeze
Lego Rebuilds Its U.S. Business With Mexican Supply Chain Enhancements
Australian Exporters Pay The Price for Lack of Carrier Diversity
Panalpina Chooses Profits Over Volumes, Will Need to Choose a Suitor

Wednesday, February 27, 2019

Panjiva Daily: Corporate tariff worries become Brexit concerns; K+N has a tough end to 2018
Tariff Hopes No Use as China’s Business Trade Confidence Slumps to 10-Year Low
Rail Investment Set to Speed Santiago Produce Exports
LG Electronics Could Hop Back To South Korea After Washer Tariff Leniency
China’s EV Makers Have Tariffs as Well as Tesla and GM To Tackle
Posco and Ternium Trigger Mexican Steel Safeguarding Response
Mexico’s Trade Acceleration Supports AMLO’s Energy Policy, Reason To Pass USMCA
Autos Crash Leaves Year End U.S. Trade Deficit At Record High

Tuesday, February 26, 2019

Panjiva Daily: Hapag-Lloyd avoids China risks; Nissan gears up for ROOs; North Korea pressure delivered
Loads More Weapons Imports As Tighter U.S. Ownership Rules Beckon
Dole Gains Shipping Options as Norfolk, Va. Grows Its Fruit Business
K+N’s Tough End to 2018 May Need More Than a Cost Cutting Fix
Steel Mission Accomplished, But Tariff Armistice Unlikely To Be Declared Yet
Tariff Quote Watch: Brexit Is The New Tariff As 1-in-4 Firms Talk About Trade
Tariff Quote Watch: Terex Handles China Duties, Brexit a Bigger Challenge

Monday, February 25, 2019

Panjiva Daily: Retaliation overshadows EU-U.S. talks; Venezuela’s food needs
New Route Brings New Opportunities for Afghanistan-India trade
Hapag-Lloyd Avoids China Risk, Can’t Dodge Fuel Cost Troubles
Record Inventory Surge Set To Continue As Europe’s Zig Matches China’s Zag
Tough End to 2018 For Global Trade On Worst Dip Since 2009
USMCA Watch: Canada May Not Get There With Steel and Aluminum Duties
North Korea Trade Pressure Delivered, Trump-Kim Summit Will Show Effectiveness
USMCA Watch: Nissan Gears Up For New ROOs, Could Shift Supply Chain Further
Tariff Quote Watch: Kubota Kicks Up Pricing as Steel Costs Plough Into Profits

Sunday, February 24, 2019

EU’s Ready Retaliation For U.S. Auto Tariffs Bode Ill For Trade Talks Success
Blame Europe, Not The Trade War, For The Global Export Downturn
Venezuela’s Reliant on Brazilian Food While Luxury Goods Imports Stay Robust
Brexit and Autos Tariffs Not Enough To Shake Improving EU Export Confidence
Roku Revenue Rocks, Hopefully Doesn’t Roll With Tariffs

Friday, February 22, 2019

Panjiva Daily: Maersk’s uncertain outlook; Mexico’s inflated gas needs; global trade index slips
Tariff Quote Watch: Altra Shifts Duty Costs to Buyers, May Need to Tap Other Sources

Thursday, February 21, 2019

China Gives, China Will Take Away From Matson as Profitability Slips
Panjiva Daily: Tariff leniency leads to higher steel imports; Volkswagen’s worst case scenario
Big Boats Keep Suez and Panama Growing As Trade Threats Loom
Global Trade Index Slipped in January, Yet To Slide
Ocean’s Better, Logistics Worse as Maersk Faces Uncertain Outlook
Inflated Natural Gas Imports Lead Mexico To Search For New Sources
Tariff Quote Watch: La-Z-Boy Active in Addressing Duties With Surcharges
Tariff Quote Watch: Flowserve Streams Duty Hikes To Customers, Can Switch Supplies

Wednesday, February 20, 2019

Tampa’s Growth Set To Continue as CMA-CGM, Cosco Shipping Arrive
Panjiva Daily: Expeditors’ slowing growth; USMCA-inspired strikes; less exclusive exclusions
New Year, Same Problems For The Shipbuilding Industry
Continued U.S. Trade Deficit Growth Likely Based on Maritime, Inflation Data
Cries for Clemency From Metals Duties Being Answered, Driving Imports Upward
Tariff Quote Watch: Volkswagen’s Worse-Case Scenario Hinges on Trade Talks Outcome
Tariff Quote Watch: Cooper Tire Bounces Back After Tariff-Linked Impairment
Tariff Quote Watch: Genuine Parts Faces Genuine Challenges as Tariff Threats Spread

Tuesday, February 19, 2019

Panjiva Daily: Chipping away at U.S. China tensions; Honda heads back to Japan
Payless ShoeSource Steps Out of U.S. Retail, Imports Reliant on China
Ford’s Brazilian Truck Exit The Result of Long Term Demand Decline
Japan Provides Further Evidence for Slowing Electronics Supply Chains
Expeditors Faces Slowing Growth, Narrowing Margins
USMCA Watch: Matamoros Maquiladoras Provide a Taste of Labor Rights Disruptions
Vale and Ternium Deliver on EU’s Steel Safeguarding Fears
Exemptions Could Become Less Exclusive, Haven’t Helped Air Liquide

Monday, February 18, 2019

USMCA Watch: Mexico’s Metals Dispute More About Politics Than Economics
Shipping Rates Dip After Lunar New Year But Carriers Doing Better in 1Q So Far
USMCA Watch: Canada Delivers Steel Tariff Cuts for Mexico
The Price of The Deal – EPA, Not Brexit, Sends Honda Back to Japan
India Wields the Tariff Stick Against Pakistan as Total Imports Wane
East Coast Acceleration Points to Wide U.S. Trade Deficit in January

Sunday, February 17, 2019

Semis Only Small Segment of a Solution to U.S.-China Tensions
Nintendo Seeks To Level Up as Sony Leads Import Performance

Friday, February 15, 2019

Panjiva Daily: Panalpina’s Agility defense against DSV; bumps in the road to automotive tariff clarity
Burden Sharing Evident as Import Price Deflation Gathers Pace
Tariff Quote Watch: Peak Tariff Worries May Have Passed for Industrial Supply Chains

Thursday, February 14, 2019

Panalpina Looks to Agility for DSV Defense, No Sprint to Completion
Panjiva Daily: CH Robinson’s slowdown; Wilhelmsen’s regulatory thicket; Under Armour’s dented
Vancouver’s Vanishing Growth Could Be a Congestion Issue
Love’s Not On The Sea as Valentine’s Imports Drop
60 Days Delay The Way California’s Ports May See Renewed Growth
Five Bumps In The Road to Tariff Clarity for Automakers
MSC and Evergreen Lean on Spain and Taiwan to Outpace Their Peers
China’s Surprise Hides Disappointment For Phone, Chipmakers

Wednesday, February 13, 2019

Panjiva Daily: SeaTac sets the pace; Diageo leads tequila’s rise; JAB’s big gulp of Brazilian coffee
Mexican Auto Exports’ Pickup Faces USMCA, Tariff Uncertainties
Under Armour Under the Weather As Imports, Inventories and Sales Decline
CH Robinson Suffers Asia Slowdown as Panalpina and Ceva Resist Temptation
Customs Costs Surge, Set to Subside as Imports Slide
China’s Export Reversal Reversed, U.S. Still Suffering
Wilhelmsen’s Core Car Customers Face Thicket of Regulatory Worries

Tuesday, February 12, 2019

Tequila’s Rise Led by Diageo, Becle avoids a Hangover With 4Q Growth
Panjiva Daily: U.S. imports from China freeze over; Brexit plans from Tata and DP World
Post-Brexit Deal Good for Swiss Medicines, Template for Norwegian Deal
Marfrig’s Japanese Beef Opportunity Faces EU and Canadian Competition
JAB Holding Takes a Bigger Gulp of Brazilian Coffee
Maersk Deepens Consolidation Strategy With Broker Purchase
HMM Chips Away At Losses, Becoming More Aggressive in New Year
Canadian Comeback Sees SeaTac Best Its Peer Ports
Tariff Quote Watch: ThyssenKrupp Lifts Fall on U.S. Duties on China Parts and Metals

Monday, February 11, 2019

Panjiva Daily: Latest battle in the trade war; Panalpina could help DSV; January import growth
No Brexit Fear from DP World, Though Ports Aren’t The Problem
Brexit Supply Chain Building Apparent Once Fuel is Wiped Away
U.S. Import Growth From China Freezes Over As Appliance Shipments Drop
Tariff Quote Watch: Tata Joins Honda and BMW With Brexit Downtime Plans

Sunday, February 10, 2019

Vale’s Woes Grow as Tubarão Pellet Plant Closed
Panama Canal Channeled Late Tariff-Related Growth in January
January Import Growth Slowing Down, Not Yet Going Down in the U.S.
Chinese Memory Modules Lose a Trade Battle, U.S. Still Losing the War
Tariff Quote Watch: Volvo’s Very Well Timed Factory Opens as Tariffs Rise

Thursday, February 07, 2019

Panalpina May Help DSV, Deal Won’t Change The Industry Significantly

Wednesday, February 06, 2019

The Bad News is Not New News for President Trump’s Deficit Metric
Panjiva Daily: USMCA’s steel controversy; Vale’s dam limitations; EU-Japan agricultural trade model
Panjiva Insights: Decision making in an uncertain environment

Tuesday, February 05, 2019

EU-Japan Deal Unlocks Agricultural Potential, Could Be Model for U.S. Deal
USMCA Watch: Controversy Awaits as Structural Steel Imports Build Up
Quota Threats Have Yet to Prove a Deterrent To Uranium Shipments
Tight LA Warehousing May Slacken as Small Chinese Ports Suffer Slowdown
Maersk’s Barge Solution to Congestion May Be Needed Most by COSCO Shipping
Vale’s Brazilian Dam Limitations Manageable, Follows Rapid Export Growth
Panjiva Daily: State of the union in trade; Ceva’s sales slow; Nissan’s Infiniti patience

Monday, February 04, 2019

Toyota’s Imports Suggest Worse to Come as U.S. Auto Sales Hit Five Year Low
Thai Smog Measures Could Disrupt Samsung’s Supply Chain
Nissan Pulls X-Trail From U.K., Might Not Have Infiniti Patience for Brexit Uncertainty
Ceva’s Sales Slow, But CMA-CGM Cooperation Flies
The State of the Union in Trade – A Work in Progress
Panjiva Daily: Schindler lifts its imports; ONE struggles to step forward; Valero’s Venezuelan hole

Sunday, February 03, 2019

10 Most Read Panjiva Research Reports in January 2019
Schindler Lifts Its Imports Just As Tariff Leniency is Rejected
Valero’s Venezuelan Hole Could be Filled by Pemex
ONE Struggles to Take a Step Forward With China Downturn Ahead
Three Reasons for Caution After Container Lines’ Fast Start to 2019

Friday, February 01, 2019

Panjiva Daily: U.S.-China talks need more than a hill of beans; UPS may have missed out
Hindalco and Vedanta Undeterred by Tariffs as India Delays Retribution Again
American Export Confidence Dips To Lowest During Trump Administration
South Korea’s The Canary In The Coal Mine For Global Trade Slowdown

Thursday, January 31, 2019

Panjiva Daily: Foxconn’s Wisconsin woes; Ingersoll-Rand’s tariff confidence; Toy sales slip
China’s Business Outlook for Trade Gets Better, But Is Still Bad
UPS May Have Missed Out from Late Season Shipping Surge
2019 Outlook: Decision Making In An Era of Uncertainty, Views from Across S&P Global
More Than A Hill of Beans Needed As China-U.S. Talks Continue

Wednesday, January 30, 2019

Panjiva Daily: Hogs and washers – the toll of tariffs; CH Robinson delivers; Beans’ perfect storm
Baltimore Congestion Could Curtail Ikea, Starbucks Shipping
Hasbro May Pull Ahead of Mattel As U.S. Toy Sales Slip
Foxconn’s Competitive Worries in TV May Not Just Be a Wisconsin Issue
Polar Vortex Could Freeze UPM Kymmene, Honda Midwest Supply Chains
Tariff Quote Watch: Ingersoll-Rand Ready For Tariff Hike in 2019

Tuesday, January 29, 2019

Tariff Quote Watch: Hogs and Washers – Tariffs Take a Toll Across The Board
Panjiva Daily: Caterpillar’s risky tariff outlook; slow Mexican trade heralds U.S. export slump
Manila Congestion Could Cause Local Supply Chain Reorganization
CH Robinson Delivers, Takes An Upbeat But Risky Outlook
Brazilian Beans’ Perfect Storm Could Swamp Louis Dreyfus, Bunge
Worst Export Month Since 2009 For Savannah Confirms U.S. Export Crash
Tariff Quote Watch: Graco Expects Bumpy Ride, But Safe Passage Through Tariffs

Monday, January 28, 2019

Panjiva Daily: Maersk relaxed about trade war; Tariffs suck for iRobot
Orient Overseas Goes For Volume Over Rates as China Drop Looms
Sweden’s Strikes Carry Cautionary Tale For Ports
Mitsui-OSK’s Readies Oakland for Growth as Japan Trade Deal Beckons
Brexit and Cars to Blame For European Trade Sentiment Slowdown
Mexico Trade Slows, May Herald U.S. Export Slump
Tariff Quote Watch: Caterpillar Sees Tariffs Continuing to Crawl

Sunday, January 27, 2019

Tariff Quote Watch: Investor AB Hopes Holdings’ Brexit, Tariff Risks Will Fall
Tariff Quote Watch: “Tariffs Suck” for iRobot’s Vacuums, Prices Rises Cut Demand

Saturday, January 26, 2019

Sluggish Suez Shipping Suggests Slower Global Trade
USMCA Watch: Mexican Healthcare The Latest Challenge to USMCA Passage
Tariff Quote Watch: Maersk Strikes Relaxed Tone About Trade War

Friday, January 25, 2019

Panjiva Daily: Cali’s fortunes hurt Trump’s favorite metric; Union Pacific’s Tennessee tension
Charleston’s Challenge Will Be China, Currently Europe
Global Trade Grew, Just, For a 34th Month in November

Thursday, January 24, 2019

Panjiva Daily: 30 month low for trade activity; Newark’s new problem; Subaru steers away
Food Supply Chains’ 44.7 Billion Pound Brexit Problem
Risen and Longi’s Indian Prospects May Darken With Another Tariff Round
Teachers’ Strike Could Disrupt Supply Chains for General Motors and Mazda
Union Pacific Faces Tennessee Tension as Chassis Run Low
Fever Tree Needs Hotter U.S. Gin Market For Growth To Continue
Cali’s December Fortunes Bode Ill For Trump’s Favorite Trade Metric
Tariff Quote Watch: Ford Carries a Tariff Burden That Could Grow Heavier

Wednesday, January 23, 2019

Subaru May Steer Away From The U.S. If Tariffs Get Too High
Newark’s New Problem is Congestion, Clearance May Be Just a Matter of Time
Panjiva Daily: Retail tariff tracking; Stanley Black & Decker’s costs; Fender yet to be rocked
Singapore’s Port Gets Back To Growth Just as Asia Slows
Japan Makes Four As Asian Electronics Supply Chains Slump
Brighter End to The Worst Year In A Decade For Shipbuilding
Gun Importers Not Yet Ready To Load Up as Supreme Court Date Set
JBS and BRF Fall Foul of Chicken Import Rules in China and Saudi Arabia
Global Trade Activity Index Hits Lowest Since June 2016

Tuesday, January 22, 2019

Vancouver Confronts Congestion With Major Redesign
Panjiva Daily: Deals ahead, stability behind for freight forwarders; Europe puts steel in its demands
No More California for California Cartage, Risks to Growth From China
Excess Inventory Risk as Consumer Durable Retailers Face Tariff Uncertainties
Fender, Yet to Be Rocked by Tariffs, Still Bringing Manufacturing Back to U.S.
Tariff Quote Watch: Tariffs Just Another Form of Inflation for Stanley Black & Decker

Monday, January 21, 2019

Deals and Trade War Ahead, Stability Behind for Freight Forwarders
Europe Puts Steel In Its Demands, May Scupper Talks for 2019
India Joins Asia’s Bilateral Trade Slowdown, Oil Not To Blame
Orient Overseas Prepares to Spend as Growth Outpaces Cosco Shipping’s Total
Tariff Quote Watch: Tariffs Chip Away at TSMC, Chinese Semiconductor Trade Slides

Sunday, January 20, 2019

Tariff Quote Watch: Fastenal’s 172 Day Tariff Journey Leads to Delayed Tariff Impact

Friday, January 18, 2019

Panjiva Daily: May holds the key to March; potential losers from Venezuela sanctions
Tariff Quote Watch: JB Hunt Missed Out on Tariff Boom, Will Face Crunch

Thursday, January 17, 2019

Panjiva Daily: DSV-Panalpina’s balance and opportunities; Ocean’s four cut services
Autos Slowdown Could Take an Axe to CMA-CGM’s ACSA Volumes
Indian Rice May Need More Export Subsidies To Stay On The Boil
Venezuela Sanctions Could Cause Problems for Chevron, Valero
Huawei Accelerates Equipment Imports As Investigation Looms
Brexit Opportunity for Intas and Aurobindo as Novo and Sanofi Warn on Supplies
May Holds The Key to March as Brexit Options Bifurcate

Wednesday, January 16, 2019

Ocean’s Four Cut Services, Add Capacity To Stay Competitive With 2M
Panjiva Daily: Bad things come to those who wait; Fiat and Ford count the cost of tariffs
DSV-Panalpina Will Be Balanced, Opportunities and White Knights May Be Limited
China Tariff Bargains, Canadian Fuel Leads to U.S. Price Deflation
Tariff Quote Watch: Albecour Sees CETA as The Future After U.S. Tariffs Bite
Tariff Quote Watch: Guangzhou Auto Parks Car Plans, China Component Shipments Soar

Tuesday, January 15, 2019

Panjiva Daily: Blame Apple for China’s woes; no room for shipping complacency
Tariff Quote Watch: MSC Industrial Reaches Deal with Customers To Handle Tariffs
Port Houston Shouldn’t Have a Problem Even as China Leads Shipping Growth
Blame Apple, and Tariffs, for China’s Export Woes
No Room For Shipping Complacency Even if 4Q Marked Recovery
Peel Peels Maersk and MSC Away from Hutchison for U.K. to U.S. Service
Kansas City Southern Aims to Expand, Could Diversify, Mexico’s Rail Exports
Gymboree Faces Second Chapter 11 As Imports Fall Flat
Bad Things Come To Those Who Wait; Tariff Appeal Denials Jeopardize Investment
Tariff Quote Watch: Fiat Chrysler and Ford Feel Cost and Uncertainty of Trump’s Policies
Tariff Quote Watch: Dell Relies on Pricing and Pivot to Tackle Tariffs

Monday, January 14, 2019

DP World’s Chilean Purchase Driven by Cars
Panjiva Daily: China slips, trade with U.S. falls; Evergreen beats COSCO; Mexico’s gasoline losers
2019 Outlook: The View from Panjiva’s Co-Founder

Sunday, January 13, 2019

Mexican Pipeline Closures Bring Short- and Long-Term Pain for Tesoro, ExxonMobil
CAFTA-DR Likely Faces NAFTA’s Fate, Fruit and Clothes Pay the Price
China’s Exports Slip, But U.S. Still a $4.3 Billion Loser in Trade War

Friday, January 11, 2019

Panjiva Daily: ACES could be Trump’s autos tariff card; tough 2019 ahead for UPS
GM Lags Ford in Mexican Auto Export Performance
Bangladesh Strikes Raise Supply Chain Challenges for H&M
Evergreen Beats COSCO on U.S. Routes as ONE Turns a Corner

Thursday, January 10, 2019

Panjiva Daily: Sourcing strategy survey results; lots said at China-U.S. talks but delivery is difficult
Train Takes The Strain To Reduce Congestion Risks At New York, New Jersey
COSCO Aims To Tackle COSCO, CMA-CGM and ONE With Hong Kong Port Alliance
2M Becomes 2.1M With ZIM, Could Become MMZ
ACES May Be Trump’s Card For Autos Tariff Solution
Tough 2019 Beckons for UPS, Ground Lost to CH Robinson
2019 Outlook: The Year Ahead for Global Supply Chains

Wednesday, January 09, 2019

Panjiva Daily: Black swan risks for 2019, Trudeau-Trump talks go nowhere and Sony’s tough choices
2018 Ends With a Whimper But Panama Canal Diversion Effect Remains
Air Freight Stalls as Seafreight Steams Onwards in November
Lots Said at U.S.-China Talks, But Delivery Easier Said Than Done
2019 Outlook – Industries: Survey Shows Trade Tensions Weigh on Sourcing Strategies
LA Leads Growth and Momentum as Ports End 2018 On a High
Honda, Jaguar Scale Back Imports as U.S. Auto Sales Grind To A Halt

Tuesday, January 08, 2019

Panjiva Daily: 2019 outlook – Supply chains face tariff uncertainty now, must change later
Hapag-Lloyd Fire Expands List of Supply Chain Challenges in Early 2019
2019 Outlook – Black Swans: Trade War May Be The Least Of Our Worries
USMCA Watch: Trudeau-Trump Talks Go Nowhere as U.S. Aluminum Imports Climb
Tariff Quote Watch: Sony Faces Tough China Choices if Tariffs Become Permanent
Tariff Quote Watch: Make-in-India Makes Samsung and Foxconn Reconsider Sourcing

Monday, January 07, 2019

Panjiva Daily: 2019 outlook for logistics – getting back to basics
Ninth Year of Logistics Payroll Growth Leaves Dockworkers Behind
Transpacific Sentiment Mismatch May Reflect Differing Policy Outlooks
2019 Outlook – Industries: Supply chain change faces uncertainty now, necessity later
CES Watch: Samsung Grabs iTunes as TV Share is Lost to LG and Funai
2018 Ends With a Bang as China Tariff Worries Buoy U.S. Imports
USMCA Watch: Rubio Seeks To Dig Over Fruit Rules, May Earn AMLO’s Ire

Sunday, January 06, 2019

Steel Supply Chains Start 2019 With Distortions, More Likely to Follow
Shipping’s Lunar Holiday Cheer Rests in the Hands of Trade Negotiators

Thursday, January 03, 2019

Panjiva Daily: 2019 outlook for trade policy; Apple’s unsurprising crunch
Toyota and Nissan Exports Slump as Weak Sales Trump Regulatory Review
2019 Outlook – Logistics: Getting Back To Basics
Tariff Quote Watch: Vietnam May Gain from China if Toys’ Story Includes Tariff Chapter

Wednesday, January 02, 2019

Panjiva Daily: Nestle, NSK win a reprieve; 706 ways to reflate China; 12 events you may have missed
Mazda, Honda May Have Lost Vehicles in Tragic Vessel Fire
Dates Set, Deals Planned – Events You May Have Missed Over The Holidays
2019 Outlook – Global Policy: Golden Age Followed by Tarnished Deals
2019 Outlook – U.S. Policy: Two Disappointments, Two Delays and a High-Wire Act
Tariff Quote Watch: Apple’s Crunch Shouldn’t Be a Surprise

Tuesday, January 01, 2019

Nestle, NSK Win China Tariff Reprieve as Exemption Rate Reaches 78%
China Finds 706 Ways to Reflate the Economy Via Tariff Cuts

Friday, December 21, 2018

Panjiva Daily: Global Supply Chains in 2018 – What Happened and Why
2018 Review: Deals Done and Not Done – What We Got Wrong and Why

Thursday, December 20, 2018

Tariff Quote Watch: Herman Miller Will Err On The Side of Caution And Raise Prices
Panjiva Daily: Pre-Brexit whisky binge, Congested Californian ports and Navistar’s tariff steering
Worst Year Since Financial Crisis Looms for Shipbuilders, Fairer Sailing Ahead
2018 Review: 12 Events That Shaped Global Supply Chains
2018 Review: Do Tariffs Work? Trump Plants Seeds But Has Yet to Harvest Success
Tariff Quote Watch: Shiloh Industries Makes a Virtue of U.S. Tariff Policies
Tariff Quote Watch: Steelcase Raises Prices, Tables Supply Shift For Now

Wednesday, December 19, 2018

Tariff Quote Watch: Navistar Steers Around Steel Tariffs, May Hit The 232 Review
Tariff Quote Watch: Lovesac Throws More Production To Vietnam
Panjiva Daily: TNT blows up Fedex, Maersk dominates U.S. shipping and hunters win a tariff exemption
Dell’s Dynamic, Lenovo Reboots as Laptop Tariff Threat Powers Down
Congested California Faces New Year Squeeze
America’s Pre-Brexit Whisky Binge Sets Record For Imports
Tariff Quote Watch: Nidec Nixes Chinese Motors in Favor of Mexican Supplies
Tariff Quote Watch: Worthington Drums Up Price Increases as Cylinder Costs Increase

Tuesday, December 18, 2018

Panjiva Daily: China’s reforms at 40, K+N could use a hand from Hapag-Lloyd and Baby Alive wins Xmas
Liners Still Doing Fine As Signs of Tariff Rush Slowdown Meet Oil’s Collapse
AMLO’s Oil Ambition Starts Production Versus Exports Earnings Race
Hunters Win From Tariff Exemptions, 80% of Requests Still Outstanding
Japan’s Export Slowdown Due To Industrial Supply Chain Activity, Not Tariffs
TNT’s Failings Blow Up Fedex’s Profitability
Uber Can’t Get Over Tariffs, Calls For E-Bike Exemption
Maersk and MSC Dominate U.S. Shipping as CMA-CGM Loses Power

Monday, December 17, 2018

Retailers Bet on Baby Alive and PlayStation to Win a Slow Toys Sales Season
Panjiva Daily: Trade war stakes still high, Pemex’s port problems and PVH trims Bangladesh buying
Singapore Slowdown Caused by Oil and Tariffs as Regional Trade Growth Slows
“Make in India” Working as Trade Growth Slips
China’s Reforms at 40 – Trade Growth Miracle Fades, Trade Policy Challenges Emerge
Six Ports Indicate 22nd Increase in Trade Deficit Lies Ahead
K+N Could Use Hapag-Lloyd’s Hand as Freight Forwarders’ Growth Slows

Sunday, December 16, 2018

Almond Retribution Delayed as India Holds Back Steel Tariff Reponse
Party Over in California as China Tariff War Takes Away The Punchbowl
China Helps BMW and Tesla, Doesn’t Trade Stakes in Change War

Friday, December 14, 2018

Panjiva Daily: 17 days of beans, Samsung’s Indian choice and the effect of discounting
Brighter Performance from Longi and Jinko With Solar Supply Chain Switch
PVH Trims Bangladesh Sourcing While H&M Weaves More Into Its Supply Chain
Pemex Port Problems Today May Become American Exporters’ Troubles Later

Thursday, December 13, 2018

Where LA Goes, New York May Follow as Chinese Imports Fade
South Korean Subsidies May Become a Part of Hyundai, GM Parts Supply Chains
Samsung Chooses India Over China as Tariffs Help Drive Supply Chain Choices
Oil and Chinese Discounting May Slash U.S. Import Growth to Two Year Low
17 Days of Beans, Temporary Car Tariff Cuts Are a Slow Start to 90 Days of Talks (Update)

Tuesday, December 11, 2018

Panjiva Daily: Blame Europe, not China for slower U.S. import growth; OPEC’s cut vs. U.S. oil exports
China Deal Could Help U.S. LNG Exporters Achieve Their Potential
Bean Deal May Support Traffic Growth Through The Panama Canal

Monday, December 10, 2018

Hindalco Wins, Hunter Douglas Loses in Case Aimed at Chinese Aluminum
OPEC Cut Addresses Only Part of U.S. Net Import Decline
Panjiva Daily: Flooring and phones show tariffs’ limits; Iran solution found for India’s oil needs
Mangalore and Indian Oil Have New Mechanism to Mitigate Iran Sanctions
China Risk to Walmart, Amazon Traffic Overshadows Already Lackluster Norfolk
Blame Europe and Cars, Not China and Tariffs For November Slowdown
Tariff Quote Watch: GoPro Goes Out of China In Active Duty Decision
Tariff Quote Watch: Tiangong Rings Up Price Rises to Offset Higher Duties

Sunday, December 09, 2018

Flooring and Phones Show Tariff Worries Can Be Counterproductive
Oil and Tariffs Slow Chinese Imports But U.S.-Bound Export Growth Remains Robust

Friday, December 07, 2018

Panjiva Daily: A $13 billion tariff loss, why the future of trade is open, and Brown-Forman jacks up prices
BMW Revs Up Plans for U.S. Engine Factory Before Tariffs Choke Trade
Pilots of Both Kinds Face Squeeze on Employment From Trade War and Automation
Tariff Quote Watch: Greif May Need to Give Chinese Bag Suppliers to Sack to Beat Tariffs

Thursday, December 06, 2018

Tariff Quote Watch: Genesco Tries To Keep A Lid On Tariff Risk With Inventory Build
Tariff Quote Watch: Brown-Forman Needs to Jack Up Prices to Cover EU Duties
U.S. Customs Lays Down The Law on Chinese Plywood Tariff Evasion
America’s $13 Billion Loss In The Latest Trade Battle With China
Tariff Quote Watch: Michaels Group Crafts A Multi-Pronged Tariff Strategy

Wednesday, December 05, 2018

Panjiva Daily: 11,565 calls for help, 612 answers; Trade policy in the 116th Congress
Mondelez Bags Increased Imports as Brazilian Coffee Supplies Jump
Panjiva Insights: The Future of Trade Is Open

Tuesday, December 04, 2018

Panjiva Daily: Volkswagen’s Mexican stick and ArcelorMittal’s steel deal opportunity
Volkswagen Could Wield Mexican Stick In Response to Trump’s Tariff Stick
Georgia’s Got Growth On Its Mind as Gainesville Gains Inland Port
Losers Outstrip Winners 2.4-to-1 as Tariff Exemptions Process Grinds On
Panjiva Insights: U.S. Trade Policy in The 116th Congress
Tariff Quote Watch: Dell Dials Up Prices to Deflect Disc Drive Duties
Tariff Quote Watch: Natuzzi Cuts Costs to Tackle Tariffs, Industry Sat on Excess Imports

Monday, December 03, 2018

G20 Watch: 100 Jets May Speed U.S.-Japan Trade Deal as Abe Passes Deficit Test
USMCA Watch: Mexico Metals Deal Could Help Tenaris and ArcelorMittal
Panjiva Daily: Paying the price for peace between President Xi and President Trump
Suez Surges Ahead of Panama, Both May See Lower Volumes if Trade Truce Holds
Blame Consumers (Mostly), Not Trade War For Korea’s Export Slowdown (For Now)
Trade War Gives, Trade Peace May Take Away From the Shipping Sector
ISM Import Sentiment Slows, Could Fall Further On 90 Day Tariff Ceasefire
Empties at the Heart of Charleston’s Growth, China Tariff Delay May Weigh
10 Most Read Panjiva Research Reports in November 2018
CMA-CGM and MSC’s Clear Link to Fuel Costs May Not Be Accepted by Customers
Dumping Complaints Quiet in November, Xi-Trump Deal May Keep The Volume Down

Sunday, December 02, 2018

G20 Watch: Tesla Is One Winner From The Trump-Xi Trade Truce
G20 Watch: Trump’s Pause Paid for By Xi’s Purchase Promise
Tariff Worries Lead Japan’s Automakers to Slow U.S. Exports Ahead of Abe-Trump Meet

Friday, November 30, 2018

Panjiva Daily: USMCA passage depends on Dems and OPEC; Mitsubishi’s “huge impact” from tariffs
Trade War Not The Only Worry For Chinese Exporters
USMCA Watch: Arisen in the fall to fall in the summer? Democrats and OPEC are key

Thursday, November 29, 2018

San Diego Hack a Reminder of Supply Chain Vulnerabilities
Panjiva Daily: G20 special – 6 items to watch from Xi-Trump to DPRK sanctions
Maersk Looks To Squeeze Competitors in Growing Fruit Trade Business
HMM’s Ambitions a Worry for Peers, Not a Reason To Panic
Tariff Quote Watch: Mitsubishi’s “Huge Impact” from Car Tariffs Means Price Hikes
Tariff Quote Watch: ONE Sees Three Outcomes For Trade War, Two Are Not Good

Wednesday, November 28, 2018

Panjiva Daily: CMA-CGM and ONE the worst of the bunch; Samsung and Honda drive Thai development
PdVSA Avoids Seizure of Citgo While Relying More on Valero as U.S. Oil Customer
Phone Demand May Bring Chips Down More Than Trade War
Volvo and GM Targeted By Lighthizer’s China Tariff Equalization Commitment
G20 Watch: The Xi-Trump Meet Is Only One of Six Major Issues to Watch
Record Autos Trade Deficit May Spur Trump Administration to Tariff Action
Tariff Quote Watch: Minimized Molecular Tourism the Key to DowDuPont Tariff Strategy

Tuesday, November 27, 2018

Panjiva Daily: GM cuts as trade policy clears, why CMA-CGM fell behind and trade’s become less fair
Ski Gear Retailers Don’t Expect a Tariff Tumble
Divergent European Export Sentiment Can’t Hide Brexit Worries
Samsung and Honda Drive Thai Development As Port Investments Proceed
Losses Beat Tariffs For Chinese Steel Wire Makers’ Exports
CMA-CGM and ONE The Worst of The Bunch As Container-Line EBITDA Drops 16%
Mexican Trade Accelerates Ahead of AMLO’s Accession

Monday, November 26, 2018

Panjiva Daily: Hapag-Lloyd’s new course, Ceva might sever links and retailers’ inventory challenge
Ceva May Sever Links With Maersk and ONE in CMA-CGM Strategy Plan
The Difference a Year Makes as CMA-CGM Falls Behind Maersk and Hapag-Lloyd
USMCA Watch: General Motors’ Cuts Follow Clarity in Trump’s Trade Policies
Canada’s Port Activity Surges, Bested by U.S. West Coast
Migrant Caravan Brings Risks For Samsung and Toyota Supply Chains
Trade May Have Become Even More Unfair in October Using The Trump Metric

Sunday, November 25, 2018

Global Trade Growth Slowing, But Not Because of Tariff War
Tariff Quote Watch: K+N Sees Stagnant First Quarter Once Stock Building Ends

Friday, November 23, 2018

Porsche and Jaguar May Find Life Easier in China as Parallel Import Rules Planned
Oboz On The March Since Kathmandu Takeover

Thursday, November 22, 2018

Tariff Quote Watch: Johnson Matthey’s Mitigation Challenge “Getting Bigger”
Tariff Quote Watch: Deere’s Yet To Dig Itself Out Of All Duty Risks
Target Misses The Bullseye as Inventories Surge Ahead of the Holidays
Hapag-Lloyd’s Course Has Room for Maneuver, Need for Speed and K+N Deal
Tariff Quote Watch: BlueScope Loves Australian Steel Exemption
Tariff Quote Watch: Tesla Swallows Tariff Shock While Prepping Shanghai Strategy

Wednesday, November 21, 2018

Panjiva Daily: ONE’s alliance-busting offering, Apple’s fewer phones and Mexican rails’ fortunes
Tariff Quote Watch: Best Buy Makes Best Efforts To Avoid Import Duty Risks
Tariff Quote Watch: Xerox and Haier Among SeaTac Users Exploring “New Strategies”
Tariff Quote Watch: Urban Outfitters Stays Lean, Avoids Trade Disruption Risk

Tuesday, November 20, 2018

Panjiva Daily: Black Friday’s pre-tariff bargains, Electrolux’s next price hike and Houston’s top spot
Boks’ Box Handling Heading Higher Again, Attracting New Liner Services
Worst Year in Four Beckons For American Defense Export Industry
10-Year Low in Shipyard Exports And Declining Orders Lead Japan to the WTO
Three Presidents Cast Doubt Over North American Rails’ Fortunes
Apple’s Fewer Phones, Bigger Numbers Issue is Not a New Phenomenon
ONE’s Three Carrier Offering Crosses Alliance Barriers, May Raise Antitrust Worries

Monday, November 19, 2018

Panjiva Daily: JC Penney slips after import slide, nothing but exemptions denial and ZIM’s less zippy
Trade War Contagion Absent as Japanese Export Growth Accelerates
Black Friday Shoppers Have President Trump to Thank for Pre-Tariff Bargains
Forget About The Trade War, China’s Memory Chip Verdict is About Surging Imports
Long Beach Buyer Will Need COSCO’s Business, China Risk Appetite
Hapag-Lloyd and MSC Fight to Rope The Top Spot in Houston
Tariff Quote Watch: Electrolux Readies Next Price Hike as Duty Risks Heat Up

Sunday, November 18, 2018

PlayStation Distraction Avoidance and Tariff Risk Drive Surging Console Imports
White House Industrial Strategy Raises Specter of Generic Drug Tariffs

Saturday, November 17, 2018

Nothing But Denial as NXP Adds to the China Exemption Tariff Request List
JC Penney’s Slip Follows Import Slide, China Not a Risk For Now
ZIM Less Zippy as 2M Cooperation Crimps Volume Growth
Soaring Imports May Lead Modi to Double Down on “Make in India” Tariffs

Friday, November 16, 2018

Panjiva Daily: Maersk and MSC grab market share and widespread “dumping” evident from inflation

Thursday, November 15, 2018

Panjiva Daily: CH Robinson conquers the quarter, Maersk flags a significant slowdown
India’s Iranian Oil Rush Over as Modi and Pence Agree Crude Deal
$962 million Food Duty Cuts Foregone as EU and U.S. Focus on Scope Limits
Maersk and MSC Grab Market Share from ONE and COSCO Ahead of Tariffs’ Bite
Cali Container Growth Hits 8 Year High, Led by China
Widespread “Dumping”, Deficit Increase Evident From Trade Prices
Tariff Quote Watch: Sonos Sounds Out Its Suppliers For China Sourcing Changes

Wednesday, November 14, 2018

Panjiva Daily: Ceva stumbles, K+N sinks its claws in and the road to a U.S.-Japan deal
LVMH Has Little To Fear From 15 Cents a Bottle Tariff Threat
Oil’s Crash Could Help Container-Lines, But Not Yet
CH Robinson Wins The 3PLs’ Third Quarter, Reinvests in Growth
Savannah’s Hot Import Growth Due To China, Could Rapidly Reverse
Maersk’s Tariff-Driven Acceleration Will Become a Significant Slowdown
No Easy Route To U.S.-Japan Deal With Car Complications, Beef Battle Ahead
Tariff Quote Watch: KGHM’s China Copper Trade Worries Could Hit BHP in Chile
Tariff Quote Watch: Samsonite Shifts Sourcing Away From China, Just in Case Tariffs Rise

Tuesday, November 13, 2018

Hyundai and Daimler Rush as Trump Puts Autos Review Back in Drive
Panjiva Daily: Trump puts autos review back in drive, 7 tariff strategies and 2,152 more cries for help
Forging Stronger Links – Using Supply Chain Data in The Investing Process
ONE Is First in Norfolk, For Now, as China Volumes Decline
K+N Sinks Its Claws Deeper Into Terex, Pyramid May Be Toppled
JBS and Marfrig Set to Pay the Price for Bolsonaro’s Israel Policy
Ceva Profitability Slumps as Volume Growth Proves Expensive, Customer Fails

Monday, November 12, 2018

Panjiva Daily: Trump’s new trade war front and tariffs didn’t dent demand in October
J&J’s China-Local Strategy Shows Risks to American Drug Export Growth
2,152 More Cries for Help as Tariff Exemption Demands Widen
West Does Best as Trade War Bypasses Most Ports
Yang Ming’s Passive Approach Can’t Prevent Falling Profitability
Tariff Quote Watch: Seven Supply Chain Strategies Firms Are Using To Tackle Tariffs

Sunday, November 11, 2018

Target Misses Toy Target and Baby Alive Grows Bigger Than Fingerlings
Tariffs Fail To Dent Demand as America’s Consumers Buy Foreign
Tariff Quote Watch: Martinrea Emerging From a Perfect Storm, Squalls Still Ahead

Saturday, November 10, 2018

Volvo Values Tariff Risks, May Retool Supply Chain
China’s Loss is Oman’s Gain as Commerce Targets Aluminum Sheet
Trump’s New Trade War Front – Labor, Bags and Sneakers
Tariff Quote Watch: Kodak’s Profit Snapped by Aluminum Duties, Film May Follow

Friday, November 09, 2018

Panjiva Daily: Wallenius wobbles, Lenovo’s well served and BMW’s set to swerve

Thursday, November 08, 2018

Panjiva Daily: Life after the midterm elections, Hapag-Lloyd holds station and Toyota’s tough choices
Hapag-Lloyd Holds as Peers Fold, Mostly Thanks to UASC
China Wins The October Trade War Round With America
Felixstowe’s Fail is Gateway’s Gain as Maersk and MSC Switch More Services
Panama Posts Slower Growth as West Coast Claims China Trade Growth
Roku On A Roll, Tariff Trouble Could Lie Ahead
Wallenius’ Loses Drive as Fuel Costs Fill Up
Tariff Quote Watch: BMW Set to Swerve China Truck Tariffs With Local Production
Tariff Quote Watch: Lenovo Well Served By Tariffs, Laptop Duties Are a Risk

Wednesday, November 07, 2018

Global Soybean Swap As Tariffs Crush China’s U.S. Purchases
Yaris Import Crash The First of Many Tough Choices for Toyota
Life After The Elections – Influence With Limited Impact
Panjiva Daily: Expeditors’ discipline, Trump’s minor metals tariff impact and global trade growth stalls
David’s Bridal May Face Supplier Divorce Ahead of Seasonal Import Peak
Tariff Quote Watch: Rockwell Rocks Its Supply Chain to Tackle Tariffs

Tuesday, November 06, 2018

Matson Safe From Tariff Risk, Still Faces Fuel Cost Problems
Expeditors’ Discipline Can’t Prevent a Slide in Profitability
30 Month Run of Global Trade Growth Slows To a Crawl
Tariff Quote Watch: Terex Digs Into Efficiency Plans To Offset Duty Costs
Tariff Quote Watch: Ralph Lauren Ready to Realign Supply Chain in Response to Tariffs
Tariff Quote Watch: FMC Leans on Exemption Appeal to Kill Off Tariff Pests

Monday, November 05, 2018

10 Most Read Panjiva Research Reports in October 2018
Trump’s Metals Duties Have Small Impact, Big Complications
Panjiva Daily: The $2.18 billion cost of retaliation, Xi’s import push and container-lines’ October gloom
Double-Edged Sword for 3PLs in Double-Rate Jobs Growth
Brazil’s Coffee Bounty Attracts Starbucks’ Buyers

Sunday, November 04, 2018

Gloomy October for Container Lines as Rates Slip
Xi’s Import Tariff Push May Hasten The Trade Singularity vs. America
The $2.18 Billion Cost of China’s Retaliation Against Trump’s Tariffs

Friday, November 02, 2018

Tariff Quote Watch: GoPro Ready to Jump If Pushed By Tariffs, Imports Already Falling
China Currently “Winning” The Trade War as U.S. Deficit Hits 10-Year High
Panjiva Daily: 8,241 cries for help, GoPro gets ready to jump and Danone calls in Keurig
Dumping Petitions Down as American Tariff Policies Remain in Flux
8,241 Cries for Help as Trump’s China Tariffs Bite, Exemption Process Slow

Thursday, November 01, 2018

Tariff Quote Watch: ACCO Brands Marks Prices Up, Lots More to Come
Panjiva Daily: Disappointing forwarders, Samsung’s GSP strategy washed up, trade vs. the midterms
Kim-Trump Summit Near At Hand, China Loosens Trade Shackles
South Korean Trade Roars Back to Growth With Barely a Whisper of Tariff Troubles
Nippon Express Makes 8 Out of 9 Disappointments from the 3PLs
Evian’s Poor Performance Forces Danone to Call in Keurig Dr Pepper
Two-year Low in American Export Sentiment Suggests Retaliation is Biting Business
Tariff Quote Watch: Worst May Be Passed for Xylem as Localization Brings Benefits
Tariff Quote Watch: Panasonic May Have to Swallow Tesla Tariff Costs

Wednesday, October 31, 2018

Panjiva Daily: CH Robinson keeps on trucking, COSCO holds the line and Cummins tackles tariffs
Brunswick Provides More Room for Hyundai and Daimler, Success Depends on Tariffs
Tariffs Take Toll on Chinese Sentiment, Export Outlook at Nov. 2015 Low
CH Robinson Keeps On Trucking as Margin Expansion Beats UPS and K+N
Samsung’s GSP Strategy Washed Up by Trump’s Proclamation
Tariff Quote Watch: Steve Madden Kicks Off New Shoe and Bag Sourcing Strategy
Tariff Quote Watch: Timken Gets the Ball Rolling On Tariff Mitigation
Tariff Quote Watch: Cummins Tackles Tariffs With Production Shift, Including India

Tuesday, October 30, 2018

Panjiva Daily: Trump needs a “great deal” from China, Cooper Tire rolls tariff costs into prices
Dr Reddy’s Ready for Growth As Imports Surge After Quiet Quarter
Corn Planting Earmarked to Offset Tariff-Afflicted Soybean Sales to China
Midterm Elections: Opportunity Cost, Not Livelihoods Lost in North Dakota
Trump Needs “Great Deal” to Avert All-In China Tariff Move
COSCO Shipping Holds the Line on Rates But Sees Profitability Halved
Tariff Quote Watch: Trade War Disrupts Infrastructure Spending as LNG Delays Decision
Tariff Quote Watch: Fanuc Warns of Tariff Risks, Problem May Be Company-Specific
Tariff Quote Watch: Cooper Tire Rolls Tariffs Into Higher Prices

Monday, October 29, 2018

Toyota’s Torrid September May Pale Next To Forthcoming Supply Chain Decisions
Tariff Quote Watch: Outokumpu Can’t Pass Through Tariffs, But Keeps on Shipping
Tariff Quote Watch: Tenneco’s Steel Loss, China Win From Trump’s Duties
Panjiva Daily: Fiat-Chrysler commits to Mexico and PriceSmart reconsiders its supply chain
Brexit Brink’s Approach Drags European Sentiment to Lowest Since 2016
USMCA Watch: Fiat-Chrysler Recommits to Mexico as Exports Reach a Record
Lek’s Gain is Merck’s Loss as Statin Costs Drop
Tariff Quote Watch: PriceSmart Shows Trump’s Tariffs Can Cause Regional Supply Chain Changes

Sunday, October 28, 2018

Price Pressure Ahead for America’s $73 Billion Drug Import Industry

Friday, October 26, 2018

Panjiva Daily: DSV’s not worried about trade war; the U.S. states paying the price for retaliation
Fine Words as WTO Fails to Progress Fine Paper Case
Global Trade Record Overshadowed, But Not Yet Hurt, By Tariffs
DSV Not Worried About Trade War as Sales Soar, But That Might Change
Energy Behind Mexico’s Long Trade Boom, Could Be Disrupted by AMLO
Tariff Quote Watch: Flextronics Finds Opportunity in India, Struggles to Execute
Tariff Quote Watch: Stanley Stuffs Channel For Higher Tariffs, Lower Rates Passed On
Tariff Quote Watch: Graco Hasn’t, But Will, Feel a Tariff Impact on Kids Car Seats

Thursday, October 25, 2018

U.S. Midterms: Victims of Retaliation Against President Trump’s Trade Policy
Panjiva Daily: CMA-CGM targets Ceva, UPS heads down and who cares about China trade?
LG Electronics Blames Protectionism, Imports Could Cool Further
Panalpina Disappoints, But Heads the Right Way
10 Year High in Trade Deficit Led By China, Could Embolden Trump

Wednesday, October 24, 2018

U.S. Midterms: Is Trade Working for The States and Who Cares About China?
Panjiva Daily: Trump’s path to early USMCA signing and the struggles of ONE and COSCO
Deadpool Saves the Day for Marvel as Movie Tie-Ins Drive Halloween Imports
Caterpillar Downplays Tariff Risks, Prefers Price Rises
Brazil Pursues China Through the WTO as Sugar Exports Turn Sour
Kent May Steer More Bike Production To America With Trade Case Ahead
USCMA Watch: Trump Offered Steel-for-Pork Swap For Early Deal Signing
UPS Margins Head Down on Fuel, China Tariff Risks The Next Headwind
ZIM Shipping Could Jack Up Jaxport, ONE Remains Number One
CMA-CGM Will Buy Ceva (Eventually), UPS and K+N May Have Concerns

Tuesday, October 23, 2018

Panjiva Daily: Hurricane Willa’s targets and 3PLs’ sliding profitability and Houston’s Walmart problem
Iran, Pakistan Help Take Up China’s Slack in America’s Soybean Exports
LG and Haier’s Washer Import Recovery Could Be Wrung Out By New Tariffs
3PLs Set For Sixth Straight Decline in Profitability as China-U.S. Tariffs Bite
Everyone Wins Except ONE, and COSCO as U.S. Container Volumes Surge
Kansas City Southern’s Oil Win Proves Problematic, AMLO May Become a Drag

Monday, October 22, 2018

Lithium Shakeup Ahead With Prospect of More China Sales for SQM, More U.S. For FMC
Tariff Quote Watch: Honeywell’s Harbinger of Tariff Troubles for Caterpillar and Deere
Hurricane Willa Threatens Pemex, Nissan Supply Chains Via Mazatlan
Marelli-Calsonic, a New Auto-Parts Leader, Faces Three Big Regulatory Risks
Panjiva Daily: Trump’s border threat and Honeywell’s harbinger of tariff troubles
Europe Ready for Beef Deal That America May Not Care About
Houston’s Growth May Have a Walmart Size Problem With China Tariffs
Cable Imports Cut as Duties Bite, New Dumping Case Begins
Shougang’s Strike Matters For Peru, But Not For China

Friday, October 19, 2018

Panjiva Daily: CH Robinson beats Expeditors while K+N shows growth is easier than profitability
Toy Supply Chains More About Who’R’Next Than Grabbing Growth
Reliance Can’t Rely on America as a Yarn Market as New Case Spins Up
Target and Home Depot Buck Savannah’s China Downshift to Build Holiday Stocks
Trump’s Border Threat Brings Supply Chain Choice for Johnson Controls, Caterpillar
Asia’s Storms Roil Toyota, Subaru Shipments to Seattle and Tacoma

Thursday, October 18, 2018

Bigger Means Better for Panama as Canal Competition is Contained
Panjiva Daily: Tariff urgency leads to shipment surge and the Trump-Juncker process stumbles
Post-Florence Bounceback Possible in Norfolk as Imports Remain Resillient
Jebi May Have Jabbed Japan’s Export Record, Not Just The Trump-Xi Trade War
Risks to Trump’s Saudi Arms Orders Low With $20 Billion Approved, $2 Billion Delivered
Little Sign of Confidence as Shipbuilding Downturn Gathers Pace
CH Robinson Beats Expeditors But Runs the China Tariff Gauntlet
K+N Shows Growth Is Easy, Profitability Less So as Margins Hit 2014 Low

Wednesday, October 17, 2018

He-Said, She-Said Hinders Trump-Juncker Deal Process, But Autos Matter More
Panjiva Daily: 17 supply chain issues to watch in 4Q 2018, and beyond
CMA-CGM Spreads Eagle GO’s Wings Further After 34x Growth Success
Orient Overseas Bets on Resilient China Trade With New Houston Service
Tesla’s China Project Moves Up a Gear as China’s American EV Imports Slump
ONE Crushed in Cali as CMA-CGM Swoops In
Trump Tariff Urgency Drove September’s Shipment Surge

Tuesday, October 16, 2018

China Sells More, Buys Less From America, Raising Tariff Escalation Risk
ONE Love From Customers Still Returning As Outlook Worsens
AMLO’s $58 Billion Oil Commitment Raises Risks For Trump Relations
4Q18 Outlook – Logistics: Rates and Mates; Container-line Strategies To Watch
4Q18 Outlook – Global Policy: The Connectedness of Deals – Nine Negotiations to Watch

Monday, October 15, 2018

August Trade Battle Lost as U.S. Goods Deficit Hits Record on Bean and Car Slump

Thursday, October 04, 2018

4Q18 Outlook – U.S. Policy: President Trump’s To-Do List – Six Deals to Watch

Wednesday, October 03, 2018

Panjiva Daily: USMCA fallout for Daimler, Nissan, ArcelorMittal and the apparel industry
USMCA Watch: Daimler and Nissan Face Prodigious Parts Problems Under New Rules
Ta Chen Finds That If Metals Tariffs Mean You Can’t Beat Them, Buy Them

Tuesday, October 02, 2018

10 Most Read Panjiva Research Reports in September 2018
Panjiva Daily: China turns the screws and MSC’s hard work bears fruit for container rates
Korea Pours Cold Water on KORUS, Forthcoming Tariffs a Bigger Issue for Autos
Flextronics, Sterlite Helped as India Dials Down Equipment Tariffs
Hutchison Loses Out to DP World as Felixstowe Woes Bite Port Performance
USMCA Watch: Disruption Ahead as Fabric Buyers Weave a New Supplier Pattern
USMCA Watch: ArcelorMittal and Ternium Left Behind as Steel Tariffs Remain

Monday, October 01, 2018

China Turns The Tariff Screws on America, By Loosening Them On Others
Business Beliefs Bounce For Trade As American Policy Moves Beyond China
Panjiva Daily: USMCA is a win for Trump, EC is a threat for 2M and AD/CV is in the ascendant
Early Harvest Brings Early End to South Korea’s Trade Boom
Chinese Business Outlook Most Pessimistic For 32 Months
17 Month High For Antidumping Petitions Follow USMCA, China Certainty
Surgical Robots Could be An Early Success for Trump-Juncker Process
MSC’s Hard Work Kick-Started The Liners’ Fight Back, Several Rounds Left to Win
USMCA Watch: Trump Gets His Name But High Ceilings, Long Phase-ins Limit Impact

Friday, September 28, 2018

Honda Revs Up Exports, May Reverse as U.S. Regulatory Risk Dissipates
Panjiva Daily: $4.1 billion JUSTAfication for Trump-Abe deal and container-line collaboration
Future of Maersk and MSC’s Alliance May Be Doubtful as EC Reviews Exemptions

Thursday, September 27, 2018

Panjiva Daily: Trump’s strategy JUSTAfied, Houston dodges duties and Nike’s safe from tariffs
Charleston Survives Florence and China, May Trip on Autos Review
Trump’s Latest Deal Not JUSTA Pipe Dream, But Not Easy To Win
Blame OPEC (and Others) For Continued American Trade Deficit Surge
Pemex Could Help Offset America’s China Oil Woes
Air Conditioner Tariffs Unlikely To Cool India’s Overheating Trade Deficit
Hapag-Lloyd and CMA-CGM Try Collaboration, Not Competition To Deal with Maersk
$4.1 Billion JUSTA Duty Opportunity Focused on Cars and Cows
Mexico’s Energy-Fueled Trade Surge Continues, U.S. Surplus Expansion Presents a Risk

Wednesday, September 26, 2018

Panjiva Daily: CMA-CGM and Maersk’s sour pill, paying BMW’s price and Dole’s fruit tariff potential
Suez Feels Chill of Competition as Maersk Threads the Ice
Mercs Made in India To Help Daimler’s Diversification Strategy
Houston Dodges Tariff Bullets, Isn’t Immune From Increasingly Rapid Fire
Nike and Adidas Should Be Safe From Tariff Hikes Should Trump Just Do It

Tuesday, September 25, 2018

Magna May Pay The Price for BMW’s China Tariff Woes
Panjiva Daily: Answering Trump’s $270 billion question, DSV’s Asia options and Savannah’s scale-up
Asia Beckons as DSV Looks Ahead to Next Round of Forwarder Consolidation
Record Global Trade in July Helped by Tariff Rush
Keg and Cable Makers Find Certainty, But Insufficient Leverage, From Trump’s Tariffs
Del Monte Rides Fresh Fruit Boom While Dole Has China Tariff Opportunity
In Juncker They Trust, in Ross They Fear – European Export Sentiment Diverges
CMA-CGM and Maersk Try Ensure They Don’t Swallow Sulfur’s Sour Pill
Trump-Kim Two May Drive Nuclear Deal But China’s $3 Billion Trade May Matter More

Monday, September 24, 2018

Becks Bashed This Oktoberfest as American Tastes Turn Mexican
APL’s Precision Yields Volume Growth, Plenty More Customers to Target
Novatek’s Brazilian Success Further Complicates Life for U.S. LNG Exporters
The $270 Billion Question – Trump’s Escalation Options Not As Wide As They Look
Savannah’s Scale-Up Needs Amazon and Home Depot To Switch Out of China

Friday, September 21, 2018

Panjiva Daily: Tacoma’s tariff troubles, Gulftainer’s big box plans and Brexit woes not just Mini
Gap Shouldn’t Sweat It – Winter Wear and Ski Gear Avoid Duties For Another Year
Care Needed in Assuming Beans’ Jump Means Trump Will Be Happy With EU

Thursday, September 20, 2018

Panjiva Daily: 3,732 ways to stimulate China, Maersk’s room for more and Amazon’s mattress quandary
Ikea May Tackle $30 Billion Furniture Tariff Spat With Price Rises
Li’s 3,732 Ways To Boost The Chinese Economy Via Tariff Cuts
Less Now, Less Tomorrow as Global Shipbuilding Conditions Slip
Trump Goes To Postal Rates in Next Attempt To Curb Chinese Exports
Brexit Deal Likelihood Fades, Much More Than a Mini Problem For Car Makers
Sony Banks on Retro Gaming Boost as Early Imports Indicate Higher Score in 2018
Gulftainer’s Big Box Plans Need Big Lots and Other Pennsylvanians to Succeed
Xerox and Jabil Hold Keys To Seattle’s Performance as Tariffs Weigh on Port Activity

Wednesday, September 19, 2018

Maersk Reorg Helps Customers, Leaves Room For Deeper Liner Integration
Amazon and Zinus Face Mattress Challenge As Case Sprung After Import Bounce
Panjiva Daily: Xi’s retaliatory tariff “winners”, hopping vs. stockpiling and steel tariffs trump talks
Savannah’s Outsize China Exposure Puts Record Handling At Risk
Oakland’s Capacity Increase Comes as Tariff Challenges Rise and ONE’s Use Falls
Trump Needs to 3x LNG Sales to Europe To Offset China’s 10% Tariff

Tuesday, September 18, 2018

Panjiva Daily: Trump takes the gloves off, Fedex falls a fifth time and Hong Kong’s typhoon troubles
Fedex Falls For Fifth Time as Profitability Pays Competitive Price
The Gloves Are Off as Trump’s $200 Billion Arrives
Japan Shrugs Off Trade War With 21 Month Growth Streak But Risks Are Rising
Huawei and LNG “Winners” From Duty Cuts in Xi’s Trump Tariff Reaction
Tariffs Trump Global Talks As Steel Capacity Comes Back In Focus
Hopping May Follow Stockpiling as Supply Chains React to Trump’s $200 billion

Monday, September 17, 2018

Panjiva Daily: Trump’s 10%, Florence’s passage and “done” isn’t done for NAFTA
NAFTA Watch: Chapter 19 In Focus After Paper Imports Ground Down
Hawkeye Worth Watching As Japan Makes Weapons-for-Cars Offer To America
NAFTA Watch: “Done” Isn’t Done for Mexico If Canada Isn’t in USMC
Trump’s 10% Could Be Worst of Both Worlds – Uncertainty and Ineffectiveness
India’s “Non-Essential” Duty Doesn’t Deal With The Essential Problem
Typhoon Mangkhut To Be Followed By Tariffs As Challenges Facing Hong Kong

Sunday, September 16, 2018

Florence’s Passage May Hurt Caterpillar’s Customers, Supply Chain Secure

Friday, September 14, 2018

CMA-CGM Moves the Reefer Game On With Technology as Volumes Surge
Panjiva Daily: UPS’s grand plans, Hapag-Lloyd’s Cali boom and a difficult Taiwan-U.S. deal
Desired But Difficult Deal Between Taiwan and America Has Few Easy Wins
Happy Holidays for Decoration Importers Ahead, No Tariff Grinch Yet
Dark Past, Brighter Outlook For Solar Industry as Tariffs Become the New Normal
Tariffs Distorting U.S. Trade Price Inflation, Deficit Increase Still Probable

Thursday, September 13, 2018

Panjiva Daily: Xi’s 4x more effective than Trump’s, COSCO’s pain and Apple’s hopes Xs marks the spot
Apple Hopes Xs Mark The Spot as U.S. Handset Imports Slide, Values Rise
GE and Siemens Mexican Operations Saved By Retained American Tariffs
India Not Interested in Full Trump Trade Deal, May Be Happy With More Energy
UPS’s Grand Plans Face Mundane Challenges
Trump’s Feels No Pressure as China Tariffs So Far Widen The Deficit
Evergreen Not Wilting in California as Hapag-Lloyd Shoots Higher

Wednesday, September 12, 2018

Panjiva Daily: Florence’s widening threats, Expeditors swamped by rivals and Tesla’s tariff challenge
American Weapons Imports Load Up Ahead of Regulatory Changes
Shrimp Opportunity For India as U.S. Regs Tighten, Chinese Tariffs Rise
Tesla and EVs Bear The Brunt of China’s First Round of Retaliation, More to Follow
Xi and Putin Have An Easy Trade Target, If Oil Cooperates
Deeper Durban Brings South African Opportunity, Service Diversity Needed
America Seeks Talks as Xi’s Tariffs Prove 4x as Effective as Trump’s
COSCO’s Container Carrying Cut by China Tariffs, 2M First For Growth

Tuesday, September 11, 2018

Panjiva Daily: Florence’s threats, peak port performance and finding Trump-Juncker opportunities
Philippines Trade Boom Supported By Steel, Not Helped By Slow FTA Progress
Vinacomin’s Coal Ambitions Unlikely To Be Fuelled by Indian Demand
General Motors Leads Mexican Autos Bounce, Strategy Review May Be Needed
Uranium Case Active For Longer as Russian and EU Exports Surge
Trump-Juncker “Early Harvest” More Likely To Be TBT+T Than TTIP-2
Hapag-Lloyd Flexes Brazilian Market Share Muscle To Increase Rates
Florence Threatens Norfolk, Impact May Be Limited By Slower Moving Supply Chains
Expeditors Swamped By Forwarder Competition as Tariff Effect Ripples Outwards

Monday, September 10, 2018

Panjiva Daily: Trump ponders as China hurries, Apple’s price warning and CMA-CGM’s sunny outlook
Hyundai Set To Power Up In India, Asian Target Markets Missing
Kia Takes Diversification Road To Mitigate NAFTA, Tariff Risks
Apple May Flex Pricing Power To Deal With Trump’s China Tariffs
CMA-CGM Suffers Sector’s Fate, Saadé Still Chipper as Container Profitability Improves
East-of-Panama Ports Smoke California as Canal Transits Rise, Tariffs Arrive
18 Months of Port Growth Helped by a Hurricane, Will Be Hindered by Tariffs
Florence Presents Goods Flow Challenges For Daimler, Gildan

Sunday, September 09, 2018

Trump Ponders Tariffs as China’s Exporters Hurry Up and Wait

Friday, September 07, 2018

Panjiva Daily: Trump ends peak season early, duties corrode steel and Shanghai’s unwelcome surprise
Rare ITC Case Brought as Strontium Imports Explode
Starbucks Heads To Italy, Brazil’s Share of Its Global Supply Chain May Perk Up
Cisco and Juniper’s $24 Billion Trump Problem Unlikely To Be Rerouted
Rail Near a Crossing, Sailors May Face a Sinking Employment Situation

Thursday, September 06, 2018

Maersk and MSC’s Service Suspension May Need Extending to Transpacific Lanes
Target Targets Toy Success By Bucking Import Trend
Panjiva Daily: Maersk and MSC’s service suspension, unlucky 13 for U.S. deficit and Target’s toy target
China’s Utility Equipment Providers Lead Export Drive to Syria
Duties Corrode Rather Than Melt Metals Imports
Peak of Peak Season Already Passed As Trump’s Tariffs Begin to Bite
Shanghai’s Unwelcome Surprise as Congestion Coincides with Tariff Proliferation

Wednesday, September 05, 2018

Panjiva Daily: Awaiting Trump’s $200 billion, Super-typhoon Jebi’s impact and Philaport’s labor risks
Unlucky 13% for China, NAFTA and EU as American Deficit Surges Ahead of Duties
Japan’s Worst Storm in 25 Years Raises Supply Chain Risks for Kubota and Sanyo
Storm Gordon’s Flash Floods Bring Risks to Dole, Hyundai Supply Chains
Lego Stacks Up Shipments as Demand Recovery Anticipated
NAFTA Watch: Canada’s Surplus Bounce Could Undermine Mood of Talks

Tuesday, September 04, 2018

Philaport Faces Labor, But Not China, Risks For Peak Shipping Season
Panjiva Daily: $1.2 trillion in doubt for 25 days, CH Robinson’s warning and $995 billion of reviews
Xi’s Africa Initiatives Seek to Diversify Resource-Led Imports, Shake off “Debt Trap” Tag
Moving Cattle (Quotas) Around One Way to Deliver Trump-Juncker Promise
President Trump’s Policies Working As American Trade Sentiment Erodes
Exemptions May Be The Exception as Ruling on Trump’s $200 Billion Duty List Awaited
American Automakers Accelerate Inventory Build As Sales Slow, Duties Expected

Monday, September 03, 2018

10 Most Read Panjiva Research Reports in August 2018
$995 Billion of Reviews Overshadow ITC Work After A Busy August
CH Robinson Warns On Capacity as Liners’ Fortunes Appear to Improve
India May Be The Big Loser From a Splintered RCEP
Ford’s China SUV Plans Go Inactive Due To China Tariffs, Parts May Follow
NAFTA Watch: At Least 25 Days of Doubt for $1.2 Trillion of Trade, Midterms Matter More
KORUS A Step Closer as South Korea’s Trade Boom Completes Month 22

Friday, August 31, 2018

Panjiva Daily: Malmstrom offers a deal, Kerry storms ahead and ZIM feel the need for speed
26 Month Low in Chinese Import Sentiment Shows Cost of Widening Trade Battle

Thursday, August 30, 2018

Panjiva Daily: Digging into NAFTA quotas, logistics growth slashed and the Empire’s mean conquering
(Poor) Business As Usual Reigns For Japan’s Automakers As U.S. Duties Loom
ZIM Feels The Need For Speed as CMA-CGM Shows Need for Premium Offerings
Citic May Need To Strike New Deals to Sell Its Wheels In Face of Steel Tariffs
CMA-CGM Joins the Felixstowe Exodus To Take Advantage of Indian Opportunity
Malmstrom Offers To Strike a Deal as Jaguar and Audi Race Tariffs
Kerry’s Profits Storm Ahead as China-U.S. Tariff Clouds Gather

Wednesday, August 29, 2018

Panjiva Daily: Deficit’s double trouble, Maersk takes customers to tasks and unintended s301 effects
Global Logistics Activity Growth Halves in July, Worse May Be Around the Corner
Record For Transits Doesn’t Mean Suez-Panama Canal Competition Is Over
Empire State Ports Conquer National Average, China A Bigger Risk Than Peers
Canadian Foresters Win, American Journalists Lost as Paper Case Thrown Out
Aston Martin Heads East As U.S. Shipments Decelerate, IPO Beckons
RCEP Conclusion “In Sight” But May Be Out of Reach
FMC Plans IPO As Lithium Export Values Soar, Chilean Risks Mount
NAFTA Watch: Quotas May Be a Worry For Nissan and GM Even After ROOs Agreed

Tuesday, August 28, 2018

Panjiva Daily: Trump’s MUSTA passed, China-U.S. prep fails and THE Alliance heads to Hamburg
Felixstowe’s Failings Leads Orient Overseas to Follow Maersk’s Lead, For Now
Mexico’s Trade Boom Generates Record Surplus vs. U.S., Raises USMTA Questions
March of the Robots Halted By Demand Not Duties
German Business Trusts in Trump While French Are Fatalistic
Maersk Takes Customers to Task as Brazilian Containerized Freight Demand Slips
Unintended Consequences of s301 Tariffs Include Crane Duties Failing to Reach Targets
Double Trouble in Trade as U.S. Deficit Expands, Autos Reach a 19 Month Peak

Monday, August 27, 2018

Korean Denuclearization Tied To Trade Tariffs as China’s DPRK Exports Rise
Global Trade Growth Below Average But a Reversal May Be Some Way Off
Korea in CPTPP Brings Mexican Opportunity, KORUS and NAFTA Triangulation Issues
NAFTA Watch: Trump’s MUSTA Passed, Cows-for-Cars Choice Ahead for Canada
ZIM Zapped By Fuel Costs as Volumes Charge Upwards
THE Alliance Doubles Bremen’s Woes, Helps Hamburg Reach Newark
Trump-Xi Summit Prep Ends In a Whole Lot of See-You-Later, Ports Pay The Price

Tuesday, August 21, 2018

Panjiva Daily: Trump-Xi summit prep begins, CMA-CGM’s typhoon flag and MSC’s Mexican move

Monday, August 20, 2018

Panjiva Daily: Maersk’s dip typical, Hapag-Lloyd and ONE’s craze for reefers and Perry’s $29 billion wave-off
Perry’s $29 Billion Wave-off Won’t Help Trump’s Energy and Trade Policies
PdVSA Checks One Problem Off The List, May Not Reverse U.S. Import Slump
Sodastream Got Busy, Looking a Little Less Fizzy as Pepsico Arrives
Rocky Road Ahead of Kent, Giant as Bicycle Duties Approach
Walmart to Makeup for Potential Tariff Losses With Cosmetics Supply Chain Changes
CMA-CGM Raises Typhoon Flag, May Be More Exposed Than Most
A $32 Billion Deal Now, $260 Billion Later as Trump-Xi Summit Prep Begins
MSC Capitalizes on Trucking Costs and Complexity for Mexican Maritime Growth

Sunday, August 19, 2018

Seattle Soars as American Ports Deliver 5% Growth Despite Widening Tariffs
Maersk’s 2Q Dip Typical For Liners, 3Q Recovery Far From Assured

Friday, August 17, 2018

Panjiva Daily: Delivering the Trump-Juncker promise, Maersk’s win and a sticky shipyard situation
Hapag-Lloyd, ONE Mad For Reefers as U.S. Traffic Hits a Record High
Houston’s Handling Hike Hints at Steel Tariff Failure
Steel Surplus Sloshing Into India May Drive Safeguarding Drive

Thursday, August 16, 2018

Trump-Juncker Follow-up Agenda – Set Ground Rules, Avoid Car Wars, Deliver Food
Panjiva Daily: Expeditors loses out ahead of tariffs, coal pays the steel price and SoCal not so good
Charleston Confirms East Coast Supremacy in July Traffic Growth
Japan’s Slowing Export Growth Can Be Blamed On, and Reversed By American Talks
Hapag-Lloyd, Indian Auto-parts Allow Norfolk to Grow Even as China’s Volumes Stagnate
Container-line Margins At Hanjin-Era Levels Unlikely to Correct Sickly Shipyard Situation
China Tariff Rush Bypasses Hong Kong as Traffic Falls For a Sixth Month
Maersk Wins, COSCO Loses as China Tariffs Have a Minimal Effect on Liners’ Volumes

Wednesday, August 15, 2018

Panjiva Daily: Trump’s trade war so far, Erdogan should target scrap not iPhones and HMM’s 12 for 13
Expeditors Loses to CH Robinson as China Tariff Implementation Approaches
Coal and Cars Pay the Price as Turkey Responds to Trump’s Metals Move
$7 Billion Oil Deal To Assure Sanctions Relief for India May Not Be Enough
India Flanges Squeezed Down Other Sales Pipes as America Implements Duties
SoCal Not So Good As Chinese Import Growth Lags Even As Duty Widening Beckons

Tuesday, August 14, 2018

Erdogan Threatens American Electronics, Should Target Scrap and Cotton
Panjiva Daily: Deploying Trump’s Turkey tool, a back-to-school scorecard and Evergreen’s wilting