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  • The Wall Street Journal

    8/31/2021

    Factory Goods Piling Up; Aluminum Supply Gap; Assessing Ida’s Impact

    Panjiva says retailers Walmart and TJX have navigated the pandemic in part by revamping their freight strategies.

  • Logistics Management

    8/30/2021

    Panjiva reports U.S.-bound import growth, at a mildly reduced rate

    Panjiva Research Director Chris Rogers said in an interview that July’s numbers reflect slowing growth, with the caveat that it is not entirely clear if it was driven by congestion-related issues due to the Yantian port closure earlier this summer.

  • Sourcing Journal

    8/30/2021

    What Two Transporters Gained Ground During Shipping Shock

    Two retailers, Walmart Inc. and The TJX Cos. Inc., have revamped their freight strategies, according to Eric Oak, researcher at Panjiva, a part of S&P Global Inc. through its S&P Global Market Intelligence division.

  • Forbes

    8/30/2021

    Will There Be Enough Toys For Holiday Gifts?

    U.S. imports in March and May exceeded levels seen in October 2020. This means that logistics facilities have been running flat out for the summer, according to Eric Oak who is supply chain research analyst for S&P Global Panjiva.

  • Retail Dive

    8/25/2021

    What retail executives are saying about widespread supply chain bottlenecks

    S&P Global Market Intelligence’s Panjiva supply chain research unit found that aggregate import prices have increased in 14 out of the past 15 months.

  • MarketWatch

    Market Watch

    8/24/2021

    Foot Locker and Adidas join list of companies citing COVID-related supply chain challenges in Vietnam heading into the holiday shopping season

    Panjiva data shows that “Vietnam accounted for 39.8% of U.S. seaborne imports in the 12 months to July 31, after an increase of 12.5% year over year in the second quarter of 2021 and a 44.5% surge in July,” the group wrote in a recent report.

  • CNN

    8/23/2021

    The shipping crisis is getting worse. Here’s what that means for holiday shopping

    “The closure at Ningbo is now particularly sensitive as it may hold up exports for the peak season of deliveries into the US and Europe which typically arrive from September through November,” S&P Global Panjiva said in a research note on August 12.

  • NBC

    8/13/2021

    Delta variant is derailing back-to-school shopping for parents and retailers

    S&P Global Market Intelligence’s global trade database, Panjiva, found that imports of back-to-school products this year have recovered from their 2020 levels but are still “well below” 2019 levels.

  • The Telegraph

    8/13/2021

    Christmas crisis looms as port closure piles pressure on shipping

    Analysts at Panjiva, a trade services company, said the timing of the closure is “more significant than the Yantian event” as peak shipping season is now underway.

  • Associated Press

    7/31/2021

    Ammunition shelves bare as U.S. gun sales continue to soar

    Imports of ammunition from Russia, South Korea, the European Union and others were up 225% over the past two years, according to an analysis by Panjiva Inc., which independently tracks global trade.

  • Nasdaq

    7/30/2021

    Nike Could Trip Over Soaring Numbers of COVID Cases in Vietnam

    Data from Panjiva, the supply chain research unit of Standard & Poor’s Global Market Intelligence, revealed two of Nike’s Vietnamese sneaker suppliers shut down production due to the COVID-19 outbreak.

  • Supply Chain Dive

    7/29/2021

    Shippers struggle to land carrier space despite preparing for peak early

    “Retailers are going to have to order holiday shopping products now in order to get them onto the shelves by the time the season rolls around,” said Eric Oak, a supply chain research analyst at S&P Global Market Intelligence, in a Q3 outlook for supply chains Monday.

  • CNN

    7/28/2021

    Barbie maker says higher prices are coming just in time for the holidays

    Panjiva, the supply chain research unit of S&P Global Market Intelligence, said in a media webinar on Monday that the impact of the supply chain congestion will likely impact the holiday season, resulting in shortages of trendy items and making the hot toys “harder to come by.”

  • Sourcing Journal

    7/27/2021

    Brands Sourcing From Covid-Hit Bangladesh, Vietnam ‘Caught Between a Rock and a Hard Place’

    If global shipping delays and inationary pressures weren’t bad enough, factory closures from coronavirus shutdowns in Bangladesh and Vietnam could derail more than one-quarter of U.S. imports of clothing and footwear, S&P Global Market Intelligence’s global trade data platform Panjiva said Friday.

  • The Wall Street Journal

    7/27/2021

    Hasbro Stocking Up; Tesla Supply Chain in Overdrive; Airing Out Hydrogen

    2,834,616 Total containerized imports into the U.S. in June, in 20-foot-equivalent units, a 30.6% increase over June 2020, according to Panjiva.

  • The Washington Post

    7/26/2021

    From ports to rail yards, global supply lines struggle amid virus outbreaks in the developing world

    Dysfunctional shipping could soon affect consumers. Apparel imports in June fell almost 5 percent even as clothing stores reported a more than 17 percent gain in sales, ‘raising the prospect of shortages during the ongoing back-to-school shopping season,’ S&P Global’s Panjiva unit said last week

  • The Wall Street Journal

    7/26/2021

    Retailers Have Back-to-School in the Bag

    U.S. seaborne imports of kids’ shoes and apparel declined 12.6% in the second quarter compared with the same period in 2019, according to data from S&P Global Market Intelligence’s Panjiva. Backpack imports were down 15.2%.

  • The Wall Street Journal

    7/23/2021

    Supply-Chain Backlogs Turn Chicago Into New Chokepoint

    The two California ports handle about one-third of U.S. container imports, mostly from Asia. Seaborne imports to the ports for onward shipment to Chicago and the surrounding area rose 32% year-over-year in the second quarter and 18% compared with the same period in 2019, according to trade analysts Panjiva

  • FreightWaves

    7/23/2021

    COVID-19 measures in Vietnam pummel an already bruised supply chain

    Data from Panjiva, a trade intelligence business within S&P Global Market Intelligence, shows that Vietnam accounts for 49% of all U.S. ocean imports by Nike. CEO Matt Friend said on Nike’s June 24 earnings call with analysts that the company has a lot of inventory stuck offshore and is experiencing longer lead times for purchase orders, adding, “We expect supply chain delays and higher logistics costs to persist through much of fiscal 2022.”

  • Independent

    7/22/2021

    Fears over Nike footwear supplies as major factories hit by Covid outbreaks

    About half of all sport giant’s shoes last year were made in Vietnam, where suppliers for Adidas, Apple and Samsung are also based

  • CNN

    7/21/2021

    There will probably be a shortage of back-to-school supplies

    The report released this week from Panjiva, the supply chain research unit of S&P Global Market Intelligence, said Nike might run out of its sneakers it sources from Vietnam as the spread of Covid-19 accelerates in the region. The Panjiva report noted that two of Nike’s suppliers in Vietnam have already halted production

  • Cheddar News

    7/21/2021

    Nike’s Global Supply Chain Interrupted by COVID-19 Outbreak

    Chris Rogers, Senior Research Analyst at Global Supply Chains at S&P Global Market Intelligence, discusses the mix of global supply chains issues in Southeast Asia and how it will ultimately affect the U.S. consumer.

  • Reuters

    7/22/2021

    U.S. retailers scramble to stock shelves as kids head back to school

    During the second quarter, retailers imported lower volumes of popular back-to-school items compared to the same period in 2019, before the pandemic, according to S&P Global Market Intelligence’s trade data firm Panjiva

  • HYPEBEAST

    7/21/2021

    Nike Could Face Sneaker Shortage as COVID-19 Pandemic Worsens

    A new report from S&P Global Market Intelligence, Nike could soon face a sneaker shortage if the COVID-19 pandemic continues. More specifically, looking at the footwear manufactured in Vietnam which accounts for 50 percent portion of the sportswear brand’s shoe offerings.

  • Business of Fashion

    7/19/2021

    As Covid Crisis Escalates, Nike Could Run Out of Vietnamese Sneakers

    The crisis could create lasting supply chain disruptions for the sportswear giant according to an S&P Global report based on Panjiva data.

  • PR Daily

    PR Daily

    7/20/2021

    Ben & Jerry’s stops ice cream sales in West Bank, digital newsroom employment dwarfs newspapers, and Toyota holds back on Tokyo Olympics

    Nike has responded to a news analysis from Panjiva, the supply chain research unit of S&P Global Market Intelligence, which warned that the sneaker manufacturer could run out of Vietnamese-made shoes following a production halt at three plants in Vietnam due to rising COVID-19 infection rates.

  • MarketWatch

    Market Watch

    7/19/2021

    Nike manufacturing in Vietnam grinds to a halt due to COVID-19, creating another supply chain challenge

    “That raises the question as to whether other major sneaker brands may face similar challenges,” Christopher Rogers, a senior researcher at Panjiva, wrote in the report.

  • Sourcing Journal

    7/19/2021

    Nike Could ‘Run Out’ of Vietnam-Made Sneakers, Expert Warns

    An expanding Covid-19 outbreak could dry up Nike’s stream of Vietnamese sneakers, an S&P Global researcher warned Monday.

  • CNBC

    7/19/2021

    Nike could run out of sneakers made in Vietnam as Covid crisis worsens, S&P Global warns

    A new analysis from Panjiva, a business line of S&P Global Market Intelligence, found Vietnam accounted for 49% of U.S. seaborne imports linked to Nike and its products in the second quarter of 2021.

  • Logistics Management

    7/14/2021

    Panjiva data shows more U.S.-bound import gains in June

    United States-bound import and shipment levels turned in another strong performance in June, according to recently-issued data by global trade intelligence firm Panjiva.

  • Yahoo! Finance

    7/8/2021

    3 major ways our supply chains are broken: S&P

    In a series of three reports released Monday, Panjiva, the supply chain research unit of S&P Global Market Intelligence, detailed the outlook for supply chains for the third quarter of 2021 and beyond.

  • Yahoo! Finance

    7/7/2021

    How Trump worsened the semiconductor shortage

    China now accounts for only about 5% of imported semiconductors, according to research firm Panjiva.

  • Axios

    7/4/2021

    It’s July 4 and America’s back

    And there could be more fireworks this year: Fireworks imports were up 51% over last year in the three months leading up to May 31, according to Panjiva, the supply chain research unit of S&P Global Market Intelligence.

  • The Wall Street Journal

    7/2/2021

    Consolidating Robots; Dwindling Auto Inventories; Crisis-Driven Procurement

    17.1% Year-over-year increase in U.S. imports of American flags in the three months ending April 30, 96.2% of which came from China, according to Panjiva.

  • Supply Chain Dive

    7/1/2021

    Garment factories in Bangladesh stay open despite new lockdown

    While primarily a human tragedy, the renewed spread and resulting lockdown will also have an impact on industrial supply chains as factories will likely have to close and may suffer reduced productivity,” Christopher Rogers, a senior researcher at Panjiva

  • FreightWaves

    6/30/2021

    How COVID variants could impact container and tanker shipping

    According to Panjiva, a division of S&P Global Market Intelligence, ‘The renewed spread and resulting lockdown will have an impact on industrial supply chains as factories will likely have to close and may suffer reduced productivity.’ Levi Strauss and H&M are among the retailers whose shipments could be affected by the Bangladesh lockdown, said Panjiva

  • The Wall Street Journal

    6/30/2021

    Suppliers Selling to Amazon; Bionic Warehouse Help; Picking Up the Tab

    51% Increase in U.S. imports of fireworks in the three months ending April 30 compared to 2020, which were up 41.5% from the same period in 2019, according to Panjiva.

  • Reuters

    6/29/2021

    U.S., European suppliers scramble to secure Christmas goods as cargo delays worsen

    The shipping logjams are due to more than just the backlog in Yantian, which is considered Amazon’s No. 1 Chinese seaport, – accounting for 32.4% of shipments handled by the e-commerce company in the three months to May 31, according to S&P Global Market Intelligence’s trade data firm Panjiva.

  • CNBC

    6/29/2021

    Looming lockdown in Bangladesh threatens apparel retailers H&M, Levi’s, S&P Global says

    A new analysis from Panjiva, a business line of S&P Global Market Intelligence, points out that this marks a stark reversal from a trend spotted earlier on in the pandemic.

  • The Washington Post

    6/29/2021

    Poor countries’ struggles amid vaccines shortfall threaten greater instability, migration and disease

    The disruption could hit retailers like Amazon, which relies on Yantian for nearly one-third of its seaborne goods shipments from China, just as the peak shipping season begins in July, according to S&P Global Market Intelligence’s Panjiva unit.

  • Barron’s

    6/25/2021

    GameStop Is Importing More Toys. Even Meme Stocks Have Fundamental News.

    A report from Panjiva, the supply-chain research unit of S&P Global Market Intelligence, showed U.S. seaborne imports linked to GameStop jumped 197.1% year over year during the three-month period that ended May 31. The total was up 38.6% from the preceding three months.

  • Supply Chain Management Review

    6/23/2021

    Panjiva reports another strong month for imports in May

    Whether they are compared to one year ago or to the last full pre-pandemic year in 2019, United States-bound imports and shipments remain elevated, according to recently-issued data by global trade intelligence firm Panjiva.

  • Yahoo! Finance

    6/15/2021

    The shipping industry just couldn’t tackle COVID-19 disruptions, other shocks: expert

    Recent data compiled by S&P Global Market Intelligence shows no respite for logistics firms this spring as U.S. seaborne imports of containerized freight jumped 47.1% from one year ago. A number of sectors continue to experience elevated levels of imports, led by an 88% year-over-year jump in consumer discretionary goods last month.

  • Supply Chain Management Review

    6/14/2021

    Big Ports Got Bigger in 2020 While Meeting the COVID-19 Challenge

    According to data from global trade intelligence firm Panjiva, U.S. container seaports endured a series of disruptions caused by the COVID-19 pandemic in 2020 but ended the year with a record level of volumes handled, observes Chris Rogers, Panjiva research director.

  • The Wall Street Journal

    6/12/2021

    Supply Chains Are Strained. These Companies Are Best Prepared.

    ‘It’s like a mirror,” says Eric Oak, senior supply-chain research analyst for S&P Global Market Intelligence, “with the sales team on one side and the procurement team on the other.’

  • FreightWaves

    6/10/2021

    US removes Defense Production Act ratings for some vaccines

    Along with S&P Global Market Intelligence analyst Chris Rogers, Bown found that shipments of vaccine supplies from U.S. companies to the Serum Institute of India have been increasing over the last several months, despite use of the DPA

  • Financial Times

    6/8/2021

    What does China’s coal shortage mean for trade?

    Chad Bown of the Peterson Institute and Chris Rogers of S&P Global Market Intelligence have a new blog out, which posits that there was no US export ban on vaccines to India. However, they argue that the kerfuffle highlights exactly why a well-thought out global vaccine supply chain is so important.

  • Politico

    6/7/2021

    APEC members back calls for Covid-19 vaccine IP waiver

    “Access to new, firm-level supply-chain data reveals there has never been a US export ‘embargo’ on materials needed to manufacture vaccines,” co-authors Chad Bown of the Peterson Institute for International Economics and Chris Rogers of S&P Global Market Intelligence Panjiva wrote.

  • MarketScreener

    6/03/2021

    LIVESTOCK HIGHLIGHTS : Top Stories of the Day

    This week’s cyberattack on JBS could disrupt the meatpacker’s export drive, according to S&P Global Market Intelligence’s supply chain research group Panjiva. In April, JBS’s US meat exports jumped by 28%, Panjiva estimates, putting it ahead of rivals Tyson and WH.

  • MarketWatch

    5/24/2021

    ‘Pretty much everyone has them on sale’: As sales drop, the nationwide rush to buy face masks is finally over

    Analysis from Panjiva suggests that the falling price of masks, triggered by the wave of Chinese masks coming into the U.S., may also explain some of the broader decline in mask imports, given the market has become less lucrative for manufacturers as it was at the height of the coronavirus pandemic

  • Logistics Management

    5/20/2021

    U.S.-bound imports and shipments remain solid in April, reports Panjiva

    In terms of origin locations, Panjiva said that imports from China, including Hong Kong, were up 42.6% annually, and up 31% compared to April 2019, with imports out of Europe up 19.6% annually, a record high, and also up 17.8% compared to 2019.

  • The Wall Street Journal

    5/21/2021

    Stressing Food Supply Chains; Taking the Merger Throttle; Awash in Sanitizer

    2,819,591 U.S. containerized ocean imports in April, in 20-foot equivalent units, 25.5% more that last year and 19.3% ahead of April 2019, according to Panjiva.

  • Yahoo! Finance

    5/10/2021

    Adidas faces supply chain and China headwinds: S&P Global

    Rogers notes that Adidas U.S. seaborne imports linked to the company increased 17.3% year over year in the first quarter of 2021 before slowing to an 11.0% increase in April. Rogers also notes that Adidas’s seaborne import performance versus the pre-pandemic period was worse, with imports in April down 13.7% compared to April 2019.

  • The Wall Street Journal

    5/6/2021

    Logistics Report: Maersk Cashes In; India’s Oxygen Breakdown; Pandemic Crop Uncertainty

    425,000 Imported loaded container volume at U.S. east coast ports in April in 20-foot equivalent units, a record high and up 22.7% from the previous year, according to Panjiva.

  • NBC

    5/5/2021

    What to know about shortages on summertime staples

    Supply shortages are driving up the cost of items like poultry, pork and ketchup. Imports are down for summer clothing, like t-shirts and swimwear, and fireworks according to Panjiva

  • Logistics Management

    5/5/2021

    Top 30 U.S. Ports: Big ports got bigger in 2020

    The rapid re-emergence of China from initial lockdowns combined with a surge in consumer durables demand and transport of medical supplies in the final quarter of last year meant total inbound handling at Top 30 U.S. ports reached 2.93 million twenty-foot equivalent units (TEU), up by 1.7% year over year according to data from global trade intelligence firm Panjiva.

  • Axios

    5/4/2021

    Axios Closer: 🚗 Rental car payoff

    “The Mandalorian,” streaming on Disney+, helped revive imports of Stars Wars toys and games, according to Panjiva, the supply chain research unit of S&P Global Market Intelligence.

  • Barron’s

    4/29/2021

    Biden’s Infrastructure Plan Could Boost Onshoring. These Stocks Stand to Benefit.

    The Biden administration is also planning to put out a report reviewing critical supply chains in June, which ‘will set the scene for onshoring of pharmaceutical supply chains, semiconductors and large scale batteries as well as ensuring access to strategic minerals,’ according to trade research and analytics company Panjiva

  • Supply Chain Dive

    4/28/2021

    DSV’s Agility M&A builds scale, clout in fragmented forwarding market

    Despite the added scale, DSV’s acquisition won’t make a significant splash in consolidating the forwarding market. Consolidation in the industry slowed during the pandemic, according to Panjiva.

  • Logistics Management

    4/21/2021

    March U.S.-bound imports set a new record, reports Panjiva

    In terms of origin locations, Panjiva said that imports from China were up 177% annually, far outpacing February’s 23.8% annua gain, with imports out of Vietnam next at 78.4%. Imports out of Europe were only up 1.2% annually, which Panjiva said suggests that much of the import expansion has been paced by both West Coast ports and consumer goods.

  • Politico

    4/21/2021

    Biden’s new NDC

    About 65,000 shipping containers full of the panels arrived at U.S. ports in Q1, mostly from Asia — up from 59,700 in the previous quarter — according to new analysis from S&P Global Market Intelligence.

  • Supply Chain Dive

    4/19/2021

    Ports break records with off-peak import deluge in March

    Imported TEUs grew by almost 51% YoY across the U.S. in March, according to figures from S&P’s Panjiva.

  • The Wall Street Journal

    4/14/2021

    Ship Logjam at California Ports Is Easing After March Import Deluge

    Trade data group Panjiva said in a report Tuesday that U.S. seaborne imports of containerized freight surpassed 3 million TEUs last month, 50.5% more than the same month last year and 36.9% ahead of the more normal March 2019 level.

  • The Wall Street Journal

    4/12/2021

    Cargo Ship Logjam in Los Angeles Highlights Pandemic Supply-Chain Issues

    “I don’t think it’s an exaggeration to say that ports have never really seen this confluence of stresses that they’ve had to deal with” – Christopher Rogers

  • KDKA CBS Pittsburgh

    4/12/2021

    Pandemic’s Disruption Of Global Supply Chain And Delivery Of Products Not Likely To End Soon

    “We currently got something like two dozen ships that are offshore in Los Angeles and Long Beach,” says Christopher Rogers, a London-based supply chain analyst for S&P Global.

  • Financial Times

    4/13/2021

    Manufacturers warn US must do more to maintain fragile PPE production

    But the administration has also kept Chinese supplies flowing by extending exemptions from section 301 import tariffs, which had been due to lapse last month. PPE imports are still almost three times above pre-Covid rates, according to Panjiva, the trade data company.

  • Business of Fashion

    4/5/2021

    PVH Corp, H&M Could Feel Impact From Suez Canal Blockage

    The six-day disaster caused a delay for about 370 ships. Europe’s supply chain is expected to be hit the hardest, but several brands in the US, including PVH Corp and Walmart, will also experience shipping setbacks, according to a report from S&P Global Market Intelligence.

  • Sourcing Journal

    4/5/2021

    Panjiva Analysis Hints at What’s Ahead for Trade—and Higher Prices Could Be Around the Corner

    Panjiva analysis shows that demand growth and rising freight expenses will spur companies to raise prices.

  • Supply Chain Dive

    3/31/2021

    Walmart, H&M among retailers in US most exposed to Suez Canal disruptions

    Retailers in the U.S. that are likely to be the most exposed include PVH, H&M and Walmart, according to an analysis by S&P Global Panjiva.

  • Kake

    3/30/2021

    The Suez fiasco shows why ever bigger container ships are a problem

    At least five ultra-large container vessels lost containers during the most recent winter storm season in the Pacific, analysts at S&P Global Panjiva said in a research note.

  • The Wall Street Journal

    3/31/2021

    America’s Imports Are Stuck on Ships Floating Just Off Los Angeles

    Seaborne imports into the U.S. have been building for months, starting with a surge in shipments of consumer goods as far back as August, according to Chris Rogers, supply-chain analyst at S&P Global Market Intelligence Panjiva.

  • Yahoo! Finance

    3/30/2021

    The Suez ship has sailed, but here’s why there might be a few problems left in its wake

    Congestion in Asian and European ports may get worse amid “a wave of new arrivals and the need to rapidly move products onward from ports,” wrote Chris Rogers, a supply chain analyst at S&P Global Market Intelligence, in an analysis on Monday.

  • NPR

    3/28/2021

    Race To Free Giant Ship From Suez Canal Continues After Failed Refloating Attempts

    Consumers may start to feel the effects of the blockage “pretty soon,” as some of the stranded vessels are reportedly carrying goods for e-commerce retailers like Amazon, which may start to run low on certain items, Christopher Rogers, a supply analyst with S&P Global Market Intelligence, told NPR’s Weekend Edition.

  • Bloomberg

    3/26/2021

    Dislodging the Suez Canal Ship Said to Need at Least a Week

    “The delays are likely to increase costs, adding to already widespread inflationary pressure on supply chains,” said Chris Rogers, lead trade analyst for S&P Global Market Intelligence’s Panjiva. “The short-term ripple effects will be an increased potential for stock-outs in consumer goods and the risk that just-in-time manufacturing supply chains that had already been roiled by Brexit and commodity shortages may face further interruptions.”

  • CNN

    3/26/2021

    Global shipping was in chaos even before the Suez blockage. Shortages and higher prices loom

    “At the moment a lot of these costs are within the supply chains,” said Chris Rogers, a research analyst at S&P Global Panjiva. “I think it’s inevitable that it will be passed on to consumers — it’s just going to take time,” he added.

  • The Wall Street Journal

    3/26/2021

    Digging for Supply Chains; Rising Tanker Costs; Mining Metal Markets

    22.5% Annual decline in U.S. imports of chassis used in port trucking operations in 2020, including a 50.6% drop in shipments from top Chinese supplier CIMC, according to Panjiva.

  • Yahoo! Finance

    3/26/2021

    Firms start rerouting vessels as ship blocking Suez Canal could take weeks to free

    Built in 1869, the Suez Canal is used by around 50 vessels per day, according to Panjiva, the supply chain research unit of S&P Global Market Intelligence

  • USA Today

    3/26/2020

    Why could you soon pay more for a used car? Blame computer chip shortages.

    Production connected to Honda vehicles fell 18% in January, compared with a year earlier, according to Panjiva, the supply chain research division of S&P Global Market Intelligence

  • Bloomberg

    3/25/2021

    Suez Snarl Seen Halting $9.6 Billion a Day of Ship Traffic

    AP Moller-Maersk A/S, Mediterranean Shipping Co., Ocean Network Express Pte and Yang Ming Marine Transport Corp. own vessels in the canal, according to S&P Global Market Intelligence unit Panjiva, which cited VesselFinder data. About 50 ships per day use the waterway, and in 2019 containers accounted for around 53% of the transiting tonnage

  • Yahoo! Finance

    3/25/2021

    Suez Canal could be blocked by ‘beached whale’ tanker for days

    Around 50 vessels per day use the Suez Canal, according to Panjiva, the supply chain research unit of S&P Global Market Intelligence. Container ships accounted for 52.7% of the tonnage in 2019 transiting the canal including shipments from Asia to Europe and the US east coast as well as vice-versa

  • Supply Chain Dive

    3/24/2021

    Nike’s imports drop 39% amid port congestion, straining inventory

    Data emailed from S&P Global Panjiva shows that Nike’s imports slid 29% YoY for the three months up until Feb. 28 and were down 39% YoY in February.

  • Minneapolis Star Tribune

    3/18/2021

    Myanmar factory attacks put focus on Chinese influence

    According to records from Panjiva and the Myanmar Investment Commission, the factory makes Western brand boots such as DeWalt and Dunlop and a wide variety of clothing.

  • Bloomberg

    3/18/2021

    McKinsey Sees Global Freight Costs Elevated for a Year or Two

    But checks being mailed soon to American consumers from the U.S. government’s $1.9 trillion stimulus program may “offset the reopening of leisure activities and keep the demand side of the equation in place,” according a report this month from S&P Global Market Intelligence’s Panjiva.

  • Supply Chain Dive

    03/17/2021

    Imports spike at ports across US, Hapag-Lloyd warns of terminal congestion

    Multiple ports across the country saw their imports surge in February. Import levels were up 26% YoY in Oakland, California, and 10% YoY at the Northwest Seaport Alliance. Figures from S&P Global Market Intelligence’s Panjiva show that overall U.S. seaborne imports in February were up more than 29% YoY and up 20% compared to the same month in 2019.

  • Modern Materials Handling

    03/15/2021

    Panjiva reports that U.S.-bound imports remain strong in February

    Panjiva Research Director Chris Rogers said in an interview that the strong batch of import data does not come as too much of a surprise, given the degree of ongoing import backlogs and congestion, especially at the Port of Los Angeles and the Port of Long Beach.

  • Trade Talks

    3/15/2021

    Container shipping costs are through the roof. Who’s paying?

    Chris Rogers joins the Trade Talks podcast to discuss container shipping rates.

  • The Wall Street Journal

    3/15/2021

    Reining in Alibaba; Crude’s Shipping Dilemma; South Korea’s Digital Draw

    $5.19 billion – Overall container shipping importing costs into the U.S. in February, up from $1.95 billion the year before, according to Panjiva.

  • Bloomberg

    3/11/2021

    Yeti Eyes Houston’s Port Amid West Coast Ship Congestion

    According to S&P Global Market Intelligence’s Panjiva, total U.S. imports of containerized freight surged 20% in February from a year earlier and 15% more than in February 2019, extending a record sixth straight month of double-digit growth and signaling that “congestion issues will continue through to the summer.”

  • CNN

    3/9/2021

    Costco is running out of some cheese. The reason why is complicated

    US seaborne imports climbed 20% in January compared with last year, according to the latest data available from Panjiva, a global trade data research firm. Imports of consumer discretionary goods such as household appliances were the biggest driver of the growth, according to Panjiva.

  • The Wall Street Journal

    3/5/2021

    U.S. Trade Deficit Widened in January as Americans Bought More Imported Goods

    China fell far short of its purchase goal for 2020, and its imports of covered products in January came to $9.82 billion, down from and average of $11.2 billion in the previous three months, according to an analysis by Panjiva, a research unit of S&P Global Market Intelligence

  • Supply Chain Management Review

    3/3/2021

    Blume Global Launches Terminal VIP Solution with Fenix Marine Services

    “Port congestion remains a challenge, leading liners – including CMA CGM – to shift their services to alternative ports, with the lunar new year holiday break potentially not being as deep as normal as Chinese factories remain open. Continued elevated shipping rates provide a sign that the tight supply-demand balance may be set to continue,” says Chris Rogers, Panjiva research director, in an interview.

  • The Wall Street Journal

    3/2/2021

    EV Demand Charges Up; Pricing for Carbon; China Cools Off

    $31.8 billion U.S. semiconductor imports by value in 2020, down 3.6% from the year before, according to Panjiva.

  • Al Jazeera

    2/18/2021

    For foreign investors in Myanmar, coup adds new uncertainties

    For instance, US imports from Myanmar reached $1.06bn in the 12 months to November 30, 2020, from $245m in 2016, according to Panjiva Supply Chain Intelligence, a unit of research firm S&P Global Market Intelligence. Of the latest figure, apparel and footwear accounted for more than 41 percent. Luggage imports made up nearly 30 percent while fish accounted for 4.4 percent.

  • Sourcing Journal

    2/17/2021

    Freight Costs Top Tariffs for First Time Since 2017, Data Shows

    “The latter is a high-quality problem but nonetheless has brought with it a wide range of rising costs, particularly for freight expenses,” said Christopher Rogers, supply chain analyst for Panjiva, an S&P Global Market Intelligence company.

  • Bloomberg

    2/16/2021

    Ocean-Cargo Boom Fuels $10 Billion Spree for New Container Ships

    ‘Clearly the recent rebound in demand and shipping rates has improved financial markets’ sentiment toward the sector,’ said Chris Rogers, lead trade analyst for S&P Global Market Intelligence’s Panjiva

  • Logistics Management

    2/12/2021

    U.S.-bound imports remain elevated in January, reports Panjiva

    Panjiva Research Director Chris Rogers said in an interview that this most recent batch of data represents a lot of moving parts working towards surprisingly high numbers to start 2021, for both annual growth percentage and total volumes.

  • Yahoo! Finance

    2/12/2021

    The China problem Trump left for Biden

    U.S. exports to China accelerated in the last three months of 2020, which research firm Panjiva attributed to the phase-one deal. “The surge in exports to China was largely the result of the Chinese government’s commitments made under the phase one trade deal,” Panjiva reported on Feb. 8.

  • The Wall Street Journal

    2/11/2021

    Maersk Counting Cash; Backing Truck Technology; Toying With Forecasts

    2.8 million Sea containers imported into the U.S. in January, in 20-foot equivalent units, 15.7% more than January 2020 and the second-highest monthly volume on record, according to Panjiva.

  • Reuters

    2/11/2021

    RCEP unlikely to benefit developing members in short term – analysts

    The RCEP pact makes it easier for Chinese companies to run regional supply chains more efficiently, said Chris Rogers, research analyst at S&P Global Market Intelligence unit Panjiva

  • Reuters

    2/9/2021

    Biden will ‘walk, not run’ on trade deals as Sino-U.S. tension lingers

    To discourage its partners in the agreement from working with China, the Biden administration was expected to quickly state its intent to rejoin the CPTPP, said Chris Rogers, research analyst at S&P Global Market Intelligence unit Panjiva

  • Barron’s

    2/5/2021

    Myanmar’s Military Coup Could Hurt Supply Chains. Why the Disruption Might Be Short-Lived.

    Panjiva, S&P Global Market Intelligence’s supply-chain research unit, reports that U.S. imports from Myanmar reached $1.06 billion in the year through Nov. 30, up from $245 million in 2016. Apparel and footwear accounted for 41.4% of that, while luggage was 29.9%.

  • Associated Press

    2/5/2021

    Military coup yet another blow for Myanmar’s sagging economy

    The potential impact of sanctions would depend on how far-reaching they are. Many Western brand names, including Samsonite, LL Bean, H&M and Bass Pro, have suppliers in Myanmar, based on shipping data from Panjiva

  • South China Morning Post

    2/3/2021

    China-Myanmar border trade could be disrupted if military conflict intensifies, analysts say

    Chris Rogers, a research analyst at Panjiva, the supply chain research unit of S&P Global Market Intelligence, said any sanctions by the US and the EU could pressure Chinese firms operating in Myanmar to relocate at least some of their production, particularly if the goods being produced are destined for buyers in the West

  • Politico

    2/1/2021

    Biden’s $30B agriculture arsenal

    While China’s purchases of U.S. products fell short of its 2020 targets in the Phase One agreement, there has been an uptick of farm exports in recent months that’s fueling an agricultural rebound after years of trade headwinds, low prices and supply chain disruptions. (S&P Global has some new analysis here on the broader trade recovery.)

  • Yahoo! Finance

    2/1/2021

    Myanmar coup to dampen U.S. trade, impact footwear companies, experts warn

    Apparel and footwear accounted for 41.4% of total U.S. goods imports, followed by luggage, which accounted for nearly 30%, and fish, which accounted for just over 4%, according to Panjiva, the supply chain research unit of S&P Global Market Intelligence.

  • The Wall Street Journal

    1/28/2021

    Tesla’s High-Voltage Output; Snarled Supply Lines; Boeing’s Bad Year

    9.6% Annual increase in total U.S. inbound container shipments in the first two weeks of January, down from the double-digit pace through the fourth quarter of 2020, according to Panjiva.

  • Logistics Management

    1/12/2021

    U.S.-bound shipment activity finishes 2020 strongly, reports Panjiva

    In a year unlike any other, 2020 saw more fluctuation than any other, driven by the ongoing COVID-19 pandemic. That was evident in United States-bound imports, for both December and calendar year 2020, according to data issued this week by global trade intelligence firm Panjiva.

  • Bloomberg

    1/13/2021

    Surging Shipping Rates Pose New Headwind for the Global Economy

    Elevated container rates ‘may factor in for the rest of the year,’ even if the current disruptions get ironed out, said Chris Rogers, lead trade analyst for S&P Global Market Intelligence’s Panjiva

  • The Wall Street Journal

    01/14/2021

    Berth of the Blues; Grain Prices Spike; Retailers Shopping for E-Commerce

    2.76 million Seaborne loaded containers, measured in 20-foot equivalent units, imported into the U.S. in December, 20.4% more than December 2019 and the fastest growth pace since August 2010, according to Panjiva.

  • South China Morning Post

    01/11/2021

    ZIM Shipping Pins Growth Plan on Its Small Scale

    Over the last five years, the average outbound container rate from China has risen by an average of 11.7 per cent in the six weeks before Lunar New Year before then dropping by 11.8 per cent in the six weeks after the holiday, based on Shanghai Shipping Exchange data analysed by Panjiva

  • The Wall Street Journal

    01/06/2021

    Shipping containers becomes new buzz word as coronavirus leaves industry struggling to meet demand

    Those three groups, including giants such as A.P. Moller-Maersk A/S of Denmark, CMA CGM SA of France and China’s Cosco Shipping Holdings Co., collectively handled 83.5% of all seaborne imports into the U.S. in the 12 months ending Nov. 30, according to data provider Panjiva

  • The Wall Street Journal

    01/05/2021

    Auto Sector Accelerates; Factories Produce Optimism; Speeding Digital

    83.5% Share of U.S. containerized seaborne imports carried by the three large container shipping alliances in the three months ending Nov. 30, 2020, up from 79.5% in 2016, according to Panjiva.

  • South China Morning Post

    12/29/2020

    Facing US tariff threat, Vietnam’s furniture makers fight back against claims of illegal trading practices

    This probe has sent a ripple through the industry, which capitalised on coronavirus lockdowns to increase its US exports by 80 per cent in the year to the end of October, according to supply chain analysis firm Panjiva.

  • American Shipper

    12/21/2020

    Container shipping 2021: Hangover or party on?

    Christopher Rogers, a senior analyst at S&P Global-owned Panjiva, saw ominous signs in the November data. According to the Commerce Department, retail sales grew 4.1% year-on-year. But Panjiva data shows that imports of consumer discretionary products jumped 30% in November, after growing 31.8% year-on-year in October.

  • The Wall Street Journal

    12/22/2020

    Jammed at the Border; Tracking the Cold Chain; Pushing Out Suppliers

    30% Year-over-year increase in U.S. seaborne imports of consumer goods by container in November, according to Panjiva.

  • The New York Times

    12/14/2020

    With Americans Stuck at Home, Trade With China Roars Back

    Chris Rogers, a global trade and logistics analyst at Panjiva, said that the trade wars and tariffs that the United States placed on China had actually reduced imports of the particular goods that were hit with tariffs – but other products that have not been taxed are booming. He said that companies could still choose to relocate their production out of China, as their businesses emerge from the pandemic

  • USA Today

    12/11/2020

    Are your kids’ Christmas gifts safe? Toys at risk for lead, poison after US stopped inspections amid COVID-19

    A decision made in private from the spring through early fall, even as the agency’s top officials dismissed warnings about sidelining its inspectors, more than 100,000 shipments with toys passed through American ports, rising steadily each month, according to the Panjiva data

  • Logistics Management

    12/10/2020

    U.S.-bound imports hold steady in November, reports Panjiva

    The month of November saw continued growth, for United States-bound imports, according to data issued this week by global trade intelligence firm Panjiva.

  • Logistics Management

    11/30/2020

    Panjiva’s Rogers Assesses the Global Trade Environment

    Panjiva’s Rogers provided an overview of the global trade environment and the related takeaways for global shippers and supply chain stakeholders.

  • The Wall Street Journal

    12/1/2020

    Nikola’s Hesitant Supplier; Tensions Over Crews; Setting Vaccine Plans

    16.5% Year-over-year increase in U.S. seaborne imports in the first half of November, according to Panjiva.

  • American Shipper

    11/19/2020

    COVID lockdown sequel threatens ocean shipping demand

    Panjiva, the supply chain research unit of S&P Global Market Intelligence, cited evidence that container transport could already be borrowing from future demand. Panjiva warned Wednesday that the risk of a “retail inventory balloon” is rising.

  • Jakarta Post

    11/17/2020

    RCEP expected to increase competition for RI firms

    Panjiva also highlighted that the Indonesian garment industry was still recovering from the downturn induced by the COVID-19 pandemic

  • The New York Times

    11/16/2020

    Biden’s China Policy? A Balancing Act for a Toxic Relationship

    Mr. Trump’s most likely path will be to leave the deal intact, said Chris Rogers, a global trade and logistics analyst at Panjiva.

  • The Wall Street Journal

    11/12/2020

    Rubber Bouncing Back; Recovery’s Uneven Path; Supply-Chain Makeover

    33.3% Increase in U.S. container imports from China in October, leading a 16.8% gain in overall container imports over October 2019, according to Panjiva.

  • The Wall Street Journal

    10/30/2020

    Zombie, Medical Costumes Too Real for This Year’s Halloween

    U.S. seaborne imports of Halloween-related costumes and outfits declined 7.2% from the four-month period starting June 1 compared with a year earlier, according to Panjiva, a supply-chain research unit of S&P Global Market Intelligence.

  • Marketplace

    10/31/2020

    Women leaving the workforce is everyone’s problem

    “Halloween costume imports this year via ship down a bit more than 7.2% from a year earlier”

  • The Wall Street Journal

    10/30/2020

    Emissions Plans Scrubbed; Europe’s Vaccine Path; Delivering Amazon Profits

    7.2% Annual decline in U.S. seaborne imports of costumes and Halloween-related decorations in the four months ending Sept. 30, according to Panjiva.

  • Supply Chain Dive

    10/27/2020

    Mattel, Hasbro play catch-up after demand for board games, toys surges

    Hasbro’s shipments to retailers fell 24% YoY in Q3, despite sales growth, which Panjiva Senior Researcher Christopher Rogers suspected may still be related to supply chain constraints. Mattel’s shipments were up 9% YoY in the same period.

  • Financial Times

    10/26/2020

    UK must move fast for US deal

    As the chart below shows, UK imports of fruit and vegetables from the EU usually peak in the first quarter — just as customs chaos stemming from a brand new (or no) Brexit deal is likely to be at its worst, as Chris Rogers, research analyst at S&P Global Market Intelligence points out. This year was slightly unusual: imports dropped more sharply than usual as we headed into the summer, during lockdown. Perhaps all those tins of beans stockpiled in March will come in handy after all.

  • Forbes

    10/16/2020

    Gun Stores Are Selling Out Of Bullets As Covid-19 Disrupts Ammo Imports

    U.S. imports of shelf-ready ammunition plunged 34% in the three months ended Aug. 31 compared to the same period in 2019, according to the most recent data from Chris Rogers of S&P Global Market Intelligence Panjiva.

  • Supply Chain Dive

    10/15/2020

    Equipment prices quadruple as Transpacific volume surge creates Asia container shortage

    Multiple ports across the country reported record volume in September. U.S. ocean imports increased 15% YoY last month, according to Panjiva.

  • Yahoo! Finance

    10/15/2020

    Trump fails his own test on trade

    “Has he lost the battle with the trade deficit? The numbers say yes, absolutely,” Chris Rogers of research firm Panjiva says in the latest episode of the Yahoo Finance Electionomics podcast. “Exports to China actually went down before they came back up. The fact that he’s gone to war with other countries and regions in trade has meant they’ve put tariffs on. So that’s cut exports.”

  • Logistics Management

    10/13/2020

    United States-bound shipments are strong in September, reports Panjiva

    Panjiva Research Director Chris Rogers said September volumes were well in line with expectations. “After we saw July’s data come in above the prior year and followed by a big acceleration in August, that was a good sign,” he said. “I think what surprised me was the fact that September was stronger than August, and that is very rare. If you look at the past 10 years, September is normally about 5% lower than August, and that has to do with factory openings and delivery requirements. It can take up to six weeks to go from a Chinese factory to an American store, when thinking about the timing for arrivals.”

  • The Wall Street Journal

    10/14/2020

    Stacking Up Container Profits; Plane Orders Grounded; Fueling a Recovery

    14.8% Year-over-year increase in U.S. seaborne imports in September, according to Panjiva.

  • South China Morning Post

    10/13/2020

    Container shortage drives surge in shipping rates

    US seaborne imports of ­containerised freight climbed 14.8 per cent in September from a year earlier, according to Panjiva, a trade data platform owned by S&P Global Market Intelligence

  • Sourcing Journal

    10/13/2020

    Supply-Chain Data Suggests Home Textiles Stealing Share From Apparel

    Total U.S. seaborne imports of apparel, footwear and textiles showed some improvement in September, rising 0.8 percent year-over-year for the first time since September of last year, according to data from Panjiva.

  • The Wall Street Journal

    10/13/2020

    Retailers Pulling Forward; Shopify Finds Fulfillment; Leaner Store Inventories

    Trade data group Panjiva says the surge continued in September, with U.S. seaborne imports rising sequentially from August when they normally start slipping, another signal that retailers are operating with a new seasonal calendar this year.

  • Axios

    10/12/2020

    Rail shipping is improving but still lags 2019

    Shipping by sea is showing a similar slow-but-steady recovery, as the apparel industry is “emerging from the worst of COVID-19 with radically changed supply trends,” per S&P Global Market Intelligence’s Panjiva.

  • The Banker

    10/1/2020

    Redrawing Asia’s Trade Maps

    What has followed is a noticeable decline in the number of exports coming out of China, Panjiva’s Chris Rogers says: “If we think about mobile phones for example, five years ago China represented about 85% of manufacturing and mobile phones getting into the US. Now it’s down to about three quarters.”

  • Quartz

    10/9/2020

    Nobody wants to wear jeans when they’re working from home

    Data from Panjiva, a division of market research firm S&P Global that tracks shipping data, found seaborne imports of denim items—including jeans, jackets, and other products—into the US took a deep plunge in the second quarter compared to last year.

  • South China Morning Post

    9/29/2020

    US-China trade: soybeans, corn and cars surge, but Beijing still not close to meeting demands of deal

    “An apparent commitment to proceed as planned and keep the deal in place, despite China running behind schedule on purchases, may be designed to ensure minimal disruptions during the run-up to the US general elections,” Panjiva analysts recently wrote. “Notably, there was no specific mention of tariffs as part of the second-term plan, despite them being central to policy execution in the first term.”

  • Reuters

    9/25/2020

    U.S. imports surge as pandemic worries have retailers stockpiling

    U.S. imports leapt 5.9% to a record in August, the first year-over-year rise since September 2019, according Panjiva, the supply chain research unit of S&P Global Market Intelligence.

  • Reuters

    9/22/2020

    Surge in U.S. pork exports to China led by Brazil’s JBS, China’s WH Group

    U.S. pork exports to China have surged beyond pre-trade war levels, led by higher shipments from Brazil’s JBS SA and China’s WH Group Ltd, owner of Smithfield Foods, according to Panjiva, the research unit of S&P Global Market Intelligence.

  • American Shipper

    9/16/2020

    COVID to have lasting effects on shipping supply chain (with video)

    The coronavirus will have lasting effects on global supply chains, according to a new survey by Panjiva, a division of S&P Global Market Intelligence. Annelise McCarthy, head of client engagement for Panjiva, publicly unveiled the results of the new survey on Wednesday during the American Shipper Global Trade Tech summit.

  • Supply Chain Management Review

    9/11/2020

    Two New Studies: Selective IoT investments For Sustainable Supply Chain Management

    IoT investments will be important as supply chain managers seek to maintain efficiency in fuel and predictive maintenance practices with 57% of firms expecting to have diagnostics or predictive maintenance in place within two years.

  • The Wall Street Journal

    9/14/2020

    CMA CGM’s E-Commerce Drive; Short-Selling Nikola; Trucking’s Cyber Guards

    12.9% Year-over-year increase in U.S.-bound freight shipments in August, according to Panjiva.

  • The Economist

    How has trade survived covid-19?

    Pandemic-induced demand gave trade in some products extra pep. America’s imports of protective equipment tripled between March and July, calculates Panjiva, a trade-data company.

  • MarketWatch

    9/10/20200

    Consumer goods drive record in seaborne imports to U.S. in August, and medical test kits may have peaked, report finds

    Seaborne imports to the U.S. set a record in August and were up 5.9% from the same period a year ago, according to a new report from Panjiva, the supply-chain research unit of S&P Global Market Intelligence.

  • American Shipper

    9/9/2020

    Container rate records are shattered as US imports surge

    Panjiva, a unit of S&P Global Market Intelligence, reported Wednesday that U.S. seaborne box imports hit an all-time monthly high in August. The total came in at 2.71 million twenty-foot equivalent units (TEUs), up 5.9% year-on-year driven by a 14.3% surge from China.

  • The Wall Street Journal

    9/4/2020

    Container Volumes Shipped to the U.S. Surge After Coronavirus Downturn

    Trade-data-analysis company Panjiva Inc. said U.S. sales of household appliances soared 50% in the first half of the third quarter from a year earlier, while consumer-electronics imports rose 5% in the period. Imports of televisions by Best Buy rose 11% over the same period, Panjiva said

  • The Wall Street Journal

    8/26/2020

    Laptop Shortage Hits U.S. Schools as
    Thousands Face Online Learning Without
    Device

    Only about 16% of the laptop models under $500 are available at Best Buy Co., although availability is higher in some online marketplaces, according to Panjiva, a supply-chain analytics unit at S&P Global Market Intelligence. That comes as seaborne U.S. imports of computers surged by more than 50% in July from a year earlier, according to Panjiva.

  • Axios

    8/26/2020

    U.S. imports jump in August, especially from China

    Imports from China surged 14.3% higher year over year in the first half of August after increasing by 4.3% in July, per Panjiva, the supply chain research unit of S&P Global Market Intelligence.

  • Marketplace

    8/20/2020

    Bike shortage is a tale of changed lives and disrupted supply chains

    “The industry wasn’t running with lots of spare capacity to start with,” said Chris Rogers, the supply chain analyst at S&P Global Market Intelligence.

  • Supply Chain Dive

    8/18/2020

    Ports show mixed results on imports ahead of back-to-school season

    U.S. imports of kids’ footwear were down more than 44%, and apparel fell more than 29%, YoY in July. Backpacks were a bright spot, shipments of which were up more than 5% YoY in July, according to data from Panjiva.

  • Logistics Management

    8/14/2020

    Panjiva data points to import gains but outlook remains muddled

    Despite the declines, Panjiva said the 3.7% TEU decline represented the slowest rate of decline going back to January and is an improvement compared to June’s 8.4% annual decline.

  • Reuters

    8/13/2020

    COVID-19 to weigh on U.S. seaport peak shipping season

    U.S. seaborne imports dropped 3.9% year-over-year in July, the slowest rate of decline this year. At the same time, month-over-month imports increased 16%, marking the fastest start to the peak shipping season since 2007, according to Panjiva, the supply chain research unit of S&P Global Market Intelligence.

  • The Wall Street Journal

    8/13/2020

    Tankers on Hold; Retailers Directing Delivery; Shrinking Jet Suppliers

    4.0% Annual increase in U.S. imported shipments from China in July, the first increase since December 2018, according to Panjiva.

  • Bloomberg

    8/3/2020

    Bankruptcies Rip Through U.S. Mall Tenants With No End in Sight

    Apparel sales were down about 30% in June, even as overall U.S. retail sales have picked up this summer, according to Panjiva, the supply chain research unit of S&P Global Market Intelligence.

  • Supply Chain Dive

    8/3/2020

    US ventilator, PPE imports drop as coronavirus cases climb

    U.S. seaborne imports of ventilators, personal protective equipment (PPE) and pharmaceuticals fell 26.6%, 21.6% and 1.8% respectively in the first half of July compared to the same period in June, according to an analysis by Panjiva, S&P Global’s supply chain research unit.

  • South China Morning Post

    07/30/2020

    US mask and ventilator imports plummet despite soaring coronavirus cases, as China’s PPE engine loses steam

    Analysts at Panjiva Research calculated that more than 90 per cent of US seaborne shipments of face masks in the year to July 15 came from China and Hong Kong. The dramatic decline, therefore, is further evidence that the Chinese market, which was considered by many to be out of control, is finally cooling down.

  • The Loadstar

    7/28/2020

    US trade plumbs new depths, with fears the misery may last until next year

    Waterborne imports into the US remained in negative territory in June. According to global trade intelligence firm Panjiva, US-bound ocean shipments fell 8.6% in June in terms of teu count. While this marked an improvement over the 19.6% slump seen in May, it continued the year-on-year contraction in imports.

  • Reuters

    7/22/2020

    Frozen U.S. pork supplies fell in June, exports to China rose: data

    At the same time, U.S. seaborne exports to China, the world’s top pork consumer, jumped 135% year over year in June, according Panjiva, the supply chain research unit of S&P Global Market Intelligence.

  • The New York Times

    7/22/2020

    Companies may move supply chains out of China, but not necessarily to the U.S.

    For many companies, making their supply chains more resilient has actually meant spreading out production around the world, not concentrating it in the United States, said Chris Rogers, a global trade and logistics analyst at Panjiva.

  • The New York Times

    7/22/2020

    China Coronavirus Masks Uighur Labor

    New York Times Video Investigation

  • Supply Chain Dive

    7/22/2020

    Walmart’s planned South Carolina warehouse will increase Port of Charleston volume 5%

    “The largest port for Walmart’s imports was Houston with 43,426 TEUs followed by Seattle with 31,776 TEUs,” Panjiva wrote in a research note. “The biggest losers from the new center, assuming there are also redirections as well as new growth, would be Savannah, GA and potentially Norfolk, VA which handled 31,313 TEUs and 30,525 TEUs respectively.”

  • Financial Times

    7/21/2020

    Western clothing brands buy from group facing US Xinjiang sanctions

    A container of woven shirts destined for Hugo Boss arrived in the US on June 15, shipped from Esquel Enterprises in Hong Kong, according to Panjiva, a global trade data company. The US imposed sanctions on Changji Esquel Textile, Esquel Group’s subsidiary in China’s western Xinjiang region, on Monday.

  • Logistics Management

    07/20/2020

    U.S.-bound shipments see reduced declines in June, reports Panjiva

    Energy and consumer discretionary sector shipments were down 15.1% and 12.9%, respectively, in June, and construction equipment and building product shipments were down 6.5%, while industrial machinery and agricultural shipments were up 4.0% and 12.5%, respectively, with Panjiva saying those two readings serve as green shoots of recovery

  • The Wall Street Journal

    7/15/2020

    Hospitals Brace for Shortages; Auto Makers Braking; China’s Import Muscle

    41.1% Year-over-year decline in U.S. seaborne imports of apparel in June, according to Panjiva.

  • The New Yorker

    7/13/2020

    How Trump Is Helping Tycoons Exploit the Pandemic

    The next month, the company’s exports were 10.9 per cent lower than in 2019, but its exports to China and Hong Kong grew by 23.1 per cent in April and by fourteen per cent in May, according to statistics provided by Christopher Rogers, an analyst with Panjiva, which tracks the food-supply chain.

  • South China Morning Post

    7/9/2020

    US-China trade war reaches second anniversary, with superpower relations at ‘alarming’ lowest ebb

    Economic analysis firm Panjiva found that Chinese imports of the 548 products covered by the phase one deal rose 11.5 per cent in May from a year earlier and 11 per cent from May 2017, the baseline for the deal.

  • The Wall Street Journal

    7/7/2020

    Buying More Food Delivery; Crude’s Supply Spill; Masking Online Growth

    48.1% Annual decline in U.S. exports to Mexico and Canada in May, according to Panjiva.

  • The Wall Street Journal

    6/25/2020

    Apple’s Supplier Cloud; Shipping More Soybeans; Tariffs Over the Atlantic

    7.8% Annual decline in U.S. seaborne imports in the first half of June, following a 19.6% decline in May, according to Panjiva.

  • NPR

    6/24/2020

    President Trump Declares The ‘Phase One’ Of Trade Deal With China Is ‘Fully Intact’

    In recent days, China stopped buying chicken from a Tyson plant in the U.S., where a lot of workers tested positive, even though there’s no evidence the virus can be spread through food. Chris Rogers of S&P Global Market Intelligence says that could have ripple effects.

  • The New York Times

    6/23/2020

    Warren and Booker Press Meatpackers on Exports to China

    Data shows that meat exports continued to surge in May. Exports of poultry increased 28 percent from a year earlier, according to Panjiva, the supply-chain research unit of S&P Global Market Intelligence. And pork exports to China rose 590 percent from a year earlier, reaching their highest level since at least 2009. JBS accounted for half of those shipments, according to Panjiva.

  • Yahoo Finance

    6/18/2020

    China isn’t helping Trump win reelection, despite Bolton’s claim

    China are averaging just $5 billion per month, according to research firm Panjiva. “They are not buying more than they did in 2017,” Chris Rogers of Panjiva says.

  • The Wall Street Journal

    6/18/2020

    The Daily Shot: Mortgage Refinance Activity Remains Elevated as Rates Hover Near Record Lows

    UK exports of industrial goods to the EU already lagged behind the rest of the world. Export of intermediate goods, 12-month rolling total (£bn). Source: Panjiva, S&P Global Market Intelligence

  • Axios

    06/16/2020

    U.S. meatpackers exported record amount of pork to China while warning about supply shortages

    U.S. companies exported a record 129,000 tons of pork to China in April, even as meat producers warned that the effects of the coronavirus pandemic would deplete the industry’s supply chain, the New York Times reports, citing data from Panjiva.

  • The New York Times

    06/16/2020

    As Meat Plants Stayed Open to Feed Americans, Exports to China Surged

    In all, a record amount of the pork produced in the United States — 129,000 tons — was exported to China in April. The data compiled by Panjiva, the supply chain research unit of S&P Global Market Intelligence, and the Department of Agriculture…

  • Financial Times

    5/28/2020

    Will coronavirus pandemic finally kill off global supply chains?

    According to Panjiva, a supply chain analysis unit of S&P Global, nearly two-thirds of participants at a recent event cited demand contraction rather than closure of suppliers or disruption to logistics as the main threat to company earnings in the short term.

  • Axios

    5/26/2020

    U.S.-China trade tensions are escalating again

    Chinese purchases of U.S. goods are down 23.5% from 2019’s levels and China was $21.2 billion behind schedule for the first three months of the year, according to an analysis earlier this month from Panjiva, which is part of S&P Global Market Intelligence.

  • The New York Times

    5/8/2020

    Trump Says He’s ‘Torn’ on China Deal as Advisers Signal Harmony on Trade

    According to an analysis by Panjiva, China’s imports in March of the goods it promised to buy in the trade deal were just 44 percent of their target level, and Chinese trade data suggested April might be worse.

  • The Wire China

    6/7/2020

    China’s Pandemic Pork Haul

    Smithfield’s pork exports to China by sea nearly doubled in the first four months of 2020 compared to that period the previous year, according to ocean-shipping data compiled by Panjiva, the research unit of S&P Global Market Intelligence.

  • Logistics Management

    5/21/2020

    U.S.-bound shipments see April gains but concerns remain, says Panjiva

    “The punch line with this is that the [import] data for April is maybe not as bad as what was expected,” said Chris Rogers, Panjiva research director, in an interview. “That is not necessarily a good thing though, as that may mean the worst is yet to come. April’s data is a good reminder that the logistics industry is highly dynamic, and situations change from week-to-week and month-to-month, even though they may be long-term trends.”

  • The Wall Street Journal

    5/11/2020

    YRC’s Liquidity Solution; Drying Up Oil Suppliers; Food-Delivery Strategies

    $356 Million China’s purchases of U.S. energy products in March, compared to a monthly average of $2.18 billion called for in the phase one U.S.-China trade deal, according to Panjiva.

  • Financial Times

    5/11/2020

    Tequila exports soar as Americans in lockdown crave Mexican spirit

    Tequila producers, meanwhile, can savour the fact that total exports were 42 per cent higher in the first quarter compared with the same period last year, including a 43 per cent surge in March alone, according to trade data company Panjiva. Overall beer exports — more than double those of tequila in dollar terms last year — fell 11 per cent in March, Panjiva added.

  • Reuters

    5/11/2020

    As U.S. meat workers fall sick and supplies dwindle, exports to China soar

    Smithfield, which China’s WH Group bought for $4.7 billion in 2013, was the biggest U.S. exporter to China from January to March, according to Panjiva, a division of S&P Global Market Intelligence. Smithfield shipped at least 13,680 tonnes by sea in March, Panjiva said, citing its most recent data.

  • Marketplace

    5/7/2020

    Imports way off as COVID-19 slams into U.S.-China trade

    Right now, the actual imports are less than half that, according to S&P’s Global Market Intelligence. Chris Rogers, a contributor to S&P Global, said China hardly bought anything when the pandemic hit there.

  • The Wall Street Journal

    5/6/2020

    Never Mind Ventilators for Coronavirus, Mexico, the World Wants More Tequila

    Mexico’s trade data, aptly published on Cinco de Mayo by S&P Global Market Intel- ligence, shows the country’s ventilator exports fell by 4.1% year over year in March, discontinuing
    gains seen in the first two months of the year.

  • NPR

    4/8/2020

    Borders Didn’t Stop The Pandemic. But They Might Block The Trade Of Medical Goods

    “This kind of closing of borders, whilst it might help drive or provide an economic incentive for countries to become more self-sufficient, the time taken to do that should probably be measured in months rather than weeks,” Rogers says.

  • Axios

    5/7/2020

    China is nowhere near meeting the “phase 1” trade agreement

    S&P Global Market Intelligence, Panjiva, finds that not only is China not making purchases on pace for a $200 billion increase, it is now $21.2 billion behind — not even halfway to its target on a monthly basis.

  • Financial Times

    5/5/2020

    Why the US-China trade deal is now at risk of falling apart

    Chris Rogers of Panjiva calculates that Beijing would need to import about $11.9bn of the promised goods listed in the phase 1 deal per month in 2020 to hit its promise of buying a total $143bn in goods alone over 2020. In March, it imported $5.24bn, which together with shortfalls in January and February mean there’s now an implied $21.2bn shortfall over the course of the year.

  • Logistics Management

    5/5/2020

    Top 30 U.S. Ports 2020: Responding to the Pandemic

    “Looking through the lens of inbound traffic, we can see that 2019 was the first year since 2009 that there was a year-over-year dip in U.S. seaborne imports, albeit at a modest rate of 0.9%, back-end loaded into the fourth quarter,” observes Panjiva research director, Chris Rogers.

  • CNBC

    4/24/2020

    Stock market live Friday: Dow gains 260, posts down week, Boeing falls 6%

    “This leaves decision-makers looking for alternative forward-looking information on a company’s prospects,” analyst Eric Oak said in a note. He pointed out metrics such as shipping data can “provide a near real-time view into a firm’s activities.”

  • The New York Times

    4/10/2020

    Quotation of the Day: Pandemic Scrambles Supply Chains

    “There’s no shortage of calories available, it’s just they’re in the wrong size bag.”

    CHRIS ROGERS, a global trade analyst at Panjiva, on how producers of things like toilet paper and food need to reconfigure supply chains set up for bulk shipments to restaurants and schools to instead meet household demand.

  • The New York Times

    4/10/2020

    Global Trade Sputters, Leaving Too Much Here, Too Little There

    “China has shown us how extreme the downturn in industrial activity can be,” said Chris Rogers, a global trade and logistics analyst at Panjiva. He said that seaborne shipments from China to the United States were down 45 percent in the first two weeks of March compared with the same period a year earlier.

  • Financial Times

    4/13/2020

    Companies try to slow product shipments from overseas

    According to Panjiva, US seaborne imports from China fell 59.5 per cent in the first three weeks of March from a year ago.

  • Politico

    4/8/2020

    Coronavirus not stopping flow of U.S.-Canada workers

    Gojo Industries, which makes Purell hand sanitizer and dispensers, experienced an estimated 55 percent drop in seaborne imports in the first quarter, including an 80 percent drop in shipments from China, Panjiva said.

  • Quartz

    4/3/2020

    The US can’t supply enough medical masks for healthcare workers, let alone the general public

    Data provided to Quartz by Panjiva, a global trade platform that tracks shipping records, found seaborne shipments of medical masks to the US plummeted in March, primarily reflecting a drop in supply from other countries, notably China.

  • The Wall Street Journal

    4/2/2020

    Industrial Suppliers Under Pressure As Coronavirus-Driven Demand Surges

    U.S. seaborne imports of protective masks fell 70.5% in the first three weeks of March compared with the previous year, according to Panjiva, the supply chain research unit of S&P Global Market Intelligence. Imports of gloves and protective eyewear fell by 54.9% and 45.2%, respectively. Panjiva said those declines may have come in part because shipments were diverted to faster airfreight delivery

  • Associated Press

    3/31/2020

    First N95 medical mask imports finally reaching US

    In recent days, 24 pallets of the masks arrived at the port of Los Angeles, sent from a 3M factory in Singapore, according to trade records from Panjiva, a company that tracks trade data

  • The Wall Street Journal

    3/30/2020

    Special Edition: The Latest on the Coronavirus Pandemic

    15% Annual decline in U.S. seaborne imports in the first two weeks of March, according to Panjiva.

  • Politico

    3/26/2020

    Welcome to the horror show

    CORONA AND TRADE — Via S&P Global Market Intelligence, Panjiva “U.S. seaborne imports fell 15.0% year over year in the first two weeks of March including an unprecedented 44.9% slump in imports from China. … Imports from Europe slipped 6.5%”

  • Bloomberg

    3/26/2020

    World Trade Hit by Virus Sees Worst Collapse in a Generation

    The U.S. experienced an unprecedented 45% year-on-year slump in imports from China during the first two weeks of March, according to S&P Global Market Intelligence.

  • The Malaysian Reserve

    3/23/2020

    GDP growth to dip to 2.5% on Covid-19, weak oil price

    Panjiva Research from Panjiva Inc noted that the drag to supply chains has been widespread, especially in the automotive sector, with Toyota Motor Corp, Nissan Motor Co Ltd and Fiat-Chrysler Automobiles, among others, having to cut production.

  • Sourcing Journal

    3/23/2020

    Levi’s, Adidas Accelerate Goods Out of Cambodia

    The impact on the supply chains has been widespread within the autos, electronics, capital goods, commodities and the apparel sectors, which are seeing both a slowdown in sales and in availability of parts, according to the latest research from Panjiva, the supply chain intelligence unit of S&P Global Market Intelligence

  • Vox

    3/17/2020

    How long will essentials like toilet paper be hard to get? It depends.

    According to Panjiva, the supply chain research unit of S&P Global Market Intelligence, P&G significantly ramped up its shipments of soap and hand sanitizer in late 2019 and early 2020, with imports increasing 221.9 percent year over year in the three months to January 31. Competitor Johnson & Johnson increased imports of the same categories by 72.7 percent during the same period.

  • Supply Chain Management Review

    3/18/2020

    Coronavirus and reduced consumer demand quells U.S-bound shipments, reports Panjiva

    Data recently issued by global trade intelligence firm Panjiva pointed to United States-bound waterborne shipments falling for the sixth consecutive month in February.

  • The Telegraph

    3/9/2020

    Carnage on stock markets as oil plunge drives fresh rout

    Chris Rogers, an analyst at Panjiva, part of S&P Global, said the value of global trade would take a major hit given the importance of the oil trade, which accounted for about 6pc of global exports in 2018

  • CNN

    3/4/2020

    Baby Yoda toy production could be derailed by coronavirus

    Panjiva, the supply chain research unit of S&P Global Market Intelligence, sounded the alarm about Hasbro and Mattel in a February 25 report. The firm said supply chains for both toy companies and the toy industry overall were “significantly disrupted” by China’s response to the coronavirus

  • The Wall Street Journal

    3/3/2020

    U.S. Ports Likely to See Slump in Cargo Volume From Coronavirus

    The West Coast ports have the most exposure to coronavirus impacts. Ports in China including Hong Kong represent around 63% and 58% of volumes headed to Los Angeles and Long Beach, respectively, according to Panjiva, the supply chain research unit of S&P Global Market Intelligence

  • USA Today

    3/3/2020

    How the coronavirus could affect the products you see – or don’t – in stores

    Some vehicles are imported whole from China. Jaguar Land Rover was forced to shut down a plant in Changshu, China, in a move that “may choke off an expansion” in the company’s exports to the USA “if problems propagate across its supply chain,” according to global trade data tracker Panjiva.

  • Financial Times

    3/2/2020

    US supply chains and ports under strain from coronavirus

    Panjiva, the S&P-owned trade data company, reported that west coast ports are particularly exposed. The Port of Los Angeles, the busiest US port, saw cargo volumes fall by just over 5 per cent in January but expects a 25 per cent drop for February.

  • The New York Times

    2/27/2020

    Virus Disrupts China’s Shipping, and World Ports Feel Impact

    In January, American ports saw a 2.7 percent drop in container volume, according to Panjiva, a research unit of S&P Global Market Intelligence. And officials say they expect much bigger declines as the crisis goes on

  • The Wall Street Journal

    2/27/2020

    Coronavirus Impact Seen Prolonging U.S. Freight Slump

    Container handling through U.S. ports fell 2.7% year-over-year in January, the fourth straight month of declining traffic, according to Panjiva, the supply chain research unit of S&P Global Market Intelligence. The Cass Freight Index, a measure of North American transport volumes, dropped 9.4% from the same month a year ago, the largest decline since 2009, according to Cass Information Systems Inc., which handles freight payments for companies

  • The Wall Street Journal

    2/28/2020

    Freight’s Longer Recovery Road; Economy’s Rebound; Cars Take Flight

    40.8% Share of cargo volume at Georgia’s Port of Savannah connected to China, according to Panjiva.

  • Wall Street Journal

    2/27/2020

    Georgia’s Port of Savannah Heavily Exposed to China’s Coronavirus Downturn

    Georgia’s Port of Savannah is among the most heavily exposed U.S. gateways to the downturn in China’s output under the coronavirus outbreak, according to a report by S&P Global

  • AdAge

    2/26/2020

    DESPITE ROSY SALES FORECAST, CORONAVIRUS STILL PLAGUING RETAILERS

    Panjiva, the supply chain research unit of S&P Global Market Intelligence, found that China represented 84 percent of U.S. toy imports last year. The majority of products from toy makers Mattel and Hasbro come from China, according to Panjiva.

  • Australian Financial Review

    2/26/2020

    Vietnam suppliers could be the next domino to fall to virus

    Multinational companies that make household products including electronics manufacturer Samsung and apparel makers Uniqlo and Puma have been moving supply chains from China to cheaper countries in response to the US-China trade war, said Chris Rogers, a research analyst with Panjiva, a division of S&P Global Market Intelligence that specialises in logistics analysis

  • USA Today

    2/20/2020

    Economic fallout from coronavirus deepens, threatening tech, retail, auto supplies

    Some vehicles are imported whole from China. Jaguar Land Rover was forced to shut down a plant in Changshu, China, in a move that “may choke off an expansion” in the company’s exports to the USA ‘if problems propagate across its supply chain,’ according to global trade data tracker Panjiva

  • elEconomista

    02/17/2020

    EEUU busca acelerar las negociaciones con la UE tras la última escalada arancelaria

    En un panel organizado el viernes en Nueva York por S&P Global, su especialista en comercio, Chris Rogers, reconoció que existe una voluntad por ambas partes por lograr un acuerdo comercial, pero el problema es cuál será el alcance del mismo. “La UE trata de lograr un acuerdo comercial de gran alcance mientras Trump busca un compromiso rápido”, aseguró.

  • Sourcing Journal

    02/14/2020

    Industry Awaits Good News on China’s Factory Front in the Week Ahead

    “Vietnam has emerged as the clearest winner,” Green said. While Vietnam initially saw production growth in apparel and textiles, it now includes a wider range goods, including electronics. “The country has climbed the value chain,” the Panjiva CEO said.

  • Politico

    Here comes New Hampshire

    “We focused on exports, since those contribute most to economic growth, and used per-capita data to account for population change. The swing states that took the biggest hit in the Panjiva data are Nevada, Wisconsin and Michigan.”

  • Yahoo! Finance

    2/10/2020

    How Trump’s trade war is hurting swing states

    Research firm Panjiva, a division of S&P Global Market Intelligence, calculates that U.S. exports to all countries grew by 6.1% from 2017, before Trump began imposing new tariffs on imports, through the end of 2019, when a broad range of new tariffs were in place. Imports during the same time grew 6.9%.

  • Video game makers disrupted amid novel coronavirus outbreak

    2/11/2020

    Video game makers disrupted amid novel coronavirus outbreak

    Evidence shows that video game makers are pivoting away from China on a long-term basis, as the demand and downstream supply chains are disrupted amid the outbreak of the new coronavirus, said Chris Rogers, research analyst at Panjiva and S&P Global Market Intelligence.

  • Barron’s

    2/6/2020

    The U.S.’s Trade Deficit Is Shrinking. Europe Could Be Trump’s Next Target.

    Other figures show where Trump may set his sights next. The trade deficit with Europe expanded in 2019, rising by 5.4% to $178 billion. It now represents 20.7% of the total U.S. trade deficit — the largest after China, according to the trade-data company Panjiva

  • The Wall Street Journal

    2/5/2020

    Outbreak’s Shipping Toll; Supply Chains Thinning Out; Apple’s Production Risks

    48.5% Share of U.S. seaborne imports handled by the top 20 freight forwarders that came from China in 2019, according to Panjiva.

  • Reuters

    2/4/2020

    Coronavirus turmoil spreads to airline cargo operations

    Freight forwarders are warning of “increased rate volatility for air freight, due to reduced belly cargo capacity,” according to Panjiva, the supply-chain research unit of S&P Global Market Intelligence.

  • Marketwatch

    2/5/2020

    Global logistics companies are being hurt by coronavirus but one U.S. player is more exposed than rivals

    The coronavirus is pressuring the global logistics industry and one San Francisco-based freight-forwarding company [Flexport] is more exposed than others, according to Panjiva, the supply chain research unit of S&P Global Market Intelligence.

  • The Guardian

    2/4/2020

    Fears of global economic slowdown as virus follows trade war

    Chris Rogers of S&P says commitments to buy $33.4bn of US agricultural exports this year, made by Beijing as part of a truce in the trade war, might be difficult to meet. But he believes there will be an opportunity later in the year to make up for lost time. The expectation is that the coronavirus will soon be under control and the overall effect, even on the Chinese mainland, will be limited

  • The Wall Street Journal

    2/4/2020

    Trump Administration Denying More Tariff-Exemption Requests

    “These are particular valves or pieces of technology that we just can’t get anywhere else,” said Chris Rogers, a supply chain analyst with trade data analysis group Panjiva Inc. He said that may have led the USTR to believe it could “genuinely hurt these companies” if the exclusions weren’t granted.

  • The Washington Post

    2/2/2020

    Virus threatens U.S. companies’ supply of Chinese-made parts and materials

    More than 450 U.S. importers use suppliers in Hubei province, according to London-based Panjiva. Electronics manufacturers rely on Chinese suppliers for up to 50 percent of their components, while automakers get 15 percent from China, according to Chris Rogers, a Panjiva supply-chain specialist.

  • The Wall Street Journal

    1/21/2020

    Mnuchin Warns U.K., Italy Over Digital-Tax Plans

    “It isn’t something we’ve seen before, and it is dangerous as a consequence,” said Chris Rogers, a supply chain analyst at S&P Global. “These are not situations that businesses are used to dealing with.”

  • CNBC

    1/29/2019

    How China’s new virus could disrupt the phase one trade deal with the US

    A recent trade deal between Beijing and Washington could suffer “collateral damage” if the spread of coronavirus in China causes prolonged demand disruption, according to a recent report by Panjiva Research.

  • The Wall Street Journal

    1/29/2019

    Shipping More iPhones; Consolidating Auto Parts; Spotty Scooter Logistics

    450; Estimated number of U.S. importers that source goods from the Hubei region of China at the center of the coronavirus scare, according to Panjiva.

  • Financial Times

    1/28/2020

    US scotches idea of Wilbur Ross trip to China as virus hits

    Panjiva, the supply chain research unit of S&P Global Market Intelligence, said in a note on Tuesday that the main impact would be felt on consumer spending as well as electronics and automotive supply chains. It added that the economic hit could mean China “might not meet its purchasing commitments” under the phase one deal.

  • Reuters

    1/17/2020

    U.S.-China Phase 2 trade deal unlikely: S&P trade analyst

    Chris Rogers, research analyst at S&P Global Market Intelligence’s supply chain analysis group Panjiva, said the countries will find it tough to address the core issue of the long-standing trade dispute – state support of enterprise in China.

  • Supply Chain Management Review

    1/16/2020

    U.S.-bound shipments fall to finish 2019, reports Panjiva

    Panjiva Research Director Chris Rogers said in an interview that while December and 2019 saw declines, it could have been worse.

  • The Wall Street Journal

    12/30/2019

    The Top Logistics and Supply Chain Stories of 2019

    1.6% Decline in exports from 37 countries in the 12 months ending Oct. 31, according to Panjiva.

  • Financial Times

    12/23/2019

    Trade Secrets: a year in charts

  • Gulf News

    12/29/2019

    Markets to start 2020 on a high, but will it stay that way?

    The US-China trade war rattled international commerce. Bilateral trade between the two largest economies fell 15.2 per cent in the 12 months through November versus the same period ended in 2018, according to Panjiva, an S&P Global Market Intelligence unit

  • Quartz

    12/31/2019

    Will 2020 be the year of “trade peace”? Don’t bet on it

    Over the last 12 months, the total deficit has risen slightly to $871 billion, and is now more than 18% higher than in 2016, according to analysis by Panjiva, the trade intelligence research arm of S&P Global.

  • Reuters

    12/26/2019

    Global shares gain in record year-end rally, dollar slips

    Trade between the world’s two largest economies fell 15.2% in the 12 months through November from the same period in 2018, according to Panjiva, a S&P Global Market Intelligence unit.

  • The Economist

    12/18/2019

    How US-China trade has changed

  • The Wall Street Journal

    12/18/2019

    China’s Farm-Purchase Targets Under Trade Deal Face Skeptics

    Chris Rogers, a research analyst for Panjiva, the supply-chain research unit of S&P Global Market Intelligence, says the administration’s goal “requires some heroic assumptions on the export of energy and of services market opening in China.” Mr. Rogers said the target could theoretically be hit by sending 100% of the past 12 months of U.S. soybean exports to China, 100% of U.S. oil exports and 100% of liquefied natural gas.

  • Logistics Management

    12/17/2019

    U.S.-bound shipments fall in November, reports Panjiva

    Coming off of October, which marked the worst performing month for United States-bound waterborne shipments since March 2016, or three and a half years, in absolute terms, when there was a 19.4% decline, imports fell again in November but at a reduced rate, according to data issued this week by global trade intelligence firm Panjiva.

  • Sourcing Journal

    12/9/2019

    Localization Trend Stands to Rewrite the Rules of Global Trade in 2020

    Panjiva, the supply chain research unit at S&P Global Market Intelligence, said U.S. imports of the 63 French products targeted for tariffs were worth $2.38 billion in the 12 months through Sept. 30, with beauty goods the largest product category targeted. Imports in the category were worth $842 million in the past 12 months, followed by champagne at $806 million and handbags at $434 million

  • Axios

    12/9/2019

    The trade war is kind of working

    “There’s little reason for the Trump administration to back away from tariffs as the pressure on China is working,” analysts from S&P Global Market Intelligence note.

  • Fortune

    12/5/2019

    The World’s Third-Richest Man Has a Donald Trump Problem

    The U.S.-France conflict that escalated this week strikes at the heart of the French luxury sector, which accounts for 4.1% of total French exports to the U.S, according to Panjiva, S&P Global Market Intelligence

  • WWD

    12/4/2019

    A Tariff Threat for France in Trump’s Endless Trade War

    Supply chain research group Panjiva said the goods in question amounted to 4.1 percent of all French exports to the U.S. The company, a part of S&P Global Market Intelligence, said the French beauty industry would be hit hardest with imports worth $842 million annually, followed by Champagne at $806 million and handbags at $434 million.

  • The Telegraph

    12/3/2019

    France calls for EU muscle in fresh trade war with Donald Trump

    “The new tariffs come at the same time that the US is pondering an increase in retaliatory tariffs approved by the WTO against EU aerospace subsidies. The two together could trigger a tit-for-tat trade war in 2020,” said Panjiva.

  • Barron’s

    11/27/2019

    Article Title

    “Panjiva data shows there has been an 11.3% year over year drop in imports of ‘Thanksgiving’ related merchandise in the five months to Oct. 31—the normal shipping period for such products,” wrote Panjiva research analyst Chris Rogers.

  • Yahoo Finance

    11/25/2019

    How the Trump administration favors Apple

    “It’s tough to say there’s favoritism,” says analyst Chris Rogers of Panjiva. “I think the fact they have a big legal and lobbying department would mean that the submissions they make will be higher quality, and better followed up than many other submissions.”

  • Barron’s

    11/19/2019

    Companies Seem Less Worried About the Trade War. No Wonder Stocks Are Hitting Records.

    “The rise of a potential ‘phase 1’ U.S.-China trade deal and a delay to Brexit have likely helped sentiment,” Panjiva’s Chris Rogers wrote.

  • Logistics Management

    11/12/2019

    Panjiva reports rapid rate of decline for U.S.-bound waterborne shipments in October

    While United States-bound waterborne shipments have beared the brunt of the United States-China tariff-driven “trade war,” October data issued by global trade intelligence firm Panjiva represented its worst monthly output going back to March 2016, or three and a half years, in absolute terms, when there was a 19.4% decline.

  • The Wall Street Journal

    11/11/2019

    West Coast Imports Plunge as Tariffs Hit Consumer Goods

    Trade data analysis group Panjiva said consumer products including televisions, furniture and apparel were a big part of the latest decline in imports.

  • The Wall Street Journal

    11/11/2019

    Furniture Retailers Start to Feel Tariff Pain More Acutely

    Shipments of furniture from China to the U.S. declined 30% from September 2018 to September 2019, according to records collected by Panjiva

  • Financial Times

    11/07/2019

    The US-China supply chain shock

    Strikingly, a recent survey by Panjiva, the trade analyst, shows that two-thirds of global companies expect the trade war to be rumbling on by the US presidential election in November 2020

  • The Wall Street Journal

    11/07/2019

    Burning Off Inventories; U.S. Tariff Windfall; Crude’s Murky Mystery

    69% Share of U.S. imports from China covered by tariffs as of September, up from 38% a month earlier, according to Panjiva.

  • FreightWaves

    11/5/2019

    Panjiva CEO highlights company’s evolution around big data

    As CEO and co-founder of Panjiva, a global trade data company, Green has built his career around finding ways data can assist companies involved in international trade.

  • Medium

    10/30/2019

    Unraveling the Secret Origins of an AmazonBasics Battery

    This is according to the shipment’s bill of lading, acquired by Panjiva, a supply chain research unit at S&P Global Market Intelligence

  • The Wall Street Journal

    10/23/2019

    Amazon Sells Clothes From Factories Other Retailers Shun as Dangerous

    The Journal reviewed shipping records from Panjiva, a division of S&P Global Inc. that collects them, for 122 banned factories that appeared to be still in operation. Since being banned, 67 of those had sold to wholesalers whose wares appear on Amazon, records show

  • Financial Times

    10/23/2019

    Wilbur Ross portrays trade wars as good for the US

    Just like many exports of Chinese goods to the US in the latter quarter of 2018 as companies sought to pre-empt Donald Trump’s tariff escalation, Dutch exports of electronics components to the UK are experiencing a similar pre-Brexit surge

  • Logistics Management

    10/21/2019

    U.S.-bound waterborne shipments slip in September, reports Panjiva

    Panjiva Research Director Chris Rogers explained that from a fundamental perspective, it comes as no surprise that the U.S.-China trade war is, and continues to represent, a major driver of trade activity.

  • Los Angeles Times

    10/17/2018

    Scotch whiskey distilleries rush to beat Trump’s tariffs with an airlift

    “Shipping by air is expensive, but it might make sense to do that for higher-end stuff,” said Chris Rogers, at trade specialist Panjiva.

  • CNBC

    10/17/2019

    China’s pork shortage could give US farmers a chance to cash in

    Chris Rogers, research analyst at supply chain data company Panjiva, also pointed out that Chinese imports of U.S. agricultural goods covered by retaliatory duties climbed 317% year-on-year to $8.3 billion in August. ”(The rise) suggests Chinese purchases are already being increased aggressively even before the new deal has been signed,” Rogers said.

  • Financial Times

    10/17/2019

    Scotch whisky takes to the skies to beat Trump’s tariffs

    Shipping by air is expensive, but it might make sense to do that for higher-end stuff,” said Chris Rogers, at trade specialist Panjiva.

  • Freightwaves

    10/10/2019

    U.S. containers to peak in November ahead of new import duties

    “Most companies appear to now consider tariffs as a business-as-usual affair,” Panjiva said in its fourth quarter trade outlook.

  • The Wall Street Journal

    09/18/2019

    Tankers Search for Crude; FedEx Cutting Back; Seaborne Cybersecurity

    17.3% Year-over-year increase in U.S. seaborne imports of toys from China in August, according to trade data group Panjiva.

  • Logistics Management

    09/13/2019

    Panjiva reports U.S.-bound shipments see slight gain in August

    Panjiva said that import growth in August was hindered by the ongoing United States-China trade war, with shipments from China off 1.8% annually on the heels of a 4.6% decline over the previous three months and also “likely” reflects the absence of stockpiling.

  • Barron’s

    09/09/2019

    Lululemon Is Winning in Race to Avoid China Tariffs

    Lululemon Athletica has been well ahead of the curve, aggressively shifting production to other locations, new data from the trade researcher Panjiva shows.

  • The Wall Street Journal

    09/01/2019

    Trump Administration Goes Ahead With New Tariffs on Chinese Products

    Chinese retaliatory measures also went into effect on Sunday, with more to come on Dec. 15. The biggest categories of American exports to be hit with extra tariffs Sunday include $3.2 billion in annual soybean shipments, $2.55 billion in crude oil and $1.16 billion in pharmaceuticals, according to Panjiva Research

  • Middle East Headlines

    09/02/2019

    Trump Signed New Tax Hikes Which Went Into Effect On September 1st

    This totals up to approximately $109 billion dollars worth of yearly imports, basing on research study organization Panjiva.

  • CNBC

    09/01/2019

    China takes cautious steps with new tariffs, leaving most to December

    A report by Panjiva, a supply chain data company that’s part of S&P Global Market Intelligence, pointed out that the products in the Sept. 1 group may have been chosen since those items saw some recovery in shipments rather than further decline.

  • Barron’s

    08/28/2019

    The U.S.-China Trade War Has a Silver Lining in Asia. Look at Vietnam.

    “We’ve already seen in our seaborne shipping data that a drop in imports from China has been substituted by supplies from other countries,” wrote Chris Rogers, an analyst at the trade-data provider Panjiva, in an email to Barron’s.

  • Hellenic Shipping News

    08/27/2019

    Trump’s De-escalation May Reduce Peak Shipping Disruption

    Panjiva analysis shows that list 4A imports were worth $108.8 billion in the 12 months to June 30. The largest product groups include apparel worth $38.8 billion and TVs/monitors worth $8.55 billion.

  • ProPublica

    08/22/2019

    Bibles but Not Textbooks: Trump’s Tariff Exemptions Pick Winners and Losers

    The U.S. imported almost $140 million worth of religious texts in 2018, 67.3% of which came from China, according to Panjiva, the supply-chain research unit at S&P Global Market Intelligence, a commodities data provider.

  • Logistics Management

    08/19/2019

    Panjiva reports gain in July shipments despite trade concerns

    Amid tariff pressures and related global supply chain uncertainty, United States-bound waterborne shipments were up in July for the third time in the last four months, according to data recently issued by global trade intelligence firm Panjiva.

  • Politico

    08/14/2019

    Trump saves Christmas from his own tariffs

    The administration’s delay on imposing a 10 percent tariff would apply to a list of Chinese imports worth $155 billion. Phones ($39.9 billion), laptops ($39.1 billion) and toys and games ($21.3 billion) represent the top categories of products, according to Panjiva, S&P Global Market Intelligence.

  • Los Angeles Times

    08/14/2019

    Trump backs down again, delays many new tariffs on China until December

    The value of all goods facing the higher taxes totaled about $109 billion in the 12 months ending in June, according to an analysis by Panjiva, S&P Global Market Intelligence

  • CNBC

    08/13/2019

    Motorcycles, batteries and rifles: Here’s a list of products that still face September tariffs

    The imports facing tariffs starting in September were worth $108.8 billion from July of last year through the end of June, according to an analysis from Panjiva, part of S&P Global Market Intelligence. The list facing delayed tariffs was valued at $154.8 billion by the same measure.

  • The Wall Street Journal

    08/12/2019

    Taking Back Parcels; Systemic Pharma Shortages; Bending Metal Markets

    28.5% Year-over-year increase in U.S. seaborne imports from Vietnam in July, according to Panjiva.

  • Barron’s

    08/09/2019

    Stock Picks for Investors to Play the Trade War’s Scary Next Phase

    Numbers like these are “increasing the likelihood that President Trump will make good on his threat to apply duties to all Chinese exports from Sept. 1,” wrote Panjiva analyst Chris Rogers. China hawks have been emboldened.

  • Forbes

    08/09/2019

    China Might Not Buy American Oil. So What?

    Even without tariffs, Beijing might request that national oil companies including Petrochina and Sinopec cut their purchases from the U.S. as part of a series of non-tariff barriers, says Chris Rogers, research analyst at Panjiva, the supply chain research unit of S&P Global Market Intelligence.

  • Financial Times

    08/09/2019

    China looks to ‘staple’ together regional trade deal

    South Korea’s exports and imports have slumped sharply, with sales abroad of semiconductors particularly weak (from Panjiva).

  • Barron’s

    08/02/2019

    China Is No Longer America’s Largest Trading Partner. The New Tariffs Will Keep It That Way.

    All five products have peak imports between Sept. and Nov. each year, so there’s likely to be an acceleration of imports to try and beat tariffs, leading to disruption of supply chains and shipping networks,’ according to Panjiva, a trade-data provider that is part of S&P Global

  • The New York Times

    07/30/2019

    Your Next iPhone Might Be Made in Vietnam. Thank the Trade War.

    Nintendo has accelerated a shift in the production of its Switch console to Vietnam from China, according to Panjiva, a supply chain research firm.

  • The Wall Street Journal

    07/31/2019

    ankers at Anchor; Fetching Robot Funding; Farmers Stockpiling Cotton

    2.7% Year-over-year decline in seaborne shipments into the U.S. in June, according to Panjiva.

  • WatersTechnology

    07/29/2019

    Waters Rankings 2019: Best Alternative Data Provider: S&P Global Market Intelligence

    Panjiva’s import and export data on supply chain relationships, trade flows and other supply chain-related economic activity for companies globally spans sectors including electronics, automotive, capital goods, agriculture, food/beverage, pharmaceuticals and healthcare. Panjiva leverages supervised and unsupervised machine-learning technologies to surface insights from unstructured supply-chain data.

  • Supply Chain Management Review

    07/23/2019

    Panjiva reports a decline in June U.S.-bound shipments

    Panjiva Research Director Chris Rogers wrote in the report that the race to beat tariffs should slow, given the de-escalation of tensions through the risk of a sudden increase in tariffs that was seen in May 2019 and September 2018 on a prior breakdown of U.S.-China talks and may see buyers take a conservative stance.

  • Logistics Management

    07/22/2019

    U.S.-bound shipments trend down in June, reports Panjiva

    Following a three-month stretch of gains from March through April, United States-bound waterborne shipments fell in June, according to data recently issued by global trade intelligence firm Panjiva. The gains from March through April followed a decline in February, which was the first one in 24 months.

  • The Wall Street Journal

    07/23/2019

    Tankers at Anchor; Fetching Robot Funding; Farmers Stockpiling Cotton

    2.7% Year-over-year decline in seaborne shipments into the U.S. in June, according to Panjiva.

  • Roll Call

    07/22/2019

    Trump says ‘thousands’ of companies are leaving China. It’s not that simple

    Josh Green, co-founder of Panjiva and now with S&P Global Market Intelligence, said Trump’s tariffs are influencing some industry decisions — but not all of them.

  • Shenzhen Daily

    07/15/2019

    Imports fall at top US hub for China trade

    May’s decline was largely due to China’s Cosco Shipping’s cutting volume at the Port of Long Beach, S&P Global Market Intelligence’s trade data firm Panjiva said in a recent report.

  • The New York Times

    07/15/2019

    Tariffs on China Don’t Cover the Costs of Trump’s Trade War

    Nintendo has accelerated the shift of its Switch console to Vietnam from China, according to Panjiva, a supply chain research firm, while GoPro, Hasbro and other companies are reworking their supply chains to reduce their exposure to China.

  • Munhwa Ilbo

    07/10/2019

    Collecting and organizing over 1 billion shipment records within 10 years with the help of AI

    Panjiva processes over a billion shipment records and it is impossible for a human to process the data manually. That is why we need technology – due to the complex structure we need sophisticated technology to process the data, not by rule-based but by machine learning.

  • Bloomberg

    07/12/2019

    How Vietnam is Benefiting from the U.S.-China Trade War

    “…Chris Rogers, research analyst at Panjiva, discusses the impact of the U.S.-China trade war on supply chains and how it could benefit Vietnam…”

  • Los Angeles Business Journal

    07/07/2019

    Companies Brace for Mexico Tariffs: TRADE: U.S. importers could face $17B in duties.

    …A 5% tariff would cost U.S. importers an estimated $17.3 billion this year, according to S&P Global Market Intelligence Inc.’s Panjiva trade research group…

  • The Wall Street Journal

    06/25/2019

    FedEx Sues Over Shipments; Crude Exports Surging; China’s Delivery Race

    91.6% Share of U.S. fireworks imported from China, according to Panjiva.

  • Supply Chain 247

    06/17/2019

    U.S. waterborne shipments are up in May, reports Panjiva

    United States-bound waterborne shipments increased for the third straight month in May, according to data recently issued by global trade intelligence firm Panjiva.

  • Wall Street Journal

    06/18/2019

    Tanker Rates Soaring; Shipping’s Green Lending; Copper Getting Rolled

    9% Year-over-year decline in U.S. container imports by China’s Cosco Shipping Holdings Co., according to Panjiva.

  • Logistics Management

    06/17/2019

    U.S. waterborne shipments are up in May, reports Panjiva

    With year-to-date growth at 2.5% down from 2018’s 6.5% annual growth rate, which was spurred on by a pre-tariff rush at the end of the year, Panjiva Research Director Chris Rogers observed that at the same time through the first five months of the year in 2018, annual growth was up 6%.

  • Barron’s

    06/10/2019

    The Dow Rose Just 79 Points Because a Deal With Mexico Isn’t One With China

    “That lengthens supply chain planning uncertainties and may cause a further surge in imports—particularly of consumer durables—heading into the peak season of August to October,” according to Panjiva, a global trade data company under S&P Global.

  • Financial Times

    06/10/2019

    Mexico can’t rest easy on tariffs despite Trump deal

    Big number — $82.5bn US annual auto imports from Mexico that risked tariffs (Panjiva)

  • Australian Mining

    06/07/2019

    Global iron ore production forecast to plummet

    Data from Panjiva, the supply-chain research unit at S&P Global Market Intelligence, shows that Vale’s exports of iron ore from Brazil have fallen by 34 per cent to 16 million tonnes year over year in March.

  • Barron’s

    06/04/2019

    Oil Refiners Could Be Big Losers in a U.S.-Mexico Trade Fight

    In 2018, the country was using only about one-third of its refining capacity. Imports of refined oil products have risen 17.4% annually for the past three years, as exports have fallen 16.3% in the same period, according to Panjiva.

  • Wall Street Journal

    Shipping’s Cloudy Peak; Uber’s Costly Freight Buy; Meatless in Demand

    41.2% Year-over-year decline in U.S. seaborne cotton exports in the three months ending April 30, according to Panjiva.

  • Logistics Management

    05/31/2019

    Trump’s plan for Mexico tariffs does not sit well with U.S. business concerns

    Analysis from Chris Rogers, research director for global trade intelligence firm Panjiva, observed that this development comes just as resolution on passing USMCA had been reached, in which the governments of the U.S., Canada and Mexico reached an agreement to remove bilateral tariffs relating to the U.S. section 232 investigation of the steel and aluminum industries.

  • Reuters

    05/31/2019

    U.S., China firms scramble as new tariffs hurt business

    The trade war is changing the flow of global goods, with U.S. companies shifting purchases of affected products including furniture, refrigerators and car tires to countries such as Vietnam and South Korea, analysis by S&P Global Market Intelligence’s trade data firm Panjiva showed last month.

  • Logistics Management

    05/24/2019

    U.S. waterborne shipments see growth in April

    United States-bound waterborne shipments headed up for the second straight month in April, according to data recently issued by global trade intelligence firm Panjiva. These
    two months of gains followed a decline in February, which was the first decline in 24 months.

  • Caixin

    05/23/2019

    The Impact of Trade War on Global “Three Chains” and China’s Countermeasures

    According to the Panjiva research report of S&P Global Market Intelligence trade data company, the US import share has been redistributed. US imports from China have fallen by 13.5% in the first quarter of 2019. Imports from Vietnam increased by 37.2%.

  • USA Today

    05/23/2019

    Trump offers $16 billion in aid for farmers hurt by trade war with China

    American companies shipped $737 million in bourbon whiskey to European customers in the 12 months ended March 31, according to Panjiva S&P.

  • Wall Street Journal

    05/23/2019

    Logistics Bottlenecks Hamper Efforts to Produce Less in China

    U.S. seaborne imports from China were up 2% in Pail from a year ago, while those from Vietnam surged 29.3%, according to Panjiva Inc.

  • Financial Times

    05/23/2019

    US companies step up response to Donald Trump’s China ultimatum

    Joshua Green, Panjiva’s founder, said: “People recognised they were dependent on China, were nervous about it, and tried to find alternatives, but they found that to the extent that they could, it was about shifting some of what they were doing to other countries. Picking up everything you were doing in China and moving it elsewhere just wasn’t realistic.”

  • Straits Times

    05/14/2019

    Shoppers in US likely to pay more as tariffs kick in

    More than 1,000 of the 6,000 items on the list are chemicals, many of them industrial, according to an analysis by New York-based trade data company Panjiva.

  • New York Times

    05/13/2019

    With Higher Tariffs, China Retaliates Against the U.S.

    Chris Rogers, a trade analyst at Panjiva, a trade data firm, said that roughly 90 percent of all American imports from China come by sea, and the rest by air. An even higher proportion of the $200 billion in goods being hit by the latest tariff increase is likely to come by sea, he said, because the higher tariffs do not cover big categories like iPhones that come to the United States almost entirely by air.

  • Agence France Presse

    05/09/2019

    China’s exporters fret over Trump tariffs

    In the US the prices of imports from China have fallen since September, when Washington imposed the 10 percent tariffs, according to research from trade data firm Panjiva. “Our intuition is that Chinese exporters have in some instances lowered the price at which they sell to US buyers in order to share the burden of the tariff,” said Christopher Rogers, an analyst at Panjiva.

  • Financial Times

    05/09/2019

    WTO in for the long haul on ecommerce talks

    Weak Chinese exports were likely to have pulled down those in the rest of Asia in April (Panjiva)

  • Forbes

    05/08/2019

    Trump ‘Won’ The Trade War In April

    “Those tariffs are unlikely to be removed in the near future,” says Chris Rogers, an analyst for Panjiva Research. “The April (trade) data may give the Trump Administration more confidence in pursuing a hawkish approach to this week’s negotiations.”

  • Wall Street Journal

    05/08/2019

    Spreading Tariff Costs; Selling Truck Technology; Caustic Pricing Battle

    1.6% – Year-over-year decline in U.S. automotive exports in March, the eighth straight decline, according to Panjiva.

  • Financial Times

    05/03/2019

    Dodging Trump’s Tariffs

    The time between the announcement of tariffs and their implementation gives companies a chance to get ahead. Big chains stockpiled Chinese furniture immediately after tariffs were announced. (Source: Panjiva)

  • Logistics Management

    04/25/2019

    Panjiva data shows a rebound in U.S.-bound shipments in March

    Panjiva Research Director Chris Rogers said in an interview that the March shipment numbers highlights the vagaries of the Lunar New Year in China having an effect on volumes.

  • Reuters

    04/10/2019

    U.S.-China trade war is rerouting U.S. import flows: report

    Overall U.S. imports of containerized freight from China fell 6.4 percent during the first quarter as buyers worked off product stockpiled ahead of tariff increases and rerouted orders to lower-cost countries, S&P Global Market Intelligence’s trade data firm Panjiva said in the report.

  • Wall Street Journal

    04/10/2019

    U.S. Says Jet-Tariffs Threat Isn’t Tied to Broad EU Trade Push

    The preliminary list that the U.S. released on Monday includes about $23.8 billion in U.S. imports from the EU, so Washington would have to impose tariffs of 47% on those products-led by aerospace goods-to generate the $11.2 billion in tariffs it is seeking, according to an analysis from the Panjiva research group.

  • Financial Times

    04/03/2019

    US businesses stock up after Trump’s threat to shut border

    The value of trade carried by trucks between the US and Mexico was $484.4bn in the 12 months to February 28, according to Panjiva, a division of S&P Global.The value of trade carried by trucks between the US and Mexico was $484.4bn in the 12 months to February 28, according to Panjiva, a division of S&P Global.

  • Reuters

    04/02/2019

    Shipping data signals weakness in global economy

    In February, those customers pulled back. U.S. ocean imports fell 4.5 percent, the first drop in two years, according to S&P Global Market Intelligence’s trade data firm Panjiva.

  • Financial Times

    04/01/2019

    Democrats dig in over Nafta shake-up

    Is it because the US economy is slumping, or because tariffs are finally having an impact? Chinese exports to the US slowed sharply at the beginning of the year. Chart from Panjiva.

  • Business Times

    03/28/2019

    Vietnam factories are winning the trade war: S&P Panjiva analyst

    Chris Rogers, an analyst at S&P Global Market Intelligence, pointed to the divergence in export figures from both Vietnam and its giant neighbour, China, for the first two months of 2019. Seaborne Vietnamese exports to the United States jumped by 17.3 per cent in January and February altogether, even as Chinese shipments to the US fell by 4.9 per cent in the same period, he noted. This was even as overall exports out of Vietnam rose by 0.1 per cent on the year before.

  • Forbes

    03/26/2019

    Here’s How Much Money The Government Is Making Off China Tariffs

    Any failure to reach an agreement could add another $30 billion of additional duties to China, namely automotive, Panjiva research analyst Chris Rogers said on Tuesday.

  • Wall Street Journal

    03/20/2019

    Pulling Back Express; Holding Off Amazon; Adding Gas Tankers

    4.5% – Annual decline in U.S. seaborne imports in February, the first decline in 23 months, according to Panjiva.

  • Modern Materials Handling

    03/19/2019

    Panjiva reports U.S.-bound shipments fall for first time in 24 months in February

    Panjiva pointed to imports out of China as a main driver for February’s decline, falling 9.9% annually, coming on the heels of an aggregate 6.6% gain over the previous three months. And it added that the shipment slowdown is due, in large part, to the end of stockpiling that had been intact in the past in advance of “expected-and now twice delayed-increases in tariffs on Chinese imports.”

  • Barron’s

    03/15/2019

    How Investors Should Navigate Globalization’s Decline

    Seaborne shipments to the U.S. fell 4.5% in February, including a 4.6% drop from the European Union. It was the first such decline in almost two years, according to Panjiva, a supply-chain data provider.

  • Financial Times

    03/11/2019

    Are US and China getting cold feet on trade deal?

    Research by Panjiva reveals more evidence that US importers front-loaded their purchases of Chinese goods, rather than dumping them, in preparation for even higher tariffs. That could be one reason why the US trade deficit has expanded during the trade war.

  • CNBC

    02/25/2019

    Chinese stocks rocketed higher on Trump’s trade tweet, but a deal isn’t a sure thing

    “China is likely to agree (to) some sort of deal and just run the clock down on the Trump administration,” Chris Rogers, research analyst at Panjiva, a supply chain data company that’s part of S&P Global Market Intelligence, said in a phone interview last week.

  • Logistics Management

    02/21/2019

    Panjiva reports continued shipment growth to start 2019

    January shipments, at 1,061,288, were up 5.1% annually, growing for the 23rd consecutive month with Panjiva noting that this tally includes a 5.8% annual increase in containerized freight, which “will do little to alleviate the congestion being felt at U.S. ports.

  • MarketWatch

    02/13/2019

    U.S.-China trade war has hurt sectors as diverse as American whiskey and appliances

    The trade war has also taken a toll on imports to the U.S. from China, with the number of appliances entering the country dropping sharply in January, according to data from Panjiva, a global supply chain intelligence group.

  • Financial Times

    02/11/2019

    Big questions over Donald Trump’s trade war with China

    US port activity suggests that exports have fallen sharply, showing that trade slowdown is becoming real (Panjiva)

  • Wall Street Journal

    02/7/2019

    Energy for Merging; Farms Growing Bankrupties; Penney Resizing

    Number of the Day: 11.1% – Annual decline in seaborne imports of cars and light trucks into the U.S. in January, according to Panjiva.

  • Forbes

    02/1/2019

    Venezuela Oil Company PdVSA Given Until April 28 Before Crude Oil Ban

    According to Panjiva, a unit of S&P Global Market Intelligence, trade data shows that imports in the fourth quarter of 2018 climbed 33.9% from a year ago.

  • Financial Times

    01/31/2019

    US business counts the cost of polar vortex

    Trade analysis group Panjiva Research said that the polar vortex could upend supply chains in the midwest. Fertiliser maker Yara, steel producer Thyssenkrupp and forestry products maker UPM-Kymmene were among the biggest industrial importers to the region, it said.

  • Cheddar TV

    01/31/2019

    U.S.-China Trade Talks: What’s the End Game?

    Before the tariffs were applied 50% of companies planned to move production out of China. After the were put in place that proportion increased to 80%, said Josh Green, Co-Founder of S&P Global Market Intelligence said.

  • Barron’s

    01/29/2019

    Venezuela Oil Sanctions Pose a Challenge for Chevron and Valero, Analysts Say

    Chevron has been increasing its imports from the country, with shipments surging 123.8% in the fourth quarter of 2018 compared with a year earlier, Panjiva says. Venezuela was the refiner’s third-largest provider after the U.S. and Mexico.

  • The Hill

    01/24/2019

    US-China trade war is just accelerating the inevitable

    A recent survey of over 270 companies conducted by S&P Global showed two-fifths of corporations have postponed investment decisions as a result of tariffs, with 70 percent of firms having to formulate new supply chain strategies.

  • Wall Street Journal

    01/24/2019

    Building Warehouses Up; Port Trucking Goes Digital; FoxConn’s Indian Call

    Number of the day: 17% – Year-over-increase in fourth-quarter inventories at industrial parts supplier Fastenal Co., according to Panjiva.

  • Financial Times

    01/21/2019

    Don’t count on Congress to restrain Donald Trump on US trade

    Chart of the week: Seeking an exemption from China tariffs? You are increasingly unlikely to succeed, according to Panjiva data.

  • Modern Materials Handling

    01/18/2019

    December U.S.-bound waterborne shipments finish a strong 2018

    United States-bound waterborne shipments in December capped a record-breaking year for global trade, according to data issued this week by global trade intelligence firm Panjiva. December shipments, at 1,053,009, marked an 8.8% annual increase, and full-year 2018 shipments, at 12,346,524, were up 6.4% annually, setting single-month and full-year records in the process.

  • Barron’s

    01/14/2019

    Chinese Exports Fell in December. Don’t Just Blame the Trade War.

    It’s no surprise that the trade war with the U.S. accounted for much of the weakness in Chinese exports. Exports to the U.S. fell 3.5% in December, marking the first decline since October 2016. “That would indicate an end to the pre-tariff purchasing rush by U.S. buyers,” according to Panjiva, a trade-data provider S&P Global bought last year.

  • Wall Street Journal

    01/11/2019

    Shoppers Skip the Mall; Trade War Disrupts; Huawei Exports Blocked

    Number of the Day: 19.2% = Growth in inbound cargo shipments through the ports of Los Angeles and Long Beach in December, according to Panjiva.

  • Financial Times

    01/07/2019

    Finally, China gets its go-to guy in Washington

    The UK has become more dependent on EU imports, just as Brexit looms and shortages are feared. (panjiva.com)

  • Forbes

    01/03/2019

    Five Trade-Related Issues That Will Worry Markets This Winter

    China is not just importing more American soybeans. They now have an agreement on rice, of all things, according to Reuters. U.S. exports of rice fell 23.6% as of October 31, according to Panjiva.

  • MarketWatch

    12/20/2018

    British whisky exports to the U.S. jump after Brexit concerns

    “Much of the growth in U.S. imports from the U.K. has accrued to Diageo including shipments of Johnny Walker and Bell’s, which surged to 3.11x their prior year’s level in the three months to Nov. 30,” according to the Panjiva report.

  • Logistics Management

    12/20/2018

    Panjiva reports November shipment growth but at a reduced rate

    Panjiva Research Director Chris Rogers wrote that the slowdown in November’s growth was not directly due to duties, or tariffs, on imports coming out of China, with imports from China, including Hong Kong, up 4.2% annually in November, while lagging the previous three-month average of 8.1%.

  • Wall Street Journal

    12/13/2018

    Samsung Downsizes China Operations With Factory Closure

    The lower exposure to China means that any tariffs applied to China-made smartphones “would likely favor” Samsung relative to Apple, according to a November report by Panjiva, the supply-chain research unit of S&P Global Market Intelligence.

  • Barron’s

    12/12/2018

    What Apple Can Gain From Moving iPhone Assembly Out of China

    Chris Rogers, an analyst at S&P Global Market Intelligence’s Panjiva unit, has seen companies in several product areas relocate final assembly from China to countries largely in Southeast Asia. Companies that have made the leap include manufacturers of mobile phones, home appliances, and some goods in the energy sector.

  • Wall Street Journal

    11/29/2018

    Supply Chains May Shift if U.S. Follows Through on Mexico Border Closing

    Companies including Samsung Electronics Co. , Toyota Motor Corp. and Sony Corp. trucked nearly $34 billion of northbound trade through that crossing in the 12 months to Sept. 30, up 5% from a year earlier, according to Panjiva.

  • Wall Street Journal

    11/27/2018

    Pushing Peak Parcels; GM Compacts Production; Waiting for Drones

    15.9% – Third-quarter growth in Deere & Co.’s imports from China compared to the same period last year, according to Panjiva.

  • Charleston Post & Courier

    11/25/2018

    Imports rising at Port of Charleston as higher tariffs loom

    Ports in Virginia and Georgia also reported double-digit import growth in October and Panjiva, a global logistics consultant, said shipments to the United States reached an all-time high last month. The more than 1.13 million U.S.-bound containers in October was about 11 percent higher than a year ago and represented the fastest monthly growth since March 2014.

  • Yahoo Finance

    11/20/2018

    Trump’s unintended gift to holiday shoppers

    Retailers seem to be planning for the worst. New data from research firm Panjiva show that imports of TVs from China surged 37%, year over year, in the four-month period that ended Oct. 31. That’s normally the window when retailers stock up for the critical holiday season that begins Thanksgiving week. Other increases in imports from China during that four-month period: 46% for laptops, 30% for audio products, 20% for microwaves and 57% for freezers and refrigerators.

  • Financial Times

    11/20/2018

    Bilaterals are back as US seeks to counter China

    Panjiva Research has identified the value of Chinese exports to the US of footwear, apparel, leather and textiles. So far they have been shielded from tariffs, but they could be next on the list if the Trump administration launches a new investigation into labour standards in China as an unfair trade practice.

  • CNBC

    11/20/2018

    US companies aren’t in a hurry to leave China despite the trade war, analysts say

    “A lot of companies are talking about making changes, but (are) not actively making changes,” said Chris Rogers, research analyst at Panjiva, a supply chain data company that’s part of S&P Global Market Intelligence. “Nobody’s going to make any changes until they see how this summit goes between President Trump and President Xi,” he said referring to their upcoming meeting at the G-20 summit in Buenos Aires, Argentina on Nov. 30 and Dec. 1.

  • Logistics Management

    11/19/2018

    U.S.-bound waterborne shipments hit new high in October

    With 1,144,033 shipments, October was up 11.9% annually, which Panjiva said marks the fastest rate of growth for monthly shipments going back to March 2014. Panjiva added that this tally includes containerized shipments, which were up 10.8% to 2.67 million TEU. On a year-to-date basis through October, shipments are up 6.3% to 10,261,791.

  • Financial Times

    11/15/2018

    China is winning the trade war with America for now

    China might actually be winning the optics (if not substance) of the early round of the trade fight. “The expansion of the US trade deficit with China . . . is a sign the trade war went against America” in September, Panjiva, a trade data aggregation service observed last week.

  • Wall Street Journal

    11/15/2018

    Imports Surge at U.S. Ports as Companies Brace for New Tariffs

    Goods affected by tariffs in particular appear to be moving. Trade analyst Chris Rogers of the Panjiva research group said imports of apparel rose 19.7% year-over-year in October. Furniture imports were up 14.7%, and auto-parts imports rose 9.9% last month compared with a year ago.

  • Forbes

    11/13/2018

    Alibaba’s ‘Singles Day’ Sales Record A Symbol Of An Unstoppable China

    Most of that was thanks to the U.S., which imported 13.2% more in October compared to the same period a year ago, according to government trade figures compiled by Panjiva Research, a data unit of S&P Global Market Intelligence. China imports in the 12 months ending September 30 hit $2.13 trillion after rising 7.1% annually in the past three years. “At current rates of growth China could be a bigger customer globally than America … within five years,” says Chris Rogers, research analyst for Panjiva.

  • Freight Waves

    11/12/2018

    China’s exports to U.S. hit new record on ‘pull forward’ from tariffs

    “The commentary during the third-quarter earnings season from a lot of companies has been that duties of 10% are something we can certainly pass through to our customers,” says Chris Rogers, research analyst for trade data researcher Panjiva, a unit of S&P Global (NYSE: SPGI). “The challenge will be when those are increased to 25% in the new year.”

  • Barron’s

    11/10/2018

    As Tariffs Hit, Supply Chains Become a Hot Topic for Investors

    Chris Rogers, global trade and logistics analyst at Panjiva, a division of S&P Global Market Intelligence, sees two possible scenarios moving forward: a total removal of tariffs, or an escalation to cover all Chinese exports. A planned Donald Trump-Xi Jinping meeting at the G-20 summit in Buenos Aires at the end of November could be the breakthrough moment.

  • South China Morning Post

    11/08/2018

    US-China trade war: are Illinois’ soybean farmers losing faith in Donald Trump?

    “As a general point we may find that the impact of tariffs – in the form of lower US exports particularly – occurred too close to the elections to make a difference to people’s baseline voting behaviors”, said Chris Rogers, a research analyst at global trade data firm Panjiva. “That effect may become more pronounced heading to 2020 of course.”

  • Supply Chain Dive

    11/05/2018

    Tariffs push PriceSmart to shift distribution model

    In the 12 months leading up to Sept. 30, 2018, 59.7% of PriceSmart’s U.S. imports originated in China. Yet preliminary data suggests the retailer’s imports from China may have fallen by a third in October 2018 — shortly after the 10% tariffs on imports of Chinese goods entered force on Sept. 24 — Panjiva said in its weekly newsletter.

  • Wall Street Journal

    10/30/2018

    Ocean Carriers Brace for Orders Surge Ahead of Potential New Tariffs

    Trade analyst Chris Rogers of the Panjiva research group said the likely Jan. 1 increase in tariffs on more Chinese goods “suggests we’ll get another pop upwards in imports in the November-December time frame,” once holiday-season goods start clearing out of warehouses. Panjiva said seaborne import volume from China into the U.S. declined 0.8% year-over-year in August, after rising 12.5% and 6.5% in June and July. But September import volume from China was back up 5.5% year-over-year.

  • Forbes

    10/30/2018

    States Where Chinese Trade War Is Hurting Most

    Other products, including oil, which China applied tariffs to on August 23, fell by 22.4% in the month of August versus a year ago. By contrast, non-targeted products saw a 0.4% rise in July and 0.1% in August, based on research from Panjiva, a global trade data intelligence firm.

  • Barron’s

    10/29/2018

    These States Are Getting Hit Hardest by Chinese Tariffs

    According to Panjiva, overall trade values of covered products have fallen more than 60 percent year on year. Looking at a more granular level, trade from Louisiana to China has fallen more than 90 percent from $318 million in August 2017 to just $30 million in the same month this year.

  • Financial Times

    10/29/2018

    Midterm test for Trump’s boisterous trade policy

    Panjiva Research’s excellent weekly note on international trade pointed out the one major issue that is unresolved in the USMCA deal struck by Mr Trump with Canada and Mexico. There is still no agreement on the lifting of national security tariffs on steel and aluminium imposed by Washington this year. For Mexico, it’s a $3.15bn market.

  • Wall Street Journal

    10/26/2018

    Shipping lines are setting their sights onshore as they seek to expand

    The strategy carries risks since the shipping lines also may end up competing with their customers. Analysts at trade research group Panjiva say CMA CGM’s move could raise concerns at logistics operators including Kuehne + Nagel International AG, which has ownership ties to rival container line Hapag-Lloyd AG.

  • Logistics Manager

    10/23/2018

    Panjiva reports growth for U.S.-bound waterborne shipments in September

    “There was a rebound in growth in September, coming off of August, which was down,” said Chris Rogers, Panjiva research director, in an interview. “The phased-in implementation of tariffs was a big swing in September, so it is not a surprise there would be a boost in imports from China…even though there would be a slowdown in products impacted by the first round of tariffs. Tariffs will continue to have an impact in the coming months, with October likely to provide a truer sense of what the tariffs look like.”

  • China Daily

    10/18/2018

    Tesla gets land for China plant, as SUV exports slump

    The impact of China’s tariffs — which Tesla has tried to mitigate with price increases — can already be seen in the 76.1 percent sequential decline in US EV shipments to China in the three months ended Aug 31, according to a report from Chris Rogers, director at Panjiva, S&P Global Market Intelligence.

  • Bloomberg

    10/17/2018

    China’s Factory Heartland Braces for Trump’s Big Tariff Hit

    Furniture, electronic components, appliances, and networking gear are among the products hit by tariffs where the U.S. relies most heavily on China, according to Panjiva Inc., a unit of S&P Global Market Intelligence that specializes in supply chain data and analysis.

  • Reuters

    10/15/2018

    Dozens injured in crackdown on Myanmar garment worker protest

    Hundreds of employees of Fu Yuen Garment Co Ltd, which has produced clothes for German supermarket chain Lidl and British fashion brand Joules, according to shipment records published by global trade data website Panjiva, have been striking for weeks demanding the reinstatement of 30 sacked workers.

  • South China Morning Post

    10/05/2018

    As US turns up heat on China, trade war moves beyond tariffs to new battlefronts

    “There’s no question that domestic politics has to be very, very top of mind for the administration in the run-up to the midterm elections,” said Josh Green, co-founder and CEO of Panjiva, a company that provides data on global trade. Expanding tariffs to cover all Chinese imports could mean price increases for consumer goods including cellphones, apparel and toys, which so far have largely been spared the heavy hand of duties. “It’s not a coincidence that the early tariffs were specifically not product categories where consumers were likely to feel the pain,” Green said.

  • Politico

    10/02/2018

    Chamber official: Trump can’t back off China tariffs now

    Trump has also threatened to up the tariff ante by hitting another $267 billion worth of Chinese goods, which would effectively cover “everything” the U.S. imports from that country, Josh Green, CEO of Panjiva, a data analysis firm, said at the same event. “The biggest targets are electronics — so we’re talking about your iPhone — apparel and footwear and then, just in time for the holiday season, toys. Those are some tough targets from a political standpoint,” Green noted.

  • Forbes

    10/02/2018

    Trump Renames NAFTA, But What’s So Great About New Trade Deal

    Within those duty-free totals, about 2.6 million vehicles from Canada and 2.6 million from Mexico, excluding light trucks, have the green light, according to trade analysts at Panjiva Research.

  • Yahoo Finance

    10/01/2018

    What you need to know about Trump’s NAFTA 2.0

    Panjiva S&P Global Market Intelligence noted that the absolute caps of what can come from Mexico and Canada are 2.7 times more than the current amounts, giving a significant amount of headroom should imports increase from the U.S.’s neighbors.

  • Bloomberg

    9/28/2018

    The Real Pain From Trump’s Tariffs Trickles Down to Consumers

    Electronic components, furniture, appliances, and networking gear are among the products under tariff for which the U.S. relies most heavily on China, according to Panjiva Inc., a unit of S&P Global Market Intelligence that specializes in supply chain data and analysis. For some specialty items such as frogs’ legs, boars’ bristles, eels, and tin and silver ores, 90 percent to 100 percent of U.S. imports come from China, data assembled by Panjiva show.

  • Forbes

    9/19/2018

    This Trade War Is A Bummer… For China

    The revised tariff list shows 9,229 product-lines covered with tariffs in some form. Of those, the largest targets are electrical (85% of products hit by China), electronics (75%) and specialty equipment (76%), according to Panjiva research, a unit of S&P Global Market Intelligence.

  • New York Times

    9/19/2018

    Tilray’s Wild Day: DealBook’s Closing Bell

    Companies have been stockpiling ahead of the latest round of tariffs on Chinese goods. Imports of more than 80 percent of the product lines covered by the tariffs increased from May through July, and imports of over a quarter of those product lines jumped by more than 25 percent, according to S+P Global’s Panjiva, a supply chain data firm.

  • American Shipper

    9/19/2018

    Tariffs have ‘crystallized a supply chain risk’

    Meanwhile, the research firm Panjiva said the implementation of the tariffs “has crystallized a supply chain risk many companies had faced since March when the initial results of the section 301 review of Chinese IP practices was announced.” Panjiva analyzed more than 5,700 tariff lines and found in the three months ending July 31, imports increased on 81 percent of those product lines. For about a quarter of those product lines, imports were more than 25 percent higher in the three months ending July 31 than they were a year earlier.

  • Wall Street Journal

    9/18/2018

    Holidays Gifts May Escape Tariffs, but Retailers Won’t

    The latest round of goods from China to face U.S. tariffs includes some that might be expected to appear on a holiday shopping list. Even within a product category, the tariffs could have a wide range of effects across narrower sub-categories. (Source: Panjiva)

  • Logistics Management

    9/17/2018

    U.S.-bound imports are down sequentially and up annually in August

    Panjiva explained in a research note that the Trump administration’s widening application of tariffs began to have a significant effect on imports in August, indicating that the “peak” of Peak Season has already passed. “The basic message is that Trump’s tariffs likely led to accelerated shipments in July instead of August and we may therefore have seen the peak of the year already,” said Chris Rogers, Panjiva research director.

  • American Shipper

    9/13/2018

    Next tariffs may hit container shipping harder

    In manufacturing, Panjiva said “the automotive industry bore the brunt of the downturn in manufacturing with an overall reduction of U.S. vehicle exports to China of $315 million or 39.2 percent in July vs. a year earlier. Electric vehicles, including Tesla, saw the largest proportional impact with an 82.8 percent slump.” It said the impact on U.S. exports in the second round of product where duties were applied from August 23 will likely only become clear in September’s trade data.

  • Wall Street Journal

    9/12/2018

    Imports into California Ports Tumbled in August

    According to trade analysis group Panjiva Inc., the Los Angeles and Long Beach ports are the most exposed to the U.S.-China trade tensions, with more than half their cargo volume coming from China. Big East Coast ports like Savannah, Ga., and Jacksonville, Fla., are much less exposed.

  • Agence France Presse

    9/11/2018

    Chinese companies flee overseas to avoid US tariffs

    “It’s inevitable that the new duties will lead companies to review their supply chains globally — overnight they will become 25 percent less competitive than they were,” said Christopher Rogers, a supply chain expert at trade data firm Panjiva.

  • Financial Times

    9/10/2018

    Hang Seng index in bear market territory as trade war threat looms

    Data showing a surge in China’s exports to the US “will only harden the administration’s resolve”, said S&P Global Market Intelligence director Chris Rogers.

  • Forbes

    9/10/2018

    Trade War Update: A More Expensive Holiday Season?

    Notably, shipments were 1.4% lower in August than they were in July, marking the first decline on that basis since 2013 and only the third instance in the past 11 years, based on research by trade data analysts at Panjiva, unit of S&P Global Market Intelligence.

  • Financial Times

    9/03/2018

    US-China trade war prompts rethink on supply chains

    Of nearly 200 US companies that mentioned tariffs in their recent earnings calls, 47 per cent said they would raise prices for consumers, according to Panjiva, a division of S&P Global, the financial information group.

  • Forbes

    8/29/2018

    Canada-U.S. Trade Deadline Looms, Scale For Win Is ‘Significant’

    Exports of all dairy products to Canada were $348 million in the 12 months ending June 30, or 7.5% of America’s total exports, based on Panjiva’s numbers. Within that particular farm-goods market, Canada accounted for 40% of U.S. butter exports and 48% of chicken eggs, and not much else. If the U.S. were able to increase shipments of milk powder, where Canada represents just 0.7% of the U.S.’ $1.31 billion in exports, and cheese (Canada is 4.2% out of a $1.51 billion market) could easily double.

  • Supply Chain Management Review

    8/28/2018

    Plenty to sort through regarding the future fate of NAFTA

    Chris Rogers, research director for global trade intelligence firm Panjiva, said that in the context of the Trump Administration’s key trade metric, the trade-in-goods deficit, this resolves uncertainties relating to $56.8 billion in the goods deficit in the 12 months to June 30, which, on a native basis, is equivalent to 96.8% of the total trade deficit with Mexico. In an interview, Rogers said that the auto part being sorted is a huge positive while expressing caution about Canada.

  • Financial Times

    8/23/2018

    Political tension frays US and Turkey cotton trade

    The US has sold more than 270,000 bales of cotton to Turkey for delivery in the marketing year that began August 1, USDA data show. Companies making recent shipments include global commodities merchants Olam, Cofco, Cargill, Ecom and Glencore, according to Panjiva, a trade data service.

  • Forbes

    8/23/2018

    China Trade War Update: Preparing For Trump Vs. Xi

    This week’s trade talks have the potential to avert the threat of $200 billion in additional port duties, thinks Chris Rogers, a research analyst with Panjiva, part of S&P Global Market Intelligence in the U.K. Due to the lower-level players involved in the next round, Malpass and Shouwen may set the table for higher level negotiations ahead of the anticipated November meetings with Xi and Trump. “Even those meetings may not be the end of the road,” in this trade war, Rogers says.

  • Inbound Logistics

    8/22/2018

    Supply Chain Visibility: Can You See Me Now?

    All supply chain professionals should monitor this initiative. “If successful, it could dramatically increase supply chain visibility,” says Josh Green, chief executive officer with Panjiva, S&P Global Market Intelligence. “And no matter what, we all learn a lot from their efforts.”

  • Forbes

    8/19/2018

    China Trade War: Where Are We Now?

    As a result of all this, data from Panjiva/S&P Global Market Intelligence shows that imports of steel and aluminum have fallen by 22.4% in July compared to March. But imports in the three months to July 31 were only 7.6% lower than in the first quarter in dollar terms. Imports of solar panels and washing machines in the three months to July 31 were 70.6% and 58.8% below their three-month peaks of November and December, respectively.

  • Logistics Management

    8/14/2018

    Panjiva reports record-high monthly import volumes for July

    Data issued this week by global trade intelligence firm Panjiva showed record-high United States-bound waterborne shipments in July. July shipments, at 1,096,835, topped June’s 1,025,643 and were up 6% annually for a new monthly record, according to Panjiva, topping August 2017’s 1,069,292. All months in 2018 have seen growth, with the exception of a 0.2% decline in March, which was the first one going back to a 7.7% annual drop-off in February 2017. On a year-to-date basis through July, shipments are up 6% annually at 6,975,786.

  • Associated Press

    8/09/2018

    Indiana candidate’s brand markets Chinese parts

    Running boards, bumpers, brush guards and truck racks listed in the Promaxx catalog were supplied by Westin Automotive, which has received more than 700 shipments of such products from China since 2007. While several items in the company’s catalog were labeled as made in America, these products were not. Panjiva records also show Chinese shipments of these accessories were delivered to one of Braun’s warehouses in Arlington, Texas, including one made this past June.

  • New York Times

    8/08/2018

    Trump’s Tariffs Are Changing Trade With China. Here Are 2 Emerging Endgames.

    During second-quarter conference calls by 192 American and European companies that mentioned tariffs, 17 percent of them said that they had already begun switching suppliers, according to an analysis by Panjiva, a trade data consulting firm. About 14 percent had begun moving some of their own operations.

  • Forbes

    8/07/2018

    Trade War Target Practice: China Will Punish These American Businesses Next

    The largest tariff hikes being prepared now by Beijing include wood products worth $1.83 billion (led by oak wood), liquefied natural gas ($675 million) and mineral ores ($778 million led by copper worth $542 million). “The inclusion of LNG is symbolic in that it was a product where China was expected to increase imports from the U.S. after meetings between President Trump and President Xi in November 2017,” says Chris Rogers, an analyst at Panjiva, a unit of S&P Global Market Intelligence.

  • Politico

    8/07/2018

    Wood, Gas and Copper Top China’s Proposed Tariffs

    Beijing’s latest tariff retaliation list will target U.S. exports China will be able to easily source elsewhere in the world, with wood, liquefied natural gas and mineral ores topping the list, according to an analysis by Panjiva S&P Global Market Intelligence.

  • Forbes

    8/03/2018

    Here’s How Much This Trade War Might Cost Us

    According to Panjiva, S&P Global Market Intelligence, the increase to 25% is driven in part by an aim to force real change in Chinese government policy and corporate supply chains. A Panjiva survey of corporate responses to tariffs shows the 10% rate would typically be responded to by American companies increasing prices rather than behavioral changes from Beijing.

  • South China Morning Post

    7/26/2018

    Chinese fashion factories cut ties as Ivanka Trump brand falls apart at the seams

    In contrast to the president’s stated interest in returning manufacturing to the US, the Ivanka Trump label, launched in 2011, was largely produced in China, according to import data compiled by New York-based platform Panjiva.

  • Supply Chain Dive

    7/24/2018

    Shipping lines reduce service loops ahead of tariffs

    By eliminating services, the container lines benefit from less competitive pressure in the wake of uncertainty, Christopher Rogers, a research analyst at Panjiva, told Supply Chain Dive via email. “Not only does (2M) reduce capacity on the lanes more broadly it will also reduce ZIM’s incentive to compete with 2M on pricing,” Rogers wrote. “That’s particularly important given how quickly ZIM has been building its market share on Asia-USEC routes.”

  • Wall Street Journal

    7/21/2018

    Swings and Misses for U.S. and China in Trade Dispute

    The most-recent list of proposed tariffs, released last week, includes about a thousand products for which virtually nothing was imported from China in the 12 months through May 31, according to estimates of U.S. imports compiled by Panjiva, a unit of S&P Global Inc. Among them: aircraft boarding bridges and stainless-steel scrap.

  • Logistics Management

    7/19/2018

    Peak Season prospects are solid but capacity concerns remain intact

    Against this backdrop, though, are strong United States-import numbers, which are up 6.5% annually through the first six months of the year, according to data from global trade intelligence firm Panjiva. This is ahead of a 3.5% annual gain in imports for the same period a year ago.

  • Wall Street Journal

    7/16/2018

    Whirlpool Wanted Washer Tariffs. It Wasn’t Ready for a Trade Showdown.

    The U.S. imported 4.2 million large residential washers in 2017, for a monthly average of 350,000, according to Christopher Rogers, an analyst at Panjiva, a firm that tracks global trade data. This year, imports have fallen to an average of 161,000 each month through April.

  • Supply Chain Management Review

    7/16/2018

    Ahead of tariff crunch, U.S.-bound import numbers see strong June gains

    With global shippers looking to get in front of the beginning phase of recently implemented tariffs, United States-bound waterborne shipments saw gains in June, according to data recently released by global trade intelligence firm Panjiva. June shipments, at 1,025,643, were up 6.5% annually. This represents another month of growth, with the exception of a 0.2% decline in March, which was the first one going back to a 7.7% annual drop-off in February 2017. Through the first six months of the year, Panjiva said U.S.-bound imports are up 6.5% annually at 5,870,275.

  • New York Times

    7/13/2018

    Trump is pulling American consumers into its escalating battle with China

    The Panjiva analysis shows that $50 billion worth of goods subject to tariffs are electronics, including $17.4 billion in PC components and $5.2 billion in desktop computers. Nearly $30 billion worth of the products are furniture. In addition, the administration will soon begin imposing 25 percent tariffs on more than $3 billion worth of semiconductors, potentially driving up computer prices even more.

  • Dow Jones

    7/12/2018

    From Seafood to Mattresses: How the Latest Tariffs Would Affect U.S. Businesses

    Chinese-made mattresses would be subject to tariffs, according the latest list of proposed levies. The U.S. imported $1 billion worth of mattresses in the 12 months ended May 31, and about $850 million of that was imported from China, according to Panjiva.

  • CNN Tech

    7/12/2018

    Google and Facebook could be caught in the US-China trade war

    China accounted for almost half of the roughly $23 billion of IT network gear the United States imported in the 12 months through April, according to Panjiva, a global trade research company owned by S&P Global Market Intelligence. Companies will either need to find alternative suppliers from outside China, or cope with higher prices, said Chris Rogers, a Panjiva research analyst. Some suppliers could end up relocating from China to Vietnam or Malaysia, he added.

  • Wall Street Journal

    7/12/2018

    Pharmaceutical supply chains could feel stresses

    Data from Panjiva shows the average import value per gram of all pharmaceuticals was down by 28.7% on a year earlier in May.

  • Associated Press

    7/11/2018

    A new round of proposed Trump tariffs would hit US consumers

    But Tuesday’s list includes food and agricultural products, handbags, hats and furniture — a group of items that, by themselves, account for nearly one-quarter of the $200 billion in Chinese goods that would be subject to the new proposed tariffs, according to data compiled by trade research firm Panjiva.

  • New York Times

    7/11/2018

    A Soybean Surge Makes Trump’s Trade War Look Deceptively Good

    Chris Rogers, the research director at Panjiva, said that “the overhang of tariffs being applied by China against U.S. exports is inevitably going to act as a drag” on growth going forward, as Chinese buyers find new suppliers, particularly for commodities. “From July 6, why would you pay more for crude oil, when you could get it from Saudi Arabia or Iran?” Mr. Rogers said. “Why would you pay more for soybeans, when you could get them from Brazil?”

  • Forbes

    7/10/2018

    Has The Media Overinflated The Risks Of A China Trade War?

    On Monday, Panjiva Research said Trump was winning the trade war if one considers trade deficits as a benchmark. The U.S. trade deficit fell 6% on the year ending May 31 to $43.1 billion, Panjiva analysis of official data showed. “That’s a clear success for the policies of President Donald Trump given the administration’s focus on the trade deficit,” says Chris Rogers, an analyst for Panjiva, a division of S&P Global Market Intelligence.

  • Agence France Presse

    7/07/2018

    Pigs, paws and pistachios: US goods face tariffs in China

    Chinese eat almost half of America’s pistachio export, research from trade data firm Panjiva shows. Pistachios, along with $175 million worth of nuts are set for new taxes.

  • South China Morning Post

    7/07/2018

    As trade war rages, the shoe biz goes on for Ivanka Trump and her Chinese suppliers

    In the nine months up to that date, a Panjiva search for “Ivanka Trump” pointed to regular shipments into the US, most of which were from either mainland China or Hong Kong and noted as: “GIII for Ivanka Trump”.

  • Times of India

    7/05/2018

    US ‘firing at itself’ with trade measures: China

    Washington’s targets for higher border taxes focus on industrial components like PC parts, fuel pumps, construction equipment and autos, according to trade data firm Panjiva.

  • CNBC

    7/04/2018

    Fireworks companies are celebrating the Fourth, but they too could get caught in the middle of the trade fight

    Seaborne shipments increased 37.8 percent in May and June, according to Panjiva Research and S&P Global Market Intelligence. Imports in the first four months of the year actually had declined 5.2 percent, leading to speculation from Panjiva that the late burst may have been caused by “concerns over duties on imports from China.”

  • Agence France Presse

    7/04/2018

    Cherry picking: China looks to replace US farm goods in trade war

    In recent years, the cheap American grain beat out exports from Australia, which had been China’s primary source in 2013, according to Panjiva.

  • CNN Money

    6/28/2018

    US-China trade war will spill into other Asian economies

    The impact of those measures will “be limited in the near term,” said Christopher Rogers, an analyst at global trade research firm Panjiva.But if Trump goes through with his threat to respond to China’s promised retaliation by hitting a further $200 billion of Chinese exports with 10% tariffs, that could send shock waves through Asian economies. In that scenario, “it is inevitable that manufactured goods will be hit,” Rogers said.

  • USA Today

    6/25/2018

    Dow dives as trade war angst boosts investor anxiety over growth, earnings

    The most popular tech stocks – dubbed “FAANG” – which had held up amid the tariff tiff, got slammed. Facebook was down 2.7 percent, Amazon was off 3.1 percent, Apple slid 1.5 percent, Netflix plunged 6.5 percent and Google parent Alphabet was off 2.6 percent. The sell-off in that industry was over concerns that the Chinese computer network gear used by the U.S. tech giants could be the next group of products to be subject to U.S. tariffs, according to Panjiva Research.

  • Wall Street Journal

    6/22/2018

    Cummins Will Pay Tariff to Import Engines From Its Own Plants in China

    The U.S. government plans to impose duties on items that accounted for $50 billion of imports from China last year. Manufacturers of everything from power switches to cars are due to pay more for some of the parts they import from China, research firm Panjiva Inc. said this week.

  • Quartz

    6/20/2018

    The arithmetic gymnastics needed to get the US to $200 billion in additional tariffs on China

    In order to find $200 billion worth of Chinese products to apply duties to, the US risks eating into American consumers’ spending power, as analysis by Panjiva, a research firm, demonstrates. That’s because the US is astonishingly reliant upon Chinese goods.

  • New York Times

    6/07/2018

    White House Analysis Finds Tariffs Will Hurt Growth, as Officials Insist Otherwise

    Chris Rogers, research director for Panjiva, part of S&P Global Market Intelligence, said Mexico’s recently enacted tariffs would hit the American agricultural sector hardest. “Unsurprisingly, the American suppliers hit most by the restrictions on consumer products shipments are the meat producers Swift Pork (JBS) and Tyson,” Mr. Rogers wrote. “The largest non-pork category was processed foods, which includes sweeteners and chewing gum, among others. That has left Wrigley and Costco (including its own-brand products) similarly exposed to the new duties.”

  • USA Today

    6/06/2018

    Tyson Foods, Costco may squeal over Mexico’s retaliatory tariffs on pork

    Mexico’s retaliation for the U.S. tariffs targets $1.42 billion in fresh and processed pork, a move that’s expected to hit Tyson Foods and JBS USA Holdings, a major meat processor, according to a Wednesday report by Chris Rogers, a researcher at Panjiva S&P Global Market Intelligence, which tracks global commerce. The U.S. agricultural food sector will bear the brunt of the import tariffs imposed by Mexico, equivalent to $2.62 billion of products targeted. Along with the impact on pork, the trade retaliation also affects $387 million in U.S. cheese sent to Mexico, the report said.

  • New York Times

    5/31/2018

    China Cuts Tariffs Ahead of U.S. Commerce Secretary’s Visit to Beijing

    Christopher Rogers, a trade analyst at Panjiva, an international commerce data firm recently acquired by S.&P. Global Market Intelligence, estimated that the tariff cuts would cover about 1.1 percent of China’s $1.95 trillion in annual imports. “The cuts are more to do with keeping a lid on inflation and improving consumer spending power than to do with keeping President Trump happy,” he said.

  • USA Today

    5/31/2018

    Tariff winners and losers: How Trump’s trade spat could affect shoppers

    For example, European retaliation against the U.S. is expected to target goods representing $4.4 billion in annual sales, according to Panjiva S&P Global Market Intelligence.

  • Steel Times International

    5/30/2018

    Little prospect of Section 232 exemption for EU steel and aluminium makers?

    “There appears to be little prospect of the European Union being granted an exemption to America’s section 232 duties on steel (25% on top of any other duties) and aluminum (10%) ahead of the June 1 deadline,” according to Chris Rogers, analyst at Panjiva, S&P Global Market Intelligence.

  • S&P Global Market Intelligence

    5/29/2018

    Potential auto tariffs seen hitting Mazda and makers of car parts

    According to Panjiva, U.S. imports of auto parts reached a new record in March, following 8.9% year-over-year growth. Many of those parts come from NAFTA partners, accounting for 48.1% of the auto parts the U.S. imports, although imports from Canada and Mexico may ultimately be subject to exemptions. But $13.5 billion, or 12.4%, of the U.S. auto parts imports over the past year come from China and another 10.1% from Japan, which could be key candidates for tariffs.

  • Logistics Management

    5/29/2018

    White House remains on message for plan to impose a 25% tariff on $50 billion of goods from China

    Chris Rogers, research director for global trade intelligence firm Panjiva, said that today’s announcement does not introduce any new policy when viewed against what has been previously announced. “The timing is likely tailored to remind China that the potential for tariffs is still out there ahead of Commerce Secretary Ross’s visit in early June,” he said.

  • Politico

    5/25/2018

    Trump on ‘dangerous course’ with car tariffs — The auto numbers game

    The justification for whether automotive imports pose a national security threat may become somewhat tenuous when viewed strictly through the lens of import and export trade data, according to analysis from Panjiva.
    The global trade data and analysis firm looked first at anti-dumping and countervailing duty cases that have been filed since January 2016 and found that 19 of the 46 cases related to steel and aluminum products, whereas only four of those were related to automotive products — and two of those four were steel. “That would not suggest the industry is facing the same pressures that metals have,” the firm, which is part of S&P Global Market Intelligence, wrote in its analysis.

  • Bloomberg

    5/24/2018

    Trade as National Security Issue? Here’s What the U.S. Law Says

    A “tenuous link between security and American-made cars” could be argued, based on the idea that U.S. supply chains have to be ready to produce military vehicles in wartime, according to a note by Panjiva, part of S&P Global Market Intelligence.

  • Modern Materials Handling

    5/15/2018

    U.S.-bound shipments are up in April

    United States-bound waterborne shipments saw some growth in April, albeit not at the same levels it hit in previous months, according to data issued this week by global trade intelligence firm Panjiva. April shipments, at 955,956, saw a 0.3% gain compared to April 2017, getting annual shipment growth back on a positive track, following March’s 0.2% annual decline. March’s annual decline was the first one going back to a 7.7% annual drop-off in February 2017.

  • Logistics Management

    5/07/2018

    Top 30 U.S. Ports 2017: Digitization is driving change

    Panjiva research director Chris Rogers agrees that such an imperative was long overdue, noting that now competition from technological innovators in the Gulf and Southeast may be seizing away market share elsewhere on the U.S. West Coast.

  • Forbes

    4/28/2018

    Growth Stories: Lessons In Resilience

    I think across the world of business and in global industry, you see a lot of people getting started but there still is so much work to do. This is why we joined S&P Global; we shared that same experience of seeing that there was a real hunger in the market, while realizing that there is still a tremendous amount of work to do. S&P Global has the expertise, resources and ability to tackle this broad challenge in a way Panjiva couldn’t do as quickly on our own.

  • Wall Street Journal

    4/25/2018

    What Tariffs Could Mean for Your New TV

    Samsung, the Seoul-based conglomerate, might be well-positioned to deal with tariffs on Chinese imports, according to a research note by Panjiva and S&P Global Market Intelligence. Aside from its products made in China, Samsung sends most of its U.S.-bound TVs from Mexico, according to Panjiva.

  • Wall Street Journal

    4/19/2018

    Proposed U.S. Tariffs on China Risk Penalizing Manufacturers Unevenly

    Of at least 345 product categories entirely covered by the proposed tariffs, just 5% of the total imported value last year came from China, according to a Wall Street Journal analysis of data from trade research firm Panjiva. For more than 90 of those, including pacemakers and combine harvester-threshers, China accounted for less than 0.1% of the value, according to Panjiva.

  • Modern Materials Handling

    4/12/2018

    U.S.-bound waterborne shipments see mild slip in March

    While the numbers were still decent overall, United States-bound waterborne shipment activity in March did not carry the same weight as it has in previous months, according to data issued this week by global trade intelligence firm Panjiva. March shipments, at 858,809, were down 0.2% annually, marking the first annual decline going back to February 2017’s 7.7% annual decline, with both of these months volumes impacted by the timing of the Asian Lunar New Year, with Panjiva noting that the resulting shortfall in products arriving on U.S. shores in the following weeks.

  • CNN Money

    4/06/2018

    Shipping industry braces for Chinese trade war

    Chris Rogers, an international trade analyst with Panjiva, a research firm that monitors global trade, said much of the effect on shipping will depend on the willingness or ability of American consumers to pay higher prices for basic goods, or the flexibility of Chinese manufacturers to shift their production to other countries, in a policy called “country hopping.”

  • Politico

    4/06/2018

    Well, that escalated quickly

    Trade data and analysis firm Panjiva took a deep dive into the trade retaliation lists released this week by the United States and China and came up with some interesting details. Although Trump urged administration officials to hit as much as $60 billion worth of Chinese exports with an additional 25 percent tariff, the 1,333 products on the U.S. retaliation list represented only $46.4 billion worth of imports from China in 2017, or about 9.4 percent of total U.S. imports from China, Panjiva found.

  • Reuters

    4/04/2018

    U.S. tariffs on China may simply widen door to other countries

    According to U.S. census data, despite some high-profile items, like televisions, the list seemed tilted toward goods with less Chinese market penetration. However research firm Panjiva noted that in some cases, such as thermostats, China supplies in excess of 40 percent of U.S. imports, with alternatives perhaps less available.

  • CNN Money

    4/04/2018

    US-China trade war fears: How bad could this get?

    The United States would be applying tariffs to 9% of China’s annual exports to the US, according to Panjiva, a research firm owned by S&P Global.

  • Logistics Management

    4/04/2018

    All Tariffs, All the Time: The possible implications of a trade war

    Chris Rogers, research director for global trade intelligence firm Panjiva, explained that it stands to reason that imports might start trending down as a result of tariffs, but that will depend on whether (a) U.S. producers suddenly become economic, in which event imports will fall as consumers buy American or (b) whether Chinese manufacturers “country hop” their production to another country in which case imports stay the same or (c) whether customers simply end up paying more for the same products, which again would mean import volumes stay the same.

  • Inbound Logistics

    4/04/2018

    Steel and Aluminum Tariffs: What’s the Long-Term Impact?

    Increasing raw material prices will cause companies to either go out of business or ship their manufacturing to an unaffected country. (Chris Rogers, Research Analyst at Panjiva)

  • CNN Money

    3/25/2018

    What happens when the world’s two biggest economies turn on each other

    In 2017, the US imported about $150 billion worth of products from China across all those categories. The imports were heavily weighted toward computer and semiconductor equipment, according to US government data and Panjiva, a research firm recently acquired by S&P Global Market Intelligence.

  • CNN Money

    3/21/2018

    EU and others may get tariff exemptions, US trade official says

    The further exemptions raised by Lighthizer would mean that the top four steel exporters to the United States, and four of the top seven aluminum exporters, would be left out of the tariffs, according to US government data and Panjiva, a research firm owned by S&P Global.

  • Logistics Management

    3/16/2018

    Panjiva says trade fundamentals are strong, despite concerns over tariffs

    Data recently issued by global trade intelligence firm Panjiva pointed to a very strong month for United States-bound waterborne shipment activity in February. February shipments, at 949,198, rose 13% annually, marking the fastest rate of growth going back to February 2016, topping January’s 7.7% annual increase, which was the best annual growth rate going back to April 2017 at that point.

  • Wall Street Journal

    3/13/2018

    February Imports Soared at Los Angeles, Long Beach Ports

    According to trade-research firm Panjiva Inc., February was a “bumper” month for freight forwarders, the businesses that arrange cargo shipments for retailers and manufacturers. Inbound, oceanborne shipments booked by freight forwarders rose 13% from the same month last year. Minnesota-based C.H. Robinson led the growth with a 32% increase year over year.

  • CNN Money

    3/08/2018

    Trump tariffs: Why sparing some countries could make trade chaos worse

    Canada is the biggest exporter of both steel and aluminum to the US by value, while Mexico is the third biggest for steel and in the top 10 for aluminum, according to data for 2017 from Panjiva, a global trade research firm.

  • Logistics Management

    3/02/2018

    Trump’s planned tariff hikes garner decidedly mixed reviews

    Panjiva Research Director Chris Rogers wrote in a research note that both the timing and structure of Trump’s tariff announcement is unorthodox, while adding that the devil will prove to be in the details. … Panjiva data shows Canada, Mexico and South Korea accounted for 38.4% of steel and aluminum imports in the past 12 months (Canada 26.2%, Mexico 6.0% and South Korea 6.3%).

  • CNN Money

    3/02/2018

    Germany and other allies are really, really angry about Trump’s tariffs

    The top five countries from which the United States imported aluminum in 2017 were Canada, China, Russia, the United Arab Emirates and Bahrain, according to Panjiva, a global trade research firm recently acquired by S&P Global.

  • Washington Post

    3/01/2018

    Foreign suppliers are flooding the U.S. aluminum market

    In anticipation of the restrictions, there has been a similar import frenzy to kick off 2018. Aluminum shipments from the European Union to the United States are up 24 percent from the start of the year through last week, according to Panjiva, a company that tracks global trade data and was recently acquired by S&P Global.

  • Supply Chain Management Review

    2/27/2018

    Measuring risk and reward in the global marketplace

    According to analysts at Panjiva 2018 may not only be interesting, but also exciting. An “alphabet soup” of multilateral trade deals are in progress as 2018, partly in response to a U.S. desire to pursue bilateral arrangements. Many of these overlap and conflict, and may therefore struggle to make progress, analysts note.

  • Washington Post

    2/27/2018

    AP FACT CHECK: GOP Senate hopefuls twist truth in nasty race

    Records maintained by Panjiva, which tracks imports and exports, show’s Braun’s Jasper, Indiana, business has received shipments of goods from factories in China.

  • Fast Company

    2/20/2018

    The World’s Most Innovative Companies 2018 – Data Science

    Panjiva aims to do for supply chains what Facebook did for the social graph. For the past decade, the Manhattan-based company has leveraged big data to analyze the complexities of global supply chains, tracing and mapping out the complicated, oft-opaque economic networks that drive the world’s trade, in order to bring much-needed efficiencies and transparency to the system. In 2017, Panjiva rolled out its enterprise platform, called the Supply Chain Graph, which identifies valuable trade patterns and significant risk factors in suppliers, from potential human rights violations to competitive conflicts. The service has been adopted by corporate clients ranging from FedEx to Honeywell.

  • Souring Journal

    2/23/2018

    Panjiva Acquired by S&P Global to Expand Supply Chain Data

    Mike Chinn, president of S&P Global Market Intelligence and executive vice president of technology and innovation at S&P Global, said, “Panjiva is an exciting acquisition for our division given their core strength in leveraging machine intelligence to combine 1 billion transaction records into a proprietary supply chain graph. Their highly skilled and innovative leadership team and employees will help strengthen the insights, products and data that we provide to our clients throughout the world.”

  • Zack’s

    2/21/2018

    S&P Global to Acquire Panjiva for High Machine Intelligence

    By and large, market prospects too seem to be favorable for the acquirer on the back of Panjiva’s core strength in leveraging machine intelligence in combining 1 billion transaction records into a proprietary supply-chain graph that will be attributable to S&P Global’s market intelligence segment.

  • Xconomy

    2/21/2018

    Boston Tech Watch: Nuance, Harvard, MIT, Jobcase, Panjiva & More

    S&P Global said it has reached a deal to acquire Panjiva, which uses machine learning and related technologies to glean insights from data about global supply chains. Twelve-year-old Panjiva has offices in Cambridge, MA, New York, and Shanghai.

  • American Shipper

    2/20/2018

    S&P strikes deal to acquire Panjiva

    Josh Green, chief executive officer and James Psota, chief technology officer – said, “When we got started, ‘Big Data; wasn’t a thing. Today, it seems that everyone’s talking about leveraging data to make better decisions. But the truth is, global industry is in the earliest stages of figuring out how best to make use of data.”

  • Logistics Management

    2/20/2018

    S&P to buy Panjiva

    The value of granular supply chain market intelligence to mainstream investors was made infinitely clear with today’s announcement that S&P Global (NYSE: SPGI) will acquire Panjiva, Inc. to enhance its prominent role in the world’s economy.

  • Freight Business Journal

    2/20/2018

    S&P to buy Panjiva

    Supply chain information company Panjiva is to be acquired by rating and data firm S&P Global, for an disclosed sum. Panjiva provides macro data covering 95% of global trade flows, as well as transactional data covering 35% of global trade flows and tracks supply data from retailers, exporters and shippers across a myriad industries and commodities.

  • Wall Street Journal

    2/16/2018

    Imports Rose Again at U.S. Ports Last Month

    U.S.-bound ocean shipments increased nearly 7.7% across all of the nation’s seaports in January, according to research firm Panjiva Inc., which tracks trade data. That followed a record-setting year for import shipments to the U.S., which rose 4.1% in 2017 from the year before as the nation’s trade deficit expanded to $566 billion, its widest in nine years.

  • Logistics Management

    2/16/2018

    Panjiva points to strong import growth to start 2018

    United States-bound waterborne shipment activity had a strong start to the year in January, according to data issued this week by global trade intelligence firm Panjiva. January shipments, at 1,006,861, were up 7.7% annually compared to 934,447 in January 2017. Panjiva said this marks the fastest rate of growth in a month going back to April 2017, as well as outpacing the cumulative 4.1% growth rate for all of 2017, which it noted was a record year for U.S.-bound shipments in aggregate.

  • CNN Money

    2/15/2018

    Maduro warns Trump not to ban Venezuelan oil

    However, U.S. energy firms are already looking elsewhere. Oil exports from Venezuela to the United States were down 32% in the final three months of 2017 to the lowest level in a decade, according to Panjiva, a global trade research firm.

  • Politico

    2/8/2018

    China Considering Trade Probe Against U.S. Soybean Exports

    Data from the four-month period ending Dec. 31 show soybean exports are down 29 percent from the same period last year — though the Chinese market still accounts for three-fifths of all U.S. soybean exports in the past two years combined. China is the world’s largest soybean importer, with the U.S. its second-largest supplier — so China restricting imports could leave Beijing potentially short of supplies or having to pay more or what it needs, Panjiva says.

  • Industry Week

    2/2/2018

    Has US Manufacturing Been Unleashed?

    “The truth is, the ingredients have been in place for several years, and we still haven’t seen the promised renaissance in American manufacturing,” says Josh Green, co-founder and CEO of Panjiva, a big data company that analyzes global supply chains. “What’s missing? Conviction on the part of executives making buying decisions that America will be a center of manufacturing in the decades to come — and is therefore a country where they should focus their attention. Generating this kind of conviction will require a clearer definition of the specific types of manufacturing where America has a unique and enduring advantage relative to other countries around the world, as well as sustained private and public investments in the people, places, and companies that are involved in these types of manufacturing.”

  • Logistics Management

    1/31/2018

    Ocean Carrier Trends: Will global shipping alliances restore stability?

    Does this foretell a “golden age” for existing carriers as they try to recover from a generation of soft rates and overcapacity? Analysts for Panjiva say that it will, if, and only if, they can maintain their discipline on building new capacity and pricing.

  • The Motley Fool

    1/26/2018

    Trump Tariffs: Is Now the Time to Buy a Washing Machine?

    “While this is significant, according to Panjiva data there was a record number of washing machine exports in December, meaning retailers are likely sitting on large inventories, which could result in their discounting of these machines in the near-term in an effort to move product quickly.”

  • CNN Money

    1/25/2018

    Trump-China trade war: Who has the most to lose?

    The U.S. exported $22.5 billion in soybeans from December 2016 through November 2017, according to data from Panjiva. China was the largest customer, buying more than $13 billion worth.

  • MarketWatch

    1/24/2018

    Whirlpool shares jump on high hopes for washing machine sales

    South Korean exports of large residential washing machines came to $673 million in the 12 months to October 2010, a peak level, according to data from Panjiva, a trade-data organization. That number had shrunk to $80 million as of July 2016.

  • Chicago Tribune

    1/23/2018

    With new tariffs, get ready to pay more for imported washing machines and solar panels

    Chris Rogers, an analyst at New York-based research firm Panjiva agreed. Rogers’ analysis shows that Samsung, LG and other foreign producers have been aggressively importing washers in the past year, so it might be a while before consumers see prices go up because of stock on hand. “LG and Samsung have a cushion on the cheaper washing machines they can sell for the next few months,” he said.

  • Logistics Management

    1/15/2018

    U.S.-bound waterborne shipments see gains in December and for 2017

    For all of 2017, shipments rose 4.1% annually to 11.6 million, which, along with 2016, is the second time in Panjiva’s shipment-tracking history they topped the 11 million mark. What’s more, 2017 saw three of the four best months on record, according to Panjiva.

  • CNN Money

    1/12/2018

    Your next car could be more expensive if Trump gets his way on NAFTA

    In the 12 months ending in October, Nissan imported $2 billion in parts from outside the region, according to Panjiva, a global trade research firm. Volkswagen would need to raise its car prices too. It brought in $1.6 billion in foreign auto parts over the same period. General Motors imported $1.4 billion.

  • Wall Street Journal

    1/11/2018

    The temperature-controlled logistics business is heating up

    Seaborne shipments of vegetables into the U.S. rose 8.4% in the fourth quarter last year from the year before, according to trade data analysts Panjiva, and have grown by nearly a third since 2013.

  • CNN Money

    1/11/2018

    Ford CEO: NAFTA needs “modernization”

    “Cutting off cheaper sources of supply will mean higher costs, and higher prices for consumers if manufacturers choose to pass those costs through,” says Chris Rogers, an analyst at Panjiva, a global trade research firm.

  • Logistics Management

    1/10/2018

    Expanded Panama Canal Changes the Balance

    Chris Rogers, an analyst with the global trade firm Panjiva, notes that the diversion of Asian-inbound traffic from U.S. West Coast ports to those on the East Coast “took a step forward” last September. “Our data shows shipments to Southeast ports increased by 26.9 % on a year earlier, while those to California increased by a more modest 7.7 %,” says Rogers. As a consequence, in the third quarter, Southeast ports handled 15.8 % of incoming traffic—the highest since February—while California’s handled 54.6%, down from a peak of 55.5% in May.

  • Wall Street Journal

    1/03/2018

    As Trump Weighs New Tariffs, Imports of Washers and Solar Panels Jump

    U.S. import volumes for solar panels and related products also more than doubled to the equivalent of 12,379 shipping containers in November, compared with the previous year, Panjiva trade data show.