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Panjiva Research Articles

Wednesday, September 08, 2021

Supply Chain Edge – JOANN and Qurate ship Christmas, GM hit by chip-related shortage

Monday, September 06, 2021

Greif raises prices, boosts imports in packaging expansion
GM nearshoring, still faces chip-related closures

Friday, September 03, 2021

JOANN and Qurate ship Christmas in July

Wednesday, September 01, 2021

Supply Chain Edge – Alleviating congestion through digital transformation; Vietnam lockdowns
Neumann, Shin Etsu in the path of Ida

Monday, August 30, 2021

  BJ’s Wholesale covers inflation with aggressive cost-cutting
  IKEA, Adidas, seek recovery in Vietnam as new outbreak looms

Wednesday, August 25, 2021

  Helping alleviate supply chain congestion through digital transformation of seaports
Supply Chain Edge – Walmart takes control as retail soars; solar safeguards up for review

Tuesday, August 24, 2021

GM squeaks by pre-pandemic levels, Mexico disputes RoO requirements
Walmart takes control of shipping to meet retail demand
LONGi, JinkoSolar power imports despite safeguards
TJX offsets freight surge with price rise, cost cuts

Wednesday, August 18, 2021

Supply Chain Edge – Hapag-Lloyd, Maersk raise flags; inflation breaks through supply chains

Monday, August 16, 2021

Super Micro, Asus fight high demand with imports
  Supply chain inflation bow wave washes into Q3’21
Hapag-Lloyd, Maersk flag strained system, new services as growth slows
JDE Peet’s unafraid of supply chain cost inflation as Brazil coffee crisis looms

Friday, August 13, 2021

Panjiva Daily – Dollarama, Dick’s and the Ningbo closure; Adidas deals with Vietnam challenge

Thursday, August 12, 2021

Sonos supply chain volume growth turned down, less concerned about Malaysia
Adidas tackles Vietnam challenge with regional reallocation, reduced inventories
Nissan’s recovery, Marelli’s Malaysian auto export surge may lose traction
Dollarama, Dick’s may face peak season disruptions as Ningbo Zhoushan closes
Panjiva Daily – Expeditors expects elevated rates until 2022; congestion on the way back to school

Wednesday, August 11, 2021

Panjiva Daily – Semiconductors, apparel slow US import growth; vaccine diplomacy hides ingredient exports
GoPro goes after fakes, cuts inventories and restructures supply chain
Expeditors, DP-DHL see higher-for-longer rates as Europe exposure leads
H&M, PVH face congestion on the way back to school

Tuesday, August 10, 2021

Semiconductor shortage, COVID-19 closures cut into U.S. import growth
Competition to donate doses accelerates; pharma ingredients in decline
GCP shifts sourcing around congestion, force majeure
Panjiva Daily – Hasbro, Mattel cool off; Nintendo and Sony discuss COVID-19 challenges

Monday, August 09, 2021

Mattel, Hasbro shipments cool after bumper sales of outdoor toys
Panjiva Daily – Paying for the battery revolution; ThyssenKrupp, SSAB scale up in steel
JBS, WH Group have momentum challenge as Chinese meat inspections return
Nintendo, Sony see risk, disruption in COVID-19 resurgence

Sunday, August 08, 2021

Panjiva Insights: Who will pay? The outlook for large-capacity batteries
Suez scarring improves appeal of new Orient Overseas service
Thyssenkrupp, SSAB scale up steel shipments; long wait for tariff leniency ahead

Friday, August 06, 2021

Panjiva Daily: After three years, final tariff talks months away; GM shifts chip strategy

Thursday, August 05, 2021

After three years, final U.S-China tariff talks still have months to go
ZIM Shipping, MSC face attention in FMC’s surcharge inquiry
GM, Stellantis look to long-term solutions as Malaysia clouds semis situation
Xylem clogged by labor, inflation; diverts sourcing back to China

Wednesday, August 04, 2021

Panjiva Daily: Mitsubishi’s chip shortage silver lining; O&M handles inflated glove costs
GE, Schneider Electric avoid tariffs, receive insights into Trump trade policy
Semiconductor shortage silver lining seen by Mitsubishi in better autos margins
Owens & Minor handles elevated glove costs; PPE shipments scaling back
Cummins takes $100M hit from supply chain inflation; more of the same ahead

Tuesday, August 03, 2021

Becle prioritizes profits, price rise as tequila supply chain faces shortages
Panjiva Daily: Ferrari’s precision supply chain drive; Vietnam port challenge for TJX, Goodyear
iRobot sweeps through congestion, pivots to Malaysia
Ferrari’s precision drives production past semiconductor shortage
TJX, Goodyear Tire may face Vietnam challenge as port closure looms

Monday, August 02, 2021

Steve Madden, Wolverine World Wide show fancy supply chain footwork
Panjiva Daily: Footwear’s fancy supply chain footwork; vaccine rollout worries
Looking further into the future – July 2021 in 10 reports
Cargotec tackles supply chain problems, awaits U.S. Infrastructure Bill

Sunday, August 01, 2021

Matson joins the 2022 chorus, growth slowing but still substantial
Vaccine rollout questions remain, AstraZeneca maintains shipments to Mexico

Thursday, July 29, 2021

Panjiva Daily: Mattel, Hasbro play with supply chain strategies; 2022 normality for logistics
DSV Panalpina’s third upgrade comes with view of normalization in 2022
Ford weighs on U.S. trade activity, implements new supply chain strategy
Panjiva Daily: Ford’s three-prong supply chain strategy; Biden’s stricter Buy American stance
Biden’s stricter Buy American rule may require Mack Trucks to shift gears
Pentair, Donaldson look for pricing to wash away supply chain cost inflation

Wednesday, July 28, 2021

C.H. Robinson joins the 2022 recovery chorus while building market share
Panjiva Insights: The path to normal stretches far into the future
Mattel, Hasbro play with shipping, pricing strategies to optimize supply chains
RPM, PPG awash in coating demand, aiming to cover supply chain inflation

Tuesday, July 27, 2021

Tesla’s nine day buffer faces more port congestion, chip shortage risks in H2
Panjiva Daily: Tesla hacks its way around chip shortage, Signify shines a light on inventory
UPS’s ocean freight forwarding booms as e-commerce packages drag
Signify shines a light on inventory to tackle “crazy bullwhip”
Farmers, energy suppliers at risk as U.S.-China relations remain frosty

Monday, July 26, 2021

Savannah surge likely to continue to 2022 as Walmart leads CMA CGM higher
Cosco Shipping drives China’s shipyards ahead while KSOE faces cost inflation
TSMC, Intel expect tight supply chains into 2022 as GM trims output again
Panjiva Daily: Pandemic risks renewed in apparel; TSMC, Intel expect chip woes into 2022

Thursday, July 22, 2021

Pandemic risks renewed for apparel-makers as Bangladesh locks down
Thule pushes up pricing as supply chain costs rack up

Wednesday, July 21, 2021

ArcelorMittal, JSW Steel face risks from U.S., EU carbon border tariff initiatives
Panjiva Daily: Carbon tariffs spread, Indian steel at risk; Electrolux headwinds to continue
Fever-Tree shipments heat up despite mix of logistics challenges
Sleep Number overcomes supply chain nightmare, raises prices
Electrolux expects bigger impact from supply chain challenges in H2’21
Brexit Watch: Showdown with EU set as U.K. asks for Northern Ireland customs relaxation

Tuesday, July 20, 2021

Samsung, Foster Electric supply chains secure as Vietnam reaches currency deal
Panjiva Daily: K+N expects rates to roar into 2022; BNSF makes MSC’s life more complicated
K+N expects seafreight rates to continue to roar through to Year of the Tiger
U.S. warning on Hong Kong may add to China trade friction
BNSF’s rail limit complicates life for MSC as West Coast congestion continues

Monday, July 19, 2021

Panjiva Daily: Nike runs into Vietnam problems; apparel, leisure imports lag sales
Maersk’s new service may bring Deichmann, H&M back to Chennai
Cheniere, Sempra Energy may need more India sales as EU methane rules evolve
Brexit Watch: Sainsbury’s, Tesco may switch food supplies if customs aren’t reformed
Hapag-Lloyd warns of China reefer import issue as poultry shipments slide
Panjiva Daily: Maersk revamps Asia services; new challenges for China food flows

Sunday, July 18, 2021

  Leisure, apparel supply chain activity lags as retail sales boom in June
  Panjiva Insights: Government policy, national security and supply chain resilience
Volkswagen shipping goes green as activity remains below pre-pandemic levels
  Nike may run out of Vietnamese sneakers as COVID-19 accelerates

Thursday, July 15, 2021

“Fit for 55” brings higher costs, continued uncertainty for supply chains
Panjiva Daily: “Fit for 55” to boost supply chain costs; corporate inflation focus at 10-year high
Inflation focus hits 10-year high as import prices, shipping costs soar
Presidential power affirmed as Turkey loses steel tariff appeal
Voxx tunes into Taiwan as supply chain costs rise

Wednesday, July 14, 2021

South Africa protests may disrupt supply chains for Lenzing, Mahle
Panjiva Daily: South African protests disrupts supply chains; DP-DHL, DSV lead forwarder boom
Starbucks, JM Smucker face higher prices as Brazilian beans dry up
Roku takes a hit in patent case, supply chain activity slowing
DP-DHL, DSV lead forwarder boom in June as Europe outpaces China

Tuesday, July 13, 2021

Panjiva Daily: Levi Strauss, JinkoSolar use alternative logistics strategies in congested times
Back-to-school imports not back to pre-pandemic levels despite rebound
Maersk grabs more of JinkoSolar’s shipping, may lose some of LONGi’s
Levi Strauss leads by taking flight, heading east to secure growth
Lupin, Cadila may have growth opportunity from Biden’s drug competition order

Monday, July 12, 2021

Panjiva Daily: Shipping surge includes electronics slide; Samsung SDI backs Biden’s battery bet
Panjiva Daily: Biden’s regulatory wave for shipping; food hoarding to beat inflation
Nintendo’s Switch reboot takes toll on short-term shipments
USMCA Watch: General Motors labor issue resolved, signs supply chain normalizing
Fresh Del Monte, WH Group lead U.S. food boom as inflation hoarding starts
Shipping alliances face risk of regulatory wave from Biden’s competition order

Sunday, July 11, 2021

Container shipping surge hides electronics, apparel slowdown

Thursday, July 08, 2021

Panjiva Daily: Watch the Olympics, boost the deficit; Esquel seeks Xinjiang Entity List removal
Top Glove, Hartalega’s Malaysian shutdown leaves U.S. more reliant on China
Samsung SDI may want Biden’s cash to settle on new battery factory
  China tariff removal may help but not remove computer chip shortage
McCormick scales back imports after spicing up inventories

Wednesday, July 07, 2021

BRF wants more China export licenses but the Middle East is a bigger challenge
Esquel fights Xinjiang labor designation, L.L. Bean sticks by non-China supplies
CNH Industrial faces worst-in-career supply chain, keeps parts flowing
Auto slowdown slowing down as U.S. sales stumble on shortages
  Olympics may help U.S. trade deficit set another new record

Tuesday, July 06, 2021

Panjiva Daily: The fallout from trade policy rivalry in Q3’21; tackling Mexican food inflation
Few routes safe from surcharges as CMA CGM hikes India-Mexico rate
Q3’21 Outlook: The fallout from pandemic planning and trade policy rivalry
Ridley, ADM may have role to play in AMLO’s food price inflation battle

Monday, July 05, 2021

Q3’21 Outlook: The fallout from short-term supply chain planning
Q3’21 Outlook: The fallout from underinvestment in logistics
Panjiva Daily: Fallout from short-term planning, under-investment – Q3’21 Outlook special edition

Thursday, July 01, 2021

Panjiva Daily: ‘Zillions’ of calls for a $20,000 deal; scaling up India’s vaccine imports

Wednesday, June 30, 2021

  Feeling congested, bean better – June 2021 in 10 reports
Going fishing for deals – July 2021 supply chain calendar
Crocs snaps at peers’ alleged IP infractions as supply chain activity surges
Herman Miller in the chair for higher supply chain costs, raises prices to compensate
Cipla scales up imports as Moderna gets Indian vaccine nod
A ‘zillion’ calls and $20,000 – Container shipping rate update, June 2021

Tuesday, June 29, 2021

Evraz, TMK face dual duty squeeze as Russia manages metals inflation
  Medical protectionism in decline but cheap masks may change minds
Panjiva Daily: Suzuki chopped by chip shortage; L’Oréal may decide if CMA CGM is worth it
Suzuki chopped by chip shortage, inventories buffering shipments for now
L’Oréal may decide it’s not worth it after CMA CGM adapts Europe-LatAm service
  July 4 set for a bigger bang after vaccinations, elevated firework imports

Monday, June 28, 2021

Panjiva Daily: Shipping flow woes spread to Shanghai, SeaTac even as Yantian recovers
FedEx expects customers to pay for labor constraints as volume growth continues
Panjiva Daily: FedEx labor costs to be delivered to customers; rising trade war tensions
Lego’s recycled brick adds sustainability and complexity to supply chain
H&M, Levi Strauss face disruptions from renewed lockdown in Bangladesh
Ford bucks trend as autos apply brake to U.S. trade recovery
China-U.S. phase 1 trade deal delivery options overshadowed by Taiwan, Xinjiang

Sunday, June 27, 2021

Hankook, ATD move out ahead of tire duties

Thursday, June 24, 2021

Biden’s Xinjiang solar crackdown may cast shadow over LONGi, JinkoSolar
SeaTac joins the congestion club as Maersk, MSC shipments surge
  Stanley Black & Decker, Makita may face Shanghai hazard as Yantian issues pass
Panjiva Daily: Gamestop levels up; Peloton goes corporate; NYK gets green
Nord Stream 2 completion could leave U.S. LNG looking for alternatives

Wednesday, June 23, 2021

  GameStop levels up as console availability, shipments remain low
NYK cleans up car carriers in face of uncertain electric vehicle shipping future
Panjiva Daily: Amazon may have to back out of forwarding; Polestar’s U.S. supply chain power up
Yamaha, Honda may have new opportunities from Indonesia-Canada trade deal
GE, Volvo have new options as Finland-India multimodal route arrives
Peloton launches corporate program as supply chain pulls ahead of peers

Tuesday, June 22, 2021

Polaris uses flexibility to traverse rough supply chain terrain
Polestar powers up in U.S. as Tesla shows localization is no guarantor of stability
ADM, Cargill may face end of bean bounty on hoarding, harvest prospects
Starbucks, Constellation Brands may face CMA CGM’s Oakland surcharge
Amazon’s forwarding reach may be clipped by antitrust, Yantian challenges

Monday, June 21, 2021

Panjiva Daily: China adds urgency to Biden’s pharma plan; threats to the container boom
Long wait for lovers of Liverpool port including Baxter and Becton, Dickinson
Panjiva Daily: What normal looks like for K+N; Maersk’s Brazil crash hits autos, food
  Daimler, BRF may face disruptions from latest Maersk shipping accident
K+N expects second-half normalization, Vietnamese shipment worth watching
China steel controls may barely ripple through Mexican supply chains
  USMCA Watch: JinkoSolar may lose if Canada’s solar argument proves powerful

Sunday, June 20, 2021

  China’s rising share of U.S. drug ingredients adds urgency to Biden’s new plan
Congestion, carbon costs overshadow continued container shipping boom
Diageo, Bacardi may be last winners from U.S.-U.K. thaw as TPA deadline looms

Friday, June 18, 2021

Panjiva Daily: Ford, GM and Biden’s battery blitz; Boeing’s key to max-out phase 1 sales
Jags for snags at the heart of U.K. Australia trade deal that remains long way off

Thursday, June 17, 2021

BHP, Anglo American face Chilean copper cut as China aims to manage inflation
Panjiva Daily: Steel left hanging after low flying fruit harvest; assessing Biden’s chip fix
Gallo invests in Charleston after wine shipments fizz up
La-Z-Boy actively dealing with logistics, cost challenges
  Ford, GM launch expansion plans as Biden charges up battery strategy
Boeing 737 may be the way to Max out phase 1 commitments

Wednesday, June 16, 2021

Panjiva Daily: Freight forwarding’s bounteous growth; Home Depot sets sail
  Flex sees long-lived chip shortage as Biden looks for long-term fix
BRP hits seasonal jump over supply chain constraints
Supply chain inflation locked in as import prices rise at fastest since 2010
Thyssenkrupp, Outokumpu still face tariffs after U.S., EU harvest low-flying fruit
EU shrugs off Brexit drag to deliver faster export growth than U.S., U.K.

Tuesday, June 15, 2021

Panjiva Daily: No rest for the stressed; exposures to Yantian disruptions
  Home Depot sets sail with sales tailwind, congestion headwind for retailers
  Biden’s materials security aims depend on allies, emerging market spending
UPS, DSV Panalpina show forwarders’ bounty from logistics challenges
Removing $3.9B China tariff haul could ease U.S. supply chain inflation
Remdesivir released, vaccines reserved under Indian export update

Monday, June 14, 2021

Panjiva Daily: Biden’s 90 supply chain ideas and a pause for effect on tax
Lovesac adds on sources as activity springs ahead
No rest for stressed logistics networks as off-peak season looks elusive
Ikea, Qurate face shipping challenges as south China ports fight congestion
Brexit Watch: Sausage wars come at the wrong time for trade activity, U.S. relations

Thursday, June 10, 2021

  Biden’s 90 ideas provide long-term aims not short-term fixes
Nidec, Daimler face less attractive choices if magnets attract tariffs

Wednesday, June 09, 2021

Russia’s food price worries create another opportunity for U.S. farmers

Monday, June 07, 2021

Toro stocks up for a hot summer

Sunday, June 06, 2021

Donaldson turns to near sourcing to navigate supply chain storms
Advance Auto Parts set to accelerate brake price rises as supply chains overheat

Thursday, June 03, 2021

Panjiva Daily: Resurgent pandemic tests tech supply chains; the losers from vaccine success
Pause for effect as Biden adds leverage for global tax talks

Wednesday, June 02, 2021

JBS hack could chop meat exports, boost imports
Aurobindo shows not all healthcare has been healthy during the pandemic
Good news is bad news for Abbott Labs as testing kit supply chains slow
Strikes join chips, costs and COVID-19 in Volkswagen’s list of woes
Netgear, Samsung face pandemic disruptions from Vietnam’s staff shortages
Panjiva Daily: Shipping looks back into the void; Diageo, P&G face logistics cost hike

Tuesday, June 01, 2021

Fish the latest frontier in U.S.-China rivalry
Trade recovery looks fragile as industries, countries diverge
Diageo, P&G face rising shipping rates for Europe-Mexico routes
  Paying for the pandemic’s period of plenty – May 2021 in 10 reports
Back into the void – S&P Global Platts container update, May 2021
Volkswagen, BMW face power component patent case
Panjiva Daily: Decoding PC supply chains; policy and logistics issues to watch in June

Monday, May 31, 2021

  Dell, Lenovo flag historic lows in stocks, a year of price rises for PC supply chains
Walk the walk, hang on to your hats – June 2021 supply chain calendar

Thursday, May 27, 2021

Fisher & Paykel leverage air freight to outpace medical supply peers
CMA CGM’s express plans may run into Yantian gate closure
Dick’s Sporting Goods faces constrained outdoor sports supply chains

Wednesday, May 26, 2021

Panjiva Daily: VF Corp.’s supply chain self-belief; tire bounce shows limits of tariffs
Panjiva Daily: The $6.8 billion purchasing gap; worse-for-longer for west coast ports
Diversification opportunity for JBS, Hilton Foods from U.K.-Australia trade deal
Global trade rebound may not be as good as it seems
USMCA Watch: Mexico matters more for milk than Canada as dispute floodgates open
  Biden’s hand may be forced as China’s phase 1 purchases lag by $6.8B in April
Worse-for-longer on west coast as Hapag-Lloyd identifies ongoing challenges

Tuesday, May 25, 2021

Panjiva Daily: Vaccine roads don’t just lead through Rome; the Biden-Moon 6G telecoms deal
Aluminum supply chains about to get even more bureaucratic
Aristocrat Leisure gaming machines slip, chip availability may be a risk
Yokohama, Toyo tire bounce shows limits of tariffs
VF Corp. believes it is best after navigating logistics challenges during pandemic
Marfrig looks for scale in meat supply chain in post-pandemic recovery

Monday, May 24, 2021

Panjiva Daily: Ford delivers for Biden; EU’s pivot away from China could help U.S. steel
Panjiva Insights: Resilience in vital supply chains
HMM, SM Line add capacity after Hyundai, Hankook appear to jump ship
Tailored steel, aluminum retaliation plans set in motion by U.K.
  Rome Declaration useful, national commitments vital in delivering vaccine growth
  Biden-Moon deal could yield 6G telecoms opportunity for Samsung Electronics

Sunday, May 23, 2021

Deere pays the price to avoid supply chain challenges, harvest growth potential
Changes afoot for steel as EU trade policy pivots back to the U.S.
The shoe industry might not be ready for a formal summer

Friday, May 21, 2021

Panjiva Daily: Turbulence ahead for greening of USMCA; semiconductor supplies stressed
Ford delivers on Biden’s battery promise, Mexico may benefit

Thursday, May 20, 2021

Panjiva Daily: Xinjiang cotton risks realized; global vaccine supplies interrupted
JBS, Marfrig’s Brazilian beef could benefit from Argentine export ban
USMCA Watch: Wind could cause turbulence for next round of negotiations
China winning boat-building book as Japan resorts to tax breaks
Stressed semiconductors need water, get liberal sprinkling of state support
Indian Oil may switch away from American oil if Iran nuclear deal proceeds

Wednesday, May 19, 2021

Panjiva Daily: Tackling inflated supply chains; Maersk goes long after short-term surge
ZIM Shipping expects growth, rates to remain elevated in rest of 2021
  Panjiva Insights: Latin America versus the world – life after the pandemic
J.M. Smucker, Neumann slurp up Brazil’s coffee as rainfall fails
Serum Institute’s export delay raises vaccine supply retaliation risk
Uniqlo falls foul of CBP over Xinjiang as Guess, H&M cotton on to China risks

Tuesday, May 18, 2021

Maersk goes long as short-term shipping volumes, rates remain elevated
Panjiva Daily: DP-DHL, Amazon show that size matters; Foxconn’s India iPhone challenge
EU trade rebounds despite Brexit drag
Mask dumping allegations come as supply chain activity slows
Hapag-Lloyd adds India-U.S. service after unsatisfactory Q1
  Price hikes, trade cutbacks become more common as inflation worries widen

Monday, May 17, 2021

Panjiva Daily: Peloton pays up to step up; Adidas’s costly hurdle
DP-DHL, Amazon gain from forwarder boom as demand, congestion trends continue
Foxconn’s India challenge shows limitations of onshoring as a risk mitigant
Brexit baggage continues to weigh on U.K. trade activity
Qurate’s customers face higher costs as shopping boom brings shipping surge
USMCA Watch: General Motors, Cardone in crosshairs of initial disputes

Sunday, May 16, 2021

Sogefi aims for flexibility in an inflexible world
Peloton pays up to step up shipments, faces further challenges ahead

Friday, May 14, 2021

Sony needs to level up PlayStation supplies with shortfall through 2022

Monday, May 10, 2021

Union Pacific’s pop-up plans could help cut consumer goods congestion

Sunday, May 09, 2021

Adidas spends to hurdle supply chain challenges, Puma leaps ahead

Thursday, May 06, 2021

Panjiva Daily: Vaccine supply chains face more hurdles than TRIPS; pharma cargo cascade risk
U.S. supply chain activity throttles back after record month, still powers ahead
Panjiva Daily: Healthcare’s supply chain challenges; Stellantis’s chip issue accelerates
Biden’s TRIPS waiver support won’t guarantee short-run vaccine boost
Vivo battery ban may drag on Indian phone supply surge
GM looks to control the chip as semiconductor shortage cuts Mexican deliveries
Cargo cascade could cut Cadila, Aurobindo drug exports to U.S.

Wednesday, May 05, 2021

Panjiva Daily: The no-peak peak season surcharge; iRobot and sticky supply chain strategies
Ripples across the pond – S&P Global Platts container update, April 2021
Terex lifts prices to handle higher costs as maintenance demand jacks up
Stellantis sees bigger chip hit in Q2, plans for supply chain recovery
Intel’s new spending in New Mexico won’t clear the current chip shortage problem
ResMed, Baxter show COVID-19 is not the only challenge for medical supplies

Tuesday, May 04, 2021

Panjiva Daily: Steve Madden chases footwear demand; May’s the month for steel deals
iRobot shows stickiness of tariff-led restructuring as U.S. trade activity soars
  Supply chains never sleep – Five lessons from the first five years of Panjiva Research
Hapag-Lloyd, CMA CGM peak surcharges come without a peak season
Energy, autos pull Canadian exports higher but still below 2019 levels
  Beam Suntory, Bacardi stage Cinco de Mayo tequila turnaround

Monday, May 03, 2021

Trade investigators all abuzz as new honey dumping petition brought
Steel deals, grinding gears – May 2021 supply chain calendar
  Star Wars merchandise expansion is the way thanks to The Mandalorian

Sunday, May 02, 2021

Under unalleviated pressure – April 2021 in 10 reports
Steve Madden’s footwear demand chase hobbled by logistics challenges

Friday, April 30, 2021

Panjiva Daily: Congestion risks for the “other” peak season; China’s steel tariff tactics
Wabtec not yet on growth bandwagon as rail services beat equipment

Thursday, April 29, 2021

Dana dances past supply chain challenges with expedited freight, pricier steel
Panjiva Daily: Biden’s next 1,361 days – onshoring, not big deals; CMA CGM’s high risk charge
Hubbell’s China choice ensure goods flow in tight supply chain environment
Electrolux passes on higher costs as refrigerator demand heats up
Peak season isn’t just for the holidays – seasonal challenges for supply chains
China’s steel controls may raise costs for GM, Thyssenkrupp in Mexico

Wednesday, April 28, 2021

Panjiva Daily: Tougher-for-longer logistics outlook spreads; DSV Panalpina’s big balance plan
  Biden’s next 1,361 days – onshoring, vaccines and taxes but no big trade deals
Mitsubishi, Honda plan for chip supply chain challenges in May
India’s oxygen emergency requires steel export reductions
CMA CGM may draw FMC’s ire with surcharge approach to export congestion
EU Parliament approves U.K. trade deal, but Brexit uncertainties remain

Tuesday, April 27, 2021

Panjiva Daily: K+N sees challenging remainder of 2021; the Mario Andretti supply chain attitude
Simpson Manufacturing shrugs off bad weather, passes on higher supply chain costs
  Mattel, Hasbro may need holiday price hikes as supply chain costs surge
Tougher-for-longer logistics outlook leads Maersk, MSC to rearrange routes
  DSV Panalpina diversifies further as systemic congestion continues
Autoliv avoids semiconductor pileup it expects to continue until Q4’21

Monday, April 26, 2021

Panjiva Daily: Grand targets, mundane actions – delivering climate change action
  K+N sets eight-year expansion record as shipping for Miele, Toms booms
Top Glove pumps up shipments ahead of forced labor block removal
Vale’s iron ore exports enter third year of disruptions
Thule and the Mario Andretti attitude towards supply chain management
Husqvarna cuts into impact of higher supply chain costs with price rises

Sunday, April 25, 2021

TE Connectivity reconnects with China as supply chain pressures continue

Saturday, April 24, 2021

  Grand targets, mundane actions – Supply chains key to tackling GHG emissions

Thursday, April 22, 2021

  Ford keeps the brakes on as semiconductor shortage continues
Maersk’s autos link may help Suzuki as Indian auto sector recovery struggles
Earth Day commitments flag need for decades of change in ocean shipping

Wednesday, April 21, 2021

ABB, Siemens may have new opportunities as Biden reviews power security
Panjiva Daily: Localizing a global challenge – climate change special edition
Panjiva Daily: Apple’s M1 route to supply security; container chaos hits Latin America
Choppy pork trade may leave WH Group, JBS without main growth driver
Apple’s M1 route may swerve shortages as PC demand stays on high road
EU beats U.K. as global trade recovery keeps pressure on logistics networks
Hapag-Lloyd seeks to stem southerly spread of container congestion

Tuesday, April 20, 2021

  Localizing the global climate challenge – Biden’s summit and supply chain reform

Monday, April 19, 2021

Panjiva Daily: Supply chains stressed beyond the max; Stellantis loses drive, raises prices
Panjiva Daily: Suga-Biden deal success needs Tokyo Electron’s help; India needs vaccine APIs
Mexican gas surge illustrates challenges of currency manipulation assessments
Tokyo Electron, Tesla core to Suga-Biden strategic partnership
  Serum Institute pleads for COVID-19 supplies as U.S. slashes API shipments
PPG Industries pencils in price rises as paint supply chains dry up
Kansas City Southern expects autos microchip problem to reverse in H2’21

Sunday, April 18, 2021

Lakeland Industries shows PPE not immune from supply chain inflation
Stellantis engine plant loses drive while passing on higher costs in Brazil
Volkswagen, Wallenius Wilhelmsen shine as chips cast cloud over ferry shipping
LG Electronics, Qisda’s need for speed powers Matson to profit surge

Friday, April 16, 2021

Panjiva Daily: Fender volumes up as retail sales hit high note; tire shortage is down the road
Container congestion not going away as supply chains stressed beyond the max

Thursday, April 15, 2021

  Retail sales hit a high note as Casio, Fender volumes turn up
Johnson Controls, Bosch may be candidates for Boston’s bigger boats
Panjiva Daily: P&G, Pepsico and the Transatlantic rate record; the missing March shipping lull
Sentury, Cooper scale up tire imports as rubber concerns rise
  Giant, Kent cycle imports rally as elevated demand fulfillment continues
LG Electronics ups washer capacity as imports soar during pandemic

Wednesday, April 14, 2021

Panjiva Daily: Everyone loves localization; DP-DHL and the freight forwarding boom
  Lovesac delivers rapid growth at higher freight costs, risk of component problems
Plastic’s fantastic import price rise shows supply chain inflation risks
P&G, PepsiCo may face challenge from record Transatlantic shipping costs
Ports miss March off-peak lull as shipping demand remains elevated
WTO fish focus about more than just fish, Chile export growth mixed

Tuesday, April 13, 2021

Panjiva Daily: The first 3 million TEU month; Biden’s electric vehicle spending to charge ahead
  Everyone loves localization of semiconductors, Applied Materials and Intel act
Minerva, Marfrig rein in beef packing, become more reliant on exports
DP-DHL boosts outlook as forwarders’ shipping boom continues
Hapag-Lloyd warns of Oakland overload as port congestion moves north
U.K.-EU relations remain fraught as medical supplies hit nine year low for February

Monday, April 12, 2021

Panjiva Daily: Levi Strauss, Constellation Brands push supply chain inflation downstream
PriceSmart’s time delays may have passed after bumper March imports
First 3 million TEU month for U.S. imports as demand, congestion clash continues
JinkoSolar price rise shines a light on supply chain inflation
China’s steel price preoccupation could lead to export acceleration
Biden set to charge ahead with EV investments after IP case settled

Sunday, April 11, 2021

  Panjiva Insights: Words become actions, Q2’21 Outlook
Merck, Thales may be beneficiaries from closer U.K.-Indonesia relations

Friday, April 09, 2021

Panjiva Daily: Shoes a victim of the tech trade war; steel tariffs have their place
Valero feels chill from winter storms as petroleum supply chains shiver
Constellation Brands set to push supply chain inflation into beer prices
Levi Strauss cuts straight through logistics challenges, hikes prices

Thursday, April 08, 2021

Panjiva Daily: Biden commits as supplies slide; Starbucks, JDE Peet’s load up
Adidas, Primark sourcing from Myanmar still rising, may soon slow
Wolverine World Wide, Nike likely to keep paying price for U.S.-China tech war
Sigma Recycling may need new destination as Malaysia trashes U.S. trash
Netgear, Unizyx boost shipments with chip challenge on route ahead
Posco, Thyssenkrupp may be preparing for an elusive tariff cut

Wednesday, April 07, 2021

Panjiva Daily: Contracts for shipping, shipping not contracting; the chip shortage toll
Canada helped by supply chain inflation, hindered by chip crunch
  Biden’s vaccine commitment comes as medical supplies import slide
Boeing, Texas storms drag U.S. trade to 18th straight decline
Norfolk Southern’s Chicago delays could cause challenges for Deere, Ikea
Starbucks, JDE Peet’s load up on Brazilian coffee as prices turn over

Tuesday, April 06, 2021

Chip shortage taking a toll on auto shipments, sales may follow
Contracting for shipping, shipping not contracting – S&P Global Platts container update, March 2021
Panjiva Daily: Biden’s big onshoring infrastructure plan; life after Suez
Brunswick looks to long-term with Daimler, GM as chips limit Q1 shipping
Illinois Tool Works, Kyocera may see nail tariff costs cut
  Panjiva Insights: The future of big boats, digitization and state-funded reshoring

Monday, April 05, 2021

Guess? and PVH navigate supply chain disruptions
Life after Suez – April 2021 events calendar
Toro, Briggs & Stratton may see costs climb due to snowblower case

Thursday, April 01, 2021

Panjiva Daily: Whirlpool’s export explosion; Japan, Indonesia team up to tackle China dependence
Cast ashore in a sea of woes – March 2021 in 10 reports
  Biden’s $337B for onshoring, logistics could accelerate semiconductor onshoring

Wednesday, March 31, 2021

Panjiva Daily: 2021 Q2 Outlook special edition
  Kao Corp, Natura face digital tax retaliation tariff makeover
Whirlpool’s export explosion faces inevitable chip trouble
Sharp, JVCKenwood may have China-to-Japan swap support for Indonesia
Exxon Mobil, Koch face AMLO’s Pemex protection
Sri Trang, Hartalega step up after forced labor ruling against Top Glove

Tuesday, March 30, 2021

  Q2 2021 Outlook: Words become actions, threats going nowhere
Panjiva Daily: Supply chain structures after Suez; the case against bigger boats

Monday, March 29, 2021

Panjiva Daily: Ever Given refloated; Biden’s balance China relations, exports
  Size isn’t everything as ports struggle with container vessel expansion
Volkswagen, Renault take COVID-19 pause in Brazil as export sales slide
Stellantis can’t dodge semiconductor shortage, still building parts inventory
  Maersk considers the canal ahead for just-in-time supply chains
  Suez blockage removed, supply chain effects could last for months

Sunday, March 28, 2021

Biden’s balance of China relations, phase 1 purchases key for exporters

Friday, March 26, 2021

BRP’s boat business powers ahead with supply chain chop controlled

Thursday, March 25, 2021

Panjiva Daily: Ground, wind and fire perils for supply chains; Gamestop reboots imports
LONGi, Canadian Solar cut shipments to U.S. as California casts a cloud
Suzano’s break-bulk challenge wipes out Brazilian tissue wood pulp shipments
Steelcase uses price hike, alternative sources to tackle supply chain challenges

Wednesday, March 24, 2021

Panjiva Daily: Tesla not enough for Biden’s battery bid; Ford joins the decontenting trend
GameStop reboots imports as freight costs power up
Nordex faces headwind from higher logistics costs, expects demand growth
Pork export boom slows as health issues overshadow herd
  Ground, wind and fire – the perils of global supply chains
Shipbuilding rides rising tide on container demand, emissions needs

Tuesday, March 23, 2021

Panjiva Daily: Lipids versus doses, the EU-U.K. vaccine battle; CPKC’s USMCA opportunity
Ford joins GM’s decontenting trend with implications for global supply chain
Tariffs complicate chassis supplies in congested logistics network
Diageo, Pernod Ricard may lift a glass to Tai-Truss progress, pandemic still a challenge
Marfrig invests in U.S. beef as export demand slows
  Biden’s battery bid needs IP access as well as investment, minerals

Monday, March 22, 2021

Panjiva Daily: FedEx sees slow European recovery; Nike trips on port congestion
U.S. oil import pickup arriving sooner than Saudi Aramco’s demand view
Empty container handling imbalance widens, farm goods exports soaring
ZIM Shipping quintuples contracts, bolsters volume growth in 2021
Canadian Pacific Kansas City’s opportunities could include beverages, car parts
  Croda, Thermo Fisher may get drawn into vaccine battle as EU hardens stance

Friday, March 19, 2021

Nike trips on port congestion, higher freight costs as peers sprint ahead
FedEx sees European freight recovery constrained until 2023

Thursday, March 18, 2021

Panjiva Daily: Biden’s critical mineral choices; Johnson’s tilt to help BMW, Merck
Brexit, different customs approaches drag on global export growth
  Fireworks stuck at sea, pandemic casts cloud over July 4 celebrations
Hapag-Lloyd recovery at risk as bunker-adjusted rates reverse

Wednesday, March 17, 2021

Panjiva Daily: Retail inventory blowout risks rise; GM cuts content to deal with chip shortage
AsusTek rides second screen boom, long term monitoring needed
Toyota, Honda dips in production not just due to chips
Japan lags global, imbalance semiconductor sector growth
BMW, Merck may be winners from U.K.-India deal after Johnson’s tilt
Biden’s critical mineral sourcing choices need more R&D, less regulation

Tuesday, March 16, 2021

Panjiva Daily: Broken peak season port choices; Agfa’s pandemic exposure
Trade price inflation hits series record as materials prices, Chinese imports surge
Inventory blowout risk rises as retail sales growth slows, imports soar
  Dorel, Specialized face uphill struggle meeting demand as costs climb
Maersk’s vaccines-by-sea service could deliver Quad’s program
  General Motors discovers decontenting as way to deal with semiconductor shortage

Monday, March 15, 2021

Panjiva Daily: Bigger means better for freight forwarders; 2M restructures for reliability
Agfa-Gevaert’s pandemic exposure leads to tough supply chain adjustments
Tesco, Asda face elevated costs as CMA CGM hikes India-U.K. surcharge
  Thyssenkrupp fails in steel case, hasn’t lagged peers
Broken peak season pattern leaves importers needing port alternatives
CMA CGM expects growth to continue, care with tracking needed

Friday, March 12, 2021

  China’s five year plan has seven technology targets, watch for responses
Genesco needs port diversification as shipments, sales slip

Thursday, March 11, 2021

Adidas runs past pandemic challenges after tariff training
Brexit customs bullet dodged by not pulling the trigger
Size matters for freight forwarders as shipping demand growth remains high
Maersk, MSC restructure routes to rebuild reliability after raising market share

Wednesday, March 10, 2021

  Supply chain inflation proves persistent with high freight, commodity costs
Panjiva Daily: Supply chain inflation proves persistent; Stitch fix stays on time
Flex, Sanmina flows slow, cutting into Laredo’s traffic
Tata Power, Adani Green Energy face rising costs as solar import tariffs are hiked
Stitch Fix deliveries still on time, even if costs increase

Tuesday, March 09, 2021

  Biden’s pharma study may focus on Chinese glycoside, vial supplies
Shipping surge extends into February as consumer, pandemic needs remain high
H&M slashes shipments from Myanmar after coup
Adient, Brose seat supplies in decline as plastics crunch looms
Panjiva Daily: Shipping surge flows into February; Biden’s pharma supply chain targets
CMPC feels a sense of paper supply chain emptiness

Monday, March 08, 2021

Panjiva Daily: The 50-cent semiconductor problem; autos acceleration heading at supply wall
Panjiva Daily: Medical supplies slip before tariff cut; Nintendo set to level up its supply chain
LVMH tariff pressure may be lifted as aerospace agreements taxi for takeoff
Nintendo Switch overhaul follows console boom, logistics challenges in 2020
Chinese PPE shipments drop ahead of U.S. tariff exemption extension
Nilfisk faces 400% rise in freight costs, supply chain activity remains weak
One year on it’s time to look two years back as China sustains trade growth

Sunday, March 07, 2021

B&G Foods faces rising freight, commodity costs as growth recovers in Q1
  Trump’s tariffs deliver desired outcome as U.S. trade activity remains weak
American auto sales are trucking again, but Mexican supplies are in reverse
  50-cent semiconductor problem yet to drag on Acer’s deliveries

Friday, March 05, 2021

  Spin Master slows after logistics issues; WowWee spins up shipments

Thursday, March 04, 2021

Semiconductor shortage chips away at General Motors’ production
Panjiva Daily: HNI, Urban Outfitters ready for work and parties; GM wrestles with chip problem
Indonesian apparel needs help abroad as much as tariffs at home
Pemex slashes oil exports, gasoline imports as demand remains weak
  Urban Outfitters ready to party as supply chain activity expands
HNI ready for post-pandemic return for work as office furniture imports rise

Wednesday, March 03, 2021

  Roku supply chain activity rolled over in January after Q4 surge
Biden can get on with tariff business-as-usual with Raimondo confirmation
Panjiva Daily: K+N focused on rates not weights; Raimondo ready to tackle tariffs
Qurate faces tough start to 2021 as logistics costs stay high
K+N shows rates, not weights, matter; congestion set remain until summer
USMCA power play possible as CFE gains new abilities, Vestas loses out

Tuesday, March 02, 2021

A little off the top – S&P Global Platts container update, February 2021
Panjiva Daily: Back to the drawing board for supply chains; Big ports get bigger
Panjiva Daily: Biden’s China challenge as January target is missed; AMLO’s vaccine options
Vale sales surge as iron ore, copper exports shine
AMLO can’t rely on Biden for vaccines as AstraZeneca supplies start
Continental shifts brake manufacturing as USMCA opportunity beckons
  Biden wants China to live up to its commitments as it misses 2021 phase 1 target

Monday, March 01, 2021

Panjiva Daily: Biden’s $51 billion planning exercise; America’s pressing export issue
U.S. managers hope for rising exports as supply chains remain tight
Paying the price, fighting the freeze – February 2021 in 10 reports
Lifters face dumping duties as trade petitions decline
Big ports got bigger in 2020 while meeting the COVID-19 challenge
  Back to the drawing board – Risk must beat reward in post-pandemic supply chains

Sunday, February 28, 2021

Becle’s logistics headache passes, pandemic still weighs on exports
100 days and five years – March events calendar
Puma leaps logistics challenges in Q4’20

Friday, February 26, 2021

Tai sets out trade policy as expected, exports the more pressing issue
  Biden’s $51 billion supply chain planning exercise

Thursday, February 25, 2021

Panjiva Daily: Shipping surge slows in February; Seattle needles LA about space

Wednesday, February 24, 2021

Panjiva Daily: Biden channels Trump on Hong Kong; Crocs and Birkenstock run ahead
Amazon, Sonos drive higher volumes for Matson
bioMérieux expands test kit supplies, faces higher freight costs
Seattle needles LA about space for container shipping
Nautilus powers through poor logistics to continue expansion in Q1’21
Shipping surge abates in February, but far from washed out

Tuesday, February 23, 2021

Indian Potash, Coromandel fertilizer imports may wilt as prices peak
Dana faces expedited freight costs from supply chain bullwhip
  Crocs, Birkenstock run ahead as casual leads footwear trade growth
Stockpiled autos may stay parked as U.K. lockdown continues through April
Biden channels Trump on WTO, Hong Kong

Monday, February 22, 2021

Panjiva Daily: Tyson, Deere harvest farm export gains; athleisure jumps as apparel drops
Wallenius Wilhelmsen left behind as U.S. vehicle shipping recovers
Albemarle powers up production as lithium export price hits five year low
Deere faces higher freight costs as farm machinery demand booms
Tyson Foods, Mountaire outperform peers as meat lags U.S. food export boom
  Athleisure, Pakistan the winners as apparel trade loses ground

Sunday, February 21, 2021

Panjiva Daily: DP-DHL looks to do better by doing good; Biden’s tough steel choice
La-Z-Boy looks to speed up after supply chain volatility, heavy weather
Jakks Pacific sinks after Frozen, yet to spin up ahead of Sonic the Hedgehog
  DP-DHL may do better by doing good with LCL emissions offer
Biden faces hard steel choice as utilization recovers, Japan cuts output

Friday, February 19, 2021

ArcelorMittal, Reliance face steel freeze with Mexican energy cuts
Panjiva Daily: Texas storm sends shiver across energy supply chains; Michelin skids on tariffs

Thursday, February 18, 2021

Panjiva Daily: Apparel misses out on the retail recovery; frozen Texas plastic supply chains
ZIM Shipping, Maersk plot greener course for shipbuilders
Michelin loses traction as U.S. tire imports boom
Winter storms disrupt oil supply chains from Aramco to Pemex
Freight, furniture feeds import inflation as Fed flags supply chain constraints
Texas freezes gas exports, could chill relations with Mexico

Wednesday, February 17, 2021

Yamaha motorbike shipments accelerate as Honda, Kawasaki tap the brakes
Japan’s trade recovery proves elusive as oil price, autos disruptions weigh
Regal Beloit switches to Mexico as pool, cooling demand climb
  Adidas, Hanebrands lead import reversal as U.S. clothing sales slow
  Shin Etsu, Sasol among exporters facing Texas freeze

Tuesday, February 16, 2021

Panjiva Daily: Freight forwarding’s strategic evolution; Expeditors’ boom continues
  Breville faces tight inventory, costly freight as appliance demand pops up
Winter freeze joins pandemic as challenge for port operators
Tempur Sealy booming but constrained, mattress competitors reshore-once-more
Sonic, Rolls Royce may help Expeditors’ boom continue in 2021
New round of strategic evolution beckons as bigger means better for forwarders

Monday, February 15, 2021

Panjiva Daily: Recovery, resilience and life under Biden – special report
Chinese oil, U.S. luxury car buying a bigger issue than Brexit for U.K. trade
Starbucks needs fresh supplies once Brazil’s coffee export surge slows
  The $10 billion shipping inflation problem and corporate cost concerns
Callaway Golf empties its bag as freight costs, supply constraints overshadow 2021
Panjiva Daily: The $10B shipping inflation cost problem; Brexit’s oil and luxury car problem

Sunday, February 14, 2021

  Panjiva Insights: Recovery, resilience and life under Biden – 2021 Outlook

Thursday, February 11, 2021

Panjiva Daily: Four ways to tackle the chip shortage; Hasbro, Mattel’s playtime spoiled
Kerry-SF Holding deal provides challenge to Amazon, DSV
Four automotive supply chain options for dealing with chip challenges

Wednesday, February 10, 2021

Panjiva Daily: No rest for logistics in 2021; Deckers Outdoor speeds past footwear peers
Inverter supply chains join tariffs in casting cloud over Biden’s renewables ambitions
Hasbro, Mattel expand as logistics cost inflation spoils playtime
Maersk’s wild ride may be temporary, but still continuing in Q1’21

Tuesday, February 09, 2021

Panjiva Daily: Biden’s cheese and China tariff choices; freight costs not yet brought to heel
  Deckers Outdoor laps footwear peers, trips on logistics costs
  Biden’s mask mandate boosts demand as imports slip
Assa Abloy locks in price increases to offset freight costs
Quota-busting Canadians present Biden with aluminum dilemma
No rest for logistics as pandemic drives consumer, healthcare trade activity

Monday, February 08, 2021

Panjiva Daily: President Biden’s data-driven China choice; chips and ships a challenge for autos
Freight, labor costs trim Central Garden & Pet as stay-at-home demand soars
Super Micro power up Taiwan manufacturing as freight delays, costs rise
  Biden’s China tariff decision could be superseded by consolidated legal action
Von der Leyen – Biden deal beckons as cheesemakers tackle pandemic, tariff disruptions
ASEAN challenges may be next for Myanmar-connected supply chains

Sunday, February 07, 2021

Biden’s choice – the (not so) curious case of U.S. export weakness

Friday, February 05, 2021

  Peloton’s speedy shipping adds costs equivalent to 5% of revenues

Thursday, February 04, 2021

Sysco finds new routes for growth as pandemic continues to weigh
  Scotts Miracle-Gro sows doubts about justification for freight cost hikes
Semiconductors aren’t the whole problem for Nissan, General Motors

Wednesday, February 03, 2021

Panjiva Daily: Ford, GM fired up in Mexico; JVCKenwood rides the autos recovery
Panjiva Daily: Winners and losers from India’s tariff budget; drivers of UPS’s growth spurt
Pandemic drives art supply demand as Mitsubishi Pencil erases product line
Tata Motors creeps ahead as luxury brands struggle to recover
Sri Lanka’s port politics limits Japanese autos opportunity
Ford, GM fire up Mexican supply chains as USMCA restructuring deferred
JVCKenwood’s supply chain volumes ride automotive recovery

Tuesday, February 02, 2021

POSCO may win, Kia lose from the latest round of “Make in India” tariffs
UPS forwarding surges ahead with autos, healthcare driving growth
New year, new hopes, old problems – January 2021 in 10 reports
Panjiva Daily: Myanmar coup fallout for supply chains; Stanley Black & Decker’s heroic freight costs
ResMed, Danaher face continued demand, new headwinds in ventilator supplies
  CMA CGM switches fast service to Oakland after LA traffic jams
Trade complaints soar in 2021, including can opener IP infraction

Monday, February 01, 2021

Panjiva Daily: C.H. Robinson’s double-digit, digital growth; EU restarts medical protectionism
Stay-at-home helps, freight costs hinder Stanley Black & Decker
Looking peaky – S&P Global Platts container update, January 2021
Global trade recovery may be more fragile than it appears
Nintendo shrugs off competition, logistics challenges to deliver higher score
  Myanmar coup leaves Samsonite, LL Bean with supply chain choices to make

Sunday, January 31, 2021

USTR sets the tone; UPS, Maersk report – February events calendar
EU lights touch paper for another round of medical protectionism
Vietnam joins pressure on container lines to address soaring rates
  iRobot takes action against SharkNinja as cleaner trade soars

Friday, January 29, 2021

Panjiva Daily: Soaring shipping costs hit Tesla, Autoliv earnings; new round of India tariffs loom
C.H. Robinson’s double-digit, digital growth keeps it ahead of challengers

Thursday, January 28, 2021

Panjiva Daily: Logistics reliability vs. capacity vs. regulation; Nidec pursues outsourcing
U.S. trade recovery contingent on farm sales, autos supply chains
Shipping costs building up for lengthy U.K. construction supply chains
  Tesla tackles higher shipping costs as governments jostle to support battery onshoring
Autoliv faces freight cost hazard while demand recovers
Make in India tariffs reach refrigerators as Samsung, LG scale up supplies

Wednesday, January 27, 2021

Panjiva Daily: Biden’s Buy American matters most for infrastructure; no relief yet for logistics
  Levi Strauss awaits end-2021 for pandemic recovery, cuts inventories
U.S. fisheries losing out as pandemic disruptions of supply chains continue
Nidec pursues temporary outsourcing as motor demand fluctuates
  Reliability to trump capacity while risking regulation as container lines blank sailings
PPG, Chemours roll on paint supplies, demand remains choppy

Tuesday, January 26, 2021

Panjiva Daily: Cashing in during logistics disruptions; meeting build-at-home demand
Key Tronic unlocks onshoring growth after pandemic, trade war
Australian exports return to growth even as China trade war keeps its grip
  Deceleration, but no relief, for hard-pressed U.S. supply chains in January
Smart doorbell imports knocked as IP infraction case arrives
  Biden’s Buy American provides a new vehicle for dealing with an old sector

Monday, January 25, 2021

Richelieu, Home Depot build up imports as fix-at-home demand grows
South Korea smooths sailing to Indonesia with port investment
Rare earth sourcing challenges set to become more common
  ZIM, Matson’s shipments to LA surge as pandemic takes toll on staff
Orient Overseas joins ZIM in raising cash, competition remains fierce
Panjiva Daily: Clock ticking for Biden’s WTO, steel actions; American Eagle’s undies up

Sunday, January 24, 2021

Logitech turns up audio supplies, Asia ex-China sourcing
Procter & Gamble bubbles up even as U.S. soap imports wash out
Hyundai Steel case sets clock ticking for Biden WTO, steel decisions
American Eagle Outfitters sales slip as Aerie underwear heads upward

Friday, January 22, 2021

Panjiva Daily: Biden’s medical supply plan; steering through the autos skid in 2021
Maersk Essen diversion could eat into supplies for LG Electronics, Puma

Thursday, January 21, 2021

  Panjiva Insights: Steering through the skid – Auto supply chains in 2021
Panjiva Daily: Phones by sea, accelerating empties – creative solutions to logistics congestion
JBS faces fewer disruptions as China cuts import restrictions
South Korean shipyards win in December as China suffers setbacks
Japan snaps export downturn as global semiconductor shipments surge
Biden’s first actions may help EU relations, onshore medical supplies

Wednesday, January 20, 2021

Panjiva Daily: Prospects for Biden’s steel deal; Total goes greener
Expeditors, UPS shift more phones, PCs as spend beats speed in air-to-sea switch
  Birkenstock, Crocs take a step in different directions during challenging 2020
Chinese aluminum output set to rise as U.S. imports return to growth
WH Group, JBS may turn to Philippines as U.S. pork exports are chopped
Empty container shipments surge, logistics decongestion far from complete

Tuesday, January 19, 2021

Biden’s steel deal with Europe faces utilization hurdle
Panjiva Daily: Damp squibs – Trump’s final trade actions; fast fashion’s slow recovery
Consumer demand returns global trade to growth in November
Containers, not consumption may be the challenge for cocoa
Total steps into increasingly independent Indian solar power sector
ADM leads Brazil’s soybean off-peak slump as Chinese imports slip

Monday, January 18, 2021

  Damp squibs and longer lists – the final actions of the Trump administration
Dalian pulls the plug on reefer imports as meat demand soars
Foxconn scales up in Vietnam but China still leads laptop industry
Import tide may be turning but rail networks remain out of balance
Uniqlo shows continued pandemic challenges for fast fashion
Panjiva Daily: Cool retail sales, hot refrigerator imports; soaring soybean winners

Friday, January 15, 2021

Voxx supply stability allows firm to take advantage of stay-at-home spending
Samsung, LG refrigerator imports heat up as retail sales remain cool
Ford price hikes, DB Schenker package halts show start of U.K. trade travails

Thursday, January 14, 2021

Panjiva Daily: DP-DHL beats peers, smashes estimates; new port strategies needed
DeLong, Gavilon boost U.S.-China soybean shipments as prices soar
Dupont, WM Barr face rising China import prices with little prospect of duty cut

Wednesday, January 13, 2021

Panjiva Daily: CES and the stay-at-home spending boom; rubber gloves shrink
PriceSmart’s supply chain flexibility allows revenues to expand
Break bulk recovery proves elusive as vehicle imports languish
New lockdowns, old problems as two Chinese cities enter quarantine
New port strategies needed with congestion worst at larger facilities
  DP-DHL smashes estimates after acceleration in forwarding boom in December

Tuesday, January 12, 2021

Panjiva Daily: Past tense, future imperfect – the outlook for 2021
  CES 2021 upgrades to TVs, laptops aimed at extending stay-at-home sales boom
Pandemic gym buyers shrug off China tariffs that Biden will likely leave in place
MSC Industrial tackles glove trouble as U.S. pandemic treatment imports slip
Ford’s South American supply chain shift follows long-term Brazil downturn
Matson sees favorable first half as MSC wins, Evergreen loses in December

Monday, January 11, 2021

Panjiva Daily: Supply chain strategies for 2021; What pandemic? 2020 shipping beats 2019
  2021 Outlook: Past tense, future imperfect
Petronet, Reliance squeezed as China sucks up available LNG supplies
Ericsson supply chain shifts as Samsung launches IP suit
Firearms shelves empty despite weapon, ammunition import surge

Sunday, January 10, 2021

Canada shines a light on Biden’s solar tariff plans with USMCA challenge
What pandemic? U.S. imports in 2020 beat 2019 on sustained consumer surge
  2021 Outlook: Life (during) after COVID-19 – supply chain strategies

Friday, January 08, 2021

Panjiva Daily: Tough on China, (re)making friends – Biden’s trade policy in 2021
Semiconductor shortage chips away at Honda, Nissan production

Thursday, January 07, 2021

Panjiva Daily: COVID-21, China and straits – outlier risks for 2021
  2021 Outlook: Tough on China, (re)making friends – U.S. trade policy
iPhone, Xbox help, pandemic hinders as U.S. trade activity remains weak
Saudi delivery cuts, Mexican rules keep U.S. oil supply chains off balance
Early Christmas, lasting challenges – S&P Global Platts container update, December 2020

Wednesday, January 06, 2021

Panjiva Daily: Altogether, apart – global trade policy in 2021; pandemic > Brexit for U.K. apparel
Daimler, VW confident of prolonged sales surge as imports rise
  2021 Outlook: COVID-21, mines and straits – outlier risks for supply chains
Peru’s copper export slide started by Antamina, could be followed by Las Bambas
SQM presses on with lithium expansion as export prices slide

Tuesday, January 05, 2021

Export order expectation rebound takes a breather
Maersk leads solar shipping as logistics costs complicate tariffs
Next not worried about Brexit, global logistics is the issue
Panjiva Daily: Time to pay the pipers – logistics outlook for 2021; Hino’s supply chain challenges
  2021 Outlook: Altogether, apart – Global trade policy issues

Monday, January 04, 2021

Panjiva Daily: What lies beneath the Brexit TCA; what you missed over the holidays
Hino’s supply chain slows ahead of engine compliance pause
Seasonal produce review widens, potentially testing USMCA dispute system
  2021 Outlook: Time to pay the pipers – Logistics issues
Africa may pay as India returns to medical protectionism with vaccine limit (update)

Sunday, January 03, 2021

Deals, demand and orders – what you missed over the holidays

Tuesday, December 29, 2020

2020 Review: Pandemic, discipline and failing to fail – What we got wrong this year
  2020 Review: COVID-19, phase 1 and Brexit – 12 events that shaped global supply chains

Monday, December 28, 2020

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

Tuesday, December 22, 2020

Panjiva Daily: B.1.1.7 adds to Brexit risks; Bark & Co. bounds ahead

Monday, December 21, 2020

Panjiva Daily: Trump’s currency conundrum for Biden; the growing retail mismatch
Bark & Co. bounds ahead on strong holiday demand, fetches IPO
Maersk adds Novo Nordisk to pharma roster as shipments stall
LA’s toy story is one of triage as Hasbro, Mattel face congestion
Evergreen Marine, Yang Ming called to heel as shipping rates soar
Brexit Watch: B.1.1.7 highlights risks to U.K. food, medical imports

Thursday, December 17, 2020

FedEx on long growth runway with supply chain growth set to follow e-commerce boom
Life After the Elections: Trump leaves currency conundrum, tariffs for Biden
Life After the Elections: Toyota, Daimler show adaptations to U.S. steel tariffs

Wednesday, December 16, 2020

Panjiva Daily: Post pandemic gears slip for autos; winners from the China-Australia trade war
  Retailers face growing mismatch between sales, import growth rates
  Panjiva Insights: What to watch for U.S. trade policy under the Biden administration

Tuesday, December 15, 2020

Life after the elections: Trump leaves Turkey arms test for Biden
China’s Australia coal restriction provides Banpu, Bumi Resources with opportunity
M&S, Tesco shipping costs rise as CMA CGM adds emergency India surcharge
Life after the elections: Tough luck for Iowa as Brazil ethanol deal fails
Life after the elections: Biden tariff reset would come with complications
  Ford, VW miss a gear as U.S. auto demand slips, challenges abound
Panjiva Daily: Modi’s aspirations versus Biden’s policies; Apple investigates India supplies

Monday, December 14, 2020

Panjiva Daily: Mattel, Hasbro leave it late in 2020; cutting Huawei out of telecoms supply chains
Greif counting on pandemic recovery after supply chain restructuring
Life after the elections: Modi’s deal aspiration faces Biden’s trade, onshoring policy
Palm oil prices get out of hand as Wilmar, RGE Group exports dip
Brexit Watch: Hutchison Ports at epicenter of disruption as shipping rates treble
  Apple investigates supply chain as Wistron faces labor unrest

Sunday, December 13, 2020

Lakeland draws on pool of supply chain expertise to meet pandemic demand
United Natural Foods delivers beverage, sauce growth during pandemic
  Mattel, Hasbro leave it later to wrap up 2020 toy imports
Huawei removed from supply chains as Trump’s telecoms rules are applied

Friday, December 11, 2020

Panjiva Daily: Bigger means better for forwarders; Georgia on our minds for trade policy
Dollarama helped by holiday demand, supply chain retains China exposure

Thursday, December 10, 2020

Panjiva Daily: Pandemic hygiene supply chains pass their peak; ONE boosts farm exports
Gamestop gears up ahead of Xbox holiday cheer
  Panjiva Insights: Georgia should be on the mind for trade policy delivery
Brexit Watch: Risk of weak end to talks as medical import surge looms
DP-DHL, Expeditors find bigger is better in U.S. freight forwarding boom
Phase 1 beats USMCA as Trump leaves dairy case in Biden’s lap

Wednesday, December 09, 2020

  Rubber glove shipments are off peak as costs rises during pandemic
Panjiva Daily: Pandemic hangover for Brazilian autos; Hapag-Lloyd upgrades as carriers soar
Stitch Fix delivers growth with tight supply chain management
Big ports do better as shipping comes off the peak but not off the boil
P&G, Colgate Palmolive take froth off soap imports after pandemic boom
ONE boosts agricultural exports as FMC focuses on empty container strategy

Tuesday, December 08, 2020

VW, Daimler face Brazilian challenges as COVID-19 parts recovery falters
North America gas flows shifted by Chinese purchases, Mexican competition
CSX, Norfolk Southern’s northern opportunity from Savannah rail expansion
Hapag-Lloyd’s surprise maybe rates, not volumes as MSC leads U.S. freight
Bunge leads bean peak season as Brazil faces La Niña, tougher China competition
Panjiva Daily: Like the pandemic never happened; shifting tariff tides under Biden

Monday, December 07, 2020

Panjiva Daily: Biden to keep China pressure as Trump’s deal nears monthly target
Canada’s exports haven’t yet turned a corner as auto exports lose out to Mexico
Brexit Watch: Maersk, MSC move away from Felixstowe once more
Tariff tide changing under Biden as China duties do job but start to lose traction
Vaccine, PPE sourcing likely behind U.S. medicine withdrawal from WTO supply chain pact
Stay-at-home consumers, Chinese suppliers drive U.S. import surge

Sunday, December 06, 2020

Logistics jobs back to pre-pandemic levels, ports still under pressure
Life after the elections: Biden’s EU deal may be limited to steel, initially
  Life after the elections: Biden to keep pressure on China as phase 1 buying nears target
  Anemic services, booming consumers lead Trump’s trade metric upward
Guess? cuts uncertainties, supply chain costs with simplified product line

Friday, December 04, 2020

Panjiva Daily: Testing optimistic managers; Brexit’s costs for the autos industry

Thursday, December 03, 2020

Panjiva Daily: Hapag-Lloyd’s winter pandemic plan; who needs British ports?
Brexit Watch: Autos enumerate tariff trouble, steer supply chains out of EU
Flex leads rise in Mexican ventilator exports as imports dip
Vale’s China exposure rises, more to come if Australia-China relations worsen
  ONE Apus underscores dangers of international trade
Warranted Optimism: Management sentiment vs. supply chain activity

Wednesday, December 02, 2020

Panjiva Daily: The insecure industrial supply chain recovery; JM Smucker’s coffee rush
  Brexit Watch: Who needs British ports anyway?
Railways run hotter as multimodal expansion accelerates in November
Hapag-Lloyd plans for winter pandemic drag on Europe-U.S. trade
Adient comfortable with car seat outlook, faces supply chain headwinds
Utility supply chains power Mexico past the pandemic

Tuesday, December 01, 2020

Panjiva Daily: Buried containers, Brexit stockpiling boost rates; Kuehne’s combo critique
Driscoll’s may face fresh fruit scrutiny in November investigation
JM Smucker’s coffee rush relies on supply chain stability
Industrial import recovery insecure as ISM, shipment growth slow
XV hits the spot as Subaru, Toyota auto shipments return to growth
  L’Occitane returns to pre-pandemic shipments, beauty sector looking better

Monday, November 30, 2020

Panjiva Daily: Trump’s currency innovation bears fruit; Urban Outfitters shifts focus
Kuehne critiques carrier-forwarder combo; K+N favors Hapag-Lloyd
Buried containers, Brexit stockpiling – S&P Global Platts container update, November 2020
Tata Power, Adani may need new coal sources after Indonesia-China deal
BRP rides out choppy supply chain recovery
Setting the stage for 2021 – November 2020 in 10 reports

Thursday, November 26, 2020

Asia-first global trade recovery remains fragile
Deere expects farm equipment growth, supply chain a pandemic risk

Wednesday, November 25, 2020

Panjiva Daily: Retail industry out of balance; the keys to emerging market vaccine distribution
Mixed messages for phase 1 from low latency soybean trade data
Trump’s currency-as-a-barrier innovation brings late tariffs for China, Vietnam
U.S. export downturn continues despite phase 1 trade deal
  Urban Outfitters controls inventory, shifts to homewares

Tuesday, November 24, 2020

Panjiva Daily: Trump’s Taiwan tester for Biden; liners face FMC review
Emerging market vaccine distribution needs Indian airfreight, medical cooperation
Trade war, pandemic and wildfires beset global wine supplies
BJ’s achieves balance as retail sector shipping boom outstrips sales
Hapag-Lloyd moves from market share to margins with Asia-to-Brazil rate hike
  Jaguar Land Rover defends SUV import lead from Porsche, Lamborghini

Monday, November 23, 2020

Panjiva Daily: Biden’s solar supply chain duty dilemma; a bitter Indian surcharge pill to swallow
ThyssenKrupp’s auto orders ascend, steel in short supply
Brexit Watch: Cars, jet engine exports depend on deals yet to be done
Life after the elections: protecting tech, pushing pork – relations with Taiwan
Feds’ review widens as container-lines appear to prioritize empties over exports
Roche sees testing time for COVID-19 diagnosis kit through 2021

Sunday, November 22, 2020

Barbie, The Child add force to Mattel’s imports late in the shipping season
Welspun, Aurobindo face bitter pill as MSC takes bigger bite of Indian shipping
Life after the elections: Bifacial about-face puts tariffs in way of Biden’s energy policy
La-Z-Boy rebound squeezed by foam availability challenge
  Sonos sounds warning on congestion, container costs

Friday, November 20, 2020

Panjiva Daily: Biden’s Asia trade deal options; Microsoft levels up

Thursday, November 19, 2020

Casino closures during COVID-19 cut demand for gaming machines
Bissell caught in LA container jam, more logistics diversification needed
Microsoft Xbox levels up, higher score ahead
Panjiva Basics: Pertamina, The Gap, Toyota and Huawei – Indonesian trade in a nutshell
  Life after the elections: Indonesia’s opportunity to deal with Biden, with conditions

Wednesday, November 18, 2020

Panjiva Daily: Hapag-Lloyd’s pandemic problem; Maersk’s bounty brings alliance risks
Hapag-Lloyd’s pandemic delay a reminder of the hazards for sailors
Global trade returns to growth; EU may care more about Biden than Johnson
Maersk’s bounty leaves industry alliances hostage to intervention
Tyson Foods gains from Trump’s China deal, needs Biden for EU growth
Tariff burden sharing over as U.S. import price inflation accelerates

Tuesday, November 17, 2020

Volkswagen revs up supply chain localization on USMCA, tariff risk reduction
Panjiva Daily: FedEx, Dell pursue edgy strategy; retail inventory balloon risk rises
Samsonite offsets grounded luggage demand with supply chain management
Retail inventory balloon risk rises; Amazon forwarding shows homeware surge
FedEx, Dell partner to provide web of edge datacenters and services
  Top Glove’s labor restrictions weigh on U.S. PPE imports

Monday, November 16, 2020

Panjiva Daily: Fire risks raise battery supply chain questions; ZIM’s congestion-busting service
Dairy farmers push Biden to milk trade deals for all they’re worth
Tsingshan, Obsidian light up Indonesia’s nickel export strategy
LG Chem, Samsung SDI face fire recalls as battery supplies charge ahead
GM, Fiat Chrysler may be targets for ZIM’s new short-haul service
  Obama’s memoir drives boom for Penguin after publishing’s pandemic pause

Sunday, November 15, 2020

Maersk, ONE lead South Korea shipping boom, HMM shifts focus
Panjiva Daily: Pandemic worries meet meat demand; Indonesia’s RCEP opportunities
  Indonesia’s RCEP opportunities led by apparel, risks for autos
Phillips 66, Marathon cut imports as hurricanes, pandemic roil oil shipping
  Pandemic worries meet meat demand jump with packing safety concerns
  Long Beach boom brings congestion, surcharges and shortages

Friday, November 13, 2020

Panjiva Daily: Joe’s gentle jab at Boris; Honour Lane, Hecny the fastest forwarders

Thursday, November 12, 2020

Cars parked, grains grow as U.S. rail activity runs slowly
  Life after the elections: quick deal, no deal or a small deal – U.K.-U.S. relations
Brexit Watch: Chaos foretold amid logistics disruptions, key supplies downturn
Honour Lane, Hecny have fastest forwarder growth, DB Schenker lags
Roku rolls out Apple support as supply chain activity rocks

Wednesday, November 11, 2020

Panjiva Daily: Biden’s EU tractor reboot; winners from the China-Australia trade war
Panjiva Daily: Maersk, MSC lead the U.S. shipping boom; container shortage reaches farm goods
Laredo expansion may cut into Monterrey’s airfreight growth
Hapag-Lloyd’s farm service withdrawal follows grains, beans boom
Amazon replaces DB Schenker as Maersk, MSC lead liner pack in October
Glatfelter stays steady, may face Brexit risk in 2021
  Vtech takes tariff, pandemic lessons but faces residual Trump risk

Tuesday, November 10, 2020

Tupperware imports pack a punch at stay-at-home demand soars
Panjiva Daily: Biden’s build-back-better healthcare sourcing plan; Xi’s controllable supply chains
Life after the elections: Biden could help Caterpillar, Deere with EU reboot
Antofagasta, Codelco have copper opportunity in Australia-China trade spat
Flowserve awaits 2021 recovery, rationalizes supply chain with China focus
COVID-busting, consumer demand drive record high for U.S. shipping

Monday, November 09, 2020

Panjiva Daily: The Trump scorched earth China scenario; Thailand loses GSP tariff status
Brandix COVID-19 investigation raises supply chain questions for PVH, H&M
Toyota, Subaru back to pre-pandemic levels as U.S. auto sales recover
Life after the elections: Biden’s build back better healthcare supply chain
Xi’s controllable supply chain plan emerges amid export boom, U.S. upheaval
Fiskars growth trimmed after pandemic-linked import surge in Q3

Sunday, November 08, 2020

Samsung, Honda face higher costs as Thailand loses preferential tariff status
Life after the elections: scorched earth or lasting legacy, relations with China

Thursday, November 05, 2020

Trane sets supply chain shift in motion, avoids constraints in Q3
PCM, Mitsubishi Imaging costs could rise as thermal paper imports face audit
Crest of the wave – S&P Global Platts container update, October 2020

Sunday, November 01, 2020

  Life after the elections: 5 trade issues to watch to inauguration and beyond

Saturday, October 31, 2020

Comparing candidates, broken cycles – October 2020 in 10 reports

Friday, October 30, 2020

Panjiva Daily: Maersk’s Miami surcharge vice; medical supply chains slowing in October

Thursday, October 29, 2020

Panjiva Daily: UPS, C.H. Robinson deliver surprises; diggers still in a hole
  SEB brews up a recovery with Chinese cookware, Columbian backup
Convatec’s diabetes growth in Q3 may be reversing in October
Ninebot rides the pandemic mobility wave as supply chain activity surges
Seiko Epson, Honda squeezed by Maersk’s Miami surcharge vice
  Thule racks up growth, reconnects with China during the pandemic

Wednesday, October 28, 2020

Panjiva Daily: Retail shipping accelerates in October; out of the woods, still in the dark
Illinois Tool Works latches onto fastener growth after Q3 downturn
  U.S. trade remains depressed as exports struggle outside farm goods
Diggers still in a hole, Caterpillar and Komatsu hope for a recovery
UPS, C.H. Robinson beat estimates after late surge in shipping volumes
  Unhappy Halloween ahead with rise of pandemic measures, clown outfit imports

Tuesday, October 27, 2020

Panjiva Daily: Biden’s battery boost, Trump’s farm sales success and Mattel’s Barbie bounce
Taiwan on the post-election agenda whatever the result as Trump’s arms sales surge
Off-key performance from Guitar Center, Yamaha during pandemic
Steve Madden gets kicked by store closures, logistics congestion
Accelerating retail shipping surge in October carries risk of inventory overbuild
Out of the woods but still in the dark – earnings guidance during the pandemic

Monday, October 26, 2020

Orient Overseas wins Red Bull as container line competes for market share
  Biden’s battery bet may boost domestic lithium, rare earth sourcing
Aeroedge titanium cut shows unintended consequences of subsidy action
Trump touts on-track China farm sales, but other products have gone off-road
Mattel boosted by Barbie, has a bad feeling about meeting demand surge

Friday, October 23, 2020

Panjiva Daily: Cannibals, parked cars and oil disruption; Logitech, iRobot turn up the volume

Thursday, October 22, 2020

Halliburton’s cannibals, Petrobras’s parked cars – the COVID-19 energy hangover
Panjiva Daily: Peloton’s uphill delivery struggle; the bow wave of COVID-19 recovery hopes
Amphenol hooks up growth surprise as Q3 supply chain activity recovers
Expeditors, Flexport face Seattle disruptions despite port’s demand drop
  Logitech’s supply chain bet pays off as sales smash estimates
iRobot sales, shipping surge on stay-clean-at-home demand

Wednesday, October 21, 2020

  Panjiva Daily: TikTok, COVID-19 and the unhappy toy season; finding UPS’s Vietnamese targets
Shipbuilding continues to sink with orders at 32-year low
Borusan Mannesmann gets tariff refund, still faces oil price weakened pipe demand
True Religion returns even as consumers have little faith in denim
  Peloton slips a gear on recall, supply chain delivery challenges
  Panjiva Insights: The bow wave of recovery hopes

Tuesday, October 20, 2020

Unhappy holidays for toymakers as TikTok, COVID-19 change success criteria
Panjiva Daily: Microsoft’s supply chain route to console war win; C.H. Robinson’s surcharge warning
Tesla reorients delivery pattern as U.S. loses out on lithium supplies
European Union struggles to keep pace with global trade recovery
UPS’s Vietnam expansion could target Longi Solar, Nintendo as new clients
K+N takes a more conservative Q4 view than DSV-Panalpina, DP-DHL

Monday, October 19, 2020

Panjiva Daily: Best Buy slows, H&M grows as retail recovery accelerates
Semiconductor export controls in China, U.S. yet to chip away at supplies
Brexit Watch: Johnson’s Australia-style deal raises food import risks
ONE cuts shipping services, suggesting demand wave will break
C.H. Robinson warns on port surcharges as shipping soars
  Microsoft sees supply chain success as key to winning the 2020 console war

Sunday, October 18, 2020

Bunge leads Brazilian soybean bounce ahead of container shortage
  Americans load up on ammunition ahead of the elections
Delta Apparel ramps up production but H&M leads the activewear recovery
Best Buy cuts imports as electrical store sector sales slow
Getinge gets growth from ventilators, other products lose out to pandemic

Friday, October 16, 2020

Panjiva Daily: Testing Trump’s onshoring strategy; HMM helps consumer electronics surge

Thursday, October 15, 2020

Hapag-Lloyd upgrades as Brazil, U.S. operations continue to struggle
Panjiva Daily: Hapag-Lloyd’s cool technology; EU’s Trump-baiting carbon tax
  Cue lines up test kit supplies, meeting Trump’s onshoring aims
Days of burden sharing are gone as import price inflation returns
Nissan, GM may face supply chain challenges as U.S. auto sales recover
HMM rolls out extra service to support Samsung, LG demand surge

Wednesday, October 14, 2020

Panjiva Daily: Maersk joins the upgrade fleet; Trump casts another cloud over solar
Panama Canal misses out on Asia-U.S. trade recovery bonanza
Daimler, Deere could face Trump-baiting EU carbon border tax
5G rollout has yet to accelerate as equipment imports languish
  Hapag-Lloyd, Maersk boost tech investments as reefer handling cools
ASML avoids COVID-19, regulatory disruptions as shipments rise

Tuesday, October 13, 2020

Panjiva Daily: DSV Panalpina, DP-DHL’s sunny outlook; Brexit summit for medical supplies
  Manitou set to give wind powered shipping a lift
Volkswagen finds sea shipping a better way after rail disruptions
POSCO diversifies its customer base as autos recovery proves anemic
Maersk joins the fleet of upgrades after shipping swells in September
New Trump move casts another cloud over solar panel supply chains

Monday, October 12, 2020

DSV Panalpina, DP-DHL upgrade outlooks as forwarders look forward to a strong Q4
Brexit Watch: Strides Pharma, Cipla step in but can’t offset pre-Brexit drug shortfall
Panjiva Daily: Post-pandemic retail pull-forward; Amazon the source of Matson’s flood
Cambodia-China trade deal could complicate U.S. supply chains
AMAG, Constellium avoid aluminum action, shipments still in decline
Vale prioritizes China for short-term shipments, long-term investment

Sunday, October 11, 2020

  Retail pull-forward drives surge in electronics, appliance import surge
LT Foods leads Indian rice boom as U.S. demand boils over
OEC, Flexport face test as congestion hurts LA, Long Beach port reliability
Amazon the source of Matson’s Q3 China shipping flood
  Pandemic planning versus panicking – September’s shipping surge

Friday, October 09, 2020

Panjiva Daily: COVID treatment costs versus strategy; Levi’s supply channel changes

Thursday, October 08, 2020

Panjiva Insights – Adopting LogTech in a post-pandemic, cyber-insecure world
Cargotec and Konecranes announce merger to chase cost savings
Panjiva Daily: Trump’s trade tools assessed; COVID-19’s impact on apparel supply trends
  Costco may be caught in the cold as outdoor dining heats up
Levi Strauss helped by supply channel change as denim struggled in Q3
  Grassley’s COVID tariff move may complicate Trump’s onshoring strategy

Wednesday, October 07, 2020

Panjiva Daily: Trump’s pre-election trade scorecard; auto insurance supply chain risks
Subaru loses U.S. drive as Japan’s automakers skid in September
BMW, Ford contribute to Canada’s volatility as recovery proves tough
  Tanks not suits, throws not sweaters – Q3’20 apparel scorecard
Deficits and tariffs – assessing Trump’s trade tools ahead of the election

Tuesday, October 06, 2020

Panjiva Daily: Barbie bet meets COVID chaos; La Nina adds to Starbucks’ challenges
  Mission not yet accomplished as Trump-Xi deal falls short of target
Tough last scorecard for Trump as deficit peaks, exports wane
  Critical moment for Trump’s critical minerals strategy as imports slide
Mission Produce readies for growth as avocado exports shrink
Supply chain disruptions among risks to low auto insurance claims costs

Monday, October 05, 2020

Mattel’s Barbie bet faces supply chain uncertainty, slowing industry imports
No tarnish from Golden Week – S&P Global Platts container update, September 2020
La Nina, COVID-19 roil coffee supply chains as Starbucks cuts back
Logistics jobs still be pre-pandemic level, congestion risks rising
Panjiva Daily: COVID-19, elections, onshoring and Brexit battles – Q4’20 Outlook special
Trump’s Vietnamese timber tariffs could cut furniture shipping

Friday, October 02, 2020

Dealing with the surge, preparing for the future – September 2020 in 10 reports
Panjiva Daily: Trump set to pursue Vietnam; the rise of forced labor actions
Q4 2020 Outlook: Endings and beginnings

Thursday, October 01, 2020

JBS, Cargill may lose market share as British beef returns to U.S. stores
Panjiva Daily: Trump vs. Biden – jobs and geopolitics, not trade, the key to trade policy
CMA CGM cyberattack comes during peak season for retailers
Maersk, DP-DHL show long and short routes to cutting CO2 emissions
U.S. forced labor actions expanded to include palm oil imports
  Netgear, TP-Link at risk as Vietnam finally becomes a target for Trump

Wednesday, September 30, 2020

HP and Netgear router traffic may slow with IP case looming
Maersk, MSC lead shipping as Houston looks for liftoff
Weak industrial export activity treads on Trump’s trade deficit success
  Panjiva Basics: Trade policy has little to do with trade – U.S. election preview

Tuesday, September 29, 2020

Panjiva Daily: DHL could harvest Apple’s growth; renewables tailwind for Siemens Energy

Monday, September 28, 2020

Kawasaki has heavy lifting to do, Yaskawa passes pandemic trough
Shipbuilders adrift as exports fall, orders remain elusive
Apple, Lenovo may fill DHL’s expanded Mexican jet service in peak season
Siemens Energy activity spins up as renewables tailwind continues
Scholastic learns lessons from COVID-19, restructures sales channels
Panjiva Daily: Pandemic recovery accelerates; Electrolux’s COVID recovery complete

Sunday, September 27, 2020

Global trade better, but not fully recovered, after COVID-19 lockdowns
Volkswagen may run into Mexican supply chain issues after rail blockade
Electrolux blows past COVID-19 as imports of fridges heat up
Pemex keeps crude flowing as domestic distillate demand remains depressed

Friday, September 25, 2020

Pandemic recovery accelerates with U.S. imports up by a fifth in September
Panjiva Daily: Tesla tackles Trump’s tariffs; Chevron shows the way out of Venezuelan oil

Thursday, September 24, 2020

  Tesla plots new route for tariff relief; LCI, Ford back away from China
Panjiva Daily: Tesla powers up battery supply chain; Fiat, Tupy face trade deal disappointment
  Panjiva Insights: Waiting for Joe – EU trade policy and prospects
Truck trade has Pharr to go in post-lockdown recovery
TSMC support comes as U.S. proves weak link in demand for Taiwanese chips
Chevron shows way ahead as Reliance faces end of Venezuela sourcing

Wednesday, September 23, 2020

Panjiva Daily: Maersk manages Transpacific surge; labor constraints for PPE supplies
Steelcase builds imports faster than Ikea, but may need to take stock of inventories
Fiat Chrysler, Tupy may lose out if France blocks EU-Brazil trade deal
Tougher Xinjiang sanctions require radical supply chain transparency upgrade
  Tesla set to overhaul EV battery supply chains, eventually
CMA CGM, Cosco grow as Seattle-Tacoma finds blank sailings rule the waves

Tuesday, September 22, 2020

Panjiva Daily: FedEx’s freight fightback; trade war tariffs two years on
EU looks inward for pandemic recovery as localization strategies go global
Labor practice constraint yet to hurt U.S. glove supplies in COVID-19 fight
Brexit Watch: No deal, troubled IT raise challenges for Maersk, MSC at Felixstowe
Maersk boosts capacity as 2M volumes hit record on U.S.-inbound lanes
Cracker Barrel avoids supply disruptions, sticks to China sourcing

Monday, September 21, 2020

Panjiva Daily: Stay-at-home helps Microsoft, Lovesac; Walgreens sticks with China
JBS, WH Group lead phase 1 farm export surge
  Ikea, Target load up on furniture as retail sales growth stalls
FedEx’s freight fightback needs disintermediation, China share to succeed
Brexit Watch: Customs expedience now jeopardizes trade deals later
Komatsu, Weir still feeling tariff burn two years after trade war’s first shot

Sunday, September 20, 2020

Peloton rides the stay-at-home exercise wave
Vietnam pivots to PPE production; Walgreens remains focused on China
Microsoft Xbox hits power-up in pandemic console wars
Lovesac bags discounts, diversifies sourcing

Thursday, September 10, 2020

  Resilience, efficiency and environment – IoT and digital set to transform logistics
LVMH sacrifices Tiffany deal in Franco-American tariff tiff
Brexit Watch: Ford, BMW have a stake in quick-and-dirty CPTPP deal
Panjiva Daily: Schenker shifts gears as forwarders fly; retailers’ slow walk to school sales
Panjiva Daily: Special Report – Transforming logistics with IoT and digital investments

Wednesday, September 09, 2020

  Panjiva Insights: Shaping a resilient future for Asian supply chains
Panjiva Daily: Shipping record set in wake of COVID-19; medical test kit supplies slip
Thai Union lines up Red Lobster to net a wider downstream supply chain
Brexit Watch: No-deal risk rises; Gap, Primark may have choices to make
Schenker shifts gears, pursues Damco users after August slowdown in volumes
Genesco’s prolonged back-to-school season trips footwear imports

Tuesday, September 08, 2020

Panjiva Daily: Truck rate troubles as demand surges; three deals, three problems for econo-Brexit
  Abbott, Roche test kit shipments slip as COVID-19 medical supplies shrink
New York cheered by booze imports as U.S. port activity reaches record high
  Ericsson, Samsung may have trade policy edge over Nokia in 5G
Record container shipping in August as post-COVID consumer surge continues
GM, Volvo buck falling foreign vehicle import trend with China shipments

Monday, September 07, 2020

  PC surge boosts China trade; phase 1 purchases still failing to make a difference

Sunday, September 06, 2020

China, U.S. set out competing semiconductor plans as chip needs surge
Suzano’s green bond follows surge in pandemic pulp demand
Fonterra, O&K face doubled trucking rates as logistics jobs lag demand
Brexit Watch: Three deals, three problems as economic Brexit approaches

Friday, September 04, 2020

Panjiva Daily: Trump’s crumbling trade targets; Philips’ ventilator blow

Thursday, September 03, 2020

Panjiva Daily: Decoding Maersk’s Damco move; Trump triggers tariffs ahead of elections
Trump’s trade targets crumble with China’s purchases behind schedule
  Lego’s supply chain agility helps build sales during pandemic
Philips suffers a blow as ventilator stockpiling ends
Truck strike may cool growth in Nestle, Vina Concha exports from Chile
Miele may have Whirlpool in a spin as washer review resumes

Wednesday, September 02, 2020

Panjiva Daily: COVID-19 recovery brings renewed troubles for forwarders, autos and retail
Trump picks a new trade fight to harvest fruit farmers’ votes
Ternium, ArcelorMittal face steel restrictions during Trump’s re-election campaign
  Maersk ditches Damco, raising Ceva questions for CMA CGM
Making hay while the sun shines – S&P Global Platts container update, August 2020
Keeping the trade peace, recovering from COVID-19 – August 2020 in 10 reports
Panjiva Insights: The fallout from COVID-19 and long-term strategy plans

Tuesday, September 01, 2020

U.S. trade downturn hits 16th month; improvements indicated ahead

Monday, August 31, 2020

  Urban Outfitters achieves the nearly impossible in post-COVID supply chain control

Wednesday, August 26, 2020

GM, Autoliv face higher trucking costs during COVID-19 recovery
Panjiva Daily: Trump’s China trade policy for 2021, and beyond; Foxconn’s Mexican plans
Expeditors, C.H. Robinson rebound in Seattle challenged by Union Pacific surcharge
  Best Buy faces constraints, supply chain starting to improve

Tuesday, August 25, 2020

Canada-U.S. wood dispute lumbers on through broken WTO process
  Trump’s second term plan targets tax breaks rather than tariffs in trade policy
Panjiva Daily: The art of the pre-election pico-deal; 10-month U.S. import losing streak ends
ZIM Shipping plans IPO as margins recover, Transpacific trade surges in Q3
Foxconn could react to Trump’s trade pressure with Mexican investments
Global trade downturn slowed in June, Q3 shows signs of recovery

Monday, August 24, 2020

Panjiva Daily: Ugly outlook for beauty supply chains; digging deep for construction parts
Smokers, babies could be winners from Lighthizer’s WTO proposal
Deere downbeat on farmers’ fluid feelings about trade policy
Ten month losing streak in U.S. imports ends in wake of trade war, COVID-19
MSC delivers the opposite of blanking as Maersk hits China-U.S. record
  The art of the pico deal: Trump trades lobsters for lighters in pre-election deal

Sunday, August 23, 2020

China’s shipyards lose out to South Korea’s as orders remain weak
  Estée Lauder presents ugly outlook after COVID-19 demand disruption
Samsung SDI, LG Chem’s lithium demand rises as SQM turns on the taps
Komatsu digs deep for construction equipment parts
  LG, Qisda may pay for priority as CMA CGM battles for profitability

Friday, August 21, 2020

Panjiva Daily: Conflicting views on autos recovery post-COVID; Ventilator flows slowing

Thursday, August 20, 2020

Wallenius Wilhelmsen takes cautious stance to Q3 as autos shipping slides
Panjiva Daily: Laptop supply chains power up; pandemic concerns reach Hong Kong food imports
Target, Samsonite could be wooed by China’s new trade support scheme
Hindalco sees auto aluminum supplies near pre-COVID levels
Global trade on the mend as export decline slows to 10% in June
Flow of ventilators switches to Mexico as U.S. stockpile stabilizes

Wednesday, August 19, 2020

Japanese trade remains depressed; medical diplomacy ongoing
Maersk turns a corner on the road to post-pandemic normality in H1’21

Tuesday, August 18, 2020

COVID concerns reach Hong Kong poultry imports; dims prospects for Aurora
Panjiva Daily: Trump’s phase 1 fig leaf; Cosco, CMA CGM face Chinese antitrust review
Lenovo, Dell lead laptop supply surge as COVID-19 overshadows school year
  Diageo swoops in for Aviation Gin after Beefeater eats its lunch

Monday, August 17, 2020

Panjiva Daily: Hapag-Lloyd lags Maersk in slow July; retail supply chain winners and losers
Cosco, CMA CGM face antitrust review as rates surge, China-LA volume hits record
Kuraray sees COVID-19 drag into 2021 as PVA shipments surge
  Dorel, Dynacraft ride COVID-19 demand for bicycles; supply chains still tight
  Tomy joins Hasbro, Mattel with cuts after imports fail to transform into sales
Trump delays phase 1 reckoning, beans and pork provide a fig leaf

Sunday, August 16, 2020

Hapag-Lloyd lags Maersk, Cosco Shipping in slow start to Q3
Qurate sticks with China through tariffs, pandemic
Target backs backpacks as back-to-school clothing imports slide
Stein Mart stumbles as U.S. retail sales, appliance imports recover in July
Leoni leans towards the cautious as COVID-19 slashes cable demand

Friday, August 14, 2020

Panjiva Daily: Flexport, Amazon unbowed by COVID-19; Super Micro well served by Taiwan

Thursday, August 13, 2020

  Super Micro finds Taiwan serves it better than China as demand grows
Flexport, Amazon unbowed by COVID-19 as peak season surge starts
Panjiva Daily: Ports pay the price for blank sailings; Nautilus wins supply race during COVID-19
Trump’s tariff cudgel proves effective, may be wielded once more if phase 1 fails
Slow rolling for truck tire review as currency manipulation investigated
China tariff burden sharing slows as plastics prices rise, telecoms stabilize

Wednesday, August 12, 2020

Panjiva Daily: Record start to peak season; Trump’s medical onshoring strategy emerges
Brother, Canon lose tariff labels as last leniency rulings issued
Marathon, Valero raise U.S. crude imports in July as COVID-19 disrupts flows
Brexit Watch: Standby for action as next round of talks beckons
  Nautilus navigates COVID-19 demand spike, trade war with flexible supply chain
Hapag-Lloyd, ONE blanks drag as Norfolk lags, LA-Long Beach lead in July

Tuesday, August 11, 2020

Panjiva Daily: Spotlight back on Trump’s trade policies on China, reshoring and Canada
Wolverine World Wide sales slide, pursues dual China-Vietnam strategy
BMW, Volvo imports improve as U.S. car shipments remain weak
Trump sets medical onshoring in motion after supplies drop in July
  Nintendo switched on, Funko fails to pop as toy peak season starts slowly
  Peak season surge, China supplies lead COVID-19 recovery in U.S. trade

Monday, August 10, 2020

Trump reimposes aluminum tariffs that could help Rusal, Norsk Hydro
Whirlpool may need to watch out as Trump recommits to tariff-led trade policy

Wednesday, August 05, 2020

Panjiva Daily: Expeditors’ top tier Q2; Diageo’s tequila shot helps pandemic hangover
China, EU trade deficits under control, Trump may search for new enemies
  Trump’s trade deal on the line as China buys too little, too late
JM Smucker slurps up Brazilian coffee during COVID-19; Starbucks shipments sink

Tuesday, August 04, 2020

China first for Vale as new export facility is planned
Panjiva Daily: Kansas City deal coming down the track; Komatsu digs in for COVID-19 recovery
CIMC, Schneider National may have to carry higher costs after dumping case
Expeditors’ top tier Q2 followed by tough start to Q3
  Diageo gets a shot in the arm from tequila; COVID-19 not good for Guinness
OptimISM returns to trade outlook as COVID-19 slowdown weakens

Monday, August 03, 2020

Konica Minolta jams during COVID-19 while diversifying sourcing during trade war
Panjiva Daily: COVID-19 second wave expected to wash over corporate performance
Mitsui E&S, Tsuneishi deal comes as shipyard exports reach worst since 2008
  Komatsu expects slow reconstruction of demand after COVID-19
Panasonic assumes no new COVID-19 outbreak as solar beats Tesla
Kansas City Southern may face bid as autos weigh on recovery
  Sanctions, bankruptcies and election strategies – July 2020 in 10 reports

Sunday, August 02, 2020

Continental adapts to USMCA, balances safety and reopening post COVID-19
BNSF’s redeployment comes as Vietnam-to-LA shipments surge
DSV Panalpina’s “gradual improvement” yet to arrive after Q2 success
  Jakks suffers Halloween scare, WowWee may do-do-do better with Baby Shark
Makita expects demand to power ahead in COVID-19 second wave

Friday, July 31, 2020

Panjiva Daily: LG Electronics, Dell diverge as Q3 begins; Japan’s automakers still in tough times

Thursday, July 30, 2020

Nissan, Honda have long road to recovery after pandemic
Panjiva Daily: C.H. Robinson’s tough quarter; tracking Under Armour’s performance
LG Electronics takes cautious stance toward COVID-19 recovery
UPS joins list of logistics street-beaters in wake of COVID-19
  Dell slows PC supplies after overclocking Q2, HP Inc. boots up
Back to the old normal – S&P Global Platts container update, July 2020

Wednesday, July 29, 2020

Panjiva Daily: Medical supply chains switch into reverse; Maersk goes with the Flow
Food fight ahead over USMCA disagreements on seasonal produce
Pemex gasoline demand drops in Q2, COVID-19 recovery yet to arrive
China’s cereal buying doesn’t offset EU liquor tariffs as U.S. trade falls
Under Armour faces SEC investigation, COVID-19 demand clouds
  C.H. Robinson may have tough start to Q3 after volumes slip in Q2

Tuesday, July 28, 2020

Panjiva Daily: Green shoots of COVID-19 recovery; Hasbro, Mattel diverge on supply performance
  Panjiva Insights: A slice of the sun – prospects for behind-the-meter solar power
Maersk Flow moves platform battle forward, may have limited synergies
Trump, Biden look to bolster drug supplies as shipments slow in July
Medical supply sourcing slowdown gives impetus to reshoring strategy
Autos export sentiment leads Germany to recovery in July

Monday, July 27, 2020

Global trade crunch might have reached worst point in May
Hasbro, Mattel diverge as supply chain resilience proves key during COVID-19
Ford’s Hermosillo plant derailed by protests; COVID-19 recovery going slowly

Sunday, July 26, 2020

Green shoots of COVID-19 trade recovery as autos reverse 16 month downturn
Tackling Gazprom matters more than China relations for U.S. LNG exporters

Friday, July 24, 2020

Panjiva Daily: Ascena Retail joins the COVID-19 Chapter 11 list; Tesla’s lessons to learn

Thursday, July 23, 2020

Panjiva Daily: Maersk’s carbon transformation potential; Texas Instruments’ chip slowdown
Ascena Retail joins roster of troubled retailers after COVID-19, tariffs
  Pentair warns of COVID-19 supply chain disruptions after sales slip
COVID-19 causes container complications; Maersk’s reefer handling grows
Evergreen growth returns to SeaTac as bridge repairs add to COVID-19 woes
Tesla has lessons to learn from Volvo, cheaper lithium as manufacturing goes global

Wednesday, July 22, 2020

Panjiva Daily: Tracking Xinjiang sanctions’ impact on supply chains; K+N’s COVID-19 downturn
  Maersk has market share growth potential from Transform to Net Zero
  iRobot on track for recovery, still has to steer round tariff threat
Texas Instruments sees semiconductor slowdown; global shipments remain robust
Briggs & Stratton pays price for COVID-19 as small engine shipments sputter
Nidec still attracted to electric autos after temporary dip in permanent magnets

Tuesday, July 21, 2020

Panjiva Daily: Forced labor in medical glove supply chains; COVID-19 test kit shortage emerging
Koch, Eurochem may be exposed to new fertilizer dumping probe
Ternium, Metal One have USMCA choice to make as Mexico turns on charm
Target may be next in the crosshairs after Charleston bags Walmart
  Lenovo, Alstom face supply chain choices after Xinjiang Entity List ruling
K+N’s COVID-19 downturn continues as pharma handling slips on some routes

Monday, July 20, 2020

Panjiva Daily: Ceva’s platform launch helps reverse decline; U.S. farm exports to China soar
JBS, Cargill have chance to rebuild Australian beef exports to U.S.
FedEx invests in robots, provides new source of growth for Yaskawa
Abbott Labs shipments surge as COVID-19 brings testing times
Japan’s medical supply shipments robust even as trade collapse continues
Top Glove faces forced labor charges as shipments surge in response to COVID-19

Sunday, July 19, 2020

Ceva platform launch provides catch-up capabilities
  Solar surge follows decade of tariff, support uncertainty
Anglo American’s Colombian COVID-19 challenges cut coal exports
Wartsila orders scrubbed by fuel spreads, energy business powers down
JBS, Tyson bank pork sales to China but support may be withdrawn

Friday, July 17, 2020

Panjiva Daily: Retail recovery looking patchy; Dell rings the back to school bell

Thursday, July 16, 2020

Panjiva Daily: Trump’s Hong Kong tariff move; Hapag-Lloyd’s profit surge
Global trade troughs in May as EU slump accelerates, China recovers
Dell rings the bell as back-to-school buying seen focused on laptops over shoes
Retailers have tough peak season choices with COVID-19 recovery, trade war risks
  Panjiva Insights: COVID-22 and trade war 2.0, the outlook for Q3 and beyond
Brexit Watch: Hoping for a deal, preparing for the worst

Wednesday, July 15, 2020

Panjiva Daily: Freight forwarders face Flexport, COVID-19 challenges; aluminum tariffs loom
Ford not seeking to buck USMCA with Bronco set for Mexican production
  Ninebot Segway changes direction as weak demand, tariffs weigh
Burden sharing in retreat after 20 months of China price deflation
Netgear, Vtech may face Trump’s Hong Kong tariffs; gold shipments glitter
Hapag-Lloyd’s profits surge as discipline offsets COVID-19 effect

Tuesday, July 14, 2020

Silicon metal dumping case returns as petitions spike in June
Norsk Hydro, Rio Tinto lose market share as Canadian aluminum shipments surge
Flexport, Amazon keep pressure on freight forwarders during tough Q2
  Siemens Healthineers outsources to DP-DHL as medical technology trade surges
Two days help China trade recovery, phase one delivery still at risk
Panjiva Daily: Uniqlo, Muji and the challenges of COVID-19 for retail supply chains

Monday, July 13, 2020

Muji devastated by COVID-19, plastic tableware proves robust
Brazilian wood boosts Houston as U.S. ports struggle to recover
Panjiva Daily: DP-DHL beats peers, cuts costs; Biden’s healthcare supply chain plans
Bike helmets avoid tariffs, cross small COVID-19 dip
Fast Retailing expects slow recovery from COVID-19
LVMH may need price hikes, Italy shift as digital tariff war gets underway

Sunday, July 12, 2020

Biden’s supply chain strategy has implications for Baxter, Reckitt Benckiser
Brooks Brothers bankruptcy comes as COVID-19 slashes sector shipments
  Deutsche Post DHL improves earnings, beats peers, still cutting costs
Drugs, tractors slow the summer slide in U.S. imports
Thermometers, solar panel imports heat up as tariffs become business-as-usual

Wednesday, July 08, 2020

Panjiva Daily: C.H. Robinson provides new routes to PPE; Q3’20 trade policy brush fires

Tuesday, July 07, 2020

USMCA Watch: New test for Traton, Navistar as Shacman moves to Mexico
Volvo drives on as U.S. car, light truck sales suffer COVID-19 hangover
Nestle’s Mexican exports sour as COVID-19 coffee contraction continues
Panjiva Daily: Tough on China redux – Trump vs Biden and Q3 supply chain choices
  C.H. Robinson innovates as COVID-19 PPE needs surge once more

Monday, July 06, 2020

Acuity turns on Mexican lighting supplies as Alpan switches away from China

Sunday, July 05, 2020

  Q3 2020 Outlook: Into the great unknowns (3) – Brush fires in global trade policy
Bobcat hopes to rebuild with U.S. construction industry
  Q3 2020 Outlook: Heading into the great unknowns (2) – Tough on China redux

Friday, July 03, 2020

Canadian exports slide as no-one escapes the global trade downturn
Panjiva Daily: Trump’s phase 1 ammunition; USMCA, COVID-19 bring tough choices for automakers
Logistics employment rises, but only one-in-four COVID-19 job losses are back

Thursday, July 02, 2020

Panjiva Daily: The 4 stages of COVID-19; FedEx wins, and loses but has no guidance
  Panjiva Insights: COVID-19’s impact on supply chain credit risk
Trump’s phase 1 ammunition builds as Chinese purchases rise, but not by enough
COVID-19 cuts and trade war worries – June 2020 in 10 reports
USMCA Watch: Tough choices for Nissan, Mazda after COVID-19

Wednesday, July 01, 2020

Export sentiment improving, but still not out of COVID-19 woods
FedEx’s wins and loses from COVID-19; seaborne shipping downturn slows

Tuesday, June 30, 2020

La-Z-Boy’s strength sapped by COVID-19 while active in supply chain shift
JBS, Marfrig face China’s widening COVID-19 farm good restrictions
  Q3 2020 Outlook: Heading into the great unknowns (1) – The 4 Stages of COVID-19
Technology managers turn to the cloud as hardware supplies evaporate
Panjiva Daily: COVID-19’s cost in Texas and Mexico; camera shipments snap

Monday, June 29, 2020

Ready to ride the recovery wave – S&P Global Platts Container Update, June 2020
Better not the same as good as autos explain business sentiment improvement

Sunday, June 28, 2020

Samsung and Canon in same frame as Olympus as camera shipments slow
Counting the Texan COVID-19 cost for supply chains as spread continues
Autos drive Mexico’s trade collapse, Kia proves to be an outlier

Friday, June 26, 2020

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

Thursday, June 25, 2020

Panjiva Daily: Medical supply chains mostly fixed; DSV Panalpina’s upgrade helped by Vestas
Finding the floor for global trade activity in wake of COVID-19
Polaris, Denso hit the skids as Mexican autos status suffers during COVID-19
  Siemens, Vestas already winning as U.S. considers bulk power equipment needs
Phase 1 trade deal helps trim, but can’t stop, slump in U.S. exports in May
Electrolux, Miele shrug off COVID-19 as appliances power up in June

Wednesday, June 24, 2020

Panjiva Daily: COVID-19 trade drag may be waning; Adidas keep to support pledge
Mexican earthquake complicates COVID-19 recovery sourcing challenges
Kansas City Southern’s volumes drop as Mexican autos hit the buffers
Medical supply chains fixed for masks, drugs but ventilator shipments fall
Grey Goose, Jungheinrich face tariff lift in U.S.-EU aerospace spat
  DSV Panalpina joins Maersk in less gloomy view, saved by Vestas, Estee Lauder

Tuesday, June 23, 2020

Panjiva Daily: Trump’s progress in China trade deal; beauty products face ugly digital tax spat
FedEx delay, writedown highlights COVID-19 challenges in logistics
Sappi, Navigator gain as Canadian paper shipments crumple under tariff pressure
Shell, Sempra LNG shipments deflate as Mexican demand drops
  Adidas continues Cambodia purchasing growth; manufacturers call for wage cut
COVID-19’s drag waning as U.S. capital goods, consumer staples imports rise

Monday, June 22, 2020

Panjiva Daily: Clean tech supply chains versus COVID-19; Maersk gets less gloomy
Shipyards adrift as orders lose steam in face of COVID-19
  LVMH, L’Oreal beauty products to pay the price as digital services spat turns ugly
  TCL’s technology boost may help to alleviate television market downturn
Tyson, JBS lead wave of U.S. farm exports to China that could be throttled back
Iran, Mexico, oil and the sourcing of Venezuela’s food

Sunday, June 21, 2020

Brexit Watch: Peel Ports, DP World do better as post-Brexit services get underway
Trump pulls soldiers from Germany as arms exports dip
Tesla, GM have to balance long term sourcing, short-term supply needs
East Group, First Solar show coronavirus can’t eclipse solar power’s surge
Maersk’s India operations worsen but COVID-19 gloom becomes less gloomy

Thursday, June 18, 2020

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

Wednesday, June 17, 2020

Panjiva Daily: Walmart, Adidas tackle retail downturn; the ripple effect from Honda’s cyber attack
  Panjiva Basics: Momentum reversal – analyzing COVID-19 credit risk with supply chain data
USMCA may join COVID-19, OPEC as complications for Pemex
Britain isn’t Europe’s only problem as trade activity dives
COVID-19 chip demand may be waning as Hon Hai, Sanmina slash Mexican shipments
  Hapag-Lloyd’s arbitrary charge could boost costs for Hyundai, Syngenta in Brazil

Tuesday, June 16, 2020

Panjiva Daily: GM, Ford get back into gear after COVID-19; stretched PPE suppliers
  Guess has to work out how to tackle customer traffic, China sourcing challenges
Walmart, Adidas follow apparel retail sales slump with reduced imports
China’s Belt-and-Road faces chill wind from trade subsidy investigations
Volkswagen’s COVID-19 recovery in Mexico on hold
Honda’s cyber attack may ripple through supply chain to ZF, BorgWarner

Monday, June 15, 2020

Panjiva Daily: Orient Overseas heads east after going south; health versus production in Mexico
GM, Ford restart U.S. production as foreign competitors’ shipments wane
Brexit Watch: New momentum, old problems with 18 weeks to go
PlayStation 5 set to boost console supply chain after years of decline
Top Glove stretched, U.S. COVID-19 PPE shipments lose out
COVID-19 service volatility, trade war drives problems for ports

Sunday, June 14, 2020

Treasury’s tariff tax income drops, import price deflation from China eases
Regal Beloit, Nidec face disruptions as supplier deals with COVID-19 controversy
Orient Overseas heads to the east coast after U.S. volumes head south
Plywood tariff evasion evidence plentiful, finding bad actors a challenge

Thursday, June 11, 2020

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

Wednesday, June 10, 2020

Britax, Dorel receive relief from tariffs as government focuses on safety
Slow semiconductors in the Philippines drives bottom three performance in Asia
ABB, Schneider face prolonged uncertainty in transformer national security probe
Copper, zinc export surge leads AMLO to call time on missing tax payments
UPS beats the pack, Ceva continues to suffer as COVID-19 weighs on forwarders
Panjiva Daily: Freight falls by a fifth in May; the impact of COVID-19 on Bangladeshi apparel

Tuesday, June 09, 2020

Panjiva Daily: Uniform regulations, divergent methods; the “lobster king” and the elections
PVH, H&M cut imports as Bangladeshi apparel faces COVID-19 demand drop
Panasonic, Samsung battery supply chains assaulted by COVID-19
Grimaldi’s grim view confirmed by two-thirds fall in U.S. vehicle imports in May
  Navistar navigates bumpy restart after COVID-19 after prior supply chain lessons
  Freight falls by a fifth as COVID-19 weighs on U.S. demand in May

Monday, June 08, 2020

Panjiva Daily: Nissan’s Brexit, Tesla problems; Ericsson dials 5G for growth, Huawei limited
CMA CGM expects tougher Q2, India and Europe contribute to woes
COVID-19 disrupts Brazilian commodity exports in a variety of ways
  All hail the lobster king! A new model for pre-election policy or just shifting blame?
China’s chips, medical supply exports jump but purchases from U.S. still down
USMCA Watch: Honda, Autoliv may have work to do as uniform regulations arrive

Sunday, June 07, 2020

Cargill’s activity rises, supply chain turnover increases
Ericsson dialed into 5G growth as Trump hangs up on Huawei
Brexit Watch: Tariffs, Tesla cause headaches for Nissan’s long-term planning
COVID-19 drove double-digit drag to U.S. transport employment in May
Solar power, Hong Kong gold shine as tariffs continue to cloud U.S.-China trade

Friday, June 05, 2020

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

Thursday, June 04, 2020

Panjiva Daily: Trump’s new Hong Kong tech rules; BMW, Land Rover to navigate digital taxes
Panjiva Insights: The state of global trade in light of COVID-19 and the trade war
USMCA’s benefits sorely needed as U.S. trade slump on COVID-19 closures
Trump-Xi relations matter with 27 billion threats to the phase 1 trade deal
Roche, Biomerieux rescue falling U.S. test kit imports in May after weak April
Retail needs new services after Hapag-Lloyd, ONE draw more blanks

Wednesday, June 03, 2020

Panjiva Daily: Costco’s COVID-19 cuts; Peet’s Brazilian coffee shipping perks up
Vanadium national security review comes after imports have already collapsed
Land Rover, BMW may have to navigate U.S. tariff cost of Britain’s digital service tax
  Build-a-Bear has tough post-COVID-19 decisions to make holiday shipping looms
Cummins deals with uneven U.S. restart after Mexican, European closures
Trump’s new rules could chip away at Hong Kong’s high tech imports

Tuesday, June 02, 2020

Panjiva Daily: Dealing with no deal in Ireland; BRP, ZF adapt to the aftermath of COVID-19
Hankook less exposed than Nexen in latest U.S. tariff case
Phillips 66 bucks trend as U.S. crude, refined oil imports drop
JDE Peet’s Brazilian coffee shipments perk up ahead of IPO
Costco cuts back in face of COVID-19, cutting overstocking risk
  Beyond COVID-19, trade war worries resume – May 2020 in 10 reports

Monday, June 01, 2020

ZF announces layoffs as auto part imports start to show wear
  BRP sales jump, shipping skids as COVID-19 reopenings prove rocky
American import pessimism extends on phased COVID-19 recovery
Brexit Watch: Diageo, Pernod could make best of a bad deal with Irish shipping shift
COVID-19 pressure eases, competitive pricing rises – S&P Global Platts Container Update, May 2020
Panjiva Daily: Winners from Pacific International’s plight; Nissan’s long-term supply chain plan

Sunday, May 31, 2020

Evergreen Marine, Maersk win from Pacific International’s withdrawal
  Cost of COVID-19 medical protectionism visible in Indian exports to U.S.
Lowest U.S. exports since 2009 caused by autos, not helped by Chinese food buying
Panjiva Insights: The third phase of COVID-19, the next phase of the trade war
  Nissan takes long-term USMCA view after short-term COVID-19 disruption

Friday, May 29, 2020

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

Thursday, May 28, 2020

Panjiva Daily: Expeditors steps up its tech game; China rescues U.S. pharma supplies
HP’s COVID-19 recovery may be measured in months not weeks
Shipbuilding exports reach lowest since 2017 despite China order recovery
Canada first is the last thing U.S. aluminum smelters need, tariffs could return
ZIM set to address finance, faces tough start to Q2 on Canada-U.S. lanes
Smithfield, JBS gorge on China pork opportunity as prices fall, sales surge

Wednesday, May 27, 2020

Panjiva Daily: Tesla, Paccar prepare for USMCA as Mexico reopens, tariffs trimmed
Panjiva Insights: Academic angles in global supply chain planning
Europeans remain depressed in May, global trade trends still negative
  Expeditors steps up tech game to tackle Fedex, Flexport
China rescues U.S. with surge of pharma, ventilator supplies in May
Wistron, IBM defy Mexico’s trucking downturn during COVID-19 closures

Tuesday, May 26, 2020

Panjiva Daily: Medical supply shipments to the U.S. surging in May; COVID-19 export woes for Britain
Louis Dreyfus, Cargill ensure Brazil, not U.S., dominates China bean buying
Tesla readies for USMCA as round three of China tariff exemptions wrap up
  SpaceX’s journey to ISS still needs Earth’s industrial supply chain
Paccar shows value of diversity in face of COVID-19, USMCA preparations
Magna, Delphi lead Mexico’s automotive downturn as national exports slump

Monday, May 25, 2020

Britain’s COVID-19 woes wash up on American shores in May
China’s clampdown raises new U.S. trade challenge for Hong Kong
SQM warns lithium will lose power after Q1 exports increased
Semiconductor trade beats COVID-19 and U.S.-China trade war
  Medical supplies surge in May as Japan favors U.S.-bound shipments

Thursday, May 21, 2020

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

Wednesday, May 20, 2020

Panjiva Daily: Finding winners in Trump’s Make in America plan; “unreliable entities” list risks
  Yang Ming, Evergreen win state support to maintain national champion status
  Lenovo faces new normal, still has peak season, supply chain switch to tackle
Solar switch-off may leave LONGi’s panels in storage
  Urban Outfitters digital sales surge but Indian supplies slump due to COVID-19
  FedEx teams up with Microsoft to tackle Amazon and Flexport threats

Tuesday, May 19, 2020

Panjiva Daily: COVID-19 is not the only supply chain risk for autos, renewables
PVH, H&M supply chains face Typhoon Amphan
Seattle, Tacoma feel COVID-19’s impact on empty container flows
  Trump’s Make in America plan may help set-top box, lighting sectors
China’s unreliable entities list could put U.S. logistics providers at risk
  Giant, Trek cycle shipments fall behind as demand sprints ahead

Monday, May 18, 2020

Panjiva Daily: Tracking the electronics retail slump; DP-DHL beats a bad benchmark
Daimler readies for USMCA as COVID-19 disrupts factory flow
Europe’s COVID-19 lockdown drags global trade to 8% drop in March
  Nordex, Siemens Gamesa ride out regulatory turbulence in Mexican wind
Breville cooks up capital raise for growth as COVID-19 slices shipments
Zinus faces mattress supply chain choices as second dumping case arrives

Sunday, May 17, 2020

Brexit Watch: Ideology and disappointment reign as no-deal risks rise
Electrolux shipments surge, Best Buy’s drop as retail sales wane in April
Deutsche Post beats a bad benchmark in April, says Q2 not as severe as feared
Wallenius Wilhelmsen heads for low water mark as Volvo, Komatsu shipments sink
Sonos wins tariff leniency, had already been restructuring its supply chain

Friday, May 15, 2020

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

Thursday, May 14, 2020

  Corsair rams through more imports in April as COVID-19 demand rises
Burden sharing with Treasury, China slips but U.S. tariffs still hit June 2018 low
Cosco, Evergreen buck COVID-19 trend for container-lines as China recovers

Wednesday, May 13, 2020

Panjiva Daily: Food supply chain risks during COVID-19; Under Armour’s inventory issue
Brexit Watch: Britain gets a taste of 2021 as medical supply imports slump
GM, Fiat-Chrysler’s U.S. auto restart may choke on sales, parts availability
  Hummer plans still humming, Tesla set to shock EV components slide

Tuesday, May 12, 2020

Panjiva Daily: Apple joins Samsung in Vietnam; Intel’s geopolitical move to the U.S.
U.S. port slowdown proves uneven, Norfolk falls behind
Food supply disruptions during COVID-19 – three issues to watch
Under Armour’s inventories surge as COVID-19 hits both demand and supply
  Panjiva Insights: Supplying a locked down world – the impact of COVID-19 on LatAm

Monday, May 11, 2020

Panjiva Daily: H&M’s COVID-19 reaction; new round of national security supply chain reviews
Michelin, Bridgestone could see small supply chains shifts in steel wire case
Intel’s geopolitical move to U.S. should boost semiconductor machinery shipments
Apple joins Samsung in leveraging Vietnam’s growing audio expertise
Barley skirmish with China comes as Australia beats regional export average
COVID-19 boosts drop-shipping, fractional trade means U.S. wins on a technicality

Sunday, May 10, 2020

Logistics employment slump suggests continued low activity
Manitowoc looks for national security lift from mobile crane investigation
Cheniere’s cancelled cargoes show LNG challenge for China’s phase 1 commitments
Cargill shows how U.S. may keep losing China soybean share during 2020
  H+M’s COVID-19 response may be less forceful than Uniqlo, Primark

Thursday, May 07, 2020

Panjiva Daily: Tariffs drive solid supply chain change; national security worries transformed
Work-from-home rescued China’s export growth in April, trade war worries rise

Wednesday, May 06, 2020

Panjiva Daily: The $21B trade war trigger; COVID-19 medical supply deep-dive
Matson hopes faster means better as COVID-19 overshadows outlook
  Smith & Nephew does relatively less well as COVID-19 cuts elective surgeries
Solid state drives shows risk from fluid state of trade war tariffs
  Schneider Electric, ABB face national security tariffs, may need to transform supplies

Tuesday, May 05, 2020

Panjiva Daily: Mexico’s COVID-19 troubles include energy, could spread to ventilators
Canada skids on oil as exports fall across the Americas
Travel and transport slash U.S. trade activity, China deficit at 2004 low
Phase 1 falls $21B behind schedule as U.S.-China relations worsen
Coronavirus medical import deep dive shows testing, PPE imports improving
Nestlé, J.M. Smucker Mexican coffee exports grind downwards

Monday, May 04, 2020

Panjiva Daily: Trump’s coronavirus sanction tariff options; Japanese autos hit the brakes
Worst is yet to come for volumes, fuel costs a salve – S&P Global Platts Container Update, April 2020
Loblaw’s surge could continue as South Africa’s coronavirus reopening proceeds
Mexico’s ventilator export surge stops as COVID-19 spreads
Coronavirus just the latest challenge for Pemex as energy imports slide
Cinco de Mayo set to be tequila fueled as beer exports turn sour
Looking ahead for green shoots, trade war risks – April 2020 in 10 reports

Sunday, May 03, 2020

Coronavirus pessimism hits export order expectations around the world
Trump ready to deploy tariffs in COVID-19 extension to trade war with China
Toyota, Mazda’s deceleration delivers COVID-19 challenge for shipping lines
  Baby Yoda’s arrival adds force to Disney’s Star Wars shipments

Friday, May 01, 2020

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

Thursday, April 30, 2020

Panjiva Daily: C.H. Robinson steps ahead after tough Q1; U.S. pharma imports slip in April
South Korea finds even if you make it, they still might not come
U.S. fruit decision may juice Chinese exports, squash farmers in Florida and Chile
Church & Dwight puts the hammer down to meet COVID-19 demand
DSV-Panalpina slashes costs, won’t chase volumes as COVID-19 bites
Panjiva Insights: In for the long haul, COVID-19 impact on autos and medical supply chains

Wednesday, April 29, 2020

Panjiva Daily: UPS tackles COVID-19 with retooling; financial wins and risks from coronavirus
  Adidas looks to support supply chain as shipments inch higher in Q1
China’s manufacturing feels whipsaw effect from overseas demand
  Robert Bosch yet to cut U.S. shipments as auto sales drop most in 52 years
C.H. Robinson beating peers in April after tough Q1 for U.S., global logistics
  Strides takes steps to tackle COVID-19; total U.S. drug imports slipped in April

Tuesday, April 28, 2020

Continental drifts towards Mexico as COVID-19 supplier worries rise
Panjiva Daily: K+N’s huge opportunity; Ikea deals with COVID-19 downturn
UPS faces costs from COVID-19 changes, European slowdown in Q2
USMCA Watch: Implementation finally arrives as COVID-19 takes toll on trade
  COVID-19 demand leads Sri Trang to plan capacity-stretching rubber glove IPO
  J.C. Penney, PVH accelerate Vietnam apparel imports as demand slides

Monday, April 27, 2020

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

Sunday, April 26, 2020

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

Friday, April 24, 2020

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

Thursday, April 23, 2020

Panjiva Daily: Trump’s oil import aims; Sulzer shows the importance of being essential
China’s cereal purchase could kill the risk of a return to trade war
Shiseido shipments slip, L’Oreal’s worth watching as COVID-19 cuts cosmetics
Qisda, NEC shipments return to growth as monitor demand rises
April’s bad news could be worse as China’s slowdown improves, Europe’s accelerates
Kone’s elevator supply chain solid; COVID-19 cuts construction activity

Wednesday, April 22, 2020

Panjiva Daily: COVID-19 medical supply recovery underway; Nintendo aims to Switch up supplies
Boeing’s suppliers may welcome reopening after descent in parts imports
Sika seeks opportunities as COVID-19 raises inventory risks
Trump’s oil aims may not mean U.S. imports shoot downward
Fevertree shipments heat up, coronavirus requires channel change
Sulzer’s essential business keeps imports pumping during COVID-19 pandemic

Tuesday, April 21, 2020

Panjiva Daily: Trump’s low-key tariff leniency; Lear’s labor, sales and regulatory risks
Nintendo looks to Switch up output as chips dodge COVID-19, for now
Wind projects face COVID-19 turbulence, equipment imports yet to fall
Stora Enso shipments slide as COVID-19 crumples paper demand
Green shoots of spring recovery in COVID-19 medical supplies to U.S.

Monday, April 20, 2020

Rose-tinted rear-view mirror, dark COVID-19, oil clouds ahead for global trade
  Trump’s tariff leniency may mean little for the economy, will prove complex
  U.S. loses as Japan accelerates medical exports in falling trade environment

Sunday, April 19, 2020

Lear’s challenges spread to labor unrest as well as sales and regulatory risks
Coronavirus causes port to cut capacity, costs and offer storage solutions

Friday, April 17, 2020

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

Thursday, April 16, 2020

Panjiva Daily: Amazon, SM Line outpace peers as COVID-19 cuts volumes
SAIC may secure China supplies as U.S. tariff leniency is extended
  Hon Hai, Wistron may have fingers crossed for unlikely WTO intervention
  Best Buy tackles coronavirus with cost cutting, source switching
New York overhauled Long Beach in 2019, thanks to a bridge
Panjiva Insights: Shining a light on COVID-19’s impact on supply chains

Wednesday, April 15, 2020

Panjiva Daily: Marathon and Pace face coronavirus hurdles; the risk from tardy Brexit talks
  Lower tariffs cut burden on U.S. importers, reduce pressure on Chinese exporters
Indian labor shortage may slice cereal, spice supplies to China
American pork heads to China as coronavirus cuts U.S. demand
ASEAN+3 stockpile could cut future trade in medical supplies
SM Line bucks falling liner trend with booming Canadian business
  Amazon’s global freight surge puts pressure on forwarders, helps Maersk

Tuesday, April 14, 2020

Panjiva Daily: FEMA’s coronavirus clampdown; how CH Robinson beat its peers in March
Bigger difficulties ahead as COVID-19, consumers drag on Chinese exports in March
Marathon’s import sprint may be ended by coronavirus, OPEC+ deal
New York beat LA in March, EU exposure set to become a problem
Brexit Watch: Tardy talks due to COVID-19 raise risks for future supplies
Pace blames COVID-19 for financial woes; Denso, Magna shipments surge

Monday, April 13, 2020

Hunter Douglas, Novelis face consequences of new antidumping case
CH Robinson survives COVID-19 woes as growth outperforms peers

Thursday, April 09, 2020

Bad, with worse to come – COVID-19’s toll on U.S. imports in March
Panjiva Daily: Coronavirus questions answered; Tesla’s shutdown impact on lithium supply chains
  3M exempted as FEMA clamps down on PPE exports after surge

Wednesday, April 08, 2020

Panjiva Daily: Matson stays healthy, competitors weaker; tire industry loses grip as COVID-19 drags
No-one wins as coronavirus spreads but not all exporters will see a decline
Loss of ferry capacity to COVID-19 could disrupt spirits, tire exports
Vale changes shipping strategy, cuts exports in response to coronavirus
Tesla’s deceleration may take time to reach SQM’s lithium mines
  Lindt’s bunny beats COVID-19 disruptions as imports hop higher
  Panjiva Insights: Coronavirus – the global impact, your questions answered

Tuesday, April 07, 2020

Panjiva Daily: Trade war risks rise; new ways to boost Purell, ventilator supplies
COVID-19 car demand drop drives Aleris to cut production, Norsk Hydro cuts imports
Indian Oil uses exports to deal with COVID-19’s domestic demand drop
Tire industry loses grip as COVID-19 drags, Nokian bucks the U.S. trend
Matson stays healthy as coronavirus weakens competitors’ volumes

Monday, April 06, 2020

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

Sunday, April 05, 2020

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

Friday, April 03, 2020

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

Thursday, April 02, 2020

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

Wednesday, April 01, 2020

Panjiva Daily: Room for more COVID-19 medical tariff cuts; Mexican gas deflation risk
Asia data points may understate impact of coronavirus outbreak on trade
Airfreight capacity drops, raising risk of force majeure
Syngenta, Yara shipments may have dropped ahead of farm supply rush
2010 low for U.S. import sentiment shows degree of COVID-19’s economic drag
  You don’t always get what you need – COVID-19’s impact on healthcare supply chains

Tuesday, March 31, 2020

  Panjiva Daily: Tracking ventilator shipments; Ceva’s force majeure casts doubts
Medline, Cardinal Health could be blessed with further COVID-19 tariff exemptions
Finding a new normal for volumes and fuel – S&P Global Platts Container Update, March 2020
  AMLO’s coronavirus reaction could deflate CFE, Pemex gas imports
Lenzing cuts costs as COVID-19 disrupts textile fiber flows

Monday, March 30, 2020

Panjiva Insights: Trade talks, data shouts – COVID-19, stories from the data
  Drägerwerk’s U.S. ventilator worries already evident in March
Konecranes can’t lift spirits as coronavirus delivers demand disruption
Japan may float shipyard mergers in response to global consolidation, COVID-19

Sunday, March 29, 2020

  Ceva’s force majeure bodes ill for supply chain certainty

Friday, March 27, 2020

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

Thursday, March 26, 2020

Panjiva Daily: India’s lockdown risk for pharma supply chains; coronavirus corrodes copper exports
  Global trade returned to the bad times before the worse times
Canals set to face coronavirus challenge as shipping slows
German trade sentiment falls at fastest rate since at least 1991 as COVID-19 weighs
  Consumer, autos sectors drive February’s fall in U.S. trade activity
  Laptop availability powers down as work-from-home demand rises, imports fall

Wednesday, March 25, 2020

Pemex faces problems, Valero and ExxonMobil do better in Mexico
Glencore, Codelco copper exports corrode as coronavirus spreads
  India’s lockdown puts pharma, textile and machinery supply chains at risk
Panjiva Daily: Shipping slowdown reaches U.S. shores; virus casts a cloud over solar
Starbucks cuts Brazilian coffee purchases ahead of coronavirus closures
Apple, Lacroix win in latest round of U.S.-China tariff exemptions

Tuesday, March 24, 2020

  Shipping slowdown reaches U.S. shores as imports from China drop 45% in March
Panjiva Daily: Flexport steps up as masks fall; COVID-19 forces Wallenius Wilhelmsen to dig in
PVH, VF Corp. could prosper from a U.S.-Kenya trade deal
Tractor-makers Deere, AGCO face fallow period as COVID-19 disrupts supply chains
  Coronavirus cloud settles over solar power equipment supplies

Monday, March 23, 2020

Bayer raises, Torrent cuts supplies as Brazil lowers pharma import hurdles
Wallenius Wilhelmsen digs in as COVID-19 cuts construction machinery shipments
Coronavirus-linked container constraint emerges as empty handling falls
  Flexport steps up with coronavirus rules as medical mask imports fall

Friday, March 20, 2020

Panjiva Daily: Answering Trump’s ventilator call; handling medical glove demand
Volkswagen closes capacity as both supply and demand concerns grow
  Coronavirus not the only malady facing Mexican beer exporters

Thursday, March 19, 2020

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

Wednesday, March 18, 2020

Panjiva Daily: DSV Panalpina’s coronavirus warning; EU’s coronavirus soap strategy
Dupont faces higher costs as U.S. cools on Chinese refrigerant imports
Japan’s exports slip rather than slide as China, chips prove resilient
Brazilian iron ore sinks to new trough as Vale favors China
MSC among the best as U.S. container line volumes dip in February
FedEx attacks costs to defend against coronavirus headwinds

Tuesday, March 17, 2020

Panjiva Daily: The supply chain cost of Trump’s travel ban; waste sacks bag coronavirus tariff cuts
  Italy’s coronavirus lockdown may limit luxury, pharmaceutical exports
California’s ports feel first effects of coronavirus disruptions
Trump’s EU travel ban could raise costs for healthcare, electronics and luxury goods
DSV Panalpina rings the warning bell for forwarders as coronavirus disruptions spread
USMCA Watch: 31 month odyssey ends with coronavirus delay
EU coronavirus strategy may wash away soap exports

Monday, March 16, 2020

Panjiva Daily: Coronavirus – what we’ve learned about supply chains so far
Coronavirus continues to drive U.S. tariff reductions, including waste bags
U.S. Treasury take turns over as tariffs become victim of their own success

Sunday, March 15, 2020

  We’re not there yet – 18 coronavirus lessons from supply chain and financial data

Friday, March 13, 2020

  Sunshine state faces dark clouds from EU-U.S. trade conflict

Thursday, March 12, 2020

Oil-for-corn deal shows supply chains adapting to Venezuela sanctions

Wednesday, March 11, 2020

Panjiva Daily: Coronavirus second order effects reach Cambodia, Mexico supply chains
Baltimore cuts capacity for coronavirus, Ikea and Fila may feel shortages
Kansas City Southern flags Mexican COVID-19 risks; GM and Mazda exposed
  Brexit Watch: EU talks struggling, whiskey leniency needed to lubricate U.S. deal
  Stitch-Fix weaves tariff lessons into coronavirus strategy

Tuesday, March 10, 2020

Panjiva Daily: Oil’s rout and global trade; Sanders, Biden trade debate moves to Michigan
Signs of COVID struggles as Taiwan, Vietnam gain at China’s expense in electronics
Baosteel bucks the coronavirus trend with surging U.S.-bound shipments
Levi Strauss, Adidas face second-order Cambodian COVID-19 disruptions
  First signs of coronavirus’s drag as U.S. imports fall for sixth month

Monday, March 09, 2020

Panjiva Daily: Trump’s coronavirus tariff sacrifice; bubbly soap imports
  Procter & Gamble soap imports bubble up ahead of coronavirus demand surge
Costco coronavirus sales win may be followed by supply chain challenges
  Cardinal Health, Brady win as Trump sacrifices tariffs to tackle coronavirus
Valero, Phillips 66 lead Mexican oil exports as AMLO prepares for more
Sanders, Biden debate trade as Michigan’s auto exports wane
  Contraction, commitments and containers – Trade implications of the oil price collapse

Sunday, March 08, 2020

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

Friday, March 06, 2020

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

Thursday, March 05, 2020

  Chemicals, autos companies most preoccupied with COVID-19
India’s COVID-19 airlift could help solar, telecoms sectors
Panjiva Daily: Logistics and the end of COVID-19 disruptions; Turkey restricts medical supplies
  U.S. to include 5G in trade deals, imports set to surge based on 4G, 3G history
Sales surge, imports slow in autos sector as parts shortages loom
Hapag-Lloyd sees extended period of coronavirus recovery

Wednesday, March 04, 2020

Panjiva Daily: India COVID-19 drug supply restriction; TiVO’s TV box triumph
  Lego’s built a U.S. supply chain immunity to COVID-19 disruptions
ArcelorMittal, Ternium may feel COVID-19 disruption in Mexican exports
  Supply chain questions for Nipro, J&J as COVID-19 export restrictions widen
UPS, CMA-CGM see beginning of the end to COVID-19 disruptions
Cheap fuel salves COVID’s costs – S&P Global Platts Container Update, February 2020

Tuesday, March 03, 2020

Panjiva Daily: Apple’s use for Trump; port strikes, not SARS, provide a COVID-19 lesson
Target’s prepared for COVID-19 as new year imports slip
Maersk’s integrated strategy bears fruit with India service launch
New York joins roster of ports expecting COVID-19 disruptions
  TiVo’s triumph comes as U.S. set-top boxes head into decline
India reacts to COVID-19, surging exports with key drug export restrictions

Monday, March 02, 2020

Panjiva Daily:DP-DHL’s COVID-19 costs, Trump’s split security standards
Coronavirus casts a cloud – February 2020 in 10 reports
Oil powers, Dell drags on Texas; Super Tuesday trade policy clarity arrives
Strikes, not SARS, provide a COVID-19 lesson for U.S. ports
COVID-19 exacts a toll on U.S. housebuilding as lighting deliveries dim
  Apple uses Trump to access India in quick time
Mad dash for U.S. electronics as COVID-19 disrupts supply chains

Sunday, March 01, 2020

South Korea’s surprising rebound defies COVID-19, reflects timing
  China’s COVID-19 trade activity collapse; EU healthcare exports may soar
Deutsche Post DHL warns of COVID-19 impact, electronics already sliding

Friday, February 28, 2020

U.S. trade decline continues, phase 1 trade deal benefits yet to accrue
Panjiva Daily: Foxconn, COVID-19 help Vietnam; K+N sees COVID-19 return to normal, in China
  Trump splits Japanese security view for titanium and steel cases

Thursday, February 27, 2020

No pain, so no gain in tariffs for structural steel helps Valmont, CAP
K+N experiencing return-to-normal in China while COVID-19 continues
Foxconn, COVID-19 drive Vietnam’s electronics super-power status
Matson faces triple-whammy of COVID-19 disruptions, others in the same boat
Boeing, BMW central to South Carolina’s trade politics

Wednesday, February 26, 2020

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

Tuesday, February 25, 2020

Global trade rebound in December likely to prove short-lived
Choppers and coke – Trump’s latest trade deal makes a modest start
Ikea rebuilds supply chain as tariffs slam door on Chinese cabinets
Deere’s shipping could get dearer due to COVID-19 disruptions

Monday, February 24, 2020

Panjiva Daily: Hasbro, Mattel tackle coronavirus; China cuts medical device costs
Trump’s uranium support bears fruit, most supplies from EU and Canada

Sunday, February 23, 2020

JBS gains Brazilian beef options after Chinese stampede
Panjiva Daily: Uniqlo’s evolution, Lenovo’s refactoring in response to COVID-19
Repsol, Ford face Spanish digital service tax risks
Medtronic, Johnson & Johnson may be helped by latest China tariff cuts
  Hasbro, Mattel supply chains face coronavirus, Hong Kong protest disruptions
Magna dealing with COVID-19 and tariffs, to a certain extent

Saturday, February 22, 2020

Bunge, Vale face slide Brazilian commodity exports to China due to COVID-19

Friday, February 21, 2020

  Lenovo refactors its laptop supply chain in response to COVID-19
Uniqlo’s fast-evolving supply chain can’t avoid COVID-19 disruptions
Maersk’s COVID-19 rebound in Q2 may be foiled by weaker European shipping

Thursday, February 20, 2020

GE, Siemens may have much to gain if Trump, Modi can reach long term deal
Panjiva Daily: COVID-19 hurdle for Adidas, Puma; winners from a U.S.-India trade deal

Wednesday, February 19, 2020

Tariff Quote Watch: Altra Industrial, Haldex cut China exposure as tariff worries wane
Japan adds to evidence of a weak month for global trade in January
Adidas, Puma look to hurdle COVID-19 challenges
  Panjiva Insights: Seeing clearly, reaching further – supply chain technology in the 2020s
  Panjiva Insights – Globalization alive but kicking

Tuesday, February 18, 2020

Panjiva Daily: COVID-19’s automotive disruption widens; Trump’s tariff carousel
Panjiva Daily: Expeditors, K+N squeezed by competitors, COVID-19; JCB has a hole
Sumitomo gains as Hankook demand skids
Wallenius Wilhelmsen chooses contraction in shrinking car carrier market
Expeditors, K+N feel pressure from weak volumes, challengers and COVID-19
COVID-19 set to leave hole in JCB’s U.K., U.S. supply chains
Delong, Gavilon face export squeeze as COVID-19 cuts container availability

Sunday, February 16, 2020

  Nissan, Tata join the list of automakers facing COVID-19 disruptions
  Carousel passes LVMH, Constellation by as U.S. aero retaliation deepens
SM Line, PIL realign as competition concerns conclude

Saturday, February 15, 2020

Trump’s budget indicates major trade war de-escalation
Burden sharing alive and well as U.S import prices from China hit 12-year low

Friday, February 14, 2020

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

Thursday, February 13, 2020

Philippines’ moment of trade health may prove fleeting in face of COVID-19
  Nevada’s copper and blood pay the price for U.S.-China trade war

Wednesday, February 12, 2020

  Under Armour’s COVID-19 costs could spread
Panjiva Daily: 2019’s malaise infects the ’20s; new shipping service for Ford, Molson Coors
Trina, Hanwha Q-Cells shine as doubts cast over solar tariff efficiency
Health of Chinese healthcare supplies called into question

Tuesday, February 11, 2020

  Ford, Molson Coors may be targets for COSCO’s new service
  Indiana survives the U.S.-China trade war, conflict with EU more challenging
Tariff Quote Watch: GoPro falls short as supply chain plan proceeds slowly
Steering industry has to navigate coronavirus as Huida declares force majeure

Monday, February 10, 2020

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

Sunday, February 09, 2020

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

Thursday, February 06, 2020

Panjiva Daily: Trump’s tariffs still successful; Electrolux, Sherwin Williams feel the burn
Husqvarna’s revenues trimmed, import growth unchecked
Canada a bright spot in a dark end to 2019 in the Americas
Nintendo counts coronavirus cost as factories await reopening
Melrose’s tariff relief may be short lived if EU-U.S. conflict gets into gear

Wednesday, February 05, 2020

Panjiva Daily: Coronavirus hits logistics; Brexit deal making positions compared
BAe, Lonza have friends in New Hampshire as primary approaches
Electrolux, Midea feels the burn as tariffs continue to cool China’s exports
Good news for Trump, bad news for the EU in latest trade data
Tariff Quote Watch: Sherwin Williams shows Phase 1 doesn’t gloss over tariff pain

Tuesday, February 04, 2020

Panjiva Daily: Vestas, DSV Panalpina get together; Wistron expands in India
Milwaukee Electric, Tractor Supply drill for tariff exemptions
Generac, Briggs & Stratton face tariff and currency questions
Improving U.S. export sentiment faces realities of coronavirus
Coronavirus delivers a blow to the logistics sector
  Brexit Watch: Britain’s not Canada in CETA, it’s Canada in USMCA

Monday, February 03, 2020

Panjiva Daily: ONE’s got more than one problem; H&M’s tech investments pay off
Wistron Joins Foxconn Making iPhone Components in India
Tariff Quote Watch: Vestas tackles tariffs, calls on DSV-Panalpina for shipping help
Petronet’s gas deal, not a full trade agreement, may feature in Trump’s India visit
New decade, old problems as South Korea slides, China hopes darken
A different kind of chaos – January 2020 in 10 reports

Sunday, February 02, 2020

  H&M’s supply chain technology investments pay off
Ocean Network Express has more than ONE problem
  Illinois Tool Works trims guidance In response to coronavirus
Coronavirus and Compliance – S&P Global Platts Container Update, January 2020

Friday, January 31, 2020

Panjiva Basics: Handling VUCA With HALO; Lessons for Portfolio Construction in 2020
Panjiva Daily: Corporate coronavirus reactions; Brexit begins; UPS beats peers

Thursday, January 30, 2020

Panjiva Daily: CH Robinson’s troubles; Pegatron and Hon Hai’s divergent strategies
UPS Beats Its Peers, Misses Out On Supply Chain Realignments
Daimler, Keystone Face National Security Metals Tariff Extension
Iowa’s About More Than Beans as Trade Policy Meets Electioneering
Corporate Coronavirus Reactions Take Wait-and-See Stance, For Now
  Brexit Watch: The End of the Beginning as 20th Century Deals Face 21st Century Issues

Wednesday, January 29, 2020

CH Robinson’s Slide Includes European Business Push
Panjiva Daily: Trump’s Michigan visit and autos tariff questions; Orient Overseas leads the way
Pegatron, Hon Hai Take Opposite Approaches To Supply Chain Shuffling
Whirlpool’s Price Rises Helped By Tariffs Which Cut Import Demand
USMCA Watch: One Hurdle Left, Then The Hard Work Begins
Trump’s Deficit Victory Still a Ways Off, Phase 1 Effect May Be Delayed

Tuesday, January 28, 2020

Ford, General Motors Left Out In Cold By CSAV’s Car Ferry Exit
Orient Overseas Tough 4Q May Have Beaten Its Peers
  Balanced Picture For Global Trade Could Tip on Tweets and Sneezes
Panjiva Daily: Coronavirus exposure for autos, electronics; Maersk’s sceptical attitude
Ikea, Steelcase Face Prospect of Make in India Tariffs
  USMCA Watch: Trump’s Michigan Visit May Raise EU Tariff Questions for Dana

Monday, January 27, 2020

Maersk Sceptical About Trade Growth, Especially For Capital Goods
Maruti Suzuki S-Presso May Perk Up Indian Exports as Ford Slows
PIL’s Problem May Drag on Wide Range of Industries
Panjiva Daily: Supply chain tech in 2020; K+N’s Asia acquisition search
  Coronavirus Could Disrupt Supply Chains For Autos, Electronics and Chemicals
Tianqi Lithium’s SQM Purchase Brings Behavioral Change, Debt Woes

Sunday, January 26, 2020

  2020 Outlook: It’s About Time – The Future for Global Supply Chains
  2020 Outlook: Seeing Clearly, Reaching Further – Supply Chain Technology

Thursday, January 23, 2020

Tariff Quote Watch: Phase 1 Trade Deal Too Late to Save Agrochemicals in 2020
Panjiva Daily: Secret trade review, Fender’s tariff tune and Spin Master’s stockpiling
  Tariff Quote Watch: VF Corp’s North Face Tariff Chill Set To Pass
K+N Starts The Search For Asian Acquisitions

Wednesday, January 22, 2020

JBS, Treasury Wine May Pay if DP World’s Australian Strike Action Worsens
Panjiva Daily: DHL leads forwarders in 4Q, Ceva slips; steel tariff losers and winners
Good News for Semiconductors Amid Japan’s Poor Performance
Secrets and Deals – Auto Tariffs and Digital Taxes Cloud Trade Negotiations
  Fender Fends off Tariffs as Yamaha, Casio Miss a Beat
  Tariff Quote Watch: Spin Master Shows Threats Matter As Much As Reality

Tuesday, January 21, 2020

Panjiva Daily: Black, grey and green swan risks in 2020; the phase 1 pharma harvest
ArcelorMittal Dodges Tariff Trouble as U.S. Imports Hit Lowest Since 2010
Ruixing, Yara Fertilizer Shipments May Wither as India Aims To Cut Imports
Codelco, BHP May Have Warm Feelings From Phase 1 Trade Deal
Ceva, DSV-Panalpina Slip As DP-DHL, DB-Schenker Surge in 4Q
Williams Sonoma, Faurecia Face Disruptions As Maersk is Beset By Le Havre Strike

Monday, January 20, 2020

  2020 Outlook: The Year It All (Might) Go Wrong – Black Swan Risks
Panjiva Daily: Five supply chain strategies for 2020; what’s to watch in WEF week
Dollar General, Greif May Bag Bargains as China Bans Single Use Plastics
  New Normal Means Same Problems as Los Angeles Loses Out From Tariffs
Pharma Harvest From Phase 1 Deal May Be Transshipments

Sunday, January 19, 2020

First Shots or Fast Friends – What To Expect from WEF

Friday, January 17, 2020

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

Thursday, January 16, 2020

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

Wednesday, January 15, 2020

Panjiva Daily: Logistics in 2020 – delivery in doubt; New York’s drinks problem
Hapag-Lloyd The Best of a Bad Lot as Container Lines Suffer Poor Q4
TSMC Faces Defense Pressure To Shift Chipmaking as U.S. Demand Wanes
  2020 Outlook: Come for the Commitments, Stay for the Enforcement – Trade War Show Season 4 Begins

Tuesday, January 14, 2020

Panjiva Daily: Alive and kicking – 8 global trends for 2020; America’s miserable end to 2019
  2020 Outlook: Delivery in Doubt – Logistics Industry Prospects
Philippines Shows China Chip Dominance Growing, Regional Trade Still Weak
New York Has a 2020 Drinks Problem as U.S. Ports End 2019 With a Dive
Brexit Watch: Fish Fight First of the Free Trade Deal Frictions
Treasury’s Tariff Take Reached $74B in 2019, Could Break $90B in 2020

Monday, January 13, 2020

Panjiva Daily: Trump’s nine trade frenemies in 2020; Yara, Mosaic’s sanctions exposure
  Consumer Surge, New Year Hold Keys To China Export Rebound
2020 Outlook: Globalization Alive and Kicking – Global Trade Policy Trends
Miserable End to The 2010s as Trade War, Weak Demand Slash U.S. Imports
Gazprom, Kinder Morgan at Opposite Ends of EU-U.S. Common Gas Interests
  Tariff Quote Watch: Superdry Bails Out of China Sourcing as Shipments Sink

Sunday, January 12, 2020

  Terrible End to 2010s For Marine Logistics Employment, Raises Strike Risks
Yara, Mosaic May Have Bigger Hormuz Exposure in Brazil Than Petrobras
  2020 Outlook: New Year, New Frenemies – U.S. Trade Policy

Thursday, January 09, 2020

2020 Outlook: Trade War in Waiting – U.S.-EU Relations
Panjiva Daily: Trump’s trade wars old and new – 2020 Outlook; Sonos harder to hear
  2020 Outlook: Ever-Changing Trade – 10 Lessons From The Past 10 Years
Mission Not Yet Accomplished – The Phase 1 Trade Deal Awaits
  Sonos Disconnected From Rising Smart Speaker Market

Wednesday, January 08, 2020

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

Tuesday, January 07, 2020

Panjiva Daily: Batteries, not Segway Ninebot the CES star; Mexico prunes its oil hedge
Adidas, Sumitomo May Face Disruption From Jakarta Floods
Kerosene, Fuel Oil Refloat Canada’s Export Growth As China Spat Continues
  Beans Bounce Back As U.S. Wins The Trade War in November
Tariffs Not Needed as Daimler Slashes Shipments, BMW and VW Prove Resilient
Wrong News At The Right Time Shows Success of Trump’s Trade Policies
Hasbro, Mattel Find Growth in India, Government Looks To Tackle Quality

Monday, January 06, 2020

Panjiva Daily: What went wrong in 2019; U.S. Steel shows tariffs don’t always work
Giant, Trek Make Tracks Out of China as Tariffs Meet The Electoral Cycle
Toyota Deprioritized U.S. As Japan’s Automakers Suffer Another Tough Month
  Segway Ninebot Grabs Headlines at CES, Batteries The Unsung Star
Mexico’s Pruned Oil Hedge Follows Pemex Export Decline
Airxcel Plays It Cool While Waiting For Tariff Exemptions

Sunday, January 05, 2020

Cargill Key to Zimbabwe’s Mexican Corn Call
Electrolux Leads as Tariffs Change The Shape of U.S. Washer Imports
Divergent Reaction to Trade War Relief Seen in Export Sentiment Surveys
  U.S. Steel, CAP Show Steel Tariffs Don’t Always Deliver Their Aims
Japan Tobacco, Philip Morris Face Pressure After Cigarette Imports Light Up

Friday, January 03, 2020

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

Thursday, January 02, 2020

Panjiva Daily: Trump’s challenges, Tesla’s tariff navigation – what you missed over the holidays
Brace For Impact – S&P Global Platts Container Update, December 2019
Tesla Navigates Tariff Risks, ArcelorMittal Hits a Bump – What You Missed Over The Holidays
Maersk, Matson Raise Logistics Consolidation Question – What You Missed Over The Holidays
  Talks, Reflation and Decline in Global Policy – What You Missed Over The Holidays

Wednesday, January 01, 2020

  Four Challenges For Trump – What You Missed Over The Holidays

Sunday, December 29, 2019

  2019 Review: 12 Events That Shaped Global Supply Chains

Thursday, December 26, 2019

  2019 Review: Recession, War, Nonchalance, Deficits and Brexit The Year in 5 Charts

Friday, December 20, 2019

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

Thursday, December 19, 2019

Dow, Chevron May Be Helped By China’s Chemical Gesture
Cote d’Ivoire Beats Ghana In Satisfying America’s Cocoa Demand
Panjiva Daily: ZIM zooms, Roku rolls over and Skywalker rises
  Hyundai, Posco Recast Steel Shipments, U.S. Rules on Vietnamese Circumvention
  Qurate, Givaudan Find No Festive Tariff Cheer as Leniency Petitions Are Rejected
European Growth Can’t Prevent Another Global Drop in Trade Activity
Tariff Quote Watch: Patagonia Climbs as Oakland Sees Beginning Of The End
Brexit Watch: Queen Fires The Start Gun For 229 Day Sprint
SQM Prioritizes China While Chile Wants to Diversify Exports

Wednesday, December 18, 2019

China May Take The Ethanol Pledge, Helping Trump Before Elections
Panjiva Daily: FedEx hit by Thanksgiving, trade war; Boeing cuts MAX, risking trade deal
North Korea Sanctions Normalization Sought, Could Help Chinese Apparel Buyers
Panama Canal Avoids The Worst of The Trade War, But Not Immune
  Rise Of Skywalker Leads to a Rise in Disney’s Star Wars Imports
ZIM Shipping Zooms Ahead of Peers With China Success, Canada Routes
Roku Growth Rolls Over Before Trade Deal Relief Arrives

Tuesday, December 17, 2019

Panjiva Daily: Heroic assumptions, trimmed tariffs define the Phase 1 trade deal
FedEx’s Woes Not Limited To Thanksgiving Timing, Trade War
Light For Tech, Shade for Trade Generally As Japan’s Export Slump Hits Month 12
Boeing Minimizes MAX Shipments, Hurting Trade Deal and Supply Chain Prospects
Textron Gets Respite from Trade War Tariffs, Still Cutting Imports from China
  Tariff Quote Watch: Costco Cuts China, Tariffs Are Now Business-as-Usual
Electrolux Restructuring Delay Visible in Slowing Component Imports

Monday, December 16, 2019

  Beam Suntory Aims To Build Whiskey Sales in India With Oaksmith
India’s Trade Slowdown Continues, Yet To Be Bolstered by Trade War or RCEP
  Trade War Show Season 3 Finale – The Heroic Quest for $100 Billion

Sunday, December 15, 2019

USMCA Watch: Toyota, Mitsubishi May Face Future Canadian Complaints
U.S. Customs Duty Haul Set To Fall By Just 10% After Phase 1 Trade Deal
  Trade War Show Season 3 Finale – Trimming Tariffs, Leaving Doubts

Friday, December 13, 2019

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

Thursday, December 12, 2019

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

Wednesday, December 11, 2019

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

Tuesday, December 10, 2019

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

Monday, December 09, 2019

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

Sunday, December 08, 2019

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

Friday, December 06, 2019

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

Thursday, December 05, 2019

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

Wednesday, December 04, 2019

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

Tuesday, December 03, 2019

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

Monday, December 02, 2019

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

Sunday, December 01, 2019

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

Friday, November 29, 2019

USMCA Watch: Mexico Pushes for Ratification as Trade Growth Reverses

Thursday, November 28, 2019

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

Wednesday, November 27, 2019

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

Tuesday, November 26, 2019

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

Monday, November 25, 2019

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

Sunday, November 24, 2019

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

Friday, November 22, 2019

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

Thursday, November 21, 2019

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

Wednesday, November 20, 2019

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

Tuesday, November 19, 2019

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

Monday, November 18, 2019

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

Sunday, November 17, 2019

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

Friday, November 15, 2019

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

Thursday, November 14, 2019

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

Wednesday, November 13, 2019

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

Tuesday, November 12, 2019

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

Sunday, November 10, 2019

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

Friday, November 08, 2019

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

Thursday, November 07, 2019

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

Wednesday, November 06, 2019

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

Tuesday, November 05, 2019

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

Monday, November 04, 2019

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

Sunday, November 03, 2019

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

Friday, November 01, 2019

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

Thursday, October 31, 2019

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

Wednesday, October 30, 2019

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

Tuesday, October 29, 2019

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

Monday, October 28, 2019