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Data-driven answers for the global trade community
The USDA’s action against Brazilian beef will help U.S. ranchers sell more in China. Also: we take a look at trade implications from corpora...
President Trump will hold meetings with Prime Minister Modi of India and President Moon of South Korea - we take a look at what’s at stake....
Global trade opportunities can lead companies to make similar moves for very different reasons, as we find with Ford and Tesla’s moves into...
Strike action in Spain continues to disrupt trade - we find Maersk and MSC are most exposed among the U.S.-bound carriers. Also: the U.K. wa...
Talks among the BRICS countries could lead to an expanded group, but will likely focus more on security than trade at first. Also: we previe...
Maersk’s CEO has pointed to increasing market share - we see evidence in both the U.S. and Brazil. Also: COSCO is shifting volumes to Long B...
The first 100 days of President Trump’s administration focussed on the groundwork for future trade policy delivery. We’ve put together a roa...
Iraq overtook Saudi Arabia, Valero beat Chevron and Teekay bested MISC in our monthly review of the U.S. oil industry. Also: CMA-CGM makes a...
A sense of urgency from the Trump administration in implementing new aluminum and steel import rules is validated by an acceleration in impo...
Potential concerns about the cohesion of OPEC oil production cuts have had a bigger (negative) impact on shipping rates than access to Qatar...
The loss of a majority by the British Conservative government will likely lead to a coalition with the Democratic Unionists, and a softening...
The outcome of the U.K. elections today is uncertain, and matters for the Brexit trade deal process - there are 4 scenarios to consider. Als...
A sugar deal between the U.S. and Mexico shows a NAFTA deal is do-able, but ambitious within a year-end timeframe. The Mexican government ma...
Trade cases are in focus today, with Mexico-U.S. sugar talks proceeding well while cases in steel and biodiesel have been paused, possibly t...
Trade sanctions could prove to be a powerful disruptor of global energy flows. China’s reaction to an embargo against Qatar will impact LNG....
The top 20 most read articles in Panjiva research in May centered on U.S. trade policy activity, and consolidation in the logistics industry...
A potential withdrawal from the Paris climate accords by the U.S. has led importers of wind and solar power equipment, including Siemens, to...
Whirlpool’s request for a broad “safeguard” trade case is the second of its kind, and likely comes in response to “country hopping” by Samsu...
Germany is in the trade spotlight following challenging meetings with President Trump and ahead of potentially less fraught - but less fruit...
The Chinese government’s proposed routemap for increased imports from the U.S. offers the best opportunities in semiconductors and LNG, our...
Hapag-Lloyd has finally completed its acquisition of UASC - we estimate it has paid over two times revenues, a premium to Maersk’s bid for H...
Canada and Mexico are committed to NAFTA talks being trilateral - our analysis of their top 50 export lines show they will be more like a se...