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Google Will Acquire a 3PL – And Other Supply Chain and Logistics Predictions for 2015

Talking Logistics

Three years later, he stayed with his $300-a-barrel prediction, but shifted the timeframe to 2020 (see the CBS News article, Another $300 Oil Prediction — and Why This One Matters ). Brent crude oil prices Dec 2009 – Dec 2014 (Source MoneyAM.com). as of this morning — a lower price than 5 years ago!

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July 2022 Global Manufacturing Indices Indicating Declining Momentum

Supply Chain Matters

The report authors noted the first drop in manufacturing output since June 2020. Commenting on the July report, Chris Williamson, Chief Business Economist at S&P Global indicated in-part: “ With the exception of pandemic lockdown periods, July saw US manufacturers report the toughest business conditions since 2009. slipping 2.3

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Global Manufacturing Activity Continues Downward Trajectory at the Close of 2022

Supply Chain Matters

The report authors indicated that the December PMI reading is the lowest since the first half of 2009, with the implication a significant loss in momentum. Sources; S&P Global and ISM, 2022. reportedly signaling the fastest decline in operating conditions since May of 2020, which is equivalent to the peak of the Covid-19 pandemic.

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Lights out: China’s energy woes hamper supply chains

Resilinc

But mining companies are facing serious headwinds: a series of mining accidents and Premier Xi Jinping’s 2020 pledge to cut coal usage as part of the country’s response to climate change. Geopolitical conflict with Australia—source of 10% of China’s coal imports—have contributed to the coal shortage. year-on-year in August.

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August 2022 Global Manufacturing Indices- Declining Momentum Accelerating

Supply Chain Matters

From our lens, Taiwan remains the continued shocker, experiencing a third consecutive monthly decline and noted as equivalent to levels seen in May 2020 during the initial Covid-19 outbreak. South Korea has now become a concern as well as that regions manufacturing activity is now at a contraction level not seen since 2020. . .

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What Should Supply Chain Management Teams Anticipate in 2023 and Beyond- Part Two

Supply Chain Matters

In our previous published Part One commentary , we summarized the challenges and action taken by industry and global supply chain during the years 2020-2022, along with the key learning. That will have a direct impact on the dynamics of global container shipping, airfreight and logistics networks. Overall Themes for the Year 2023.

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Global Manufacturing Activity Levels Continue to Stabilize in March and Q1-2023

Supply Chain Matters

However, we discern some added signs excess inventories and of production sourcing shifts. The separate S&P Global PMI® Commodity Price and Supply Indicators index noted that the Global Supply Shortages Index dipped to a 30-month low while The Global Price Pressures Index dropped further in March and at the slowest pace since June 2020.