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How is the Logistics Economy Holding Up?

Logistics Viewpoints

Source: J.P. The first pattern I noticed was an extreme decrease followed by an extreme increase in 2020. Morgan Global Manufacturing PMI compiles data from S&P Global and other sources from countries across the globe and weighs the countries based on annual manufacturing value added. I see that as a positive.

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Peril of EV Start-Ups: Fisker’s Investor Warning

Supply Chain Matters

In 2020, Fisker went public as an asset-light company under a special-purpose acquisition company (SPAC). Since that time, the company’s first model was subsequently outsourced to industry contract manufacturing services provider Magna Steyr utilizing a production facility located in Austria. based dealer network.

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Global PMI Levels in July Remain of Concern

Supply Chain Matters

Source: S&P Global and Other Sources. Considerable weakness was noted for both Germany (a 38 month low) and Austria (a 39 month low) in July, both reporting the lowest PMI values in this sector. Germany’s July PMI activity level was the worst performance since May 2020.

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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.

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Global Manufacturing Activity Levels Stabilize in February

Supply Chain Matters

Countries experiencing sequential monthly lows were noted as France, Austria and Germany , the latter recording a 46.3 The report noted that in the last two months, PMI levels have been at their lowest levels since May 2020. Report authors however, qualified that the domestic market demand was the prime source of activity growth.

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September and Q3 Global PMI Levels Remain in Contraction

Supply Chain Matters

Reportedly, with the exception of Greece , all other EU countries registered PMI declines, with Germany and Austria having the fastest rates of production declines. for September and headlined with the sharpest decline in output levels since May 2020, the height of the Covid-19 pandemic. average of the three months of Q3, declined 1.5

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Parcel Monitor: E-Commerce Logistics in Germany

Savant Events

(Image Source: Parcel Monitor ). In 2021 itself, Germany’s e-commerce gross sales increased by 19% since 2020 to a whopping €99.1 of international shipments to Germany came from the Netherlands, Austria and Poland. . As we approach the new normal, how has Germany’s state of e-commerce changed in the past year or so?

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