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Global Supply Chain Volatility Continues to Moderate But Not Inventory and Warehousing Costs

Supply Chain Matters

In this Supply Chain Matters posting we highlight published September 2022 indices of global supply chain volatility ( GSPI ) and US Logistics Index ( LMI ) activity trends along with our view of the implications. In a prior Supply Chain Matters posting, we highlighted both September and Q3-2022 global and regional PMI indices.

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Evidence Mounts of Non Peak Holiday Season in Transportation and Logistics

Supply Chain Matters

Supply Chain Matters highlights additional developments, evidence and added signs that reinforce that there will be no peak holiday focused surge in transportation and logistics in the latter half of 2023. While 209,000 workers were added in June, 14,000 freight and parcel carriers were cut and 6,900 warehousing and storage jobs were lost.

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Continued Disruption and Added Cost Inflation Reflected in Key Global Transportation and Logistics Indices in March and Q1 2022

Supply Chain Matters

The Supply Chain Matters blog highlights an added dimension to our monthly summary of global supply chain activity trending and implications. In a prior published commentary, we provided highlights of March and Q1-2022 global production indices along with their implications. Global and Domestic Transportation and Logistics Indices.

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Reports of Easing Global Supply Chain Volatility in July

Supply Chain Matters

Supply Chain Matters highlights two additional indices of global and US supply chain volatility relative to July 2022 global supply chain activity levels. In a prior published Supply Chain Matters commentary, we provided highlights of the various July 2022 PMI indices across select global supply chain regions.

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November U.S. Logistics Manager’s Index- Noteworthy Trending

Supply Chain Matters

which is attributable to Q4 holiday sales and the subsequent dips in Warehousing Capacity (+3.6) and Transportation Capacity (+5.2) and slowdown in Warehousing Utilization (-14.0) and Transportation Utilization (-10.7). The canal disruption is further noted as having more freight being routed to U.S. All rights reserved.

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Supply Chain Volatility Indexes Moderate in February

Supply Chain Matters

This commentary provides a follow on to our published highlights of February’s global wide PMI activity levels. Noted in the summary: “ The GSPI’s recent movements suggest that global supply chain conditions have returned to normal after experiencing temporary setbacks.” The Transportation Prices index reported a value of 36.1

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June 2023 US Logistics Managers Index Drops to a Revised Low

Supply Chain Matters

Consequently, the warehousing capacity metric increased a reported 6.8 Both metrics contributed to the overall contraction in the LMI along with contracting price levels for transportation. Transportation utilization reportedly dipped a hefty 9.5 Transportation utilization reportedly dipped a hefty 9.5 percent.