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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

In a prior published commentary, we provided highlights of March and Q1-2022 global production indices along with their implications. We now add highlights of March and Q1-2022 key global transportation and logistics indices. Global and Domestic Transportation and Logistics Indices. Global Shipping.

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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. A similar acknowledgement came from the CEO of global shipping and logistics services firm A.P.

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Relatively Cautious Global Production and Supply Chain Indices for February 2022

Supply Chain Matters

The Supply Chain Matters blog highlights February global manufacturing and supply chain indices and challenges relative to product demand and supply network imbalance levels in the first quarter of 2022. Commentary related to January’s PMI and logistics data can be accessed at this web link. Global Wide Production Activity.

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Another Peloton Supply Chain and Customer Service Turnabout

Supply Chain Matters

In a reported effort to cut additional costs and increase needed cash flows, the provider announced intentions to cut upwards of 800 jobs within its North America support teams and eliminate its company operated warehouses. At one point in 2021, containers transiting from East Asia to the U.S. West Coast were in excess of 200 days.

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Tentative Deal Reached in UPS Labor Contract

Supply Chain Matters

This contract is characterized as the single largest private-sector collective bargaining agreement in North America. This has been brought about by three plus years of global pandemic impacts to global supply chains that remained essential toward maintaining public health and overall commerce.