Schedule reliability on the rise despite European port congestion
Despite ongoing reports and warnings of worsening port congestion levels in North European ports, container ...
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADEAAPL: SUPPLY CHAIN BET
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADEAAPL: SUPPLY CHAIN BET
An interesting article looking at how the west coast port trouble may trigger a change in supply chain management, with a move away from just-in-time deliveries. With the low cost of money at the moment, companies do not necessarily need small inventories, and can afford to stock up more and invest in warehousing as a precaution against threats to the supply chain. The congestion cost one manufacturer interviewed here $10m in the first quarter, while other, particularly smaller companies, could not afford air freight, so had to build up inventory.
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