And Now the WTF Spike in Transportation Costs by Wolf Richter • Jul 14, 2021 • 67 Comments They’re getting passed on and feed into the inflation scenario.
Container Freight Rates Spike to New Extremes, up 500% for Asia-US, Asia-EU since Early 2020. Worse Still Ahead by Wolf Richter • Jul 9, 2021 • 212 Comments “Turns out it’s a heck of a lot easier to create demand than it is to bring supply up to snuff”: Jerome Powell
Anatomy of San Francisco Now: Fewer People, Jobs, Tourists, & Businesses, But More Spending by the Hangers-on (But that Was Inflation) by Wolf Richter • Jun 27, 2021 • 162 Comments The recovery as it were, after everything went to heck but didn’t.
Slowly But Not Surely: Airline Leisure Travelers Coming Back, But Not Business Travelers. International Still Crushed by Wolf Richter • May 17, 2021 • 76 Comments Enormous uncertainty about the structural change in the lucrative business travel segment.
Freight Expenses Spike the Most on Record by Wolf Richter • Apr 19, 2021 • 95 Comments But shipment volume, though strong, is not at record levels.
Blocked Suez Canal Adding to Container Shortages, Supply Chain Snarls, Component Shortages for Manufacturers by Wolf Richter • Mar 25, 2021 • 182 Comments Exactly at the worst possible time. Ripple effects to be felt for months.
Long Way to “Normalcy”: When Will Americans Return to Flying for Vacation and Business? by Wolf Richter • Mar 12, 2021 • 147 Comments Airlines, meanwhile, face pent-up demand of the wrong kind.
More Shifts in the Year of the Plague: Driving Plunged even as Mass Transit Ridership Collapsed by Wolf Richter • Feb 25, 2021 • 87 Comments “L-shaped recovery” for mass transit. Per person, vehicle miles were already in long-term decline since 2003. Than came 2020.
Shipping Costs, Trucking Rates Soar Despite Demand Below Prior Years. Now Add Diesel Price Surge to the Mix by Wolf Richter • Feb 19, 2021 • 75 Comments Inflation worming through various levels of the economy despite suboptimal demand.
Electric Delivery Vans in Era of Red-Hot Ecommerce Confront Legacy Automakers with New Deep-Pocket Competition by Wolf Richter • Feb 15, 2021 • 127 Comments Amazon, UPS, and FedEx, in search of cost savings, partnered with startups that are now rolling out electric vans. Has Ford, the leader in vans, dropped the ball?
