Port Congestion, Spiking Container Rates, Backlogs, Chaos: The Peak Shipping Season from Hell is Here by Wolf Richter • Aug 28, 2021 • 98 Comments Getting ready for the holiday selling season.
Container Port Chaos in China, Soaring Freight Rates, Spiking US Producer Prices, as Fiscal & Monetary Stimulus Still Rage by Wolf Richter • Aug 12, 2021 • 146 Comments Some disruptions are “transitory,” but the spiral that the mix of ongoing over-stimulation has set off is anything but “transitory.”
After Slashing 33% of Workers in 6 Years, Railroads Complain about Labor Shortages, amid Uproar over Slow Shipments by Wolf Richter • Jul 22, 2021 • 237 Comments “No way did I realize how difficult it was going to be to try and get people to come to work these days”: CEO of CSX.
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.
