Asia-Europe Rates Are Surging. The "Demand Collapse" Story Is Wrong.

Nashville is tight. South Florida is not. That distinction is doing a lot of work right now. The broad narrative — Southeast warehouse vacancy hitting multi-year lows amid e-commer…

The assigned topic this week was rail capacity constraints delaying automotive parts to assembly plants. I went looking for the operational data — dwell times, specific lane constr…

The container shipping industry is very good at modeling capacity. It is considerably less good at modeling what happens when the people who move that capacity decide to stop. With…

Spot rates just posted their first weekly gain in a month. Don't mistake the mechanism for a recovery. Drewry's World Container Index rose 3% to $2,286 per 40ft container in the we…

There's a category of supply chain constraint that doesn't show up in port dwell times or container spot rates. It doesn't generate headlines until a product disappears from a shel…

Everyone's been watching the mining side of the rare earth story — who has deposits, who's permitting new projects, which country just announced a strategic reserve. That's the wro…

Port throughput numbers are the press release. Dwell time is the confession. The Port of Los Angeles reported 752,520 TEUs processed in March — a 3% dip from last year, explained a…

The modal shift conversation has been running on a loop for years: truck rates rise, shippers flirt with intermodal, rates soften, everyone goes back to truckload. The cycle is so…

A semiconductor fab completing a wafer is roughly equivalent to a restaurant finishing a meal and then discovering the plates don't exist. The chip is real. The demand is real. The…

The semiconductor industry spent years solving the wrong problem. Fabrication capacity expanded. Yields improved. Leading-edge nodes pushed forward. And yet, as Reuters reported, a…