What I'm Reading Perfect Storm: Supply chains are experiencing a massive bullwhip from the COVID economy and have resulted in a build up in inventory levels. At the same time, a slowdown in consumer spending caused by inflation could result in a recession. Freight Waves IMO, consumer discounts are coming....
October 20th – Max Capacity
What I'm Reading Max Capacity: Prologis, the world's largest logistics warehouse operator has announced that their facilities are effectively full. Freight Waves This begs the question: even if (HUGE IF) running port operations 24/7 increases capacity, where do all of those goods actually go once they leave the ports complexes...