US | October brings no relief to US supply chain strains
Our US supply chain stress tracker indicates that supply chain pressures worsened in October, after having eased in September. Preliminary data show that logistics difficulties remained the most acute source of stress while prices, activity, and labor challenges increased.
What you will learn:
- The number of cargo ships waiting to unload at LA and Long Beach hit an all time high in October. Seaborne shipping costs dropped but were still 450% above pre-Covid levels.
- Manufacturing production costs are up an eye-popping 40%-50% y/y, while the extreme imbalance between raw materials and finished goods worsened last month. The prices for services paid by producers are up 6+% y/y, a record high.
- Inventories fell less in Q3 than Q2, but the inventory-to-sales ratio remained lower at the start of Q4 than pre-Covid for 70% of manufacturing sectors.
Tags:
Related Services

Post
New cruise deployment trends emerging one month in to the Middle East conflict
One month into the conflict, cruise operators have responded swiftly to geopolitical disturbances in the Middle East by modifying or cancelling itineraries.
Find Out More
Post
Nordics: Key themes 2024 – Light at the end of the tunnel
The rapid surge in interest rates will continue to weigh on the Nordic economies next year with little external support, but it's not all gloom with inflation easing and some pockets of strength. We think four themes will be key in charting the outlook for Nordic economies in 2024:
Find Out More