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Category: Disruption Report

  • Disruption Report

Disruption Report #62 – Amazon Increasing Third-Party Seller Fees, Walmart Canceling Billions of Dollars in Orders, and Warehouse Space Availability at Record Low

  • by Richard Gottlieb
  • Posted on August 19, 2022August 19, 2022

Walmart Canceling Orders Walmart is canceling billions of dollars in orders. It is an attempt…

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  • Disruption Report

Disruption Report #61: Change in Hong Kong Quarantine Rules – China Launches World’s Largest Container Ship – and Supply Chain Capacity Increased while Freight Costs Declined in July

  • by Richard Gottlieb
  • Posted on August 5, 2022August 10, 2022

Change in Hong Kong Quarantine Rules Sources in Hong Kong had been telling me that…

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  • Disruption Report

Disruption Report #60: Blame Baby Boomers for Shipping Delays, Euro and Dollar Reach Parity, Possible Railroad Strike On the Horizon

  • by Richard Gottlieb
  • Posted on July 15, 2022July 18, 2022

The Euro and Dollar Reach Parity Many Americans who have visited Europe know the pain…

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  • Disruption Report

Disruption Report #59 – Potential Railroad Strike, Dollar Tree Makes Big C-Suite Changes, and Manufacturing May Be Staying in Asia

  • by Richard Gottlieb
  • Posted on June 29, 2022June 30, 2022

Dollar Tree UNEXPECTEDLY Releases Five Senior Executives On December 13, 2021, I published an article…

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  • Disruption Report

Disruption Report #58: Ocean Freight Company Revenues Are Up a Ridiculous Amount, 3,113 Containers Lost at Sea, Just In Time Inventory May Be on the Way Out

  • by Richard Gottlieb
  • Posted on June 24, 2022June 24, 2022

Ocean FreighT COMPANY REVENUES INCREASED IN 2021 MORE THAN THE LAST 20 YEARS PUT TOGETHER…

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  • Disruption Report

Disruption Report #57 – West Coast Port Strike Deadline July 1, Ocean Shipping Reform Act is Law, Ocean Freight Carriers Unhappy

  • by Richard Gottlieb
  • Posted on June 17, 2022June 17, 2022

Ocean Shipping Reform Act IS NOW LAW The Ocean Shipping Reform Act has passed the…

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  • Disruption Report

Disruption Report #56 – 96% of Jobs Are Back, Apocalyptic Inventory Levels at Walmart, and 30% of Japan’s Population Is Over 65

  • by Richard Gottlieb
  • Posted on June 7, 2022June 22, 2022

96% of Jobs Lost During Pandemic Are Back According to Axios, “America’s New Labor Market,”…

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  • Disruption Report

Disruption Report #55: Birth Rate Up, Domestic Freight Rates Peaking, and Hong Kong Maintains Its Quarantine Policy

  • by Richard Gottlieb
  • Posted on May 24, 2022May 24, 2022

Birth Rate Up – Biggest Increase Since 2014 The U.S. birthrate increased in 2021. It…

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  • Disruption Report

Disruption Report #54: Supply Chain Challenges May Get Worse, Importers Accuse Shipping Lines of Price Gouging, and American Consumers Vote for Global Trade with Their Wallets

  • by Richard Gottlieb
  • Posted on May 6, 2022May 6, 2022

Investigation into Ocean Freight Carriers Over PricE-GOUGING The New York Times headline reads, “American Importers…

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  • Disruption Report

Disruption Report #53: Thirty-Five Percent Chance of a Recession, White House Warnings, and Improving Conditions at West Coast Ports

  • by Richard Gottlieb
  • Posted on April 15, 2022April 19, 2022

35% Chance of a Recession A Bloomberg headline caught my attention: “Goldman Sachs Sees U.S.…

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  • Disruption Report

Disruption Report #52: Wooden Pallets Foil the Russians, Mattel Doubles Down in Mexico, and the Party May Be Ending for Ocean Freight Companies

  • by Richard Gottlieb
  • Posted on April 8, 2022April 8, 2022

Wooden Pallets Foil the Russia’s PLANS IN UKRAINE We reported last year that there was…

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  • Disruption Report

Disruption Report #51: A Longer Hong Kong Flight, 50% Chance of Dock Workers Strike, and Shanghai Under Lockdown

  • by Richard Gottlieb
  • Posted on March 29, 2022March 30, 2022

The Flight to Hong Kong Just Got Longer The Hong Kong Trade Development Council will…

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  • Disruption Report

Disruption Report #50: Shenzhen Factories Reopen, FOMO and Container Prices, and Flights to Hong Kong Resume

  • by Richard Gottlieb
  • Posted on March 22, 2022March 23, 2022

SHENZHEN factories reopen Last week in Disruption Report #49, I reported that the Chinese government…

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  • Disruption Report

Disruption Report #49: Chinese Toy Factories Shut Down and Grocery Prices Up 11.5%

  • by Richard Gottlieb
  • Posted on March 16, 2022March 17, 2022

Shenzhen In Lock down Means Trouble for the Toy industry Due to China’s Covid “zero-tolerance…

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  • Disruption Report

The Disruption Report #48: A Potential West Coast Dock Strike, U.N. Votes to End Plastic Pollution, and Birth Rates Normalizing

  • by Richard Gottlieb
  • Posted on March 6, 2022March 8, 2022

A West Coast Dock Workers strike: “hope for the best but you also have to…

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  • Disruption Report

The Disruption Report #47: WAR, Toy Stocks Mixed, and Plastic Set to Increase in Price

  • by Richard Gottlieb
  • Posted on February 24, 2022February 24, 2022

WAR There is no greater disruption to life itself than war. It reminds us that…

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  • Disruption Report

Disruption Report #46 – Fuel costs on the rise, container manufacturing costs drop and the power of demand.

  • by Richard Gottlieb
  • Posted on February 21, 2022February 21, 2022

Fuel Costs On the Rise – Will the Shipping Lines Pass the Cost On to…

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  • Disruption Report

Disruption Report #45 – Mixed Messages on the Supply Chain, A Coming Container Ship Glut and a Potential Cap on Plastics Production

  • by Richard Gottlieb
  • Posted on February 11, 2022June 25, 2022

Mixed Messages on Supply Chain Chaos There are conflicting reports about the state of the…

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