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Category: Disruption Report

  • Disruption Report

Disruption Report #44, More Cargo Planes, No End in Site for Supply Chain Snarls, and a New Way to Source in Mexico

  • by Richard Gottlieb
  • Posted on February 5, 2022February 5, 2022

Ocean Shipping Lines Are Buying Cargo Planes One of the world’s biggest cargo shipping companies…

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  • Disruption Report

Disruption Report #43 – Customer Returns Up 6%, a Cardboard Box Shortage and Wages Increase 4%

  • by Richard Gottlieb
  • Posted on January 30, 2022January 30, 2022

And Now There’s a Cardboard Box Shortage Yes, there is a shortage of one of…

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  • Disruption Report

Disruption Report #42

  • by Richard Gottlieb
  • Posted on January 12, 2022January 12, 2022

“The Mother of All Supply Shocks” China is aggressively fighting Coronavirus. With the Olympics only…

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  • Disruption Report

Disruption Report #41: Congress Passes Shipping Reform Act, Lego Invests in Vietnam, JP Morgan Predicts a Full Economic Recovery in 2022

  • by Richard Gottlieb
  • Posted on December 10, 2021December 10, 2021

Things are getting marginally more optimistic as I prepare this Disruption Report. Lego Is Investing…

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  • Disruption Report

Disruption Report #40: Shanghai to L.A. Spot Market Container Rate Now $9,942; Air Freight Competitive with Ocean Freight?; and Searching for a New Normal

  • by Richard Gottlieb
  • Posted on November 17, 2021November 18, 2021

Average Shanghai to Los Angeles Container Spot Rate is now $ 9,947 According to The Toy…

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  • Disruption Report

Disruption Report #39: New Spending on Ports, bridges and highways, and Container Dwelling Times Are Down

  • by Richard Gottlieb
  • Posted on November 11, 2021November 11, 2021

Progress at Ports of Long Beach and Los Angeles The White House issued the above…

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  • Disruption Report

Disruption Report #38: 80,000 Truck Drivers Wanted, L.A. Clogged with Empty Shipping Containers, Fines In Place for Ocean Carriers Slow to Move Freight

  • by Richard Gottlieb
  • Posted on October 26, 2021October 27, 2021

U.S. Domestic Truck Driver Shortage Worsens The experience of the Internet has replaced the American…

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  • Disruption Report

Disruption Report #37: 200,000 Containers Wait Off the Coast of Los Angeles, Toy Companies Return Manufacturing to China, and Cost of Air Freight At All-Time High

  • by Richard Gottlieb
  • Posted on October 19, 2021October 19, 2021

Toy Companies Returning to China A business contact in China informed me that U.S. and…

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  • Disruption Report

Disruption Report #36: Container Prices Decline, Ports to Stay Open 24/7, and Cyclone Hits Port of Yantian

  • by Richard Gottlieb
  • Posted on October 13, 2021October 13, 2021

Los Angeles Ports to Open 24 Hours, 7 Days a Week The Biden administration has…

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  • Disruption Report

Disruption Report #35: The end of “everything’s a dollar,” inflation here to stay for a while, and a big year for gift cards.

  • by Richard Gottlieb
  • Posted on October 3, 2021October 6, 2021

Dollar Tree Breaks the Dollar Barrier. The End of an Era? On August 27, 2021,…

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  • Disruption Report

The Disruption Report #34: Americans Don’t Understand the Supply Chain, an Attempt to Warm Chinese and American Business Relationships, and Chinese Port Backups

  • by Richard Gottlieb
  • Posted on September 25, 2021September 25, 2021

Americans and the Supply Chain; a profound disconnect “Americans are habitually unattuned to the massive…

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  • Disruption Report

The Disruption Report #33: Big Box Retailers Fight for Inventory while Small Retailers Struggle; Ports to Stay Open 24 Hours & China to the U.S. is Now 71 Days

  • by Richard Gottlieb
  • Posted on September 20, 2021September 21, 2021

Longer Hours at West Coast Ports The Ports of Los Angeles and Long Beach, major…

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  • Disruption Report

Disruption Report #32: A Freeze on Some Freight Rates, Exorbitant Profits for Ocean Freighters, and Mexico and America Meet About Trade

  • by Richard Gottlieb
  • Posted on September 13, 2021September 22, 2021

A Freeze on Spot Market Ocean Freight Rates CMA CGM SA, the world’s third-largest ocean…

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  • Disruption Report

Disruption Report #31: The Government Gets Involved, Port of L.A. Sets New Record for Backups and What the Restrictions on American Travel to Europe Really Mean

  • by Richard Gottlieb
  • Posted on August 31, 2021August 31, 2021

Port Disruptions: Your Government at Work You wouldn’t know it based upon the continuing and…

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  • Disruption Report

Disruption Report #30: Chinese Labor Shortages, and Dollar Tree Is the Inflation Canary in the Coal Mine

  • by Richard Gottlieb
  • Posted on August 27, 2021August 27, 2021

Labor Shortages in China There has been much talk of labor shortages in the U.S.,…

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  • Disruption Report

The Disruption Report #29: FedEx Surcharges, Walmart Charters Entire Container Ships, and Chinese and U.S. Ports Back Up Continues

  • by Richard Gottlieb
  • Posted on August 20, 2021August 25, 2021

Walmart Chartering Its Own Container Ships Major retailers like Walmart and Home Depot are taking…

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  • Disruption Report

Disruption Report #28: Another Port Closure, Reshoring and U.S. Business Calls for Cuts in Chinese Tariffs

  • by Richard Gottlieb
  • Posted on August 15, 2021August 18, 2021

And Another Chinese Port Closes All inbound and outbound container services at Meishan terminal in…

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  • Disruption Report

Disruption Report #27: How Mattel and Hasbro Are Managing, U.S. Infrastructure Is a Major Obstacle, and Where Is Mexico?

  • by Richard Gottlieb
  • Posted on August 4, 2021August 10, 2021

U.S. Infrastructure, Yet Another Obstacle for the Supply Chain We hear a great deal about…

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