Los niveles de inventario sugieren que la demanda no será una preocupación a principios de 2025

Gráfico de la semana: Índice del administrador logístico: niveles de inventario SONAR: LMI.INVL El índice del gerente de logística (LMI) que mide los niveles de inventario fue 50 en diciembre, lo que indica que los inventarios totales se mantuvieron esencialmente estables en comparación con noviembre. Esto sugiere que las empresas pronosticaron con precisión la demanda […]

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https://fullavantenews.com/los-niveles-de-inventario-sugieren-que-la-demanda-no-sera-una-preocupacion-a-principios-de-2025/?lang=es

Inventory levels suggest demand will not be a concern in early 2025

Chart of the Week: Logitsics Manager’s Index – Inventory Levels SONARLMI.INVL

The Logistics Manager’s Index (LMI) component measuring inventory levels was 50 in December, indicating that total inventories were essentially flat compared to November. This suggests that companies accurately forecasted demand for the holiday season. However, a closer look reveals a stark divergence between upstream and downstream inventory levels, suggesting significant freight movement opportunities in early 2025.

https://www.freightwaves.com/news/inventory-levels-suggest-demand-will-not-be-a-concern-in-early-2025

Why are shippers increasing lead times?

Chart of the Week: Outbound Tender Lead Time – USA SONAROTLT.USA

Tender lead times last week hit their highest value since SONAR released tender data in 2018, averaging 3.76 days between tender and requested pickup. The previous high of 3.68 was set last year at the same time. Is this a longer-running trend or just a seasonal glitch?

Christmas is typically the seasonal peak of the Outbound Tender Lead Time (OTLT) index. Lead times increase leading into major national holidays as transportation...

https://www.freightwaves.com/news/why-are-shippers-increasing-lead-times

The one pandemic-era trend that has stuck

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Chart of the Week: Outbound Tender Lead Time, USA  SONAR: OTLT.USA

Tender lead times — the time...

https://www.freightwaves.com/news/the-one-pandemic-era-trend-that-has-stuck

Supply chains have a forecasting problem

High frequency data is the solution to navigating a volatile environment

Warehouses are full of unneeded inventory due to the fact companies like Target and Walmart could not predict demand and production capability effectively. While few companies have come out with a supply chain success story from the past two years, there are lessons to be learned from the gross failure of demand side forecasts.  

The Outbound Tender Volume Index (OTVI) that measures truckload demand did not predict the...

https://www.freightwaves.com/news/supply-chains-have-a-forecasting-problem

Import demand dip hasn’t fully manifested but is sign of things to come

Companies are ordering less goods, which should not be a surprise

Chart of the Week: Inbound Ocean TEU Index, US Customs Maritime Imports TEUs – USA  SONAR: IOTI.USA, CSTEU.USA

The 36% drop in import volumes reported earlier this month has not materialized domestically yet and may not for several months, depending on your place in the supply chain. The Inbound Ocean TEUs Volume Index (IOTI) measures trends in TEU volumes that companies book by departure date from their ports of origin. With an...

https://www.freightwaves.com/news/import-demand-dip-hasnt-fully-manifested-but-is-sign-of-things-to-come

Order lead times plummet as inventories grow and demand uncertainty soars

Shipping lead times fall 23% as companies order less goods with more frequency

Chart of the Week: Ocean TEU Booking Lead Times – All ports to the USA  SONAR: Container Atlas

Order lead times — the time between order placement and expected ship date for containerized imports — have dropped 23% since late April as supply chain managers are forced to change their strategy in an economic environment that is once again in a transitional state. 

Last week, Target reported that it had essentially too...

https://www.freightwaves.com/news/order-lead-times-plummet-as-inventories-grow-and-demand-uncertainty-soars

Former FedEx execs bringing visibility to ‘stock in motion’

In today’s supply chain climate, merchants can be stuck with either stockouts or overstock, both of which leave retailers in a position to lose revenue. Now two former FedEx executives are looking to offer an inventory option they call “stock in motion.” 

With this inventory alternative offered by S+V Technologies, merchants can give consumers an opportunity to purchase items that are in transit to fulfillment centers, eliminating the mystery of when items will be back in stock.

“When shopping...

https://www.freightwaves.com/news/former-fedex-execs-bringing-visibility-to-stock-in-motion

Inventory growth hits all-time high as warehouse prices soar in latest LMI

Chart of the Week: Logistics Managers’ Index – Inventory Levels, Inventory Costs, SONAR: LMI.INVL, LMI.INVC

The February Logistics Managers’ Index (LMI), which measures directional changes in transportation and warehousing activity, showed inventories growing at the fastest pace since the index was created in 2016 with a monthly value of 80.16. With companies finally making significant headway in restocking, orders may begin to slow, which may allow for supply chains to stabilize.  

Companies...

https://www.freightwaves.com/news/inventory-growth-hits-all-time-high-as-warehouse-prices-soar-in-latest-lmi

Import activity shows how uncertain companies are about 2022

Chart of the Week: Inbound Ocean TEUs Volume Index – USA SONAR: IOTI.USA

The Inbound Ocean TEUs Volume Index (IOTI) measures bookings or shipping orders for twenty-foot equivalent units by estimated time of departure from the ports of origin on a daily basis. This index is a leading indicator of domestic shipping and warehousing activity. Over the past four months, the index’s high and low ranges have become much wider as importers struggle to navigate supply chain delays and ensure inventory...

https://www.freightwaves.com/news/import-activity-shows-how-uncertain-companies-are-about-2022