Tariff fears evident in February supply chain data

Record imports ahead of new tariffs shaped sentiment among supply chain managers in February, according to the Logistics Managers’ Index report released Tuesday. The monthly query of logistics supply executives showed big moves in inventories and the costs to carry them along with knock-on effects in warehousing metrics.

The subindex for inventory levels jumped 6.3 percentage points to 64.8 in February with the inventory costs dataset stepping 7.1 points higher to 77.3. The LMI is a diffusion...

https://www.freightwaves.com/news/tariff-fears-evident-in-february-supply-chain-data

Transportation pricing up again in November, sentiment survey shows

Transportation capacity was up slightly in November, but pricing remained firmly in expansion territory, a Tuesday sentiment survey revealed.

The Logistics Managers’ Index, a monthly query of supply chain managers, registered a 52.6 reading for transportation capacity in the month. That was up 1.7 percentage points from October. Transportation utilization (60.5) ticked up less than 1 point while transportation pricing (63.8) remained near October’s two-year high.

The pricing metric faced a modest...

https://www.freightwaves.com/news/transportation-pricing-up-again-in-november-sentiment-survey-shows

Transportation pricing jumps in October, sentiment survey finds

A monthly supply chain survey published Tuesday showed a jump in sentiment around transportation pricing. The Logistics Managers’ Index reported a 64.1 reading for transportation prices in October, a 5.7-percentage-point increase from September and the highest reading for the dataset since May 2022.

The LMI is a diffusion index wherein a reading above 50 indicates expansion while one below 50 signals contraction.

The one-year forward expectation for pricing was 81, up 1 point sequentially. If...

https://www.freightwaves.com/news/transportation-pricing-jumps-in-october-sentiment-survey-finds

No change to transportation capacity in September, sentiment survey finds

Transportation capacity remained level in September while pricing continued to see modest increases, a supply chain sentiment survey showed on Tuesday. This was the second time this year that the capacity index didn’t expand, a sign that the freight market may finally be turning. (The last time the capacity index contracted was in March 2022.)

The Logistics Managers’ Index, a monthly query of supply chain executives, showed the transportation capacity index stood at a neutral reading of 50...

https://www.freightwaves.com/news/no-change-to-transportation-capacity-in-september-sentiment-survey-finds

Transportation metrics weak in April but improve throughout month

Transportation metrics weakened in April, results from a monthly supply chain sentiment survey showed Tuesday. Following three straight months of expansion, freight rates slipped back into contraction territory, the report highlighted.

The transportation prices subindex (44.1 reading) fell 8.9 percentage points from March, with declining fuel prices presenting a modest drag on the data set. Transportation capacity (61.4) was up 1.8 points, remaining in “a robust rate of growth,” while...

https://www.freightwaves.com/news/transportation-metrics-weak-in-april-but-improve-throughout-month

Transportation prices up in February but capacity grows faster

Transportation prices grew from depressed levels for a second time in as many months during February, a Tuesday supply chain report showed. However, the rate of growth in transportation capacity was higher, signaling a meaningful recovery in the freight cycle is not yet underway.

The subindex for transportation prices (57.6) increased 1.8 percentage points sequentially in February, according to data compiled in the Logistics Managers’ Index (LMI). Prior to January, the index had been in...

https://www.freightwaves.com/news/transportation-prices-up-in-february-but-capacity-grows-faster

Transportation prices grow for first time in 19 months, survey says

Transportation prices flipped to expansion for the first time in 19 months as retailers increase inventories, a Tuesday supply chain report said.

The Logistics Managers’ Index (LMI) was up 5 percentage points to 55.6 in January with all eight components of the index signaling growth. The LMI is a diffusion index in which a reading above 50 indicates expansion while one below 50 signals contraction.

This index has been in expansion territory for five of the past six months.

“This growth is driven...

https://www.freightwaves.com/news/transportation-prices-grow-for-first-time-in-19-months-survey-says

Transportation capacity up again in December, prices fall faster

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Transportation metrics slid again in December with capacity increasing at a faster pace and prices...

https://www.freightwaves.com/news/transportation-capacity-up-again-in-december-prices-fall-faster

Transportation capacity grows faster in November, prices continue to slide

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A November survey of supply chain managers fell back into contraction territory with transportation...

https://www.freightwaves.com/news/transportation-capacity-grows-faster-in-november-prices-continue-to-slide

LMI showing transportation market flip is coming

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Chart of the Week: Logistics Managers’ Index – Transportation Capacity, Transportation Prices  SONAR:

https://www.freightwaves.com/news/lmi-showing-transportation-market-flip-is-coming