newsfilter.io
Interview

Supply Chain Strain

Goldman SachsEduard van Wyk, Liz
Watch on YouTube →
  • Seaborne trade is projected to consistently represent 80% to 90% of global commerce.
  • Container shipping volumes are forecast to grow at a compound annual rate of approximately 5% over the last two decades, tracking roughly 1.5 times GDP.
  • The prevailing operational model among industrial clients relies on just-in-time inventory systems with deliveries arriving days prior to need.
  • Current supply chain disruptions are estimated to result in delays of 2 to 3 weeks.
  • Some clients are adjusting planning horizons to 10 to 20 days further ahead than standard practice.
  • Vessel repositioning necessitated by the Suez Canal blockade is expected to require 7 to 14 days.
  • Broader supply chain blockages are anticipated to persist through the second quarter and potentially extend into the third quarter of the current year.
  • Container shipping clients are expected to maintain strong performance and generate positive cash flows.