Marc Iampieri’s articles from AlixPartners are most popular:
- in European Union
- in European Union
- in European Union
- with readers working within the Business & Consumer Services industries
AlixPartners are most popular:
- within Criminal Law, Wealth Management and Intellectual Property topic(s)
Surcharge-driven pricing and geopolitical disruption are intensifying supply side freight inflation, with tightening capacity in trucking and air and carrier-controlled ocean rates pushing costs higher despite still-muted demand.
Key themes highlighted in this month’s update include:
- Global / macro: Logistics costs have reached their highest levels since April 2022 as transport prices surge and capacity collapses, marking one of the widest supply-demand imbalances in recent history and signaling a renewed phase of supply-driven inflation.
- Ocean & air freight: Rate increases are being driven by carriers and disruptions, not demand-led, with ocean pricing recovering on surcharges and capacity discipline while air freight rates jump sharply (~30% YoY) due to fuel costs and Middle East-related capacity disruptions.
- U.S. trucking: Reduction in capacity is increasing rates and compressing the contract-spot spread, in addition to the significant pressure of fuel prices on rates.
The report has changed format this month. Read below or download it here. Please reach out to okane@alixpartners.com if you're interested in receiving the heritage format.
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.
[View Source]
