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LIVE TRACKER | Updated Dec 12, 2022

Supply Chain Crisis Tracker

Welcome to the project44 Supply Chain Crisis Tracker. With the world’s largest collection of supply chain data, project44 is uniquely positioned to report in real-time how global crises are affecting the movement of goods across the globe. We are currently monitoring the transportation impact of major events as they unfold. Stay tuned for regular updates.

December 12, 2022 at 7:26 AM CDT

UK Border Strike Looms

As if recent strikes at UK ports and railways weren’t bad enough, UK Border Control workers are now threatening to strike as early as next week. If borders are congested at customs, every mode of transport – from trucks to rail to maritime ports to airports – would be affected right in the run-up to Christmas. UK Civil Service workers, represented by the PCS, voted for industrial action by 86.2%.

While the UK government has contingency plans in place to use volunteers and the military to backfill positions in the event of a strike, resources will be thin and may not be able to avoid significant supply chain disruptions. 

project44 will continue to monitor the situation.

December 5, 2022 at 2:12 PM CDT

Korean Trucker Strike Intensifies

Despite the government orders to force South Korean truck drivers to return to work, a major umbrella union called the Korean Confederation of Trade Unions has joined the ongoing protests that started on Nov 24.

Consequently, the work stoppage that is already disrupting both locally based exporters and global supply chains has intensified as some truckers continue to block ports and entrances to manufacturing plants. 

project44 recorded a 497% rise in the dwell time since the start of the strikes on Nov 24, for import containers at the port of Busan, with containers having to wait for nearly seven days at the port, on average. Shippers should continue to expect major delays as the strike continues.

November 28, 2022 at 8:15 AM CDT

Strike Activity in South Korean Causes Major Supply Chain Delays

A 25,000-strong union representing cargo truckers is blocking access to Gwangyang and Busan, the two busiest container ports in South Korea.

The same union went on strike for eight days in June, seeking an extension to the Safe Trucking Freight Rates System.” Now the union is calling for the temporary wage system to become permanent law as fuel prices continue to climb. 

The Ministry of Land, Infrastructure and Transport (MoLIT) reported a 60% decrease in container movement at top ports on November 24, and project44 data show that incoming TEU Volume at the port of Pusan has dropped by 32% over the weekend compared to the high of 177k on November 23, just a day before the strike. 

To resume activity, the South Korean government is considering sending military trucks to transport goods as major automakers and cement & steel producers cannot receive or deliver supplies.

November 23, 2022 at 10:23 AM CDT

High Retail Stock Levels Will Result in Big Discounts This Holiday Season

With the supply chain crisis of the last two years firmly behind us, retailers are faced with an overflow of goods on shelves that were ordered well in advance. As global demand for consumer goods has dropped, shipping capacity has freed up, but retailers are now eager to get rid of excess inventory through steep discounts. This holiday season’s great news is that shoppers can expect heavily discounted goods and regular peak-season delivery times. Last mile data from project44 shows that on-time delivery of parcels will likely remain similar to 2019 by around 75%.

November 16, 2022 at 10:40 AM CDT

Australian Supply Chain in Distress

The Australian supply chain industry is struggling as torrential rains leading to excessive flooding caused a Victorian freight train to derail. The accident brought east-west rail transit to a complete standstill. Additionally, major strike action threatens to halt all port operations across the country on Friday, November 18. You can get more information in our latest news brief.

(Image Credit: ABC News)

November 10, 2022 at 09:53 AM CDT

Major Chinese Manufacturing and Textile Hub Guangzhou Enters Lockdown

For the third day in a row, Guangzhou, China, home to about 19 million people, posted more than 2,000 COVID cases. While the city is only under a partial lockdown, most of Guangzhou’s 11 districts are subject to some type of COVID restrictions. Should the city go on to impose restrictions similar to those imposed by Shanghai in the spring, we can expect to see exports seriously delayed. 

While the Guangzhou ports of Huangpu and Nansha are not yet experiencing excessive export container dwell times, neighboring ports in Shenzhen (Yantian and Shekou) are showing high export dwell times of over 8 days. Approximately 90 container vessels representing more than 435k TEU carrying capacity are anchored or moored in the Peral River region, including Shenzhen, Hong Kong, and Guangzhou. 

We will continue to monitor the situation as it develops.

November 04, 2022 at 08:25 AM CDT

Port of Oakland Export Dwell Time Continues to Rise Following One-Day Strike

The Port of Oakland (US) was plunged into turmoil Wednesday after an abrupt work stoppage saw longshoremen walk off the job in the early morning hours. By the time the evening shift began, however, the walkout that led to the closure of several terminals at the port had ended.

A labor agreement is currently being sought between the Pacific Maritime Association (PMA), which represents cargo ship carriers, and terminal operators.

In the week prior to the strike, project44 data shows that container export dwell times increased by almost 106%. Dwell times, which had been on the rise, may further increase as a result of the strike.

October 25, 2022 at 10:10 AM CDT

Cyclone Shutters Bangladeshi Ports

Cyclone Sitrang forced the closure of all of Bangladesh’s ports and waterways on Oct 24. The country’s largest port, Chittagong handles 90% of Bangladesh’s exports and imports and is a vital transshipment hub for south Asia. It is expected that the storm will result in shipment delays in the apparel and textile sectors. 

project44 data shows an almost 98% decline in incoming vessel TEU capacity at the port on the day of the cyclone. Though port operations have resumed today after 24 hours of suspension, officials have advised caution to vessels due to rough seas.

October 25, 2022 at 8:06 AM CDT

Grain Transport Affected as Mississippi River Levels Drop to Record Lows

Water levels on the Mississippi River have dropped to record lows, threatening grain transportation along one of the world’s largest inland waterways. In Memphis, the river dropped to -10.75 feet last week, the lowest level ever recorded. 

The Mississippi River’s low water level makes it more difficult to operate barges, a major mode of crop transportation in the US. As of Oct 21, the Coast Guard reported 144 vessels and 2,253 barges waiting to cross two stretches of river where traffic has been halted – near Memphis, and just north of Vicksburg, due to low water levels. 

October 11, 2022 at 3:25 PM CDT

Russia-Ukraine Escalation Puts Grain Exports at Risk

With the Russia-Ukraine war entering a new phase, grain shipments are at risk of further delay. After the UN-Turkey brokered deal with Russia that allowed grain to be exported from Ukraine, project44 data indicate a rise in the number of cargo ships leaving Ukrainian ports. Despite being much lower than pre-war levels, the number of vessels has increased by 291% since July - from 58 to 227. Nonetheless, the escalation may threaten to derail this growth trajectory in October. 

October 4, 2022 at 9:25 AM CDT

Supply Chain Impacts of Hurricane Ian

In the wake of Hurricane Ian, project44 data reveals how truckload volumes were affected in cities across its path. While truckload volumes rebounded in Tampa, Jacksonville and Miami, Savannah volumes are still low. Meanwhile, import container dwell times at the Port of Jacksonville have risen to 9 days – up 220% from the previous week. Rebuilding is expected to take longer and cost more due to supply chain disruptions that have resulted in a shortage of building materials and labor.

September 29, 2022 at 4:00 AM CDT

Supply Chain Impacts of Hurricane Ian

Now a Category 1 hurricane, the storm is rolling across central Florida and heading toward the East Coast, closing ports and airports across Florida and parts of the South. From September 27- October 2, Delta Airlines Cargo has imposed embargoes for on incoming/​outgoing/​transfer products across Florida as well as Savannah, Georgia and Charleston, South Carolina. Two of Port Miami’s main container terminals have been closed along with Port Canaveral and Jaxport. project44’s vessel position data reveals that the vessel congestion at the Port of Savannah has dispersed away from the storm’s path to positions further out at sea. Both the Port of Savannah and Brunswick will remain open and operate on a regular schedule from 7 a.m. to 5 p.m. EST on Thursday. GPA will provide day operations through Thursday, with truck gates opening at 4 a.m. and closing at 6 p.m. EST. There will be no Night Gates Thursday.

September 27, 2022 at 7:00 AM CDT

Strikes Continue at UK Ports

In the UK’s largest container port, Felixstowe, strike action began again on September 27 and will last until October 5. In addition, more than 560 port operatives and engineers at the Port of Liverpool began a two-week strike on September 19 in a long-running dispute over pay. This effectively means that two UK ports will be closed at the same time for seven days.

project44 data reveals how last month’s strike at Felixstowe drove the UK’s vessel dwell times up by 86.1% month-over-month, the highest percentage change of any global region. On average, export containers wait about 7 days at Felixstowe before being loaded onto a vessel. In the wake of last month’s strike, export containers waited as long as 21 days in port, while import containers waited as long as 13 days.

September 15, 2022 at 4:20 AM CDT

Typhoon Muifa Makes Landfall in China

A week after being closed due to typhoon Hinnamor, the ports of Ningbo and Shanghai found themselves closed again as typhoon Muifa made landfall. The port of Ningbo is currently seeing dwell times for export containers reaching as high as 10 days and import containers reaching up to 14 days. 

The number of cargo vessels around Shanghai also dropped 69% as ships avoided the storm moving to shelter further south near the Taiwan Strait and up north near Busan, South Korea. project44 analysis of cargo vessel positions show them moving away from the eye of the storm on September 14th as it made its way up the coast. Vessel delays of 2 to 4 days are expected.

September 13, 2022 at 10:10 PM CDT

Shanghai in Direct Path of Typhoon Muifa

After the previous typhoon only 10 days ago, Shanghai and Ningbo ports have shut down for the second time. By 7 pm local time today, Yangshan container terminals in Shanghai stopped handling gate-in containers, while Waigaoqiao and Yangshan terminals will be completely closed by 8 am tomorrow. As of this morning, Ningbo’s container terminals and yards were closed. Although weaker than the previous storm system, vessel delays of two to four days are expected across the region. (Image credit: RAMMB)

September 13, 2022 at 11:10 AM CDT

East & Gulf Coast Port Congestion Enters 5th Month

As we enter peak season, the number of vessels anchored off of the coasts of Savannah, Houston, and New York still do not appear to be reducing. According to project44 data, the number of vessels waiting offshore has been gradually increasing since April of this year. The backlog can be attributed to the near-record levels of containerized goods are being imported into the U.S.

September 12, 2022 at 02:00 PM CDT

US Railroads to Reduce Service Ahead of Expected Strike on Sep 16

Rail companies announced service cuts on Friday to avoid abandoning hazardous materials and expensive cargo on trains in the event of a labor strike. In the coming week, other freight customers may also experience delays or suspensions. Ten out of 12 rail unions have signed contracts, but the two largest unions have yet to do so. 

A strike would disrupt domestic intermodal activity and ports across the country, costing the US economy an estimated $2 billion per day, according to the Association of American Railroads. 

A significant challenge already exists in the freight rail system, and many rail customers are not receiving timely rail service. For example, according to project44 data intermodal container dwell times at the port of Los Angeles are rising. Containers that are dropped off by truck are now waiting 154% longer compared to January 2020.

September 06, 2022 at 02:00 PM CDT

Typhoon Slams Parts of China and South Korea, Causing Closures at Major Ports

Typhoon Hinnamor, the strongest storm of the year, has caused extensive flooding to coastal cities in South Korea, but the extensive destruction that many expected has largely been avoided. Trains were suspended, ports closed, and hundreds of flights were canceled across the region. As the storm headed northward, operations at the Ports of Ningbo, Shanghai, Yangshan, and Busan were temporally suspended, causing delays. Vessel TEU capacity calling at the Ports of Ningbo, Shanghai, and Yangshan was reduced as ships avoided the storm’s path on Sept 4-5, according to project44 data. Conversely, operations at the port of Qingdao saw no significant impact from the typhoon.

September 06, 2022 at 06:35 AM CDT

Contractors at FedEx Ground ask for Inflation Help to Prevent Bankruptcy

FedEx employs no drivers for its Ground operations and relies instead on contractors with tight margins. Now delivery drivers for FedEx Ground are paying the price for soaring inflation and high diesel fuel prices, putting the contracted route system at risk of financial collapse. The public revelation by one of FedEx’s former largest contractors Spencer Patton about the financial situation has led FedEx to sever its ties with him and file a lawsuit against him, claiming he spreads misinformation about the company’s business to gain financial advantage. 

According to project44 last mile data, parcel on-time performance across the US has reached 83%. Even though OTP levels have improved since March 2022, they are still far from the pre-covid levels of nearly 90%. On-time performance gains could be lost if the number of FedEx Ground contractors declines in the run-up to peak shipping season.

August 31, 2022 at 05:55 AM CDT

Chinese Port Cities Return to Partial Lockdown as Omicron Resurges

China is experiencing yet another round of Covid lockdowns. Shenzhen and Dalian, two key port cities, have seen their residents forced into their homes this week. Another important maritime gateway, Tianjin, is also undergoing mass testing. For now, lockdowns are carried out on the local neighborhood level rather than citywide. As peak shipping season approaches, analysts are becoming increasingly concerned about Omicron’s rapid spread.

End of Strike Update
August 31, 2022 at 04:09 AM CDT

Felixstowe Strike Ends with No Agreement

Despite the end of the eight-day strike at Felixstowe port on Sunday night, unions warn that more strikes may be in store. There were 1,900 workers at the Port of Felixstowe who walked out over what they considered an unfair pay raise of 7%. The eight-day strike is estimated to have affected $4.7 billion in trade. According to project44 data, the neighboring ports of London Gateway and, particularly, Southampton took up much of the rerouted containers. Compared to the first week of August, project44 data showed an increase in weekly vessel TEU volumes of 13.3% at London Gateway and a steep 90.2% increase at Southampton between Aug 22 and 28.

August 26, 2022 at 05:10 AM CDT

Southern China Freight Disrupted as Typhoon Ma-on Makes Landfall

The South China Sea is expected to be disrupted for the next 24 to 48 hours by strong winds and heavy rain caused by the typhoon. Flights and ocean freight are already being disrupted due to sustained winds of 65 mph (105 km/​h), which in the Atlantic are equivalent to low-end Category 1 hurricanes. Warnings were issued ahead of Ma-on’s arrival in Hong Kong and several cities in southern China. Shenzhen flights were canceled from 3 a.m. to 2 p.m. on Thursday, and the port suspended entry of full and empty containers, with 2 to 3 days of delays expected.

Hong Kong’s terminals have stopped accepting empty containers since the afternoon, but full containers can still be returned. Over the last week, project44 recorded a 66.3% drop in the total vessel TEU capacity calling at the port on 25 Aug, as well as an 80.4% rise in the dwell time for transshipment containers in Hong Kong.

August 25, 2022 at 07:15 AM CDT

Port of Felixstowe Strike - Update

Three days following the strike, cargo diversions begin to reveal alternative destinations. According to project44 data, the second day of the strike showed a 45% increase in total vessel TEU capacity at London Gateway. Our latest data points to an over 200% rise in total vessel TEU capacity calling at the port of Southampton on August 23, only two days after the strike began.

August 22, 2022 at 04:41 AM CDT

UK’s Largest Cargo Port, Felixstowe, is on Strike

Over 2,000 workers at Britain’s largest container port went on strike Sunday, demanding better pay amid rising living costs. Felixstowe in Suffolk, eastern England, handles almost half of the container freight entering the UK. It is expected that strike action will result in huge disruptions throughout the supply chain in the UK and beyond. According to project44 data, vessels are already avoiding the port, with total vessel TEU capacity dropping by a whopping 37.6% compared to last week. The strike is already causing vessels to redirect to nearby London Gateway, resulting in a 45% increase in vessel TEU capacity calling there this week.

August 17, 2022 at 08:18 AM CDT

Factory Closures in China Following Worst Heatwave in 60 years

In response to a scorching heat wave sweeping across the country, China’s Sichuan province has ordered all factories to shut down for six days to ease a power shortage. As a result of the extreme heat, office and home air conditioners have been in high demand, placing a strain on the grid. River water levels have also been depleted, reducing hydropower plants’ ability to generate electricity. Foxconn and Intel have factories located in Sichuan, which is a key manufacturing location for semiconductors and solar panels. It is also where lithium is mined for electric car batteries, and the shutdown could push up the cost of the raw material.

August 17, 2022 at 05:15 AM CDT

Peak Season Brings Fears of Congestion on the East Coast

With peak season round the corner, an increase in vessel congestion is being recorded at the East and Gulf ports of the US. Containerized import shipments are at an all-time high, with Savannah facing the largest uptick in incoming cargo. This comes in the wake of shippers continuing to exercise caution about the West Coast without any ILWU contracts or extensions. However, the port of Charleston has been able to avoid congestion. To learn more, check out our news brief.

August 10, 2022 at 04:30 AM CDT

Ukraine In Race Against the Clock to Export Aging Grain Shipments

So far, only 12 vessels have exported Ukrainian grain, and the clock is ticking to get the aging harvest out quickly. However, according to project44 intelligence, massive vessel congestion at the entrance of the Romanian side of the Danube River could delay exports further. What can be done to stave off global food shortages before it’s too late? 

August 5, 2022 at 09:00 AM CDT

Are China’s Military Exercises Capable of Disrupting Taiwan Trade?

China has begun its largest-ever naval exercise encircling Taiwan as tensions between the US and China escalate. Although there is no evidence so far of such intentions, Chinese forces off the northern coast of Taiwan could potentially seal off Keelung, Taiwan’s second-largest port, leading to a major global supply chain disruption. According to project44 data, the port of Keelung is already facing weekly delays of up to 8 days since the week of July 11. We will be closely monitoring the situation to keep you posted on possible vessel disruptions.

August 5, 2022 at 07:30 AM CDT

Australia Maritime Unions on Strike

In what could be another significant supply chain disruption, maritime workers involved with marine towage/​tugboat operations across five states in Australia have staged a walk-out sparked by an ongoing dispute with the towage company, Svitzer Australia (Maersk Group), on Friday, Aug 5. There will be a 24-hour strike at major ports in New South Wales, Queensland, Victoria, Western Australia, and South Australia. While the ports of Brisbane, Melbourne, and Westernport will observe a complete 24-hour work stoppage, the rest of the ports will have a 4-hour stoppage, according to notices provided by the union. According to project44 data, container dwell times are currently within normal ranges for both imports and exports across the country.

August 3, 2022 at 10:00 AM CDT

Strike Action Likely at the Port of Felixstowe

Felixstowe is the UK’s leading container port handling 48% of the country’s imported containerized goods. Right now, it looks highly likely that the 1,800 dockworkers will go on strike toward the end of August. Strikes in Germany and Oakland, California, recently demonstrated that import containers are particularly susceptible to delays. For more information on what you can expect if the strike occurs, read on.

August 2, 2022 at 7:45 AM CDT

Are Supply Chains on a Path to Recovery? - Part 2

There is ongoing uncertainty about the impact of soaring inflation on demand for ocean freight capacity. Even as spot rates continue their downward trend, currently hovering at 50% lower rates than the peaks of 2021, many ports continue to report record high TEU volumes. The shift in consumer spending away from goods to services will be the primary driver for supply chains in months to come. So, what can we expect? Check out our second part in the series, Are Global Supply Chains Recovering?”, to get an overview of what the data is telling us.

July 28, 2022 at 7:20 AM CDT

Are Supply Chains on a Path to Recovery? - Part 1

In the first half of 2022, there were a lot of macro factors at play – from COVID lockdowns in China reducing manufacturing output to an ongoing lack of intermodal capacity in the US and Europe due to rail, chassis, and labor shortages. The Russia-Ukraine conflict has also been disrupting schedules in Europe. And most recently, the dockworker, rail worker, and trucker strikes in the US, Europe, and South Korea have been an additional stress factor. But is there light at the end of the tunnel, and what factors will shape supply chains in the year’s second half? Read more in the first part of our two-part series.

July 27, 2022 at 8:45 AM CDT

Port of Oakland Reopens

The Port of Oakland has resumed operations following last week’s trucker blockade. Although protests against the AB5 bill continue, the truckers have been moved to a dedicated Free Speech Zone,” allowing dock workers to enter the facility. Starting 18 July, hundreds of truckers manned barricades, preventing road freight from entering and leaving the port and effectively stopping 450 dockworkers from handling unloading containerships. The impact on the Port of Oakland is clear, with import container wait times rising and more vessels waiting at anchor. project44 numbers show that import containers are now sitting at the port for over two weeks, with some containers dwelling for over 20 days.

July 18, 2022 at 9:09 AM CDT

Delays Mount at California Ports as Truckers Protest Controversial AB5 Law

Following days of protests against California’s AB5 law, which requires independent truckers to be reclassified as employees, delays at the Port of Oakland are beginning to mount. According to project44 data, the Port of Oakland is experiencing the largest delays thus far, with import container dwell times skyrocketing to 17.5 days. This represents a 41% increase since July 11. Although container dwell times have also increased slightly at the ports of Long Beach and Los Angeles, the strike’s impact is less pronounced as of now.

July 7, 2022 at 12:20 PM CDT

Fresh Covid Outbreak in Shanghai Sparks Fear of Lockdown and Subsequent Supply Chain Disruptions

Authorities in several Chinese cities are quickly moving to stop the spread of new outbreaks reigniting worries of another lockdown in Shanghai, which recently reported the most virus infections since late May 2022. Even as China continues with its zero-Covid policy, cases have doubled within the past three days. Mass testing is in full swing in almost 12 of the 16 districts of Shanghai, where residents had to submit to two mandatory Covid tests between July 5-7. Shanghai has recently emerged from a two-month lockdown where authorities tried to sustain business at the port by requiring workers to live on-site in a closed-loop system” to minimize contact with the outside world and reduce the chances of infection. Import and export dwell times have finally resumed near-normal levels. However, a lockdown can throw another spanner in the works and lead to a possibly significant supply chain disruption.

June 30, 2022 at 07:50 AM CDT

Oakland Facing High Delays for Import Containers

The Port of Oakland is experiencing a major container-pickup” issue, resulting in the average weekly dwell time for import containers to exceed 14 days. Based on project44 data, this is a 56% increase over April 2022, when dwell times averaged under 4 days. As a result of these rising delays, Oakland will begin charging late fees for containers that stay at the port longer than four days. Before this change, containers had a seven-day free-use period. It is believed that higher demurrage rates will encourage ship owners to move their shipments out of the port as quickly as possible.

June 27, 2022 at 07:15 AM CDT

A Surge of Waiting Vessels and Delayed Shipments Follow Savannah’s Port Expansion Project

30 container vessels with a combined capacity of nearly 250,000 TEUs are currently anchored outside Savannah. A second berth was recently taken out of commission by ongoing port expansion work, resulting in an increase in vessel traffic since mid-May.

According to the latest data from project44, import shipments are experiencing delays of up to 20 days. Georgia Port Authority officials reported on June 22, that Savannah moved a record 519,390 TEUs in May, breaking the previous record of 504,350 TEUs set in October 2021. With a substantial import volume and ongoing constriction, the backlog may persist throughout the summer.

June 23, 2022 at 04:04 AM CDT

German Workers Announce a 24-hour Warning Strike Across Major Ports

German port workers have again announced a 24-hour warning strike across major German ports after a failed fourth round of wage negotiations starting at 6 AM CET on Thursday, the 23rd of June. It was just at the start of this month when the German trade union, ver.di, called for a temporary work stoppage across the country to increase the pressure on employers. The union is demanding a pay rise of 1.20 euros ($1.26) per hour and inflation compensation over 12 months for some 12,000 workers. 

Hamburg Süd and Maersk have issued advisories stating they will absorb a total stoppage for rail, road, and ocean freight for both import and export across their German terminals for the duration of the strike. We predict the situation on the North Sea coast will worsen in the coming weeks, as more ships are en route to Europe following the end of the lockdowns in China.

June 22, 2022 at 09:41 AM CDT

European Strikes Pressure Already Stretched Transatlantic Trade

Port congestion on both sides of the Atlantic has made shipment schedules on transatlantic routes more unreliable than ever. According to project44 figures, shipment on-time reliability on westbound transatlantic routes revealed that only 20% of shipments arrived within 24 hours of their originally scheduled arrival time in May of this year. The figures for the equivalent periods of 2021 and 2020 were 38% and 75%.

June 16, 2022 at 09:10 AM CDT

Antwerp Prepares for more Strikes in the coming Week

Multiple trade unions have called for a nationwide strike on Monday, June 20, at one of Europe’s largest ports - the Port of Antwerp-Bruges, demanding better pay, better social dialogue, and increased investment in the public sector. Last month, a similar one-day strike had brought several port operations across the country to a standstill. Moreover, the timing couldn’t be any worse when the port is already going through high congestion.

While the peak season is underway, the threat of strikes in European ports is weighing heavily on shippers’ minds. A similar threat looms over ports in Germany after negotiations between the port employers and dockworkers trade union ver.di yielded no result on Saturday, June 11. This comes a day after a warning strike” was initiated by over 12,000 workers at ports across Hamburg, Bremerhaven, Wilhelmshaven, and Emden during the late shift on Thursday.

June 15, 2022 at 06:15 AM CDT

South Korean Strike Comes to an End as Trucker’s Union Reaches Agreement

South Korea’s unionized truckers headed back on the roads on Wednesday after the union and the transport ministry reached a tentative late-night agreement, ending a nationwide strike that crippled ports and industrial hubs. The ministry and the union have agreed to extend the truckers’ minimum freight rates and will continue discussing the possibility of a guarantee of minimum pay for carrying cargo to cover additional products. With this, the weeklong strike that threatened the nation’s economy and put an additional burden on the already strained global supply chains has ended. Along with causing disruptions to port operations at multiple locations, including the ports of Busan and Incheon, the Ministry of Trade, Industry, and Energy said on Monday that the first six days of the strike had caused an estimated 1.6 trillion won ($1.2 billion) in damages.

project44 data shows the daily import and export dwell times almost doubled in the seven days that the strike lasted (7 to 14 June 2022).

June 14, 2022 at 07:33 AM CDT

South Korean Trucker Strike Impacting Port of Busan

As the trucker strike in South Korea enters its seventh day, the Port of Busan is beginning to feel the impact as container dwell times skyrocket. project44 data reveals that export container dwell times are now at 11.38 days, up 225% from last week’s 3.5 days. Import container dwell times are now at 14.29 days, up 258% from last week’s 3.99 days. Many industries, ranging from auto manufacturing to steel production, are being impacted as the length of the walkout remains uncertain.

June 10, 2022 at 10:07 AM CDT

German Dockworker Strike adds to Europe’s Supply Chain Woes

Dockworkers from the German trade union ver.di held a warning strike” from 3 pm to 7:30 pm on Thursday, June 9, at all German seaports. Although the walkout was brief, and talks continue today, the strike surprised The Central Association of German Seaport Companies (ZDS - Zentralverband der Deutschen Seehäfen e.V.), who described the warning strike over wages with great incomprehension.” German ports affected include Hamburg, Emden, Bremen, Bremerhaven, and Wilhelmshaven. The talks come at a time when supply chains in Europe are already facing severe delays and bottlenecks in rail freight.

June 8, 2022 at 9:11 AM CDT

Truckers Union Strike in South Korea

Unionized truckers in South Korea called for a general strike on Tuesday, June 7 to protest a 2020 law guaranteeing minimum wage that is set to expire. To show their support, some 4000 protesters gathered at South Korea’s Busan Port (the world’s 5th busiest container port) on Tuesday while another 7,500 are expected to join on Wednesday. While ports themselves are not immediately affected, there are reports of companies ranging from tire manufacturers to steel plants who say that they cannot get container shipments transported to the ports for export.

June 3, 2022 at 7:58 AM CDT

Savannah Port Congestion Mounts

23 container vessels are currently anchored awaiting berth slots. Ongoing construction at the Port of Savannah led to the closing of two of seven berths at the fourth busiest seaport in the United States in May. The resulting vessel congestion is the worst since October 2021.

June 1, 2022 at 11:58 AM CDT

Shanghai Lockdown Officially Lifted

Following nearly two months of lockdown measures in China’s largest commercial and financial hub, businesses are officially getting the go-ahead to restart operations as of June 1. The lockdown of Shanghai has strained not only local business but supply chains across the globe. As manufacturing ramps-up to meet the back-log of orders, the question remains if a whip-lash of imports to the US and Europe will put further stress on the supply chain in the run-up to the summer season. project44 data reveals that Import containers to the Port of Shanghai (CNSHG) suffered the most peaking at 15.5 days on April 21. Import dwell times remained high with 9.5 days on May 31.

May 18, 2022 at 8:11 AM CDT

Vessel Numbers Growing off the US East Coast

project44 has been monitoring port congestion on the US East Coast. While many shippers have been diverting shipments away from the West Coast, many East Coast ports have been struggling to keep up with the incoming volumes. Currently, 17 vessels are anchored off the coast of Long Island, waiting to unload at New York and New Jersey. Vessel congestion has also been rising at Norfolk and Houston in the US Gulf.

May 17, 2022 at 4:24 PM CDT

Replay of Russian Ships Carrying Stolen Grain from Ukraine

project44 data has verified several abnormal outages” from the Russian vessel, Pozynich, purported by CNN to hold stolen grain from Ukraine. These dark periods have progressively increased since the sanctions imposed on Russia, sometimes lasting >1 week in length.

Updated May 16th at 8:33pm CDT

As War in Ukraine Continues, Supply Chain Remains Low as Delays Mount

We’ve been actively monitoring shipping activity surrounding the Russia/​Ukraine conflict. As reported previously, there has been a significant drop in vessels off the coasts of both Russia and Ukraine since the start of the conflict. While the drop for ships off Russian coast has mostly stabilized, there has been an uptick of vessels off Ukrainian coast since April, concurrent with reports of increased aid to Ukraine. Delays in Ukraine are absolutely increasing and particularly at the Port of Odessa, as shown from the meteoric rise in median container dwell times with some containers sitting for over two months at this point.

Updated May 13 at 7:10 AM CDT

Complexity Reigns: A Review of Supply Chain Issues in Recent Months

2022 has been an eventful year. The global supply-chain disruptions in 2020 and 2021 have continued, but the overall picture has become more complex. Despite some media reports to the contrary, port congestion in China has not been the most severe supply-chain bottleneck.

Updated May 5 at 07:30 AM CDT

China to US Vessel Delays Improve in Q1, 2022

China to the US West Coast saw a 327% decline in ocean vessel delays during the first quarter from early January to March, dropping from almost 13 days to only 3 days on average. The US East Coast saw a more modest fall in vessel delays by 29% from nearly 8 days to 6 days in the same period.

Updated April 28 at 03:00 PM CDT

Shipment Delays Expected to Follow Shanghai’s COVID Lockdown

Data from project44 reveals that shipment delays into major European ports of Antwerp, Hamburg, and Valencia and U.S. West Coast ports of Long Beach, Tacoma, and Seattle, are showing recent increases. However, with the increased average transit times having reached 65 days to Hamburg and more than 41 days to Long Beach, shipment delays from Shanghai will become evident only in the weeks ahead.

Updated April 28 at 03:00 PM CDT

Shipment Delays Expected to Follow Shanghai’s COVID Lockdown

Data from project44 reveals that shipment delays into major European ports of Antwerp, Hamburg, and Valencia and U.S. West Coast ports of Long Beach, Tacoma, and Seattle, are showing recent increases. However, with the increased average transit times having reached 65 days to Hamburg and more than 41 days to Long Beach, shipment delays from Shanghai will become evident only in the weeks ahead. 

Based on data until April 19
Updated April 21 at 04:20 AM CDT

No Significant Vessel Congestion has been Recorded at the Port of Shanghai

Since the March 28 lockdown, the number of vessels awaiting berth slots at the port has not shown any significant trend line remaining under 10 vessels for most of the past few weeks. Meanwhile, the number of vessels that berthed at Shanghai have dropped by about half from around 30 daily to only 14 vessels on April 17. This indicates that fewer vessels are attempting to call at Shanghai in response to the reduced truck traffic permitted to enter the port facilities. Meanwhile, import container dwell times continue to rise to reach a daily average of 12.1 days on April 18. 

Updated April 15 at 11:00 AM CDT

Texas Inspection Policy Creates Traffic Havoc at Mexican Border Crossings

Multi-mile traffic jams of trucks carrying imports from Mexico to the US continue. Following Texas governor Greg Abbot’s new truck inspection regulations meant to curb illegal immigration and drug trafficking at the border, supply chains reliant on everything from automotive parts, household goods to agriculture and food stuffs have been affected. Trade groups such as the Texas International Produce Association are concerned that shoppers could experience shortages on shelves if the inspection policy is not amended soon.

Updated April 28 at 11:50 PM CDT

Shipment Delays Expected to Follow Shanghai’s COVID Lockdown

Data from project44 reveals that shipment delays into major European ports of Antwerp, Hamburg, and Valencia and U.S. West Coast ports of Long Beach, Tacoma, and Seattle, are showing recent increases. However, with the increased average transit times having reached 65 days to Hamburg and more than 41 days to Long Beach, shipment delays from Shanghai will become evident only in the weeks ahead.

Updated April 13 at 11:00 AM CDT

European Shipment Delays on the Rise as Shanghai Lockdown Impacts Supply Chains

Average shipment delays in March increased compared to previous months in 2022 at Chinese ports that experienced recent COVID lockdowns. For example, the Port of Yantian averaged delays of 15.7 days to the port of Hamburg, Germany in March. That is up 138% from January’s low of 6.6 days delayed for that same route.

Updated April 13 at 09:00 AM CDT

South Africa’s Largest Container Port of Durban Remains Closed Following Catastrophic Flooding on Monday Night

The heaviest rainfall in six decades has claimed the lives of at least 60 people and has caused widespread damage to containers, terminals, and access roads in and around the Port of Durban. Maersk announced that it would suspend demurrage and detention fees at the port for the remainder of the week.

Read more

Shanghai Lockdown Follow-up Post
Updated April 08 at 08:45 AM CDT

Restricted Truck Access to the Port Threatens Shanghai’s Imports

While the Port of Shanghai remains operational, growing restrictions on trucks entering the port threaten to disrupt import containers coming into China. The Port of Shanghai has weathered the lockdown well over the past 2 weeks, showing little signs of export disruption, however, the shortage of trucks is beginning to take a toll on containers waiting in the port to enter China. According to project44 data, import container dwell times have started to rise, reaching 8 days – a 74% increase from the 4.6 days dwell time on the day of the lockdown. Meanwhile, export container dwell times have witnessed a slight decline from 3.1 to 2.3 days since the lockdown. 

Updated April 07 at 05:45 AM CDT

West Coast Congestion Aggravated by Shortage of Intermodal Rail Assets

The rise in imports coupled with the shortage of intermodal rail assets is weighing on container dwell times at some of the major ports on the West Coast, especially the port of Tacoma, which is witnessing a 19% rise in import dwell times, climbing up to an average of 14.6 days since the beginning of the year with 12.3 days. It is also a steep 156% rise since the last low of 5.6 days in week 7 of 2022. Even the export dwell times are rising by 74%, reaching 8 days since week 10 when it was a mere 4.6 days.

Updated March 28 at 11:30 AM CDT

After Shenzhen, China Now Locks Down Shanghai, for 9 Days

Shanghai, the financial hub of China, has announced a planned two-phase lockdown starting Monday, Mar 28. This move comes after the city of 26 million saw a surge in their local COVID-19 cases - a record 3,450 symptomatic patients, which accounts for nearly 70% of the countrywide total. On Sunday, Mar 27, the city government announced that all firms and factories would have to either suspend manufacturing or have people work remotely in a two-phase lockdown that would last nine days.

Updated March 21 at 12:58 PM CDT

Shenzhen Lockdown Lifted on March 20

Following a local government announcement on March 20, the week-long lockdown in Shenzhen will allow carriers, factories, and distribution centers to resume normal operations. While the COVID outbreak comes under control, some vessel delays at Yantian are expected as terminals cope with the backlog of containers. Data from project44 reveals that export container dwell times have reached 9.8 days on March 20 at the Port of Yantian. Compared to last year’s lockdown in June, where dwell times soared to 20 days, this lockdown event will have a less disruptive impact on global supply chains.

Updated March 21 at 10:31 AM CDT

CP Rail Strike Hits Canadian Fertilizer and Feed Supplies

Canadian Pacific Railway (CP) trains ground to a halt early on Sunday, 20 March, due to a strike by around 3,000 engineers, conductors, and other train employees who are all members of the Teamsters Union. The strike will have a significant impact on Canada’s grain growers and cattle farmers at a time when prices for grain have soared and future supplies are threatened by the ongoing war in Ukraine.

Updated March 18th at 4:24 PM CDT

Effects of China’s Lockdown on the Rise

project44 data shows a build-up of vessels around Shenzhen, Ningbo, and Shanghai as transport to and from these critical ports has slowed down. Although port authorities in Shenzhen have said the port will stay open, and some vessels are continuing to dock, congestion is increasing as port workers and truckers are forced to stay at home.

Updated March 18th at 11:06 AM CDT

Effects of China’s Lockdown on the Rise

The fact that ports like Yantian remain open may be increasingly irrelevant given the Shenzhen factory closures and reduction of warehouse operators & trucker drivers caused by the lockdowns may result in lower supply of goods to fill containers and transport them to the port in the first place.

Updated March 17th at 11:57 PM CDT

Continued Decline of Russian Connection to Global Supply Chains

While on March 14th we last cited the potential for up to a $1.4 billion reduction in Russian containerized imports, the increasing number of vessels leaving or avoiding Russian waters altogether has likely further increased this impact.

Updated Monday, March 14 at 1:33 PM CST

China’s Worst Covid Outbreak in Two Years Threatens Global Supply Chains

With China’s latest COVID outbreak, automotive and technology output is under threat as Shenzhen and Jilin province go into lockdown. As the movement of goods tightens, project44 data already reveals potential spillover effects on port traffic in Yantian. Although these fluctuations are still within a normal variance for Yantian, vessels waiting to berth at the port have already risen 28.5% since Sunday’s lockdown.

Updated Monday, March 14 at 1:29 PM CST

Cargo Vessel Counts Near Russian Ports Continue to Decline Following International Sanctions

Beginning March 1, a number of shipping lines suspended all cargo bookings to and from Russia. These measures are in place in order to comply with sanctions and export controls recently imposed by different jurisdictions. Current project44 data shows a 35.5% decline in total TEU vessel capacity calling at Russian ports since the sanctions began. Assuming the average TEU is worth ~$40,000 USD - the reduction of import value going into Russia could have dropped by up to $1.4 billion in the past 18 days (on a fully laden basis). As the US and other countries ban or restrict Russian oil and gas imports, Brent crude futures are currently around $108 a barrel, 15% lower compared to last week’s peek of $128 a barrel, while U.S. crude futures are trading around $103.80 a barrel, a 16% decrease from last week’s peak of $123.70, indicting an ease in market volatility.

Updated Wednesday, March 2 at 05:10 PM CST

Major Shipping Lines block Russian cargo bookings

Beginning March 1, a number of shipping lines have suspended all cargo bookings to and from Russia. These measures are in place in order to comply with sanctions and export controls recently imposed by different jurisdictions. project44 data shows the immediate effect, showing ~45% decline yesterday compared to peak on February 21st, and a 35% decline in vessel traffic since the sanctions begun. project44 can also confirm there have been zero visits from some top ocean carriers within the past few hours.

Updated Monday, February 28 at 06:05 AM CST

What to know about the trucker convoy due to arrive in Washington DC on Tuesday, March 1

Following the recent Canadian Freedom Convoy” protests in Ottawa, truckers across the US have organized multiple Facebook groups aimed to choke the US capitol ahead of President Biden’s State of the Union address on March 1st.

Updated Monday, February 21 at 7:30 AM CST

UK and Northern Europe battered by powerful Storm Eunice

Storm Eunice pounds the UK and Northern Europe as red warnings are issued. Making landfall Friday, February 18th the storm has already brought strong gale force winds that reached 122mph (196kph) on the Isle of Wright in England. Flights and trains have been canceled across the region along with closed schools and major bridges have been shut as millions have been ordered to stay at home. As this is the second major storm to hit the region this week, project44 projects shipment delays across the greater region as power cuts and fallen trees disrupt transportation routes.

For further details on the impact of the storm, read the Storm Eunice Report.

Updated Monday, February 21 at 04:00 AM CST

Containership MARCOS V Loses over 26 containers after encountering Storm Eunice

Panama-registered 6,350 TEU containership MARCOS V (IMO: 9307059) has lost at least 26 containers, reportedly empty FEU, in the North sea around the Wadden Islands after being caught in Storm Eunice the intervening night of Feb 18 and 19.

The vessel’s last reported destination was Rotterdam, probably after containers loss, where it berthed at around 1200 UTC Feb 19. The Dutch coastguards used helicopters and an emergency towing vessel to search for the missing container. They’ve also alerted ships in the area to keep a watch for the lost containers.

Updated Monday, February 14 at 2:16 PM CST

Export Containers in Odessa Experiencing 52% Increase in Dwell Times

Further analysis from project44’s data shows a significant increase in container dwell times in the port of Odessa, Ukraine for both imports and exports. In our month-over-month analysis we saw export container dwell times increase 52%, from 8.4 days to 12.8 days, while import container dwell times rose 44%, from 4.2 days to 6.3 days. This is an evolving situation with ramifications on the global supply chain -- we will report back with updated information on dwell times and shipping delays as more data becomes available.

Reported Friday, Feb 18 at 07:00 AM CST
Updated Wednesday, March 2 at 05:00 AM CST

Fire breaks out aboard car carrier FELICITY ACE; Ship sinks in the Atlantic

Car carrier FELICITY ACE (IMO: 9293911) reported a fire in the morning of Feb 16, 2022, while sailing through the Atlantic in one of the cargo decks. The ship was on its way to North Kingstown (Davisville), USA, from Emden, Germany. Soon after issuing the distress signal, the ship was reportedly no longer under control. The entire crew of 22 crew members was evacuated from the ship and transported to Faial island via helicopter. The Portuguese Navy has deployed a warship monitoring the drift of the abandoned ship.

UPDATE: Following the February 16th catastrophic fire that engulfed the Felicity Ace near the Azores, salvage crews began towing the vessel to a safe area on February 25th. While being towed back to the Azores, the vessel developed a starboard list and subsequently sank in waters estimated to be 3,500 meters (2.19 miles) deep. The vessel was carrying an estimated $400 million of luxury cars, including Bentleys, Porsches, VWs, Audis, and Lamborghinis.

Updated Monday, February 14 at 11:08 AM CST

Odessa, Ukraine Currently Experiencing Increased Shipment Delays

As we continue to follow the impact of the Ukraine-Russia border crisis in real time, our team analyzed existing data from the project44 platform on shipment delays in Odessa, Ukraine to help us set a baseline on the effects of the crisis. Odessa is a critical port city and transportation hub in Ukraine that sits on the Black Sea close to Crimea and the pressure points” of the border crisis. 

In our month-over-month analysis, project44’s data shows a notable 28% increase in shipment delays in Odessa. Our team is currently analyzing Container Dwell times in Odessa for both imports and exports and will report back shortly. 

Updated Monday, February 14 at 8:07 AM CST

Canada Returns to Normalcy, Attention Shifts to Europe

Police have removed protesters and reopened the Ambassador Bridge on the US-Canada Border. project44 data -- which showed a reduction in shipment delays yesterday drop yesterday as truckers were finding alternate routes -- has shown an almost immediate return to baseline.

Now our attention has shifted to two regions in Europe. Brussels, another city beginning to experience Freedom Convoy Protest and Ukraine, currently in the midst of the Ukraine-Russia Border Crisis which has the potential for long term supply chain disruptions. 

Updated Sunday, February 13 at 4:51 PM CST

Parcel Delivery Times Trending Higher During Freedom Convoy Protests in Paris

The Freedom Convoy protests in Paris are another global event with implications for the supply chain, with potential immediate effects on parcel shipments in the city of Paris itself. As you can see in the chart to the right, Last Mile data from project44’s platform indicates that the protests are coming during a time of already elevated parcel delivery delays that are continuing to trend higher. These protests may mean a longer timeframe to reduce these delays or result in further delays to parcel delivery times. We will be closely monitoring our platform and report back any notable changes in delivery times.

Updated Sunday, February 13 at 2:57 PM CST

Trucks Rerouting Away from Ambassador Bridge Led to Reduction in Shipment Times

Further analysis in the project44 platform allows us to dive a bit deeper into why shipment times have decreased on the US-Canada border. In the past 24 hours, many trucks have been able to reroute away from Ambassador Bridge (where the heart of the protest is taking place) to other primary routes. We have compared the movement of trucks from January 10th to today to analyze key differences. Both days have roughly the same number of trucks passing through the area of interest close to the Canadian border. As we would expect, in the past 24 hours, no one has been crossing Ambassador Bridge. Instead, our data shows an increased flow of trucks going north to Sarnia (55 miles, approximately 75-minute drive). Some trucks have made it into Windsor and are re-routing” back up north, which would have an ~1 hour impact. Most trucks have been able to plan around the Ambassador Bridge blockade and take a different route with a 1–2-hour impact at most.

Updated Sunday, February 13 at 10:58 AM CST

Most Recent Data Shows Decline in Shipment Times Along Canadian Border

As previously reported, the project44 platform showed slight increase in the rate of shipment delays in US-to-Canada freight shipments. Our most recent data analysis shows that things appear to be trending in the right direction, with a notable decline in shipment times for both truckload freight and consumer parcel in the past 24 hours. This is positive news, but truckload freight shipment times remain over 5% higher than they were one month ago. 

Stay tuned for further updates on each of these evolving situations. 

BUSINESS FREIGHT | Updated Feb 13, 2022

Canadian deliveries and border crossings are impacted but only minimally so far

There’s only been a slight increase (1 percent – 9 percent across different regions) to the rate of shipment delays in US-to-Canada freight shipments. Most business can accommodate these delays without major disruption due to their wide delivery windows. However, delivery delays upwards of 5 hours are having a significant impact on companies using just-in-time manufacturing processes, such as auto manufacturers in the region.

CONSUMER PARCELS | Updated Feb 13, 2022

Consumer Deliveries (Last-Mile)

Businesses in the downtown Ottawa area have seen delay rates increase from 23 percent to 35 percent in just the last week. Notice how the Freedom Convoy impact compares to the impact of a major snowfall. While Downtown Ottawa is experiencing similar delay rates as they did during a mid-January weather event, the greater city and Canada overall are not yet.

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