Industry Indicators: April 17th– 24th

Pink cargo ship sits near shore, loaded with a variety of colors of containers. A person watched from the shore.

What’s on the docket this week?

Onshore v offshore, Shanghai lockdowns, real earnings, trailer orders, trucker’s market demand, inspection violations, empties on the coasts, truck usage in Shanghai, truck tonnage in March, eCommerce share of total retail sales, importing Russian crude oil, U.S. recessions ranked.  


Onshore v offshore

Source:  The Daily Shot

U.S. firms that rely on domestic supply chains or have a significant domestic manufacturing footprint continue to outperform. In other words, investors are punishing companies that are offshore.

Covid-19 lockdowns in Shanghai, creating massive disruptions.   


Real Earnings:  Inflation taking a toll

Source:  Mauldin Economics


Trailer orders rose in March

Source:  TruckingInfo


The ratio of truck cargo to trucks available stays elevated

Source:  SupplyChainBrain


Inspection violations

Source:  Fleet Maintenance


The pileup of empties on the coasts means reduces prices – for now 

Source: AJOT


Truck usage in Shanghai – way down due to Covid lockdowns

Source:  AJOT


Truck tonnage jumped 2.4% in March 

Source: TruckingInfo

Graph displaying ATA's advanced seasonally adjusted for-hire truck tonnage index increased. 2/4% in March after rising 0.7% in February.

eCommerce share of total U.S. retail sales has been falling

source: SCDigest


Will European countries inflict pain on their own economies by barring Russian oil imports?  This does not appear to be the case.  The rise of the β€˜unknown’ category reflects workarounds.

Source:  Wall Street Journal


That’s all for this week.  Thanks for reading.  



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Industry Indicators: April 4th– 17th