Nineteen-year-old Petri Alva’s favorite sprint-kayaking event is the 500 meter. “It’s just a fantastic race because it combines speed and endurance in a
trading nations. demand is a key part of this supply chain issue. there is so much demand this holiday season. people are out spending. we re doing an enormous amount of online shopping. is the real issue that we ve changed the way commerce works? people aren t going to shopping malls and out to restaurants like they were even a few years ago. steph it s not just one issue. we came out of covid-19 thinking we were moving and then the delta variant and now omicron. online buying has doubled over the last 15 months what it took a decade to build in the united states. we re still seeing some of our discretionary income go heavily into the retail and finished goods market as we start to go back into service sector. we have to watch all of these metrics very closely but the key to the supply chain is cargo velocity. the cargo has got to move through and what we ve seen is trying to take ten lanes of freeway traffic, push them into five and if the guy next to you is not courteous and doe
past year. gene, that s why you have to have a girl next to you instead of a guy, far more courteous and nobody talks cargo velocity quite like you do. supply chain issues are always going to plague us but at what point can we throw our hands up and say this is no longer a supply chain crisis. are we there? i think we ve got a line of sight on what s going to happen next and down the line. we re starting to see the peak before an early lunar new year the first week of february. that means landings in the back half of the month will be strong. then major retailers in home improvement stores are telling me they ll focus q2 on inventory replenishment, so get that inventory sales ratio back in a more normalized setting that it hasn t been in for the last decade. then hopefully we ll be able to pivot into maybe an earlier but more predictable peak season next summertime. gene, nobody makes ports as exciting as you do.
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