U.S. supply chain activity throttles back after record month, still powers ahead — Panjiva
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U.S. supply chain activity throttles back after record month, still powers ahead

China 3053 Cons. Discr. - Durables 575 Consumer Staples 807 Corp - Forwarders 347 Corp - Ports 911 Corp - Shipping 1030 European Union 882 Health Care 363 Industrials - Capital Goods 623 Info Tech - Tech Hardware 866 Materials - Chemicals 273 Materials - Metals/Mining 796 Mode - Containerized 1525 Mode - Seaborne 1846 Trade Balance 935 U.S. 5404

U.S. seaborne, containerized import activity jumped 25.5% year over year in April and by 19.3% compared to the same period of 2019. While that was slower than the rate seen in March, the average 94,000 TEUs per day handled was still 3.5% higher than the peak season (three months to Nov. 30). Shipments from China grew fastest at 42.6% year over year while those from Europe improved by 19.6% with the impact of the Suez Canal closure only just starting to be felt. Consumer demand is still leading the way, with a 47.9% year over year jump in imports of consumer discretionary products led ...

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